The premier tool for value-driven strategic portfolio management

Enrich Portfolio System

The right portfolio tool will do more than build bubble charts: With a complete market assessment and valuation engine built in, the Enrich Portfolio System (EPS) lets you leave Excel® behind. Every input for every project is archived and can be incorporated into project scenarios, project reviews, and portfolio analyses. You'll spend less time crawling through spreadsheets and tracking down data, and more time building a visionary, strategic portfolio for your firm.

Take a moment to learn more about some key features of the Enrich Portfolio System.

• Strategic Portfolio Analysis
• Customized Project Valuation
• Collaboration and Integration
• Strategic Resource Planning

Powerful, Strategic Portfolio Analysis

Any tool can roll up project metrics; a truly strategic tool will give you the insights you need to make critical decisions about projects and funding. The Enrich Portfolio System allows you to build portfolios consisting of dozens, hundreds, or thousands of projects and project alternatives with a few clicks. You can then use EPS' revolutionary visualization capabilities to build the ideal portfolio. Here's just a sampling of the comparisons possible:

• Compare development, marketing, and launch alternatives for one or more projects simultaneously
• Compare multiple portfolios against strategic objectives around revenue growth, cash flow, and net present value
• Compare forecast spend against budget targets for multiple divisions or technology platforms
• Prescribe additional acquisitions or research projects required to meet medium- and long-term corporate goals
• Compare headcount against available staff and staffing plans
• Compare terms and risk for acquisition and licensing deals

Portfolio scenarios are one of EPS most powerful features. You can compare any number of portfolios against one another and against strategic objectives at the technology, division, or company level. Even optimization within the Enrich Portfolio System allows extensive what-if and scenario analysis, generating multiple portfolio alternatives that meet a wide variety of cost, staff, and manufacturing constraints, so you can explore the value of increasing available resources, delaying or deferring projects, and outsourcing critical path tasks.

Flexible, Customized Project Valuation

When we designed the Enrich Portfolio System, our experience consulting on portfolio initiatives told us that transparent yet rigorous valuation is the cornerstone of every successful portfolio review. EPS business models are developed in Analytica®, an off-the-shelf software platform that we've harnessed as the behind-the-scenes computational engine for the EPS. Coded in Analytica, our analytics library offers unprecedented modeling capabilities across the spectrum of project valuation and portfolio management:

• Capture product development risk at each lifecycle stage
• Capture market share and market size uncertainty at the global, regional, or segment level
• Factor cannibalization of existing products into new product value
• Structure and forecast for multiple levels of product (SKU, product line, technology platform, etc.)
• Capture technical dependencies between product development initiatives
• Aggregate financial and market risk across projects to estimate overall portfolio risks

The modules above are a starting point only; our experienced staff will work closely with you to customize the analytics to fit your business processes. The valuation methods can vary from simple scoring systems to rigorous market landscape assessments and financial analysis. No matter which method is selected, valuations across projects are flexible, comprehensive, and transparent. Enrich can train your team to modify and enhance the models we deploy with your solution, or you can rely on our consulting staff for enhancements. Either way, EPS allows rapid prototyping and model development that exceeds all other platforms available today.

Collaboration and Integration

The EPS allows all groups involved in project and portfolio activities access via your intranet. Equally adept at supporting groups of 2 or 200, the EPS provides the level of access and control you need to manage your portfolio. Whether your staff is entering data into the Enrich Portfolio System's web-based wizards, uploading populated Excel spreadsheets, or using a service-oriented architecture (SOA) to pull data from a corporate data warehouse, all data is archived automatically within the system's Oracle or Microsoft SQL Server database. Users can:

• Instantly review the source, timing, and context of every input for a single project, or for an entire portfolio
• Rollback a project input (or an entire project forecast) to an earlier value
• Perform detailed variance analyses, comparing multiple pre-launch forecasts to actual costs and sales
• Archive supporting documents within the EPS document management module
• Audit a project dataset for completeness and integrity

Strategic Resource Planning

All too often, firms attempt to use their operational project management system for strategic resource planning. The EPS strategic resource planning module is designed specifically to answer the needs of high-level resource planning activities.

• Trade off projects as a function of real value, not subjective priorities
• Forecast staff class/skill set requirements while accounting for project attrition
• Explore the implications of schedule acceleration and outsourcing on launch timing and revenue generation
• Compare resourcing plans built by hand against the results of the EPS' powerful optimization engine

The Enrich Portfolio System is used by R&D-driven firms worldwide. We look forward to speaking with you about best-practice portfolio management and the specific challenges of your firm.

• Contact us to arrange a demonstration
• Read about our portfolio management philosophy
• Browse our current clients