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. 

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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

2023 IRI Annual Conference

Join fellow innovation professionals at The Logan Philadelphia May 22-25, 2023.

Our President and CEO, David Matheson, will present a 90-minute interactive roundtable Breakout Session on May 23, 11:00 a.m. – 12:00 p.m. EST, titled “Strategic Portfolio Management simulation.”

Experience a career of portfolio decisions in 90 minutes with this interactive portfolio simulation. In this workshop, you’ll learn how to:

  • Evaluate projects to a common standard
  • Juggle choices across competing areas
  • Resolve conflict
  • Power your company to meet its growth goals

If you’re looking to invest in innovation and create new revenue streams in tough economic times, the IRI Annual Conference is the place to be.


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

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.