Get Started with Portfolio Office in AIZOPlan

Overview

The Portfolio Office in AIZOPlan is your strategic control center for managing enterprise transformation. It connects Strategic Objectives with Investment Planning, Prioritization, and Portfolio governance—ensuring every initiative is aligned, funded, and delivering impact.

This guide outlines the four essential functions of the Portfolio Office:

Develop : Build Your Transformation Roadmap

Create your transformation roadmap by identifying opportunities, maturity gaps, and innovation streams using guided steppers or direct portfolio design. Leverage:

• Portfolio Studio – Structure and design your transformation portfolio using Digital Maturity Assessment (DMA) or Direct Portfolio Design

  • 🔗 Build Your Roadmap with the Digital & AI Maturity Assessment Stepper

• • 🔗   How to Create a Strategic Roadmap with Direct Portfolio Design

• Lean Portfolio Management Stepper : Generate strategic roadmaps through guided, agile-aligned planning flows

• • 🔗  Generate a Strategic Roadmap with the Lean Portfolio Management Stepper
• Portfolio Backlog - Centralize and manage all your transformation portfolios in one organized workspace. Gain visibility and control over portfolio status, scope, and priorities.

Plan : Prioritize and Fund Initiatives

Align Portfolios with Strategic Objectives, centralize demand intake, evaluate ROI, and define multi-year investment priorities. Leverage:

• Planning Studio – Align and sequence portfolios over time

• Demand Management Studio – Capture, qualify, and prioritize business needs

  • Centralize all ideas and requests using the Demand Hub and move them through a structured lifecycle:

               Funnel → Review → Analysis → Prioritization → Planned

  • Score demands based on strategic alignment, feasibility, value, and urgency

  • Simulate ROI using the Demand Investment Allocation tool

  🔗 How to Use the Demand Management Module in AIZOPlan: A Quick Start Guide

• Investment Planning Studio – Control budgets and validate Portfolio funding

  • Define and classify budget sources (OPEX/CAPEX)

  • Allocate and adjust budgets at the portfolio level

  • Simulate ROI and assess Demand readiness

  • Track and validate financial workflows via dedicated approval dashboards

🔗 How to Use the Investment Planning Module in AIZOPlan: A Quick Start Guide

Manage: Govern Risks, Change, and Performance

Support Portfolio delivery with tools to oversee risk, adoption, and outcomes:

• Risk Management Studio – Identify and mitigate Portfolio Risks

  🔗How to manage risks in your portfolio using Risk Management Studio

• Change Management Studio – Track Portfolio adoption using ADKAR

  🔗 How to manage changes in your portfolio using Change Management Studio

• Performance Studio – Monitor Portfolio KPIs, benefit realization

  🔗 How to Set a Key Result (KR) on a Portfolio Using the Performance Management Studio ?
  🔗 How to Track Key Result (KR) Performance Across a Portfolio Using the Performance Management Studio

Track: Monitor Execution and Strategic Contribution

AIZOPlan offers a suite of Portfolio-level Dashboards to provide real-time insight into execution and strategic contribution. These dashboards help decision-makers:

• Monitor how Portfolios align with and contribute to Strategic Goals

• Analyze funding distribution and Budget consumption

• Track execution status, Portfolio health, and delivery performance

Dashboards provide clarity, enhance governance, and enable data-driven prioritization.

🔗 How to vizualize and export Portfolio dashboards

💡 Use AIZO, your intelligent assistant, to assist at every level. 

 

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✅ Summary

The Portfolio Office in AIZOPlan acts as your transformation control tower—connecting strategy to execution. It enables your organization to manage demands, allocate investments intelligently, and track progress and performance with confidence, ensuring strategic value is delivered across the enterprise.