Get Started with the Demand Management Studio

Overview

Demand Management in AIZOPlan helps your organization capture, assess, prioritize, and approve Demands that support Strategic Goals. A demand represents a new idea, business need, or opportunity that requires structured evaluation before becoming an executable project.

AIZOPlan provides the Demand Hub—a centralized workspace to manage all incoming Demands and guide them through the demand lifecycle:

Funnel → Review → Analysis → Prioritization → Planned

Accessing the Demand Hub

To open the Demand Hub:

Open the Demand Management Studio from the main navigation
Portfolio → Plan → Demand Management Studio or directly from the Portfolio Office.
Then, select the Demand Hub tab to access the central workspace.

Demand Views and Tracking

The Demand Hub offers two views:

List View for tabular tracking and filtering
Kanban View for a visual, drag-and-drop interface that shows each demand’s position in the lifecycle.

The Kanban view makes it easy to monitor progress, from initial idea capture in the Funnel to final approval in the Planned stage.

This article provides a step-by-step overview of how to submit, evaluate, and progress a Demand through each stage—from idea intake to execution readiness.

🟢 Stage 1: Funnel – Submitting a New Demand

All demands begin in the Funnel stage.

How to Add a Demand

Navigate to Portfolio → Manage → Demand Management → Demand Hub
Click “+ Add Demand” and complete the submission form

Key Fields to Complete:

Title, Portfolio, Description
Business Need – Describe the problem or opportunity
Category – e.g., Innovation, Compliance, Cost Optimization
Impact Area – e.g., Customer, Operations, Revenue
Demanded Investment – Estimated budget required
Strategic Objectives - link to a Strategy Objective

Click Submit to send the demand to the Funnel stage.

👉 Full guide: How to Create and Submit a New Demand ?

🔍 Stage 2: Review – Assessing Feasibility and Value

In the Review stage, each demand is evaluated for completeness, feasibility, and alignment with organizational goals.

How to Review a Demand

In the Demand Hub, locate the demand in the Review stage
Click Edit to open the Edit Demand form and complete:

- Project Definition – Scope, Out of Scope, Data/IT requirements
- Value Assessment – Strategic and financial impact
- Project Assessment – Feasibility and complexity
- Impact & Risk – Operational impact, risk level, technology readiness
- Ownership – Assign owner, business unit, and delivery team

Click Save to be able to move the demand to the Analysis stage.

👉 Full guide: How to Review a Demand ?

🧮 Stage 3: Analysis – Scoring and ROI Assessment

In the Analysis stage, demands are evaluated using a weighted Scoring model and an Investment Readiness Assessment (via the ROI Simulator).

Scoring the Demand

Navigate to the List View
Locate the demand in the Analysis stage (tagged with “Need Scoring”)
Click the Scoring icon to display the 5 scoring criteria

- Strategic Alignment
- Value Realization
- Feasibility

- Risk Level
- Technical Readiness

Adjust the 5-star ratings and click Save.

👉 Full guide: How to Perform Demand Analysis and Scoring

Evaluating Investment Readiness with ROI Simulator

Go to Investment Planning → Demand Investment Allocation
Click “Resolve ROI” next to the demand and complete de ROI Simulator steps :

- Step 1: Confirm the demand
- Step 2: Add CapEx, OpEx, and Expected Earnings
- Step 3: Refine entries
- Step 4: Simulate ROI (confirm realization curve and visualize cash flow, EBITDA, and net value)

👉 Full guide: How to Evaluate Investment Readiness for a Demand Using the ROI Simulator

Once Scoring and Investment readiness are completed, the demand is marked as Ready for Prioritization and and can be advanced to the Prioritization stage.

📌 Stage 4: Prioritization—Ranking Demands for Approval

Demands that pass Scoring and ROI Simulation can be advanced to the Prioritization stage. Here, you can compare and rank demands based on their total score, funding needs, and strategic impact.

Pre-check Before Moving the demand to Planned

Before changing the demand status, confirm the following fields are completed in the List View:

Program is linked

Risk is identified
Investment is confirmed
Investment Readiness is completed
Scoring is finalized

Move the demand to Planned in the Kanban View, and confirm Start Date and End Date (used for SPI/CPI tracking).

👉 Full guide: How Do You Transition a Demand from Prioritization to the Planned (Ready Project) Stage

🚀 Stage 5: Planned – Preparing for Execution

In the Planned stage, the demand is officially approved, converted into a Project, and added to the Project Backlog.

When a demand is marked as Planned:

The Investment Planning module reflects confirmed investment (via Demand Investment Allocation—Project View)
The demand is automatically turned into a Project
Execution planning can begin in the Project Office

👉 Full guide: How Do You Transition a Demand from Prioritization to the Planned (Ready Project) Stage

✅ Summary

AIZOPlan’s Demand Management process helps you transform high-level ideas into investment-ready projects through five structured stages:

Stage	Purpose
Funnel	Submit and register new demand ideas
Review	Assess feasibility, value, and ownership
Analysis	Score and evaluate investment readiness
Prioritization	Rank based on score and approve for execution
Planned	Convert to project and prepare for implementation

At each stage, you can consult AIZO, your virtual assistant, to guide you, provide recommendations.