Portfolio Management

Solving business challenge

Every organisation has a bedrock of corporate data, however various regions or business units will typically have developed their own processes and systems for managing programmes. A portfolio view requires a ‘rolling-up’ of the information in these different systems to provide a single, trusted and accurate view of the programmes.

The VISeBILITY portal provides concise and clear views of the performance of an organisation reported from different perspectives such as geography, business lines and disciplines. Its embedded governance and process automation ensures the reports are accurate and meaningful to the business and stakeholders.

What VISeBILITY does

VISeBILITY is a web-based portfolio management portal providing top-down dashboard views of an organisation and reporting from different perspectives. The system is capable of enterprise-wide reporting, collaboration, embedded governance and process automation, document management, personalised dashboards, automated alerts and facilities to capture and track end-to-end information on data items (projects, loans, properties etc.) that are meaningful to the business and stakeholders.

Obtaining such an holistic view of the business does not mean having to replace existing systems or processes. VISeBILITY will take feeds from multiple sources to provide a consolidated single version of the truth for the organisation.

VISeBILITY technology advantages

A tailored solution which works with an organisation’s existing structure, processes and business rules – people don’t have to change to fit the software.
Data model and data flows are fully scalable to address evolving business needs and requirements.
The system is data agnostic meaning information can come from multiple sources either entered through the portal or imported from a variety of feed types.
Continuous validation and the normalisation of data at all levels ensures it remains the sole, authoritative and trusted source of data.
Business-specific processes and financial calculation are embedded into VISeBILITY allowing for real time reporting at all levels.
Data can be analysed through in-memory filtering and ‘slice and dice’ functionality of dashboards and reports, so users can drill-down to the underlying granular data.
Proven security capability guaranteeing that sensitive data can be stored and be inaccessible and untraceable to non-approved users.
Security profiles can ensure it is not possible to export sensitive portfolio data to any electronic medium.

VISeBILITY features

Core capabilities

Transform portfolio management and reporting methodologies into automated business processes.
Track progress and provide early, proactive and automated warning of risks and failing performance.
Organise portfolios from different business perspectives.
Align virtual teams with rich web-based project collaboration.
Automate consistent reporting from the lowest project level to executive summaries for programme steering committees.
Full audit trail held of decisions, data changes, system changes and collaboration.

Personal dashboards

Personalised real-time views for each stakeholder's view of portfolios relevant to their role.
Quick access to views of all relevant actions, issues, collaboration and documents across the system.
Warning indicators and email-based alerts, set according to business rules.
Online scorecard reports with drill down to underlying data.
Hardcopy PDF reports and exports to Microsoft Excel.
Traffic light (red-amber-green) rating assessment system calculated or assessed by portfolio managers.

Scorecard reporting

Incorporation of key information (e.g. critical risks and issues, financial information).
Slice and dice capability of the system enabling in-memory analysis of the data model across multiple dimensions.
Table builder reports allow users to choose which metrics they wish to interrogate.

Business rules configurator

Configure business rules for assessing and aggregating programme performance and alerts based on milestone/task statuses, risks, issues, actions and dependencies.
Traffic light reporting controls and configurable status indicators.

Risk and issue management

Raise, classify and report on risks, issues, assumptions and dependencies, consolidating to portfolio-level views.
Manage and resolve issues in context as they change over time.
Embeds your risk and issue methodology.

Financial performance management

Configure standard metrics (costs and benefits) and KPIs using budgets, actual, forecasts and variances calculations.
Integrate with data marts for near real-time data collection and processing.

Empowered collaboration

Anyone in the organisation can use, easily understand, review and communicate information through project and programme workspaces.
Integrate comments, threads, actions and documents into workspaces.
Assign roles, accountabilities, security levels in a flexible and customisable system.
Document repository and search with full text search on stored and cached content including readable attachments helps build and share lessons learned.

Approval and automated workflow

Define the 'assessment criteria' and business rules for each portfolio.
The process of assessment, submission and approval is completely configurable and is based upon a highly flexible role and privilege model.