Portfolio Planning

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Portfolio Planning

In today’s intensely competitive digital environment, where change is a constant and happening at lightning speed, future-proofing your organization is imperative for long-term success.


After all, effective business transformation is never a set-and-forget type of exercise. It’s not about transforming but rather about building the capacity to continuously transform.

You must be able to pivot quickly to ensure every strategy keeps moving in the right direction, even when faced with shifting priorities.

This approach demands an inclusive developmental process that involves continuous feedback loops, capturing ideas from the point of customer interactions, prioritising against strategic business drivers and reviewing progress against stated objectives.

Only then can you eliminate disruptive, one-off change initiatives and enable continuous, systematic improvement of your business operating model.

How capable are you of adjusting your thinking and shifting your initiatives midstream?
How confident are you that you’re moving in the right direction?


Our Portfolio Planning solution

Capsifi’s portfolio planning capabilities help build the capacity to transform, at speed. From Capsifi’s interactive ‘control room’ you gain continuous feedback of ideas from the coal face, allowing you to confidently adjust your thinking and initiatives to future proof operations.

Capability-Based Planning

Collaboratively assess capability maturity to understand how well the business is performing, identifying pain-points, and opportunities for uplifts.

Enablement Roadmap

This interactive planning tool addresses the multi-dimensional challenge of analyzing, reconciling, and communicating scope, impacts, and timelines across a portfolio of change programs.

Initiative Scenarios

Scenario analysis for cost-effective budgeting, prioritizing, and allocating resources for strategically aligned transformation initiatives.

Portfolio Management

Coordinate and monitor portfolios of change initiatives with strategic alignment of resource allocations, budgets, business cases, and value-aligned outcomes.

Project Delivery

Plan, manage, and track waterfall or SAFe-aligned Agile project teams and the flow of work through the stages of a business or technology transformation.

Project Work Schedule

Manage the allocation of resources to optimize the use of skills and effort in the delivery of prioritized work packages.

Streamline portfolio planning with Capsifi

Our portfolio planning capabilities keep every moving part in sync ensuring you understand problems faster, know how every aspect of your organisation is impacted, and increase business capability.


Strategic alignment of outcomes

Every transformation program is inspired by different needs and results. Capsifi ensures stakeholder alignment around clearly identified strategic objectives and precisely articulated business outcomes.


Communicate a common vision

To keep everyone on the same page, consensus on planned change is essential. Capsifi aligns initiatives with the transformed value stream, offering a single pane view of current gaps and the optimized future state.


Clearly defined scope

Capsifi helps you understand existing pains and their root causes, canvas maturity gaps, capture innovation ideas and feed the delivery backlog with the right stuff for your agile teams to work on.


Communicate the plan precisely

Gain end to end line of sight for all your team members, with clarity of direction and visibility of progress towards milestones.


Get the complete picture

Capsifi holistically connects all the moving parts in a complex transformation, allowing continuous insight into impacts, causes and effects of every action your teams execute.


What our clients are saying

Outstanding Quality

Capsifi has been very successful for developing and managing business strategies and their related ICT and digital strategies – then relating them to investments and projects. The relationships between this information enables traceability and “line of sight” from strategy to execution – particularly focused on prioritizing where funds are allocated. The visualizations are excellent at combining crucial information “on one page” to enable better insights and decisions.

Client Executive

APAC Services Industry Organization

Outstanding Platform

Capsifi is very easy to use, and does not require formalized training to start using. There is so much functionality, that it can be used for many different purposes, and provides an easy way to visualize corporate strategy and the link between it and IT strategy (from vision & goals to execution.) There are so many great views that allow you to show many different aspects of your data. There many to many relationships to data is very helpful.

IT Business Consultant

North American Finance Organization - $30B+ revenue

Comprehensive and Intuitive

Capsifi provides a comprehensive and intuitive user interface to model business artifacts such as software services, digital workflow and GUI. Linkability between each of those artifacts is unique and powerful when modelling multiple business layers. Moreover, they provide customization cater to customer needs. Easy-to-use platform for modelling and linking business artifacts in different layers.

Research Assistant

APAC Education Organization – 50,000 employees



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Starting your Own Journey

Three ways for you to get started with Capsifi

Gartner disclaimer:

Gartner, Magic Quadrant for Enterprise Architecture Tools, Akshay Jhawar, Gilbert van der Heiden, Andrew Gianni, Andreas Frangou, 12 December 2022.
GARTNER is a registered trademark and service mark and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in our research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.