Tools

Portfolio Manager 2017 (with Actuals)

Use this workbook as a model for your homegrown PPM solution. This workbook improves upon Info-Tech's popular Project Portfolio Workbook by using Excel's business...

Project Portfolio Organizer

Use this tool to analyze the current mix of projects and programs in your existing portfolio. This information is critical for understanding what information and...

COBIT APO05 (Manage Portfolio) Alignment Workbook

Use this tool to assess to what degree you have the information and processes in place that are needed to maintain an organized portfolio. This tool uses the COBIT 5...

Portfolio Management Improvement Roadmap Tool

Use this template to record the prioritized high-level roadmap for better defining portfolio criteria and for optimizing portfolio processes so that such criteria can be...

Feedback Consolidation Tool

This tool is an organizer to track the responses you receive, and a presentation tool should a meeting be needed, and contains three parts: Email Feedback on Value...

BI Use-Case Fit Assessment Tool

Use this tool to identify the functional use cases that align with your business's future BI suite.

BI Vendor Shortlist & Detailed Feature Analysis Tool

Use this tool to develop your own custom shortlist. Utilize the tool's knock-out criteria and criteria weightings to identify vendors that align with your business's own...

Vendor Classification Model Tool

Use this tool to classify vendors.

Vendor Risk Profile and Assessment Tool

Use this tool to assess the risk exposure of your top 20 vendors.

SMMP Use-Case Fit Assessment Tool

Use the Use-Case Fit Assessment Tool to understand how your unique requirements map into specific SMMP use cases.
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