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

2024 Events

Innov8rs SoCal

Stop hitting Singles and Start Scoring Touchdowns: A Game-Changing Approach to the Incubation Phase of Innovation

Date: Wednesday, April 10
Time: 1:15 – 2:00pm

The mixed metaphor is purposeful! Looking forward to participating at Innov8rs where I’ll  show how we help innovation teams work on what matters, secure funding for experiments, and de-risk their innovation opportunities. This conference focuses on active engagement and learning, so you’ll leave with actionable insights to implement.

2024 SDP Annual Conference : Effective Decision-Making in a Dynamic World

Want to make better decisions, every time? Join SmartOrg at the world forum for decision makers, the Society of Decision Professionals’ annual conference in Arlington, VA this April! ️ Why is this different? You’ll engage directly with leading experts, tackling real-world challenges together.

Whether you’re:

  • Seeking peer support for complex decisions
  • Hungry for best practices
  • Exploring the decision-making frontier
  • New to the field and eager to connect


…this conference is for you!



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

Latest Growth Insights

The Ten Commandments for Turning Innovation Ignorance into Intelligence. View of mountains with table of commandments symbolized

The Ten Commandments for Turning Innovation Ignorance into Intelligence

You’ve been incubating your innovation for a year now and are heading into the final approval meeting to put serious money into the opportunity.  As you enter the room, on your left sits the skeptical CFO, with her ever-present scowl firmly in place.  You hope you’ve...