Services to Accelerate  Your Portfolio Journey

Getting started

Addressing growth challenges

Drive change

Leveraging technology

Expand your horizons

Expertise, Horsepower and Perspective to level up your portfolio

  • Achieve a result
  • Manage change and conflict
  • Implement an improved process
  • Build your team’s capability

Where do you need a boost?

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Gain alignment and increase collaboration on your portfolio.  Whether you’ve got tough high-conflict decisions to make, need to bring people together for a design sprint, or run your team through a tricky portfolio process step for the first time, a SmartOrg-led workshop creates effective interaction.

Problem Solving

Whether you need to cut clutter, find upsides, improve portfolio ROI, or simply make some tough choices, a consulting project might be for you. From delivering insightful recommendations to change management to supporting rollouts, SmartOrg consultants help you deliver on your growth goals.

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Where are you on your portfolio journey? Is your portfolio likely to achieve your growth goals? What are the gaps in your process and approach? SmartOrg’s library of assessment tools can help you understand where you are and what you need to do next.


What is the right portfolio process for you?  How will it drive critical conversations that lead to growth? How does it interact with other business processes? What are the right tools and standards?  SmartOrg brings you best practices from across industries and helps you assemble them so they work for you.

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Introduce concepts, establish common language, and gain insight. From interactive simulations to case studies to critical frameworks, SmartOrg courses provide a foundation for aligning your organization.


Build the right evaluation template for your situation. Set up effective categories for analysis. Integrate with your existing systems or customize Portfolio Navigator®. SmartOrg helps you deploy for maximum speed and impact.

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Our seasoned consultants provide


 Sometimes you need an outsider to resolve conflict or communicate a tricky message..  


We’ve seen situations like yours before.

Best Practices

Insights from many industries and for many situations.


Our peer-to-peer executive-level community of practice celebrates its 5th year!

Thought Leadership

We are recognized as significant contributors to the field, and have published many articles and books.


Make sense of a maze of portfolio and project data. Evaluate a tricky opportunity.

Decision Science

Overcome cognitive biases and organizational behavior to deliver a great decision every time. 


Is a food group that should be eaten with every meal. Dark only.


Make uncertainty your friend to drive upside with scenario thinking, disruptive forces, and risk management.

Interested in software to manage project evaluations and portfolio decisions?