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Addison Avenue Credit Union Uses Portfolio Intelligence® to Prioritize and Track Their Strategic Initiatives.
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Key features and benefits of Portfolio Intelligence® include:

Feature	Benefit
Executive Dashboard	Gives management information for better decision making & maximizing portfolio value.
Benefits Measurement	Better understand benefits of projects and alignment with organization objectives.
Automated Status Indicators	Enables you to keep projects on track
Resource Analysis	Allows you to balance and maximize resource utilization.
Value Scoring	Prioritize and align work efforts against customizable business value criteria
Input Wizards	Easily and quickly input information
Plan Templates	Quickly create project resource lists and schedules with saved plans
Project Scheduling	Easily create project schedules with input wizards or import from Microsoft® Project
Flexible Reporting	Generate custom reports that are exportable to Microsoft® Excel
Multiple Access Levels	Confidently give people access to just the information they need

Many of our customers previously tracked their projects and work efforts in spreadsheets. Some tried implementing detailed project management tools and methodologies. The problems they encountered with these methods included:

• Critical information was not accessible to the people who need it the most
• They lacked capability to track multiple projects simultaneously
• They provided no methodology for making decisions and improvements
• They were very difficult to implement, use and keep update

Portfolio Intelligence® provides an affordable, pay-as-you-go solution that addresses all of these issues. It was specifically designed for mid-sized organizations and project management offices (PMOs) that need a more affordable, less complex solution than traditional packages. It provides a complete, yet flexible methodology for controlling projects that is being used for all types of work efforts such as IT projects, process improvement projects, new product development projects, consulting projects and sales projects.

Portfolio Intelligence® provides a single location to consolidate all of your tracking spreadsheets and integrate project schedule information for multiple projects. It is a web-based application with multiple levels of role-based access permissions allowing you to give your projects visibility throughout the organization from any location. Portfolio Intelligence® operates in a highly secure environment allowing you to have confidence your information is protected. Portfolio Intelligence® has a complete process methodology that allows you to:


• Collect and manage request information • Perform project pipeline analysis and prioritize projects • Manage resources and balance utilizations • Track and control project status, milestones, and budget • Measure and communicate project benefits and business value	Calculate the Financial Benefits of Portfolio Intelligence

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