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


Are you working to create or demonstrate new opportunity?  Innovation Navigator® is a mash up of real options analysis and lean startup methods that helps you:

  • Demonstrate financial credibility
  • Overcome skeptcism
  • Increase innovation acceptance
  • Foster critical thinking
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 clutter
  • Tame uncertainty
  • Drive the upside
  • Overcome conflict

Increase your return on growth investments by 30% or more

2022 Events

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!


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)


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

Latest Growth Insights

2022-09-21 Master Class Webinar replay

Master Class Replay: Get Out of Your Innovation Comfort Zone

You’re wanting more impactful innovation And we have the solutions to guide you Making good innovation decisions is a tricky business and requires clarity and intention in an environment clouded by expectations, ambiguity and uncertainty. And it’s important that you’re giving...