Portfolio Intelligence

Business leaders need solutions that are comprehensive, intuitive and simple. Answers to your issues must be affordable and can't bog down your limited resources. That's exactly how EDC has designed our SaaS-based Portfolio Intelligence (PI) software.

PI is a comprehensive, Web-based project portfolio management service. Finally see what you've been missing. Empower your managers with the high-level view they need to see red flags, track time spent and make informed business decisions.

The Power of the Bird's Eye View

• Portfolio Intelligence is an on-demand, Web-based project portfolio management solution for executives and managers who want to bring more value to their organizations.

• Includes unique functionality that allows you to make better decisions, increase resource utilizations and manage projects based on business value.

• A single location to consolidate all of your tracking and integrate schedule information for multiple projects.

• Multiple levels of role-based access permissions to give your projects visibility from any location.

• Operates in a highly secure environment so you to have confidence your information is protected.

• Organize, control and communicate the benefits of your work efforts simply and effectively.

"Portfolio Intelligence provides us with the essential methodology and decision support tools to optimize our work efforts and reduce costs."

Lawrence Bernicky: Vice President of Finance, Sypris Test & Measurement

Main Features

With an intuitive interface and a complete life-cycle methodology, Portfolio Intelligence is perfect for mid-sized organizations and project management offices (PMOs). Portfolio Intelligence can be used for all types of work efforts including IT projects, process improvement projects, product development projects and marketing projects.

Portfolio Intelligence is an affordable, easy-to-implement and non-complex tool that has a complete process methodology. Just as you can increase the value of an investment portfolio through management and analysis, you can use Portfolio Intelligence to increase the value of your project portfolio. The main features of PI include:

• Executive dashboard:

  Gives management information for better decision making and maximizing value

• Benefits measurement:

  Better understand benefits of projects and alignment with organizational objectives

• Automated status indicators:

  Enables you to keep projects on track

• Resource analysis:

  Allows you to balance and maximize resource utilization

• Value and project scoring:

  Prioritize and align work efforts against customizable business value criteria

• Input wizards:

  Easily and quickly input information

• Plan templates:

  Quickly create project resource lists and schedules with saved plans

• Project scheduling:

  Easily create project schedules with input wizards or import from Microsoft Project

• Flexible reporting tools:

  Generate custom reports that are exportable to Microsoft Excel

• Multiple access levels:

  Confidently give people access only to the information they need

• Modules:

  For project portfolio management, time tracking and service ticket management

Complete Process Methodology

Portfolio Intelligence has a complete process methodology that allows you to:

• Collect and manage request information
• Perform project pipeline analysis and prioritize projects
• Manage resources and balance utilizations
• Track and control a project's status, milestones and budgets
• Measure and communicate project benefits and business value

The Problem With Spreadsheets

Many of our customers previously tracked their projects and work efforts in spreadsheets. Some tried using detailed project management tools and methodologies. The problems they encountered included:

• Critical information wasn't accessible to the people who need it the most
• They lacked the capability to track multiple projects simultaneously
• There was no methodology for making decisions and improvements
• Work efforts were very difficult to implement, use and keep updated