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STRATEGIC PROJECT & PORTFOLIO MANAGEMENT SOFTWARE

Connect your strategic priorities
to the work you fund and deliver.

Project Insight is strategic project and portfolio management software that connects business goals with investment decisions, resource capacity, and project execution. Prioritize the right work, plan what your organization can deliver, and track whether investments achieve their intended outcomes.

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  • deloitte
  • jd-power
  • kawasaki
  • new zealand stock exchange
  • cpa-canada
  • saic
  • takeda
  • paycor
  • cal-coast
  • cox communications
  • happy-state-bank
  • pmioc
  • mps
  • pioneer
  • surecom
  • thedacare
  • tierpoint
  • unfcu
  • axia
  • bridgeline
Microsoft Certified Partner  |  Hosted on Azure  |  Bidirectional Integrations with Jira, Azure DevOps, Salesforce, NetSuite, HubSpot & ServiceNow

Start with what your organization needs to achieve.

Your business has limited people, time, and money. Set strategic goals and measureable taregts before you start new work. Connect goals to tasks across your portfolio, identify ownership, and measure progress so you know whether the investment is succeeding or if adjustments need to be made.

01

Define success

Set strategic goals, measurable targets, and accountable owners so everyone understands the results the organization is working toward.

02

Connect work to goals

Link initiatives and projects to the objectives they support. Make their expected contribution visible before committing people and funding.

03

Organize around your business

Configure programs and portfolios around products, regions, teams, or strategic initiatives while keeping dependencies across them in view.

INVEST IN THE RIGHT WORK

Make the case for what gets funded.

Bring requests, business cases, scoring, and approvals into the investment decision command center.

  • Compare strategic fit, expected benefits, cost, and risk.
  • Check capacity and dependencies before committing.
  • Decide what to fund, defer, or decline and preserve why.
Project scorecard comparing market demand, risk, strategic alignment, time to market, and total cost
FROM PRIORITIES TO A DELIVERABLE PLAN

Connect strategy, funding, capacity, and execution.

Build roadmaps that bring near-term commitments and longer-term initiatives and their dependencies into one view. Connect the outcomes you want with the work, people, and funding needed to achieve them, refining the plan as estimates and priorities become clearer.

1

Set direction

Goals, outcome targets, and investment priorities.

2

Evaluate initiatives

Business cases, expected value, scoring, and approvals.

3

Commit resources

People, funding, capacity, and realistic timing.

4

Deliver the work

Projects, dependencies, milestones, and actual progress.

5

Measure & adapt

Actual outcomes, updated forecasts, and the next decision.

Strategic portfolio Gantt showing portfolios, programs, project phases, progress, and delivery timelines

Keep the business case connected to delivery.

Goals & expected value

Objectives, accountable owners, outcome targets, and expected benefits.

Work & dependencies

Programs, portfolios, projects, milestones, risks, and approvals.

People & capacity

Roles, skills, availability, time off, commitments, and future demand.

Funding & performance

Investment plans, actual costs, value forecasts, and measured results.

Francis Solomon Knox, Breakthrough T1D

I was looking for a strategic PPM system with project management, resource management, finance management, and benefits management all encapsulated into one product. Project Insight gives us that ability to plan and make better decisions with standardized data.

Francis Solomon Knox, Breakthrough T1D

Success Stories →

Know what your people and budgets can support.

Before approving new work, see whether you have the people and funding to deliver it—and what it means for commitments already underway.

  • Account for existing assignments, availability, and time off.
  • Match required roles and skills to capacity, and spot staffing gaps.
  • Compare planned budgets with actual time, expenses, and forecasts.
Explore Features →
Portfolio resource allocation showing demand against available capacity alongside program planned and earned value
PLAN HOW YOUR TECHNOLOGY EVOLVES

Know what systems to keep and what to change.

Your strategy may call for new capabilities, but your budget is already supporting existing systems. See where technology investment will move the business forward and track lifecycles and expected outcomes.

  • Connect technology to purpose. Link applications and platforms to the business capabilities and strategic goals they support.
  • Weigh the next investment. Compare life-cycle stages, investment needs, and expected value to decide what to maintain, modernize, consolidate, replace, or retire.
  • Make the change achievable. Connect those decisions to funded projects, available people, and delivery plans.
Technology portfolio in Project Insight

See impacts before you change the plan.

When priorities shift, test your options before changing live commitments.

  • Accelerate an initiative. See what it means for other delivery dates.
  • Move a specialist. Check which teams gain capacity and which face a gap.
  • Delay a project. See what capacity opens up for higher-priority work.
Explore What-If Scenarios →
Technology portfolio expected versus actual value and investment value by initiative

Know if the work is delivering the intended results.

Compare strategic targets with expected benefits, updated forecasts, and actual results as work progresses.

  • Identify goals at risk and investigate the projects, dependencies, and resource constraints behind them.
  • Review budgets, actual costs, forecasts, and benefits alongside delivery performance.
  • Navigate from portfolio-level results into programs and projects to understand what needs attention.
  • Use results and lessons learned to decide what to continue, change, or stop—and improve future investment decisions.

Give executives answers they can trust, with current dashboards and scheduled reports that keep the next decision grounded in evidence.

Connect work across systems and portfolios.

Your teams can keep working in tools like Jira, ServiceNow, NetSuite, and Azure DevOps. Natively connect outside projects and information with work managed in Project Insight for a shared view of priorities, resources, and dependencies across portfolios.

Explore Project Insight integrations →
Business systems that can connect with Project Insight
CONNECT STRATEGY TO RESULTS

Choose the right work.
Deliver with confidence.

Connect goals, investments, people, and delivery in one strategic PPM command center.

See a Demo →

See strategic PPM in action

Watch how Project Insight connects project work to strategy and helps leaders evaluate competing priorities.

Watch the Power Tutorial →

Build the data behind better decisions

Explore the seven project data backbones that support trustworthy reporting, forecasting, and AI analysis.

Explore the guides →

Frequently asked questions

What is strategic project and portfolio management?
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How does Project Insight connect strategy to project work?
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Can programs and portfolios reflect how our organization operates?
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How does Project Insight support technology investment planning?
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How do what-if scenarios support portfolio decisions?
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Can we compare expected benefits with actual results?
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Can Project Insight connect work from Jira and Azure DevOps?
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How do you know when you have outgrown your project management tool?
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