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Description

Streamline your processes and enhance your change management efforts by utilizing automation to eliminate the need for manual entries. Effectively monitor stakeholder readiness and adoption levels, while also identifying areas of change capacity to ensure maximum benefits are realized throughout the project portfolio. Utilize data-driven insights to strategically plan the sequence of changes, allowing for accurate identification of saturation points that could affect overall business performance. Keep track of the time diverted from business-as-usual tasks due to changes, and take advantage of a robust network of global organizations that exchange best practices to strengthen change capabilities. By fostering collaboration and learning from shared experiences, you can further enhance your organization's ability to navigate and implement change successfully.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Azure Boards No 
Jira No 
Microsoft 365 No 
Microsoft Dynamics 365 Project Operations No 
Microsoft PPM No 
Microsoft Planner No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft Power Platform No 
Microsoft Project No 
ServiceNow No 

Integrations

Azure Boards Yes 
Jira Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Project Operations Yes 
Microsoft PPM Yes 
Microsoft Planner Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft Power Platform Yes 
Microsoft Project Yes 
ServiceNow Yes 

Pricing Details

$295 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

The Change Compass

Founded

2015

Country

Australia

Website

thechangecompass.com/the-change-compass-home/

Vendor Details

Company Name

UMT360

Founded

2010

Country

United States

Website

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

Product Features

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 

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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