Portfolio Management Optimiser is a strategic and operational tool for portfolios optimisation:

• List or import Campaigns and define their characteristics (type, cost, turnover expected, channel, ROI, priority, duration, departments…),
• Define Portfolio attributes as optimisation criteria to compare all possible portfolios,
• Define Marketing objectives declining company ones and set up multi-objective optimisation rules,
• Optimise to get the best portfolios satisfying the defined objectives. Get the list of the most appropriate campaigns,
• Explore different optimal result portfolio strategies and scenarios, study portfolio balance and performance,
• Visualise and compare manually portfolios prior to final decisions,
• Export, print, analyse and share results.

Portfolio Management Optimiser helps maximising financial results, optimising budget and timing for given objectives:

• Choose the Campaigns Portfolios optimising Return-On-Investment,
• Compose portfolios applying company strategy and satisfying multi-objective rules,
• Balance Campaigns among departments, stakeholders and optimise portfolio risk,
• Justify and secure budgets by showing expected results,
• Optimise Campaigns planning implementation taking into account time and capacity constrained resources.

• Define Campaigns actions and describe dependencies,
• Define time windows, cost structure and planning rules,
• Define resources to be used with type, cost and capacity,
• Specify resource availability and handle exceptions,
• Optimise the Campaign plan on a chosen period and get a plan that respects all previous constraints and avoids resource, time and precedence conflicts,
• Dispatch efficiently activities among internal or external resources,
• Implement. Re-plan to cope with the unexpected.

• Choose the Campaigns Portfolios optimising Return-On-Investment,
• Compose portfolios applying company strategy and satisfying multi-objective rules,
• Balance Campaigns among departments, stakeholders and optimise portfolio risk,
• Justify and secure budgets by showing expected results,
• Optimise Campaigns planning implementation taking into account time and capacity constrained resources.