mortfolio is portfolio planning automation solution. It helps you on strategic execution and optimizing your capacity and projects automatically.

2. What is the headache with master planning today
01 It’s bottom-up, therefore incomplete
Traditionally, organisations try to plan their initiatives bottom-up:
They work with a lot of detail on individual projects
Then try to collect all information about all projects to see the big
picture.
This fails everytime because not all projects can be planned with enough
detail early enough in the masterplanning cycle.
02 It’s manual, therefore inaccurate
Once some infromation about all proposed initiatives is collected, the master
planners try to schedule them throughout the year within budget and resource
constraints. Manually.
This fails when there are more than 20 initiatives to schedule, because of the
complexity of the task.
And when they have to re-plan their roadmap in 3 months, it’s really impossible
to update the previous document with all constraints in mind.

3. the solution – mortfolio
Capacity
Planning
Demand
Collection,
Prioritisation,
Effort Estimation
Masterplan
Simulation
Top-down capacity management
Easy yet grannular
Collaborative demand collection and prioritisation
Quick effort estimation models
Automatic scenario scheduling
Manual fine-tuning with timeline drag&drop
what does mortfolio do?

4. mortfoliotop-down capacity planning
4
• Define bulk capacity by roles over time
e.g. 10 Analysts in Jan, 20 Analysts in Feb etc
• Define role utilization in per effort type
e.g. Analysts spend 10% of their time on Bug Fixing
• Analyze available capacity per pool, category and role
• Take baseline of capacity plan
• Create separate regional calendars
• Build resource pool hierarchy
• Sync resource pools with any PPM system or Excel
1
2
3

5. mortfoliocategorized demand planning
5
• Import/export demand from PPM tools or Excel
• Conduct accurate workshops with business departments
• Examine each demand’s score, budget, effort estimations
• Quicky esitmate demand effort with built-in models
• Handshake with business departments on business alignment
• Define participants for each demand and collect their feedback
1
2
3

6. mortfoliocategorized demand planning
6
• Bulk effort planning or precise effort planning per phase and for
each demand.
• Precise duration entry per demand
• Assigning specific resources per demand
1 2
4
3
• Project phase dependency

7. mortfolio
automatic scheduling
• Schedule automatically masterplan scenarios with parameters
• Drag, drop or squeeze projects to refine masterplan
• See detailed effort distribution analysis for projects
• Analyze capacity and report for each group, category and role
• Fine-tune project efforts, time and resource needs
• Baseline the master plan
• Find out over- or under-utilized groups with project indication
• Find the exact available timeline for each resource group in projects
• See effort distribution for projects
1
3
2

8. mortfolio
dashboards and reports
8
• Cumulative and detailed reports on capacity and schedule.
• Export dashboards to many different file types. You can even batch export
multiple dashboards and have a single PowerPoint.
• All of the data in Mortfolio that are displayed in grids can be export to excel
with one click (and to XLS, RTF, CSV as well).
• Find out over- or under-utilised pools with project indication
• Fast reporting for masterplan optimization,
• Analyse budget allocation over the portfolio and project level
2
1 3

9. top-down
capacity & demand planning
automated
masterplan scheduling
drag & drop
masterplan adjusting
deploy
in-house or cloud
update your masterplan in real time
know what is scheduled
know what is not scheduled
report to C-Level with confidence
get value immediately on cloud
why mortfolio
identify overused resource groups
identify underused resource groups
identify your available capacity
quickly estimate demand effort

10. why mortfolio
YAPI KREDI (UNICREDIT)
top-5 bank by assets in turkey
after 6 months with mortfolio
“In Q1 2014, we delivered 17 projects ontime.
In Q1 2015, we delivered 69 projects ontime.
This is all thanks to introducing Mortfolio in our
master planning process. Optimisation of
resources, common understanding of priorities
and clear master planning made this significant
improvement

11. mortfolio
integrations
Product Demand
Collection
Resource
Management
Project
Management
Reporting
CA PPM x x x
HP PPM x x x
MS Project x x
MS SharePoint x x
MS Excel x x x x
MS PowerPoint x
Jira x soon soon
Mortfolio has extensive integration interfaces. Besides Mortfolio’s ready to use APIs, Mortfolio has built-in integrations wit

12. BESIDES INTEGRATIONS WITH LEADING PPM
VENDORS, MORTFOLIO CAN ALSO HANDLE THE
COMPLETE IDEA TO DELIVERY LIFE CYCLE
12

13. mortfoliodemand collection and management
13
• Extendability of the workflow thru
.NET Workflow Foundation: no limits
at all
• Forms with clear design
• easy to deploy into other products like MS SharePoint or other portals
2
3
1
• Graphical workflow engine
• Easy to configure and customize

14. mortfolio
Project Management & Time
Management
14 • Easy to work on Project and Task data.
• Fast and easy creation and approval of time sheets
• Bi-Directional integration with MS Project
1
3
2

15. mortfolio
Agile Management
15
• Drag & Drop, Post-it Style Story Planning
• Drag and Drop Sprint Planning
• Manage products, versions,
themes, releases, stories and teams
in one place.
2
1
3