Portfolio governance with verifiable traceability of captured value.
Executive scheduling, OKRs connected to initiatives, stage-gate discipline and financial value capture — in a single platform built for Operational Excellence teams.
The value governance cycle
Six sequential phases, with AI as the layer that runs across all of them — not one more module, but the way you query and amplify everything above.
A platform that aligns teams and captures real value
Each module solves a concrete executive problem. All connected in a single management tool.
Connect strategic objectives with operational execution
Strategy map that traces the chain from OKRs to Key Results, business KPIs, and initiatives with quantified contribution. Each initiative knows exactly how much it contributes to the outcome that matters.
- OKRs with automatic progress from KPI measurements
- +100 integrated indicators in catalog
- Anti double-counting: validated contribution sum ≤ 100%
- Visual map of the strategy → initiative → benefit chain
Master schedule: critical path, milestones, and real-time progress
Multi-level Gantt view that consolidates programs and initiatives into a master schedule with visual critical path (CPM), milestones, and real progress. Identifies blockers before they affect Committed Value.
- Unified schedule: Portfolio → Program → Initiative
- Visible critical path (CPM) with automatic delay alerts
- Milestones with status and links to financial benefits
- Excel export with integrated schedule and financial status
Capacity, allocation, and skill gaps in one place
A consolidated view of people, teams, and open positions: how much capacity each resource has, what they're allocated to, and where skill gaps put portfolio execution at risk.
- Resource catalog: people, teams, and open positions
- Capacity heatmap: available vs. allocated by period
- Skill gap analysis by role and initiative
- Consolidated utilization at the portfolio level
Structured approvals with auditable evidence
Stage gates with role-based approval workflows, decision logs, and attached evidence. Every stage advance is traced: who approved it, when, and with what information.
- 4 configurable stages (IDEA → PLAN → EXEC → DONE)
- Approval workflow with automatic notifications
- Immutable decision log for audit purposes
- Scope changes with quantified impact before approval
Portfolio committees and sessions, standardized and traceable
Predefined committee cadences —initiative review, program delivery, stage gate committee, strategic review— with automatic session generation, minutes, quorum and attendees. Stage Gate approvals are decided within these instances, with adherence measured and traceable by period.
- 7 predefined cadence types, each with a standard agenda
- Automatic session generation based on recurrence and tolerance window
- Minutes, quorum and attendees recorded per session
- Historical adherence with traffic-light bands (green/amber/red)
KPIs connected straight from the source system
Access tokens per instance so third-party systems can report KPI measurements via API, with freshness monitoring and auditable versioning of every ingested data point — no more copy-pasting spreadsheets.
- Ingestion tokens per instance, with expiry and revocation
- Health dashboard: on track, delayed, silent, or unconfigured
- Auditable versioning of every ingested measurement
- Ready-to-use integration snippets to connect source systems
From estimate to realized benefit, with full traceability
Value curve showing planned vs. realized NPV and ROI, monthly cash flow, and financial waterfall. Data the CFO can present to the board without extra preparation.
- NPV, IRR, ROI, and payback across comparative what-if scenarios
- Capture S-curve: planned vs. actual by month
- Waterfall by benefit category
- Plan/actual variance with financial deviation alerts
We don't just measure compliance. We question ambition.
The silent risk isn't missing the target — it's satisfactory underperformance: comfortable goals that get approved, get met, and no one questions again. Full Potential adds a third reference point to the waterfall: the real potential, verified against industry benchmarks.
- Was the target actually the right one?
- Extended waterfall: Baseline → Committed target → Uncaptured potential
- Automatic "conservative target" detection before the committee, not after closure
- +100 integrated indicators in the initial catalog
A strategic view of the portfolio, without the schedule's operational noise
A visual roadmap by program swimlane, built for executive communication: what's underway, what stage it's in, and whether it's generating value — filterable by strategic objective, without the dependency density of an operational schedule.
- Swimlanes by program, with initiative bars colored by stage
- Milestones with status: pending, achieved, or missed
- Health indicator (green/amber/red) per initiative
- Filter by strategic objective, with value capture in a side column
Efficiency
An assistant with real context on your entire portfolio
Natural-language conversation with read-only access to KPIs, OKRs, risks, benefits, governance, and data ingestion — always filtered by the permissions of the user asking.
- 15 tools connected to real-time platform data
- Responses filtered by the querying user's permissions
- Flags stalled initiatives, open risks, and gaps before the user asks
- On Enterprise, automates internal tasks on the same underlying data
From setup to captured value, in three phases
A clear path from day one to the first measurable results, with no over-engineering or months of configuration.
Define hierarchical structure, industry KPIs, OKRs, stage gates, and prioritization criteria aligned with corporate strategy.
Progress governance with committee cadences, phased approvals, change management, risks, and resources. Continuous operational traceability.
Financial traceability of benefits: planned vs actual, realized NPV and ROI, and audited waterfall. The board sees exactly what was captured and what remains pending.
Measure what matters. Capture what you planned.
Personalized demo on request. No generic presentation — just the problem your organization needs to solve.