Because every company has a limited budget to invest in projects, choices must be made: • Which types of projects should be invested in? • How should investments be allocated across interest areas and departments? • Should a particular project be started? • How to take into account future uncertainties? A company must continuously address such questions to help determine its short- and long-term strategies. And financially, picking the right projects can make a good year into an excellent one.

1. A D D I N G C R E D I B I L I T Y
ORTEC Consulting Group
proposition for Projects’ Portfolio Optimization
Challenges
Because every company has a limited budget to invest
in projects, choices must be made:
 Which types of projects should be invested in?
 How should investments be allocated across interest
areas and departments?
 Should a particular project be started?
 How to take into account future uncertainties?
A company must continuously address such questions
to help determine its short- and long-term strategies.
And financially, picking the right projects can make a
good year into an excellent one.
Solution
With a proven track record going back more than
30 years, ORTEC Consulting Group helps companies
and other organizations make informed, fact-based
decisions. Our consultants analyze available data,
existing decision-making processes, and short- and/or
long-term business priorities. To create a solution
that provides you with a clear overview of the facts,
figures, and KPIs. A holistic, fact-based approach that
also works with uncertainty and can handle multiple
criteria ensures all relevant factors are taken into
account in the final portfolio decision. We use advanced
analytics to enable quick, transparent decision-making
with immediate feedback. Taking into account key
restrictions such as available manpower, workload and
budget distribution throughout the period in question.
The solution is an interactive decision-support tool that
makes recommendations about your ideal portfolios,
helps you select projects within those portfolios, and
can compare different portfolios.

2. Results
ORTEC Consulting Group works with you to:
Add credibility to your business plans;
Analyze your current situation, including identifying
(potential) bottlenecks and impracticalities;
Create a user-friendly interactive environment in
which to analyze, change and compare portfolio
decisions;
Provide an overview of all relevant KPIs for your
portfolio decisions;
Help select from a large range of project proposals;
Bring together your industry’s key factors into a
decision-support model for selecting projects that
takes account of uncertainty to create robust and
reliable solutions;
Provide insights into possible efficient portfolios and
the consequences of deviating from them;
Incorporate a schedule of projects and resource
constraints over time.
Examples
Calculations module
The mathematical engine behind the decision-support
process ensures all indicated constraints are addressed.
Suggested solutions are based on advanced
mathematical optimization techniques to provide the
best possible match with the identified objectives. The
module includes sensitivity analysis (e.g. “What if I get
more budget or resources?”) and takes into account
project parameter uncertainties (e.g. around actual
costs, duration or Go/No-Go likelihood) to provide a
quantified risk analysis.
Identifying the preferred portfolio — Global Analysis
This solution evaluates all efficient portfolios simul-
taneously to present insights into different portfolio
options. Using visualization, trade-offs can be analyzed
against different objectives/KPIs, including multiple
objectives such as ‘Revenue, Risk & Business Value’.
The solution also suggests for each project whether it
should Always, Sometimes or Never be selected.
Identifying the preferred portfolio — Projectwise
Analysis
This solution composes portfolios by evaluating projects
on an individual basis. It allows you to interactively build up
the portfolio based on recommendations and directions
at the portfolio (global) and project (local) levels. It allows
for quick comparisons between portfolios and visualizes
the impact of deviating from any given portfolio.
About ORTEC Consulting Group
ORTEC Consulting Group is business division of ORTEC,
the world’s leading provider of advanced planning and
optimization solutions and services. ORTEC has over
1,800 customers worldwide, over 700 employees and
offices in Europe, North America, South America and the
Pacific Region.
Don’t take our word for it
Other companies have discovered how ORTEC provides
the facts and insights you need to make strategic
business decisions with confidence. But don’t take our
word for it.
Get in touch at consulting@ORTEC.com or on
+31 88 678 32 65 to discuss your company’s specific
needs.
Or we can put you in contact with one of our other
clients to discuss the difference ORTEC has made to
their supply chain.
Objectives
ConstraintsUncertainty
Time
Portfolio
decisions
consulting@ortec.com - www.ortec-consulting.com