Portfolio Sweeps

If you need to understand the value of your current portfolio, prioritize your projects within it, or link it to strategy and budgets, you should consider a portfolio sweep. The portfolio sweep engages SmartOrg professionals in a consulting project to help you address real issues using value-based management methods, using our software.

Portfolio Sweeps are tailored to your specific situation. The typical portfolio sweep evaluates your projects on a consistent basis and aggregates the evaluations into a full portfolio perspective. You will be able to make an apples-to-apples comparison of risk and return of the projects and prioritize them appropriately. You will see the overall performance of your portfolio and align it with strategy and budgets. A typical portfolio sweep is conducted through a series of workshops, leveraged by Portfolio Navigator™, in which the following topics are covered:

• Develop template(s) and standards for evaluating projects.
• Evaluating individual projects or opportunities.
• Developing credible and comparable information.
• Reviewing the full portfolio and making decisions.

Deliverables

• Evaluation template(s) in Excel and for use in Portfolio Navigator.
• A consistent evaluation of each project (or opportunity).
• A report on the performance of your portfolio.
• A hosted Portfolio Navigator™ system that you can review and modify.

Quote from a satisfied customer: “We found we could increase the return on our portfolio from $40M to $80M”

How to Buy

Our professional services are sold based on the scope of the engagement. Our consultants will be delighted to discuss your situation, scope a project, and provide a quote.

Please contact us to discuss your needs or to place an order. Call 650-470-0188 or email to info@smartorg.com