Folio Priority System

The demand to deliver improved results with fewer resources, less risk, and shorter lead-time makes selecting the right projects essential. You need to scenario-test investment options, optimize spending based on business outcomes, and provide rational explanations for spending choices.

Please contact us to access a more technical list of features or watch a short video of Folio Priority System. (You must be registered and approved to access these pages.)

Collect Information

  • Create projects for funding consideration
  • Define alternative versions if desired
  • Collect all benefit and cost information, including non-financial benefits
  • Follow an input template customized to your organization

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Review Projects

  • Analyze project candidates
  • Compare alternative solutions
  • Calculate project value
  • Generate reports

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Prioritize Portfolio

  • Gather projects into one or several portfolios
  • Optimize each portfolio to provide optimal funding recommendations
  • Allow for manual review and override
  • Investigate the impact of mandated projects on portfolio cost and value

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Report & Monitor

  • Generate portfolio reports
  • Document assumptions and defend choices
  • Monitor costs and benefits as project unfolds
  • Explore mid-course corrections to address earnings shortfalls or other changed conditions

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