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

2023 Events

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

Join us at #PDMA2023 Inspire Conference in New Orleans!

Improve your team’s decision making around product innovation, customer insights and effective portfolio management
  • Live sessions include keynote, research paper presentations, in-depth workshops and Brains-On Interactive sessions to help you unpack and apply all of the great content to your business;
  • Network and mingle with speakers, attendees and product leaders;
  • Meet-up with subject matter experts for small group roundtable dinner conversations.

David Matheson of SmartOrg and Wayne Fisher of Rockdale Innovation will be facilitating a highly interactive session, “Improving Decision Making in Innovation” on Monday, September 18th, so be sure to sign up for that after registering.

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

Join our Workshop at InnoLead's IMPACT 2023

Wed., Oct. 25, 2023 | Boston

Build your knowledge and network at Impact 2023 this fall. Connect with professionals from large organizations, nonprofits, and government agencies. 

Once registered, join SmartOrg’s pre-conference Workshop—”Turn Innovation Ignorance Into Innovation Intelligence”—where you’ll learn how to give stakeholders the confidence they need to fund your innovation project!

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

[Replay] Master Class: Placing Big Bets Without Burning Bridges

On August 10, 2023, Udi Chatow of Applied Materials and David Matheson of SmartOrg discussed how to derisk new ideas, demonstrate financial return and win… even when your experiments produce negative results.

A few of the participant questions answered were:

  • “David, how do you deal with the organization being unwilling to take on any speculative issues?”
  • “For uncomfortable or speculative innovation ideas, how do we get the ranges for the variables? People can come up with a range, but how do we know that we are not just making up the numbers?”


Find out the answers to these questions and more!


I'm honored to be the Society of Decision Professionals (SDP)'s 2023-2024 President!

Latest Growth Insights

Tornado Diagram: A Visual Tool for Smoother Decision Making

Tornado Diagram: A Visual Tool for Smoother Decision Making

Want to streamline your decision-making process? Tornado diagrams can help. Discover how to use them to identify key factors and make better choices every time.