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


Create hypotheses and experiments that accelerate the evidence of value. 

Evaluate icon


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

Focus icon


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

Balance icon


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.


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


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

2022 Events


Conference: November 2 – 3, 2022
Skill Building Workshop: Nov 2, 1:45 – 2:45 PM PDT

We are proud to sponsor Impact Silicon Valley, @Innolead’s next in-person event! Join us in San Jose, and participate in topic-oriented discussions, fireside chats, skill-building workshops, and more.

David Matheson of SmartOrg is facilitating a Skill Building Workshop: “Your Answers are Hiding in the Discovery Zone” on Wed., November 2nd. We hope to see you there!

Register today!  Use Promo Code “PARTNER10SV” for discount.

PDMA Inspire Innovation Conference

Conference: November 13 – 15, 2022
Panel Discussions | Presentations | Workshops

Discover what lies ahead at the PDMA Inspire Innovation Conference! This carefully curated conference experience will leave you inspired and ready to tackle whatever comes your way. Check out the speaker lineup, phenomenal networking events, and more today.

I especially look forward to seeing you at these sessions: “Innovation Decisions” on Mon., Nov. 14th, “Get into the Discovery Zone” and “Turbocharge your innovation incubation decisions“, both on Nov. 15th.

And keep an eye out for our SmartOrg table—we’d love to say hello!

—David Matheson
President & CEO, SmartOrg
Vice President/President-Elect, Society of Decision Professionals (SDP)

Master Class (Replay): Get Out of Your Innovation Comfort Zone

In this Master Class, David Matheson of SmartOrg discussed how participants can move out of the innovation “Comfort Zone” in their organizations and work on issues that have real impact. He encouraged participants to pick a project and identify linear issues and issues that could take them on a “weird path.” He then walked them through ranking those issues with unique innovation metrics that can help organizations consider what’s really important and achievable.

Watch Replay and prepare to learn about your blind spots!


David Matheson of SmartOrg elected vice president/president-elect of Society of Decision Professionals (SDP) 2022 June

Latest Growth Insights

Portfolio Navigator imagery

Drive breakthrough growth with Strategic Portfolio Management

You want breakthrough growth… We have the software and  capabilities-building expertise to guide you. Deciding where to invest and how much in a portfolio comparison is a tricky business. With Portfolio Navigator software, you will get focus in an environment clouded by expectations,...