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Description

Innovation is at the heart of becoming Future-Fit. Our end-to-end innovation management platform and services empower medium and large-sized organizations to become more adaptive, creative, and resilient. Planbox helps you turn creative ideas into winning projects and integrate everyday tools to collaborate smarter with your community of employees, customers, partners, startups, governments, academia, and expert solvers. Planbox has offices in Canada, UK, and USA, with customers around the world in over 140 countries.

Description

UMT360's Strategic Portfolio Management Solution provides critical portfolio management capabilities that many organizations are lacking. UMT360 ensures that you have the right business planning and controls in place to help model and analyze all aspects and align investments with strategy, accelerate business transformation, and facilitate business growth. Our unique approach allows clients to incrementally deploy the capabilities they need to gain visibility, gain insight, and establish enterprise connections to accelerate business transformation and improve decision-making. These are key capabilities: * Governance Controls for All Portfolios * Demand & Innovation Management * Forecasting and Budgeting * Resource Utilization & Management * Outcome Management * Strategic Portfolio Analysis * Roadmapping and Release Management * Business Intelligence & Metrics

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Amazon Drive Yes 
Box Yes 
Facebook Yes 
Gmail Yes 
Google Drive Yes 
Google Workspace Yes 
Jira No 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Planner No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Project No 
Microsoft Teams Yes 
Trello Yes 
X (Twitter) Yes 
Zendesk Yes 
monday AI work platform Yes 

Integrations

Microsoft 365 Yes 
Amazon Drive No 
Box No 
Facebook No 
Gmail No 
Google Drive No 
Google Workspace No 
Jira Yes 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Planner Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Project Yes 
Microsoft Teams No 
Trello No 
X (Twitter) No 
Zendesk No 
monday AI work platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Planbox

Founded

1999

Country

Canada

Website

www.planbox.com

Vendor Details

Company Name

UMT360

Founded

2010

Country

United States

Website

www.umt360.com/products/strategic-portfolio-management-software/

Product Features

Employee Engagement

Benchmarking No 
Cultural Alignment No 
Employee Awards No 
Employee Guides No 
Employee Recognition No 
Feedback Management No 
Goal Management No 
Health & Wellness Programs No 
Performance Management No 
Pulse Surveys No 

Idea Management

Activity Dashboard Yes 
Brainstorming Yes 
Collaboration Yes 
Creator Tracking Yes 
Idea Ranking Yes 
Project Tracking Yes 
Status Tracking Yes 

Innovation

Collaboration Yes 
Discussion Threads Yes 
Engagement Monitoring Yes 
Evaluation Workflow Yes 
Feedback Management Yes 
Gamification Yes 
Idea Ranking Yes 
Ideation / Crowdsourcing Yes 
Open Innovation No 
Polls / Voting Yes 
Trend Tracking Yes 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

Product Features

Agile Project Management Tools

Backlog Management No 
Feedback Management No 
Gantt/Timeline View No 
Kanban Board No 
Prioritization No 
Request Management No 
Resource Management No 
Retrospectives Management No 
Status Tracking No 
Supports Scrum No 
Team Management No 
Template Management No 
Workflow Management No 

Application Lifecycle Management

Administrator Level Control No 
Defect Tracking No 
Iteration Planning No 
Project Management No 
Release Management No 
Requirements Review No 
Task Management No 
Test Case Tracking No 
User Level Management No 
Version Control No 

Change Management

Approval Workflow No 
Audit Trail No 
Automated Notifications No 
Change Calendar No 
Change Planning No 
Compliance Management No 
Prioritization No 
Release Management No 
Task Management No 
Tracking & Reporting No 
Training Management No 

Demand Planning

Capacity Planning No 
Data Visualization No 
Historical Reporting No 
Inventory Optimization No 
Planned vs Actual Tracking No 
Product Introduction Planning No 
Promotions Management No 
Replenishment Management No 
Sales Forecasting No 
Supply Forecasting No 

Enterprise Architecture

Application Portfolio Management Yes 
Architecture Governance Yes 
Capability Mapping Yes 
Diagramming Yes 
Idea Management No 
Modeling & Simulation Yes 
Project Management No 
Risk Assessment Yes 
Transformation Roadmapping Yes 
Version Control No 

Innovation

Collaboration No 
Discussion Threads No 
Engagement Monitoring No 
Evaluation Workflow No 
Feedback Management No 
Gamification No 
Idea Ranking No 
Ideation / Crowdsourcing No 
Open Innovation No 
Polls / Voting No 
Trend Tracking No 

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking No 
Percent-Complete Tracking No 
Portfolio Management No 
Prioritization No 
Product Roadmapping No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Supports Agile No 
Supports Scrum No 
Task Management No 
Testing / QA Management No 
Time & Expense Tracking No 

OKR

Benchmarking No 
Feedback Management No 
Goal Management No 
KPIs No 
Prioritization No 
Progress Tracking No 
Strategic Planning No 

Product Management

Collaboration No 
Feedback Collection No 
Idea Management No 
Milestone Tracking No 
Prioritization No 
Product Roadmapping No 
Release Management No 
Requirements Management No 
Resource Management No 
Workflow Management No 

Product Roadmap

Collaboration No 
Content Import / Export No 
Diagramming No 
Drag & Drop No 
Feature Management No 
Milestone Tracking No 
Prioritization No 
Requirements Management No 
Workflow Management No 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs Yes 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

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