Portfolio

Maximize the value of your initiative investments by ensuring strategic alignment, resource optimization and long-term success. Improve your organization's portfolio management using a single solution.

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More efficiency for your routine

Resource optimization

Allocate resources efficiently and effectively, prioritizing initiatives with the greatest impacts and eliminating redundant or low-priority ones.
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Centralized management

On a single platform, manage the demand for initiatives and ideas throughout the entire process life cycle and don't miss any opportunities to add value.
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Effective decision making

Base your decisions on concrete data and the accurate analysis of project portfolio performance, ensuring a strategic and informed approach in your business.
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Strategic alignment

Ensure all project initiatives are aligned with your organization's strategic objectives, maximizing return on investment and long-term success.
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Prioritize strategic initiatives with effective portfolio management software

Registration of initiatives

Register and manage all your organization's initiatives in a single place, facilitating monitoring and strategic decisions.

Feasibility assessment

Evaluate the feasibility of initiatives with financial and quantitative analysis to increase the value of your portfolio.

Prioritization

Use project priority ranking to select the initiatives that offer the greatest added value and alignment with the organization's strategic objectives.

Communication

Facilitate collaboration and communication among team members with notifications of new tasks using the management menu and email notifications sent to the person responsible.

Monitoring

Monitor the approval processes using customizable portals that offer different visualizations such as graphs, indicators and heat maps, among others.

Reports

Issue customizable reports based on your organization's specific needs, with detailed analysis of project portfolio performance and the sharing of information with stakeholders.

Why do customers choose SoftExpert

Success Case
Comau increases operational efficiency and reduces risk of failure by 60% with SoftExpert
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Success Case
Hyundai reduced rework by 57% by automating its innovation program
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Success Case
Kley Hertz enhances processes, ensures information security, and increases productivity by 60% with SoftExpert
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Success Case
Buschle & Lepper boosts performance with an 81% increase in preventive maintenance and expands revenue with SoftExpert
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Success Case
Dos Pinos centralizes 186 services with SoftExpert Suite and saves over 30% by implementing a Shared Services Center (SSC)
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Discover the solutions that are part of SoftExpert Portfolio

Product Lifecycle - PLM
Innovation and Change - ICM
Project and Portfolio - PPM

Product Lifecycle - PLM

Manage your products’ entire lifecycle with a cloud-based solution powered by Gen AI. SoftExpert PLM accelerates time-to-market, automates repetitive tasks, and delivers intelligent insights for strategic decisions. Improve quality, reduce costs, and optimize resources with a secure, scalable, and innovative platform.

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Innovation and Change - ICM

Manage your change processes with excellence, transform innovative ideas into concrete results, and drive organizational transformation with a comprehensive platform that reduces implementation time and increases the success of your initiatives through digitization, integration between stages, traceability, and real-time monitoring of actions.

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Project and Portfolio - PPM

Transform your project and portfolio management with a complete, cloud-based, AI-powered solution aligned with PMBOK. Connect planning, execution, and monitoring through intelligent automation and real-time insights to ensure on-time delivery with quality and high performance.

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Compliance with global privacy and security standards

Advanced data protection

SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.

Integrate with your ERP, CRM, Office365, and much more

Connect SoftExpert Suite to other business tools already used in your organization.

An award-winning platform recognized by customers