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Portfoleon Reviews & Product Details

Portfoleon is a strategic planning and project portfolio management software. Portfoleon brings strategic roadmaps, backlogs, and resources together to achieve better alignment in the organization. We are focused on creating a simple and easy-to-use interface, which requires minimal effort to keep things up to date. Portfoleon boards support copy-paste from Excel, drag-and-drop, pivot tables and other familiar tools. At the same time, Portfoleon has a powerful core that supports transaction history, analytical cubes, and integration API.

Seller

Portfoleon

Languages Supported

English

Product Description

Portfoleon is a cloud-based project portfolio management and product roadmapping software designed to help organizations effectively plan, track, and optimize multiple projects. It offers intuitive visualization tools, such as Gantt charts and dashboards, enabling teams to monitor project progress, deadlines, and resource allocation. By integrating product roadmaps, resources, and strategic goals, Portfoleon ensures organizational alignment and facilitates data-driven decision-making. Its user-friendly interface requires minimal effort to maintain, making it suitable for businesses managing complex portfolios. Key Features and Functionality: - Project Planning and Roadmapping: Create and manage product roadmaps, backlogs, and timelines to align projects with strategic objectives. - Resource Management: Allocate and track resources efficiently, ensuring optimal utilization across projects. - Visualization Tools: Utilize Gantt charts, Kanban boards, and customizable dashboards to monitor project progress and deadlines. - Collaboration Tools: Facilitate real-time collaboration among team members with features like document sharing and version control. - Reporting and Analytics: Generate customizable reports and dashboards to track key performance indicators and project performance. - Integration Capabilities: Integrate with popular project management tools and access API for data exchange. Primary Value and User Solutions: Portfoleon addresses the challenges of managing multiple projects by providing a centralized platform that enhances visibility, collaboration, and flexibility. It simplifies complex data into actionable insights, enabling teams to make informed decisions and adapt to changing business landscapes. By streamlining roadmapping and lean portfolio management, Portfoleon empowers organizations to align their projects with strategic goals, optimize resource allocation, and improve overall project efficiency.

Overview by

Anton Baranenko (Product Manager at Guardsquare)

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Portfoleon Reviews (20)

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Maria Paz Q.

Medical Research Engineer, Project Management

Mid-Market (51-1000 emp.)

9/10/2020

"Easy to use and very visual solution for sharing projects overview"

5/5

What do you like best about Portfoleon?

Portfoleon is an amazing application to have a good picture of all that is going on in your company.

It has a lot of tools to sort and visualize different project attributes and store relevant information about each one. It is very visual and you can see how your roadmap looks like at a glance.

It is also a very good tool for sharing the project planning with all the relevant stakeholders and also manage the resources linked to them.

100% recommendable! Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

I have been using it for one year and I have not found any issue so far. Review collected by and hosted on G2.com.

Recommendations to others considering Portfoleon:

It is the perfect tool if you are struggling with PowerPoint or similar tools where you lose track of the last version, and also when you need to update your stakeholders very often about your pipeline status. Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

Now there is a common place where all my project plans are updated and any stakeholder can see them at a glance any time, ensuring they are looking at the latest version.

Also for myself, I can see very clearly what is coming in the upcoming months and how my resources will be organized. Review collected by and hosted on G2.com.

Peter V.

Innovation & Business Process Director

Enterprise (> 1000 emp.)

9/2/2020

"Portfoleon helps us manage our product pipeline from product idea to launch"

4.5/5

What do you like best about Portfoleon?

One location to manage, prioritize, link resources and get project timelines for our Innovation funnel.

The funnel from product idea, over market testing, product development and launch is captured in Portfoleon.

The tool is quite flexible, and you can set it up and use it in many ways. Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

The flexibility is a strength, but also requires someone to manage how it is being used. If you have good agreements across teams how it is to be used, and how not, it is very powerful. At Materialise we have given this sufficient attention, and it works great for us. Review collected by and hosted on G2.com.

Recommendations to others considering Portfoleon:

Make sure you align everyone on how Portfoleon should be used. As all tools, it is powerful when managed correctly. Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

We want from individual projects without decent resource management, to one project overview and a view on whether we actually have the manpower in house to take on certain projects at the same time. Also, we spot conflicts way earlier, avoiding projects missing deadlines or deadlines being pushed out without anyone noticing. Review collected by and hosted on G2.com.

Maksym S.

Volunteer

Enterprise (> 1000 emp.)

9/1/2020

"Decreased the burden of PowerPoint roadmaps"

5/5

What do you like best about Portfoleon?

An up-to-date information about projects status is always in a single place.

Nice and pretty overview of projects

Easy editing in spreadsheet and roadmap views.

Easy user administration and single sign on

Custom fields. Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

Takes some getting used to, however with the training materials available - it took about 30 minutes to understand it .

Still not using the full potential - need to leverage using the "resources".

No integration to existing tools (to my knowledge) Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

We had a problem of a ton of PowerPoint presentations with project roadmaps all in different formats and having to update them was a challenge. Currently we can review projects in portfoleon, add status reprots, change deadlines with few clicks and everyone always have the latest information at hand.

Also it is very handy to use different views and with few clicks grou/sort/color projects by a ton of parameters Review collected by and hosted on G2.com.

Vera M.

Private entrepreneur

Enterprise (> 1000 emp.)

9/2/2020

"easy and transparent for business stakeholders and project sponsors"

5/5

What do you like best about Portfoleon?

Easy of use for high level portfolio planning, good visualization of projects in different views for different categories of stakeholders, good enough detailing of resource planning for portfolio management, tracking changes and quick access to history of changes, special appreciation to roll back function! Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

For now, after 2 years of active usage I don't have remarks to share. Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

the most important for me: easy and transparent for business stakeholders and project sponsors, they really use this tool for check situation with their projects or program. In my previous experience project managers were demotivated, because they used project managers tool, but business stakeholders requires additional presentations. With Portfoleon tool, all stakeholder can easy access any dimension of information in few clicks. Review collected by and hosted on G2.com.

Aida M.

Small-Business (50 or fewer emp.)

9/1/2020

"Easy to use, structured but flexible"

5/5

What do you like best about Portfoleon?

Ease in adding new projects, managing ongoing projects, creating dependencies and linking items, create FU views and clear structuring, integrating and managing resources. Good support provided as well. Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

Nothing to really dislake, software has much more capabilities than we use for now, so further exploration required. Review collected by and hosted on G2.com.

Recommendations to others considering Portfoleon:

It requires some understanding phase but once you have given it a try and get used with it, it becomes a natural and daily embedded task. It provides soo much capabilities that the discovering phase is fun but also inspiring you to do more, try more, apply more. Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

Internal project prioritization and resources allocation. The SW gives amazing capability to make this easier and i a more transparrent and controlled way. Review collected by and hosted on G2.com.

Wim V.

Product and Project Manager of i.materialise

Enterprise (> 1000 emp.)

10/26/2020

"Very user friendly and accessible platform"

5/5

What do you like best about Portfoleon?

Portfoleon is very handy when you need a quick overview of the different projects that your company is running.

It is very intuitive and allows you to easily dive from the overview to the details of a project, making it just the tool that I need for tracking the projects.

I do also like the name and logo, linking to that famous French guy... Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

For now, none , I am good with the features it offers Review collected by and hosted on G2.com.

Oleg V.

Enterprise (> 1000 emp.)

9/1/2020

"Portfoleon is good tool for strategy vision of products and for coordination of programs"

5/5

What do you like best about Portfoleon?

Portfoleon allows easy create, update and visualize roadmap as for business and process stakeholder as for product and program managers (coordinators) Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

If there are many roadmap items on one sheet they automatically their self rearranged to best fit on screen Review collected by and hosted on G2.com.

Recommendations to others considering Portfoleon:

Start usage of Portfoleon from pilot area with several business lines, limited amount of products and stakeholders to get initial experience for specific organization Review collected by and hosted on G2.com.

What problems is Portfoleon solving and how is that benefiting you?

Create and review high-level (1-3 years) schedule for my products delivery itself and as part of bigger business program with several products to align with business and other stakeholders, take to account limitation of project resources and dependencies from delivery of other products Review collected by and hosted on G2.com.

Ken B.

Process Engineer

Mid-Market (51-1000 emp.)

9/3/2020

"Portfoleon is the centralised tool for all our project planning"

4/5

What do you like best about Portfoleon?

The product helps us to have a lot of control and inside on the many projects which are happening simultaneously within our medical department. The tool is visuallly very strong and helps to create clarity and transparency during meetings.

Portfoleon is the one truth for our project year plans and individual project follow-up. Thanks to the smart pivot tables and overviews reporting on progress to management can be done. Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

Saving of pivot tables is not implemented, which makes it cumbersome to each time generate the required overview. Review collected by and hosted on G2.com.

Yurrit A.

Technical Software Product Manager

Enterprise (> 1000 emp.)

9/6/2020

"Visibility for Myself and My Colleagues"

4.5/5

What do you like best about Portfoleon?

Portfoleon has finally given our company the means to keep track of our year plans in a simple and intuitive way. Now that everyone makes use of the tool, it has become much easier to see how your own projects align to those of other people and groups and where you might have dependencies that need to be resolved. Review collected by and hosted on G2.com.

What do you dislike about Portfoleon?

Small changes could be made to improve the ease of use, like automatically aligning the duration of your project to the cumulative duration of its phases, but it is reassuring to see that improvements are continuously being made. Review collected by and hosted on G2.com.