Back to top
SoftExpert no LinkedIn SoftExpert no Twitter SoftExpert no Facebook SoftExpert no Youtube
SE Portfolio
Portfolio Management


SE Portfolio is designed to help organizations identify, prioritize, balance, and manage the mix of initiatives that offers the greatest contribution to its strategic investments. The solution helps executives derive prioritization scores and effectively evaluate the competing investments to optimize the application of resources to the highest value opportunities.

The system allows users to analyze different scenarios through simulations ensuring that they are working on the right innovation projects in the right strategic areas by integrating strategy, finances, operationalization and technology.

By organizing all the portfolios in a single environment, the solution offers a significant amount of information through customizable reports and graphs delivering easily accessible portfolio performance data to the entire organization.

(If you can't see this video, click here)

Download Center

Select the materials of interest and fill out the form to download:
More Resources:
Please wait...

Screenshots (Click to Enlarge)

Initiative registration
Initiative ranking
Portfolio view
Project portolio


Demand Management

  • Capture, evaluation, and approval of investment requests – ideas, projects, services, incidents, new products, strategic initiatives and investment proposals.
  • All demands evaluated and managed in a centralized environment.
  • Custom approval workflow.

Business Case Construction

  • Planning and assessment of the financial metrics.
  • Scorecard configuration capabilities for evaluation and justification criteria.
  • Evaluation of resource capacity and demand.
  • Custom assessment workflow.

Evaluation and Prioritization

  • Evaluation and approval of scenarios.
  • Ranking, decision modeling and prioritization.
  • Progress monitoring, re-evaluation and reprioritization as needed.
  • Custom approval workflow.

About SoftExpert

SoftExpert is a market leader in software and services for enterprise-wide business process improvement and compliance management, providing the most comprehensive application suite to empower organizations to increase business performance at all levels and to maximize industry-mandated compliance and corporate governance programs.

Founded in 1995, SoftExpert has a rich history of innovation and growth as a true industry leader. More than 300,000 users from 2,000 organizations worldwide trust SoftExpert applications to ensure the highest standards of efficiency, quality and innovation for their products, services and processes.

By streamlining and integrating all levels and operations, SoftExpert applications also enable organizations to address an ever-increasing variety and number of international standards, laws and regulations that affect business operations by delivering enhanced compliance capabilities based on industry-specific best practices.

SoftExpert solutions are used by leading corporations in all kinds of industries, including consumer products, automotive, food and beverage, mining and metals, high tech and IT, energy and utilities, government and public sector, financial services, transportation and logistics, healthcare, education, medical devices and many others.

Along with its extensive network of resellers spread across all continents, SoftExpert also provides hosting, implementation, post-sales support, and validation services for its solutions to ensure that customers realize the maximum value from their investments.

Follow Us

Comercial -   Partners

Ombudsman -

Copyright © SoftExpert Software for Performance Excellence.
All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies.