Portfolio
Structure, prioritize, and manage your transformation portfolios from vision to strategic execution.
Portfolio Setup & Roadmapping
- How to Build a Transformation Roadmap with the Digital & AI Maturity Assessment (iTransform365 Model) Stepper
- How to Build and Manage Portfolios Using the Portfolio Studio and the Portfolio Backlog
- Visualize and Plan Your Portfolio Strategy Roadmap with Planning Studio
- How to Create a Strategic Transformation Roadmap with the Direct Mode
- How to Generate a Strategic Transformation Roadmap with the Lean Portfolio Management (LPM) Stepper
- How to Create or Update a Portfolio with Direct Mode
Demand Management
- Get Started with the Demand Management Studio
- How to Create and Submit a New Demand
- How to Review a Demand
- How to Evaluate Investment Readiness for a Demand Using the ROI Simulator
- How to Perform Demand Analysis and Scoring
- How Do You Transition a Demand from Prioritization to the Planned Stage (Ready Project)
- How to use Demand Management Dashboards
Investment Planning
- How to Use the Investment Planning Studio in AIZOPlan: A Quick Start Guide
- How to Manage Budget Sources at the Portfolio Level
- How to Allocate initial Budget, submit Adjustement Request and Transfer Budget request at the Portfolio Level
- How to Manage Portfolio-Level Budget Requests as Validation Responsible
- How to use Investment Planning Dashboards
Portfolio Management
- How to Set a Key Result (KR) for a Portfolio Using the Performance Management Studio
- How to Manage Changes in a Portfolio Using the Change Management Studio
- How to Manage Risks in a Portfolio Using the Risk Management Studio
- How to Track Key Result (KR) Performance for a Portfolio Using the Performance Management Studio