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  1. Capabilities
  2. Align Strategy with Execution: From Roadmaps to Results

Align Strategy with Execution: From Roadmaps to Results

With strategic planning, define clear objectives, prioritize the right investments, model scenarios, and track outcomes across portfolios.

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SPM Header Image

A Clear Path from Strategy to Delivery

Follow a proven 5-step flow to define goals, organize work, fund and capacity‑plan, evaluate options, and report outcomes.
Map Your Vision

Step 1: Map Your Vision and Roadmap the Future

Capture strategy to map the path forward and communicate clear objectives to track progress

  • Visualise strategic themes, milestones, and dependencies across time horizons
  • Define OKRs and align portfolios, products, and programs
  • Portfolio-level Kanban & trend visualization
  • AI agents detect emerging trends and suggest OKRs to achieve strategic goals
Align Demand, Work & Resources

Step 2: Align Demand, Work & Resources

Organize and align work to the defined strategic objectives into potential portfolios, programs, projects and other investment streams

  • Funnel ideas, initiatives, and business cases into a unified demand intake
  • Prioritise work using WSJF, SAFe, or configurable scoring models
  • Score and evaluate proposals using objective, data-driven criteria (multi-rater)
  • Balance demand with workforce and budget constraints dynamically
A Clear Path from Strategy to Delivery

Step 3: Financial & Capacity Planning

Set clear financial goals and resource capacity constraints for each work stream

  • Dynamic funding & investment modeling (Agile & traditional)
  • Top‑down & bottom‑up budgeting with multi‑currency support
  • Long‑term capacity & ERP/financial integration (SAP‑Ready)
  • P&L, cashflow, cannibalization, attrition
  • Predictive AI identifies cost drift, capacity bottlenecks, and timeline risks before they escalate
Simulation, Scenario Evaluation

Step 4: Simulation, Scenario Evaluation & Portfolio Optimization

Evaluate multiple paths forward and make confident, data-driven investment choices

  • Build and compare strategic scenarios across budgets, markets, and capacity
  • Measure trade-offs between value, risk, and cost in real time
  • Leverage particle-swarm optimisation to find the best portfolio mix
  • Efficient frontier & sensitivity analysis
Reporting, Analytics & Strategic Oversight

Step 5: Reporting, Analytics & Strategic Oversight

Track progress, performance, and portfolio health from every angle

  • Out-of-the-box executive dashboards and analytics link KPIs to strategic outcomes.
  • Planisware Explorer (PEX) for ad‑hoc analytics
  • BI-Box for external BI & data lake integration
  • 1‑click Excel/PDF/PPT export

Turn Strategy into Action, with Intelligence at Every Step

Step 1: Map Your Vision and Roadmap the Future

Begin by translating high-level strategy into tangible roadmaps. Visualise strategic themes, investment horizons, OKRs, key market opportunities and milestones. Then capture the demand flood: ideas, innovations, business cases, proposals - all funnelled through an intake process.

Behind the scenes, built-in AI agents can detect intake patterns, and recommend which opportunities align most strongly with your objectives. 

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[Enterprise][25Q3] Strategic Goals

Step 2: Align Demand, Work & Resources

Strategy is only as good as its execution. Balance your portfolio of initiatives against available capacity, budget and skills. Prioritise work not just by intuition, but using quantitative scoring, strategic weightings, and scenario comparisons.
Stop relying on siloed spreadsheets. Leverage Planisware’s integrated demand-to-delivery pipeline to ensure every investment reflects your strategic intent and resource reality.

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Idea Kanban

Step 3: Financial & Capacity Planning

Create adaptive funding models and detailed capacity forecasts that link your roadmap to the numbers. Model cash-flows, cost impacts, resource utilisation and timeline constraints - all in one unified platform.
With our AI-powered forecasting, you gain early warning of cost slippage, resource bottlenecks or timeline risk, turning historical performance into future foresight.

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Financial Report
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[Enterprise][25Q3] Strategic Goals
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Idea Kanban
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Financial Report

Optimize the Portfolio and Turn Data into Insights

Step 4: Simulation, Scenario Evaluation & Portfolio Optimization

In an age of disruption, you must prepare for “what if”, not just “what is”. Build multiple strategic scenarios: re-allocate budget, test delayed launches, shift resources, change market assumptions and immediately see the impact on value, risk, capacity and timeline.
Our intelligent optimiser uses swarm-based intelligence to propose optimal project mixes and resource allocations at portfolio scale, giving you confidence in your choices

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[Enterprise][25Q3] Portfolio Comparison Dashbaord

Step 5: Reporting, Analytics & Strategic Oversight

From board-room visuals to PMO dashboards, turn data into insight.

Planisware provides an extensive set of dashboards and analytics out of the box. But when you need to monitor insights, Planisware Explorer allows users to create additional reports with an extra layer of flexibility.

For external reporting that combines Planisware data with third-party information, the platform leverages BI-Box, a cube generator for connecting with other Business Intelligence solutions.

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Application Portfolio Comparison
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[Enterprise][25Q3] Portfolio Comparison Dashbaord
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Application Portfolio Comparison
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[Enterprise][25Q3] AI Risk Generation

Take the Next Step - Empower Strategy with AI

Strategy isn’t just about planning; it’s about executing with confidence, speed, and intelligence. With Planisware Enterprise, you can map your vision, align your resources, and activate AI to anticipate risks, uncover opportunities, and recommend actions
Book a personalised demo Learn more about AI

More Resources on Strategic Planning

The PMO’s Game Winning Score: How to Prioritize Projects When Everything’s Important
Video

Webinar: The PMO’s Game Winning Score: How to Prioritize Projects When Everything’s Important

Read more
Particle swarm optimization
Article

Optimize your Portfolio in One Click with Swarm Intelligence

Read more
Enterprise Architecture Overview
eBook

Strategic Portfolio Management for IT and Digital Solutions

Read more
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