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Schedule Demo
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Schedule Demo

USE CASE:

Portfolio Management

Quickly pull in your data and transform it into any format necessary using Envision Data Transformer to normalize disparate project data for portfolio analysis.

Schedule Demo

Defense Contract Agency,

Total Savings

$4.65M

Over five year period

Envision Dashboard Apps

Specific applications designed for Portfolio Management use cases.

Get Clear Picture

Improve Information Value Index & Business Value Index by getting clear insights on each project

Capabilities

Our Portfolio Management specific Envision Dashboard Apps are designed to facilitate portfolio and organizational overviews , linked with non-traditional business intelligence information geared to higher levels of the customer organization.

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Custom Metrics and Indicators

Incorporate additional metrics of interest to management with customizable tabs and indicators.

Project Control Plans Evolution:

Track the evolution of Project Control Plans throughout the project lifecycle, including SEMP, VVP, FOP, IP, PP, and Environmental plans.

Centralized control:

Conquer complex projects with centralized control. Streamline CDRL management, track project documents, visualize plan evolution, and monitor your deliverables.

Featured dashboard package:

Portfolio Management

From financial analysis and cashflow to facilitating portfolio and organizational overviews Proteus Envision cover the whole spectrum from Data import to Data Visualization with Proteus Envision Dashboard Apps

See All Applications

Included Applications

Contract & Executive Management Applications

Designed to facilitate portfolio and organizational overviews of project and program management performance, linked with non-traditional business intelligence information geared to higher levels of the customer organization.

  • Filter by role:
  • Compliance Management
  • Executive Management
  • Program Management Teams
  • Schedule Analyst
  • Control Account Manager
Configuration and Contract Management
Integration and configuration of contract deliverables for example Project Control Plans and their evolution through the lifecycle of the project (SEMP, VVP, FOP, IP, PP, Environmental, etc.).
Executive Management & Evaluation
Overall management assessment of project or program execution by key stakeholders and key performance parameters. Includes all facets including cost, schedule, financial, earned value, technical and risks.
Milestone Management and Reporting
Top-level milestone schedule showing time-phasing. Slips and consecutive slips and reasons regarding the slippages are noted.
GAO Reporting
urpose-built Envision Dashboard Application to provide GAO metrics during annual reviews of the project.
Organizational Chart
An application showing the org chart of the project with metadata to relevant personnel data.

PM Financial Analysis Applications

Program and project management financial analysis & cashflow applications. Analysis includes integration of commitments, obligations, and expenditure, and burn-down rates of various types of funding.

Analysis are provided within a project or across projects within an organization. Data can flow from both industry partners/suppliers as well as those within government entity financial management organizations.

  • Filter roles:
  • Program Management Teams
  • Financial Analyst
EFA Project
Visualizations that integrates with data pulled in from BW to show project costs at the Project level.
EFA Program
Application that integrates with data imported from the financial management system (SAP BW or other) to show project costs at the Project level.
Executive Management Financial Report
Summarization of financial execution using standardized report format.
Reporting/Comparison NASA 533 Financial Analysis
An application that summarizes appropriate data from contractors for generation of NASA 533M and NASA 533Q reports and cross references to IPPM/IPMDAR data.
Reporting/Comparison CFSR Financial Analysis
Workspace application that collects financial data to generate the Contract Funds Status Report (CFSR) and provides analysis and predictive analytics of the data underlying the report and cross references to IPPM/IPMDAR data.

Portfolio Management Applications

Designed to facilitate portfolio and organizational overviews of project and program management performance, linked with non-traditional business intelligence information geared to higher levels of the customer organization.

  • Filter by role:
  • Compliance Management
  • Executive Management
  • Program Management Teams
  • Schedule Analyst
  • Control Account Manager
Configuration and Contract Management
Integration and configuration of contract deliverables for example Project Control Plans and their evolution through the lifecycle of the project (SEMP, VVP, FOP, IP, PP, Environmental, etc.).
Executive Management & Evaluation
Overall management assessment of project or program execution by key stakeholders and key performance parameters. Includes all facets including cost, schedule, financial, earned value, technical and risks.
Milestone Management and Reporting
Top-level milestone schedule showing time-phasing. Slips and consecutive slips and reasons regarding the slippages are noted.
GAO Reporting
urpose-built Envision Dashboard Application to provide GAO metrics during annual reviews of the project.
Organizational Chart
An application showing the org chart of the project with metadata to relevant personnel data.

Value of cost avoidance in effort and redundancies:

$22.8M

Over five years.

Federal Oversight Agency

"Proteus and Envision have enabled FAA to transform our data management processes, resulting in more reliable and accurate data for decision-making."


Read Full Case Study

– Program Manager

FOA

Works with these roles:

EXECUTIVE
High-Level Project Insights

Gain strategic insights into project performance with summarized narratives, high-level metrics, and advanced predictive analytics.

PROGRAM MANAGER
Program impact to portfolios

Proteus Envision Dashboard Apps support industry standard metrics. Get accurate and complete analytics with ease access to historical data and trend analysis

SCHEDULE ANALYST
Detailed Schedule Performance Tracking

Monitor and analyze task completions, schedule predictability, and critical path changes with comprehensive graphs and metrics.

Additional features

Don’t see a feature here? Get in touch to see our full capability list.

Local On Premise or in the Cloud

Freedom to choose your preferred deployment option, ensuring optimal accessibility and control.

More Details
Cost Performance Portfolio

Aggregate cost performance metrics from the project level into portfolios to identify areas of risk and opportunity

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Schedule Portfolio

Identify dependencies and relationships across projects to identify and track impacts to need dates, as well as generate summarized project events and milestones within a portfolio and overall schedule health

More Details
Portfolios for Compliance Reporting

Consolidate project level compliance failure detection scores into portfolios like by contractor,  business units, directorates, programs, locations or any other commonality to aggregate process performance across the organization

More Details
Technical Capabilities Across Projects

Assess the technical attributes across a portfolio of project to ensure capabilities exist and mission success can be met

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Portfolio Financial Execution

Combine detailed financial transactions and report funding, obligations, commitment, expenditures up portfolios by agency, program, center, contractor, work breakdown structure, etc.

More Details

With you along the way

We support and involve key leadership players within your organization as it plays crucial role in overcoming barriers based on self-interest and in driving the organization to reach its goals. 

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Total Benefit

0%

Return on investment over 3 years

Improvement of

0%

Intrinsic Value of Information (IVI)

"Proteus and Envision have enabled DCMA to transform our data management processes, resulting in more reliable and accurate data for decision-making."

DCMA Program Manager

DCMA

Ready to Start?

Get in touch with one of our solutions experts for a demo and see how quickly we can unify your data

Learn How To:

Typical Return on Investment over 3 years.:

600%+

Save 66% over 3 years

with our perpetual license model.


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