Aligning Innovation
and Finance

To Drive Profitable Growth

Software and services for innovation
and portfolio management

Innovation and Portfolio Solutions

Make uncertainty your friend. SmartOrg’s methods for evaluating opportunities allows you to align on where and how much to invest and how to drive the upside. Our collaborative analytical software platform improves your business processes in innovation and portfolio management. Our consulting services support your efforts to deploy, educate and manage change. Whether your growth challenge is to explore an exciting new area and develop credible investment grade proposals, or to balance investments across competing areas and interest, we can help you build your capability.

Up your growth game

Formulate Icon

Formulate

Create hypotheses and experiments that accelerate the evidence of value. 

Evaluate icon

Evaluate

Find the most significant factors that drive opportunity value and find the hidden upside. 

Focus icon

Focus

Put attention on the efforts that matter most. Eliminate innovation waste and portfolio clutter.

Balance icon

Balance

Resolve conflicts between short and long term investments or among different areas. 

What Is Your Growth Challenge?

Innovation Navigator® helps you grow your true innovation garden: our mash-up of lean startup and real options help you Invest based on financial impact, guide your stakeholders through innovation uncertainties, and Focus on the tests that propel your efforts forward.

Innovation

Are you working to create or demonstrate new opportunity?  Innovation Navigator combines Real Options analysis and Lean Startup methods to help you:

  • Win over stakeholders
  • Demonstrate financial credibility
  • Document diverse perspectives
  • Accelerate investment approval
Strategic Portfolio Management

Portfolio

Are you working to get more for less or to increase your ability to meet growth goals?  Portfolio Navigator® reveals hidden opportunities to drive breakthrough growth.

  • Cut through the clutter
  • Tame uncertainty
  • Drive the upside
  • Overcome conflict

Increase your return on growth investments by 30% or more

Applied Materials logo
Corteva Agriscience logo
Dupont logo
Exxon Mobil logo
FujiFilm logo
Hewlett Packard logo
Jazz Pharmaceuticals
Mondelès International logo
The Nature Conservancy logo
Orbotech logo
Roger Corporation logo
Teva

Join us at These Upcoming Events!

Innov8rs Phoenix

EXPERT PROVIDER SPONSORApril 8 – 9, 2025
Phoenix, AZ

On Day 2, SmartOrg will deliver a 90-minute workshop “No De-Risk? No Reward!” focused on de-risking highly uncertain innovation opportunities.

Innov8rs logo
Innovation Navigator® Product Demo

FACILITATOR
April 24, 2025
9AM PT / 12PM ET

In this demo webinar, we will show you how to pursue upside potential for your early-stage innovation opportunities while protecting against downside risk.

SmartOrg
Bushwhacking Your Way Through Uncertainty

DAVID MATHESON
May 13, 2025
Virtual Workshop

This workshop equips practitioners to navigate complex, uncertain decisions by prioritizing learning and using practical DQ-based tools.

Society of Decision Professionals (SDP) logo
IRI Innovators Summit 2025

SPONSOR
May 19 – 21, 2025
Chicago, IL

David Matheson and Doug Williams are facilitating a Day 2 session entitled, “Build High-Impact R&D Teams by Speaking the Language of Finance”

Innovation Research Exchange (IRI): Accelerating Value Creation
IMPACT 2025

PREMIUM SPONSOR
October 20 – 22, 2025
Boston, MA

We are proud to be sponsoring IMPACT for the 5th consecutive year! Details to follow.

Innolead

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