M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

Determine the Future of Microsoft Project in Your Organization – Phases 1-3

View your task management, project management, and project portoflio management options through the lens of M365.

Microsoft Project & M365 Licensing Tool

Define your Microsoft Project licensing needs based on your stakeholder groups.

Run IT Like a Business

It’s time to move beyond the debate about how to manage IT’s work, how to organize projects, and how to structure products. It’s time to run IT like a business.

Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

Deliver Engaging Portfolio Reports With Power BI

The templates, slide decks, and videos are here to help you grow your own PPM solution, run it like a professional, and understand when it’s time to upgrade to a...
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Deliver Engaging Portfolio Reports With Power BI Storyboard

A step-by-step process for implementing and personalizing a set of PPM reporting templates based on Excel and Power BI.

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

Portfolio Manager 2.0

This is a set of ready-to-implement reporting templates for the smaller PMO.
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