Make the highest-value decisions
Businesses today are faced with unprecedented challenges. Climate change, corporate social responsibility commitments, aging infrastructure, digital transformation initiatives, and pandemic recovery initiatives demand increased investment. To thrive, companies must strike the right balance between cost-effectively managing the current business and investing to meet future demands. How can you be confident you’re making the best decisions—the ones that will deliver the greatest value?
Copperleaf Portfolio™ empowers organizations to efficiently create, manage, and communicate investment plans that deliver the greatest value while simultaneously respecting funding, resource, and timing constraints. Portfolio equips your team with streamlined investment capture and costing tools, AI-enabled portfolio optimization tools, and a value-based decision-making framework that uses industry-proven models from the Copperleaf® Value Model Library. Make the highest value investment decisions with Copperleaf Portfolio.
The biggest benefit is that we now have an end-to-end solution. We can start off with a rough idea of the projects we need to undertake to achieve our strategy and then track that investment all the way through to delivery and benefits realization.”
Create the optimal investment strategy
Delivering the highest value means doing the right projects at the right time. This is no easy task for organizations that deal with hundreds of candidate investments, with multiple alternatives and start dates to consider. Finding the optimal solution is impossible using traditional methods.
Copperleaf’s AI-powered optimization can evaluate the vast number of possibilities and identify the highest-value investment plan within minutes. Create any number of what-if scenarios to compare and contrast the impact of different funding and resource constraints on risk and value. Copperleaf Portfolio helps stakeholders quickly come to agreement on the best overall investment plan.
Align decisions with your strategic objectives
The Copperleaf Value Framework makes it possible to consistently assess the value of every investment and align decisions to the strategic priorities of your organization. Any number of value measures can be added, including mitigated risk, financial and non-financial benefits, improvements to Key Performance Indicators (KPIs), and more.
Copperleaf Portfolio evaluates how an investment contributes to each value measure and aligns that value to a common economic scale. Even the most dissimilar investments can be compared so that difficult decisions can be made with confidence.
Improve the effectiveness of your planning process
Copperleaf Portfolio streamlines the process of developing, approving, and managing investments through their full lifecycle. It provides a centralized, enterprise-wide platform to capture all investment candidates, allowing them to be scoped, costed, valued, and organized into portfolios.
Portfolio ensures all investment decisions are based on “one source of the truth”, enabling planning teams and other stakeholders to operate more efficiently and collaboratively as projects evolve from idea to execution.
Copperleaf Portfolio lets us identify the optimal set of investments and timing that deliver the greatest value to the organization and its customers across multiple portfolios. It helps us proactively identify, quantify and manage risk.”
Modular and Configurable
Copperleaf Portfolio is highly modular and configurable, growing with you as your business needs evolve. It can integrate seamlessly with your existing systems to turn data into decisions.