Portfolio Prioritization
through Financial Acuity

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Be Empowered to Generate Great Value From Financially Optimum Portfolio Management

Beneficial to LPM in SAFe® / Scrum at Scale / LeSS, ISO56001, Lean-Startup portfolios, and “waterfall” project portfolios. To make this ability easily and quickly available to Finance Directors, PMOs, and VMOs, we have created a leading edge-software: the Real Options Calculator (ROC).

Key Benefits

Teaming-up strategy, projects, and finance

Contributor, Scaled Agile Framework®

Substantial Value Creation

Benefit from financial acuity to regularly prioritize your portfolio investments for maximum ROI (agile, waterfall, hybrid).

Competitive Edge

Dispose of a risk-minimizing investment rational to capture new business opportunities despite of their uncertainties.

Fast Time-to-Market

Fast decision-making at both project and portfolio level.

How It Works

Using our Real Options Calculator (ROC) software

  1. Lean Business Casing
    acceptance

    1. Tell the narrative of your agile (adaptive) initiative

      Easily translate it into financial terms. Describe all potential outcomes. Use this view to drive stakeholder consensus about all business assumptions. (Compatible with waterfall mode).

    2. Calculate the financial value

      Each agile (adaptive) step is evaluated by Real Options finance. Then, perform financial optimization and analysis to quickly inform the acceptance decision. (Waterfall projects are evaluated by the NPV).

  2. Lean Portfolio Management
    financing

    1. Add the project to the suitable portfolio

      Distinguish portfolios by lifecycle (explore, scale, exploit) and per OKRs.

    2. Regularly prioritize projects of each portfolio

      Allocate budget envelopes in the most value creating manner. This is achieved by prioritizing with the the genuinely financial (!) WSJF metrics.

  3. Right-sizing project and innovation budgets
    budgeting

    1. Decide on suitable budget envelopes

      Right-size as per future financial objectives.

Easy & Quick Deployment, Rock-solid finance

Immediate payback - right from first usage in portfolio prioritization

ISO 56001 (Innovation Management) SAFe® Lean Portfolio Management Lean Startup methodology Discovery Driven Growth

Easy-to-use software

No need to be a specialist in financial evaluation of agile initiatives (Real Options) or waterfall projects (NPV).

Quick deployment

Begin with an initial training and a ROC software license. Online help, business support, technical support and maintenance are available.

No change to other corporate processes

Business casing teams unchanged, Capitalization rules applicable to agile / innovative initiatives.

100% compatible with instudstry standards

SAFe® / Scrum at Scale / LeSS, Lean-Startup, Discovery-Driven Growth, and ISO 56001.

Rock-solid finance

Our Real Options valuation method is rock-solid and 100% backward compatible with the method from Black & Scholes (Nobel Prize).

Familiar expression of business assumptions

Crucial for facilitating consensus amongst all business case stakeholders.

Applicable to any complexity

Works for any real world agile initiative or innovation project.

Products, Services and Prices

We propose a stepwise deployment

We suggest starting with a free Presentation & Software Demo and maybe a PoC. Following this, you can proceed with an Initial Training and a ROC Software License. Deployment can be expanded as desired. Additionally, we offer Business Support Services for any subject matter inquiries. For a detailed understanding of the financial calculations, we propose a Real Options Masterclass. Further Bespoke Solutions are available upon request.

One ROC license, 1 month

1 500 € / month

  • Adaptive (agile) Business Casing
  • Financial Portfolio Prioritization
  • Zero-Based Budgeting Support
  • Tech. support & maintenance
Get Started

One ROC license, 1 year

1 250 € / month

  • Like 1 month license
  • 1 year subscription
  • 2 months free
Expand your License

Ten ROC licenses, 2 years

1 000 € / month & user

  • Like 1 year license
  • 2 years subscription
  • Ten licenses pack
  • 8 months free for each license
Deploy Further

Initial Training

600 € / session

For new users, concepts & strategies for

  • Agile Business Cases
  • Portfolio Management
  • Budgeting
  • Use of the ROC software

Format: 2x 4h, online

Get Training

Business Support

380 € / hour

Subject matter support, coaching about

  • Agile Business Cases
  • Optimum Portfolio Prioritization
  • Budget Right-sizing

Format: Per hour, online

Get Support

RO Masterclass

12 000 € / class

RO valuation in detail

  • Content: Real Options valuation, Major Use Cases, Benefits
  • Teaching: Lecturing, Exercises, Case studies, Discussions
  • Prerequisite: Initial Training
  • Class size: 20 students max

Format: 6x 3h, online or on-site (travel costs)

Become a RO Master

Bespoke Solutions

Custom

Beyond evolutive maintenance, e.g.

  • Interfacing with specific software
  • Specific reports
  • Localization

Format: custom

Get Contacted

Our Customers

They are already making great gains from financial acuity

" By deploying financial portfolio prioritization, users can create substantial value right from the first usage – the payback is immediate ! "
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Claus Hirzmann

Co-Founder and CEO at Strategic-Finance SAS

Our Partners

They propel us to new heights

" [...] From Disney’s Star Wars Hotel to Google’s Stadia to Anheuser-Busch-Keurig’s DrinkWorks and more, these projects all feature massive up-front investment and detailed years-long plans [...] " more
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Rita McGrath

@ritamcgrath
" [...] What Are Real Options? Real Options and Net Present Value (NPV) are financial frameworks for measuring expected value creation; their formal results compare apples to apples. [...] " more
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Joe Vallone

@joevallone

Frequently Asked Questions

The deployment is quick and easy: It requies a 2x 4h initial training about key concepts, strategies and the ROC software. Online help, business support, technical support and maintenance are available. If you have already a PMO/VMO in place, there are no other changes in corporate processes.

The NPV should always be highly positive as per the size of your project portfolio. Indeed, significant value arises from financial portfolio priorization, and the investments in training and the ROC software are low.

This solution applies to portfolios of agile initiatives (EPICs), classic waterfall projects, or combinations of both. It also applies to adaptive waterfall projects, i.e., those that are equipped with IF-THEN-ELSE branches.

The ROC software encapsulates all required financial expertise, such that it is sufficient to understand basic financial concepts like investments and return cash-flows.

The ROC software is designed for Finance Directors, Executives, PMOs, and VMOs.

Yes, breakthrough innovation projects are uncertain and therefore are best managed in an adaptive manner, i.e., through stepwise discoveries & adjustments. Lean-Startup projects are good examples for this approach. The ROC solution is well suited for any innovative initiatives, including breakthrough innovation.

Prominent use cases include (1) New technologies like AI, (2) M&A design, (3) Valuation of intangible assets like patents, (4) Valuation of Operational Resilience like cyber security.