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. 

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

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

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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

2023 Events

SDP Free webinar, Decision Leadership: The Head and Heart of Decision Making Wed., Jan 18th

Sponsor of the SDP Annual Conference, March 21-23, Houston

Discover what lies ahead at the 2023 Society of Decision Professionals (SDP) Conference! Now in its 29th year, this is your one-stop shop for propelling your knowledge forward in the field of decision making.

  • Conference Theme: Navigating Uncertainty & Shaping the Future – Improving Decision Making Across all Industries
  • Event Dates: March 21-23, 2023
  • Workshop Dates: March 20 and March 24, 2023
  • Early Conference Check-In: March 20, 2023, 10:00am-5:00pm
  • Opening Reception: March 20, 2023 6pm-8pm

Being part of the 3-day conference includes collaborative sessions focusing on quality decision-making in specific industries: lifesciences, environmental, manufacturing, technology, energy, and sustainability. Plus, you won’t want to miss Vendor Exhibits, Poster Sessions and networking events. We look forward to seeing you there!


Product Mastery Now podcast with David Matheson. How to get out of your organization’s routine and create real value – for product managers, sponsored by PDMA.

Get into the Discovery Zone – with David Matheson, PhD

A Product Mastery Now Podcast

Lean and Agile methods focus on learning quickly.  In this podcast, Chad McAllister and David Matheson discuss how this focus on speed can get in the way of learning what will have the most impact.

Latest Growth Insights

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Drive breakthrough growth with Strategic Portfolio Management

SmartOrg’s web-based portfolio evaluation platform helps your stakeholders align on where and how much to invest. Our software and consulting services… (Read More..)