Portfolio Management Software

Strategic portfolio management software.
Connected to your strategy, not beside it.

Most portfolio management tools track delivery in isolation. StrategyWorks places every programme and project inside your strategy hierarchy, so leadership always sees what is being delivered, what strategic outcome it serves, and what it costs.

Our customers include

Bank of England Christie's John Lewis BMA City & Guilds Blue Cross SBCI Corserv Aberystwyth University Jaguar Land Rover Bank of England Christie's John Lewis BMA City & Guilds Blue Cross SBCI Corserv Aberystwyth University Jaguar Land Rover
The problem

Portfolio management fails when it is disconnected from strategy.

Organisations invest heavily in delivery. But when portfolios are managed separately from strategy, the link between spend and outcome disappears.

No one can answer "why are we doing this?"

Projects are approved and running, but the connection to any strategic objective has been lost in translation. Leadership asks for justification and the answer is a shrug.

Resources go to the loudest, not the most strategic

Without a clear view of strategic contribution, prioritisation defaults to whoever argues hardest. The highest-value work competes with low-value noise and often loses.

The board sees spend but not outcome

Reporting is RAG status and budget variance. What is missing is the narrative: which initiatives are moving the needle on what matters, and which are not.

Portfolio management view in StrategyWorks
Strategic alignment

Every initiative linked to the strategy that justifies it

In StrategyWorks, you cannot add a programme or project without connecting it to a strategic objective. The link is structural, not voluntary. Every node in your portfolio has a "why" that leadership can trace back to board-level strategy.

  • Portfolio, programme, and project all cascade from strategy
  • Strategic contribution visible at portfolio level and programme level
  • No orphaned projects with no strategic justification
OKR and portfolio connection in StrategyWorks
OKRs and delivery

Strategy and delivery in the same hierarchy

Most organisations run their OKRs in one tool and their portfolio in another, then spend hours reconciling them in spreadsheets. StrategyWorks connects them structurally: OKRs sit above delivery. Delivery cascades from OKRs. You can see both in a single view.

  • OKRs and KPIs linked directly to programmes and projects
  • Delivery progress surfaces upward to the strategic view
  • No manual reconciliation between strategy and delivery
Portfolio risk management in StrategyWorks
Portfolio risk

Risk that escalates through the hierarchy, not around it

Risks logged at project level are visible at programme and portfolio level. When something threatens a strategic objective, it surfaces to the right level automatically. No separate risk register. No manual escalation email chains.

  • Risks, issues, and dependencies connected to delivery nodes
  • Risk concentration visible across the portfolio
  • Escalation paths built into the hierarchy
How it connects

One hierarchy. Strategy to delivery.

Objectives define what you want to achieve. Strategies (called Portfolios in some organisations) define how and what must contribute. Programmes, projects and activities cascade beneath. Every level connected.

Objective Grow revenue by entering two new international markets OKR · Q1–Q4
Strategy / Portfolio International Expansion £2.4M · On track
Programme Market entry: DACH region £900K · At risk
Project Regulatory compliance and entity setup £180K · Behind
Activity Complete German entity registration Due 31 Mar
Project Go-to-market and channel partnerships £220K · On track
Programme Market entry: Nordics £680K · On track
What's tracked

Everything you need to run your portfolio. Built in, not bolted on.

Every programme, project and activity in StrategyWorks carries a full set of tracking fields. No separate tool for risk. No spreadsheet for financials. No disconnected RACI matrix. All of it is inside the hierarchy, connected to the work it describes.

Delivery
Execution progress Milestones Deliverables Dependencies Activities RAG status Confidence scoring
Financials
Budget Forecast Actuals Cost variance Benefits Benefits realisation
Risk
Risks and controls Inherent risk Residual risk Mitigating actions Risk escalation
Governance
Issues Decisions Change log Approvals Audit trail
Accountability
RACI Ownership Accountability chains Stakeholder mapping
Strategic
Strategic value OKR alignment Key Results impact Strategic priority link Portfolio-level strategy view
Portfolio reporting and analytics in StrategyWorks
Reporting and analytics

Real-time visibility from activity to board

Most portfolio tools show you delivery status. StrategyWorks shows you strategic impact. Every dashboard pulls live data across the hierarchy: which programmes are on track, which initiatives are moving the needle on strategy, and where the risks are concentrating.

  • Live dashboards at portfolio, programme and project level
  • Strategic impact tracked alongside delivery progress
  • Financial performance, milestone adherence and risk exposure in one view
  • Power BI integration with pre-built template library for executive reporting
£0
Per-seat cost on any plan, ever
£35
Per initiative per month. Sub-items not charged.
30
Day free trial of the full platform
1
Connected hierarchy, strategy to delivery
Pricing

Straightforward pricing. No per-seat fees.

Portfolio management requires the Platform plan. Start with OKR free, upgrade when you're ready to connect delivery.

Free forever
OKR
£0 / month
The complete OKR and strategy management platform, free for qualifying organisations.
  • Unlimited users
  • Unlimited OKRs, KPIs, strategic risks
  • Full strategy hierarchy (Vision to KPI)
  • RACI and accountability
  • Strategy and OKR dashboards
  • Power BI integration (one-time setup fee)
  • Bespoke setup and design
  • Customised terminology
Enterprise
Bespoke
Everything in Platform, with bespoke architecture, dedicated support, and the Shapecast strategy design service included.
  • Unlimited users
  • Everything in Platform
  • Bespoke SSO (SAML / OIDC)
  • Advanced permissions and org hierarchy
  • Dedicated customer success and SLA
  • Strategy design service included
  • Custom integrations and data migration
  • Bespoke setup and design

An "initiative" is any node in the delivery hierarchy connected to strategy: a strategic initiative, portfolio, programme or project. Sub-items (milestones, tasks, dependencies) are not counted.

FAQ

Frequently asked questions

Strategic portfolio management is the discipline of selecting, prioritising, and governing a portfolio of programmes and projects based on their contribution to organisational strategy. Unlike simple project management, it focuses on the relationship between work and strategic outcomes, ensuring the portfolio as a whole is delivering what matters most.
StrategyWorks places your delivery portfolio inside your strategy hierarchy. Every programme, project, and initiative is linked upward to a strategic objective or OKR. You can see exactly what each initiative is delivering strategically, what it costs, what its milestones are, and what risks it carries, all connected in one view.
A portfolio is a collection of programmes or projects grouped around a strategic theme. A programme is a coordinated group of related projects that together deliver a strategic outcome. Both are nodes in the delivery hierarchy and connect directly to strategy. Sub-items like milestones, tasks, and dependencies sit beneath them and are not separately priced.
The Platform plan is £35 per initiative per month, with unlimited users. An initiative is any node in the delivery hierarchy connected to strategy: a strategic initiative, portfolio, programme, or project. Sub-items such as milestones, tasks, and dependencies are not counted separately. There are no per-seat fees on any plan.
StrategyWorks is designed to sit above your project management tools as the strategic layer. It tracks portfolio health, strategic alignment, financials, milestones, and risks across the portfolio. For granular task management, teams can continue using their existing tools. StrategyWorks integrates with Power BI for cross-portfolio reporting.

See portfolio management connected to strategy

Book a 30-minute demo and we'll show you how your portfolio hierarchy would look in StrategyWorks, using your real strategic objectives.

Book a demo See the full platform