UMT360 Feature Comparison
Compare the Features of UMT360 Financials and UMT360 Portfolios

UMT360 Feature Comparison


 
UMT360 Financials
UMT360 Portfolios

Build Governance Workflows:  Design, build and publish governance workflows to control product, project and asset lifecycles.

 
 

Create Financial Structures:  Define hierarchical financial structures (e.g. cost, benefit, cashflow) standardize data collection across portfolios.

 
 

Integrate Investment Controls:  Establish investment controls at each workflow stage to control financial data across the lifecycle.

 
 

Record Top Down Budgets:Capture and record top down budgets (by department, portfolio, program and asset etc.)

 
 

Capture Cost & Benefits Estimates:  Capture cost and benefit estimates for products, projects and assets to gauge financial contribution and streamline budgeting.

 
 

Derive Financial Metrics:  Derive standard financial metrics (e.g. ROI, NPV, RONA etc) to evaluate competing investments.

 
 

Breakdown Funding Allocations:  Breakdown financial estimates by allocation center (e.g. by department) to streamline organizational budgeting.

 
 

Control Funding Approvals:  Establish simple and complex approval workflows to maintain visibility and control across all funding requests.

 
 

Take Financial Snapshots:  Dynamically or manually Snapshot investments to maintain an auditable record of financial information throughout a products, projects, program or assets lifecycle.

 
 

Support for Multi-Currency:  Define applicable currencies and maintain time-phased rates to effectively manage investments in different geographies.

 
 

Automate Status Reporting:  Administer and streamline recurring (e.g. monthly) status reporting periods for products, projects, programs and assets.

 
 

Cost Tracking & Variance Analysis:  Capture actual and forecast costs and compare with approved budget to driver variance analysis.

 
 

Build Chargeback Reporting:  Utilize allocation centers to automate chargebacks reports for each department.

 
 

Integration with ERP Systems:  Take advantage of the powerful data exchange module to integrate with ERP systems and import actual costs per status reporting period.

 
 

Manage Change Requests:  Define governance processes to manage the submission and approval of incremental funding requests.

 
 

Track Actual Benefits: Establish a benefits realization framework and quickly identify investments that fail to realize revenue projections and meet cost reduction and avoidance targets.

 
 

Financial Dashboards& Reports:  Utilize familiar and easy to use Business Intelligence tools to design and publish insightful financial reports and dashboards in UMT360’s Report Center.

 
 
 
     

Define Portfolio Templates:  Create portfolios (e.g. product, project, program, applications etc.)  and standardize data collection and metrics with UMT360’s best practice templates and forms.

 

Flexible Enterprise Model:  Establish permissible cross portfolio relationships (e.g. projects to applications & applications to capabilities) to build a flexible Enterprise Portfolio Model.

 

Visibility Across Portfolios:  Gain visibility across all portfolios through powerful views and easily add new entities (e.g. product, project, program, application etc.) into a portfolio.

 

Build Powerful Surveys:  Design and publish powerful surveys (e.g. Strategic Fit, Risk, Performance etc.) to derive assessment metrics to evaluate each portfolio.

 

Map Cross Portfolio Relationships:  Capture cross portfolio relationships to understand the functional impact between investment portfolios (product, project,  program, application  etc.)

 

Financial Data Aggregation:   Dynamically aggregate financials through portfolio relationships to derive cost of ownership and reconcile top down and bottom up budgets.

 

Powerful Portfolio Analytics:   Utilize insightful reports and dashboards to analyze portfolios, communicate trade off decisions and finalize investment decisions.

 

Record Lifecycle Decisions:   Maintain an auditable record of lifecycle decisions (e.g. enhance, replace, retire etc.) for products, business capabilities and IT assets.

 

Build Transformation Roadmaps:   Intuitive transformation roadmaps provide visibility across all demand and ensure analysts can easily understand the cross portfolio impact of proposed changes.

 

Line of Business Integration:   Take advantage of the powerful data exchange module to integrate with line of business systems (PPM, ALM, ERP, IT Operations etc) to maintain data integrity.