Fund the right work. Control change. Deliver faster.
Plan, fund, and execute with Strategic Portfolio Management software from Kiplot. Ensure strategy, resources, and investments stay aligned – even as priorities shift.
Our Customers
Leading financial services organizations rely on Kiplot for Strategic Portfolio Management.
What is Strategic Portfolio Management?
SPM turns strategic planning into transformative outcomes – prioritizing, funding, and delivering initiatives with precision, governance, and agility.
Why Kiplot?
Strategic Portfolio Management for enterprise organizations.
Kiplot delivers the precision, governance, and execution power organizations need to drive strategic outcomes. Ensure capital fuels high-impact initiatives, optimize resources with advanced reporting, and execute with confidence.
Kiplot empowers you to prioritize, fund, and execute complex portfolios with strategic control.
Ensure investments drive strategic impact
Optimize capital allocation with granular financial visualization, CapEx/OpEx modeling, and enterprise-grade governance.
Unify strategy and execution at scale
Eliminate silos with a unified execution engine integrating JIRA, ADO, and enterprise systems into one source of truth.
Deploy teams where they deliver results
Shift from reactive planning to execution. Reallocate resources to unlock capacity and drive agility, efficiency, and impact.
Navigate challenges in Strategic Portfolio Management with Kiplot
Barriers like rigid funding and misalignment stall change. Kiplot’s Strategic Portfolio Management software removes friction – so you can adapt and deliver at speed.
Prevent dependency delays
Kiplot maps & streamlines dependencies – keeping teams in sync & projects moving.
Keep strategy & execution aligned
Kiplot connects planning & execution, keeping every initiative on track.
Break down Agile silos
Kiplot unifies Agile across teams, ensuring smooth, enterprise-wide execution.
Make funding more dynamic
Kiplot enables dynamic funding allocations so investment follows business needs.
Simplify governance at scale
Kiplot automates governance & compliance without adding extra overhead.
Unlock full team capacity
Optimize resource allocation for maximum efficiency and strategic impact.
Align strategy, funding, and delivery - effortlessly
Powerful capabilities built for enterprise SPM
From planning to execution, Kiplot gives organizations the tools to manage portfolios, optimize resources, and drive strategic outcomes.
Turn strategic vision into actionable plans
OKR Setting: Define measurable objectives that align initiatives with strategic priorities and business goals.
Portfolio Architecture: Build scalable frameworks to govern complex portfolios with precision and control.
Roadmap Creation: Develop adaptive roadmaps that turn strategy into clear, executable plans.
Demand Management: Streamline intake to prioritize and fund high-value initiatives for maximum ROI.
Program Increment Planning: Align teams cross-functionally for predictable, high-impact execution.
Execute at scale with precision and speed
Capacity Planning: Optimize resource allocation to balance workloads, maximize efficiency, and prevent bottlenecks.
Lifecycle Workflows: Standardize workflows for seamless handoffs and predictable delivery.
Risk & Dependency Management: Proactively mitigate risks and manage dependencies to keep execution on track.
Executive Status Reporting: Deliver real-time insights to align stakeholders and ensure execution visibility.
Delivery Metrics & Guardrails: Track progress with live metrics and enforce standards for strategic alignment.
Align financial governance with strategic priorities
Business Case Management: Justify investments with robust business cases that align funding with strategic goals.
Cost Forecasting: Accurately model CapEx and OpEx to optimize budgeting and resource allocation.
Benefits Realization: Track and measure value delivery to ensure ROI meets expectations.
Advanced Accounting Support: Seamlessly integrate financial data for real-time reporting and audit readiness.
Time Tracking & Financial Visibility: Combine time tracking with real-time financial data to enhance accountability and decision-making.
See the full picture with real-time insights
Stakeholder Reporting: Customize reports and visualizations to deliver data that aligns with stakeholder needs.
Historic Trends Analysis: Analyze past performance to identify trends and drive informed decisions.
Data Source Integration: Connect multiple data sources for a unified, enriched view of portfolio performance.
Custom Reports: Create tailored reports by combining data sources for deeper insights.
Align strategy, funding, and delivery - effortlessly
Kiplot vs the rest: What makes us different?
Get the best of both worlds: Agile execution and enterprise-wide strategic control – all in one Strategic Portfolio Management software solution.
“Kiplot has been a key enabler to our agile transformation agenda, driving efficiency, productivity and speed.”
Samil Salim
Head of EPMO, TSB Bank
Unite your enterprise ecosystem
Bridge your enterprise tools with Kiplot to create a unified, fully integrated ecosystem that powers your organization’s delivery function.
Align strategy, funding, and delivery - effortlessly
Recommended resources
Elevate your approach to Strategic Portfolio Management with key insights, resources, and strategies from our knowledge center.
Loading...
Loading...
Loading...
Loading...
FAQs
Who is Kiplot for?
Kiplot serves enterprise financial services and technology organizations, connecting strategy to execution across all levels. From C-suite executives shaping investment decisions to PMO teams driving delivery, Kiplot provides the insights needed to align strategic vision with practical implementation.
What are the benefits of Strategic Portfolio Management software?
Kiplot’s SPM software provides real-time portfolio visibility and analytics, enabling you to make data-driven investment decisions across your enterprise portfolio. By consolidating project data, financial metrics, and strategic objectives, you can better align investments with organizational goals and maximize ROI.
Financial services organizations such as TSB Bank saved £100M and saw a 25% increase in ROI with Kiplot.
What processes does Kiplot support?
Kiplot supports critical strategic portfolio management processes including:
- Strategic Planning and Roadmapping: Align portfolio investments with corporate strategy and track strategic outcomes
- Investment Optimization: Scenario modeling and portfolio balancing to maximize ROI across different investment types
- Resource Management: Advanced capacity planning and resource optimization across programs and projects
- Financial Management: Budget tracking, benefit realization, and financial forecasting integrated with enterprise financial systems
- Agile Portfolio Management: Scaled agile framework support, including PI planning and value stream management
- Change and Transformation Management: Track organizational change impacts and transformation progress across the enterprise
What type of organizations benefit from Kiplot?
Financial services organizations, including retail banks, insurance companies, investment management firms, and FinTech enterprises, find particular value in Kiplot.
Kiplot’s SPM software is especially beneficial for organizations undergoing significant digital transformation while maintaining day-to-day operations across multiple business units and geographies. Whether managing complex investment portfolios in Singapore, driving digital transformation in European retail banking, or optimizing operations across North American insurance divisions, Kiplot helps organizations transition to agile ways of working while maintaining strong governance and compliance frameworks.
Kiplot’s Strategic Portfolio Management Software is particularly valuable for financial institutions that need to demonstrate clear value realization from strategic initiatives to board-level stakeholders, ensuring their portfolio remains optimized and aligned with strategic objectives.
How does Kiplot support Agile transformation initiatives?
Kiplot seamlessly integrates traditional project management with agile methodologies, supporting hybrid portfolio management approaches.
It enables you to track both agile and waterfall projects in a unified view, with built-in support for scaled agile frameworks.
This flexibility is particularly valuable for financial institutions managing complex transformation programs while adopting agile practices.
Explore more Kiplot features in detail:
Portfolio Planning
Plan, execute and track your way to success
Reporting & Analytics
Enable your data driven organization
Financial Control
Forecast, budget, track and realize value
Technology
The cutting edge technology that underpins Kiplot
Portfolio Planning
Plan, execute and track your way to success
Reporting & Analytics
Enable your data driven organization
Financial Control
Forecast, budget, track and realize your route to value
Technology
The cutting edge technology that underpins Kiplot
