How it works · Strategy and Portfolio Management

From demand to delivered value, in one connected model.

The AlignX PPM workflow turns portfolio decisions into connected, accountable investments. Not spreadsheets and status decks, but live visibility of strategy, architecture, risk, resources, vendors, delivery and outcomes.

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TriggerAn idea accepted at intake

IntakeLinked to strategy, sized, routed

ReviewsCase, score, capacity, architecture

DecisionGate 3, two conditions, with the COO

OutcomeBenefit against the case

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Every portfolio decision follows the same connected path. A trigger enters, AI triage classifies and routes it, specialist workflows do the work, the decision is captured with full lineage, delivery stays aligned, and outcomes are measured and fed back. It all sits on the Connected Enterprise Foundation.

Inside Microsoft 365

In one sentence

The AlignX portfolio workflow takes an idea from intake through scoring, the business case and each stage gate to phase-out on one record, with every approval, condition and hand-off recorded against it.

The operating model

How work flows, trigger to outcome.

Triggers

Real enterprise events start the work.

A new idea or initiative requestA business caseA strategic objective that requires deliveryA funding requestA regulatory or compliance-driven initiativeA technology or architecture recommendationA vendor or contract-driven initiativeA risk treatment initiativeA project change or escalationA benefits and outcome review

AI intake and triage

Context at the front door.

At the front door, AlignX captures the demand, links it to strategy, capability, architecture, risk, funding and ownership, classifies it, runs an impact analysis, identifies stakeholders and required reviews, recommends the workflow path and priority, and routes it to the right specialist workflow.

Specialist workflows

Purpose-built reviews do the work.

Demand qualification and business caseClarify the need, value, strategic fit, sponsor, rough cost, risk and feasibility before investing further.

Portfolio prioritisation and investment assessmentCompare initiatives on value, cost, risk, alignment, dependencies and available capacity.

Resource and capacity assessmentConfirm the organisation can actually deliver, as a first-class step, not a field on a form.

Architecture, risk and dependency reviewBring full enterprise context to the decision, connecting to EA, security, governance and vendors.

Project initiation and planningTurn an approved initiative into an executable plan with scope, milestones, budget, resources, governance and benefits.

Portfolio delivery monitoring and controlTrack progress, risk, budget, milestones, dependencies and portfolio health, moving the PMO from reporting to control.

Change, exception and reprioritisation managementAssess whether material changes require re-approval or portfolio rebalancing.

Decision and governance

The decision is captured, with lineage.

Recommendations become formal portfolio decisions: approve, approve with conditions, defer, fund, pause, stop, reprioritise, escalate or close. Each decision captures the rationale, options considered, approvals, conditions, risks and full decision lineage.

ApproveApprove with conditionsDeferFundPauseStopReprioritiseEscalateClose

Delivery and outcome review

Delivery stays aligned. Outcomes feed back.

Approved decisions stay connected to projects, resources, vendors, architecture, risks, contracts, milestones, budget and benefits. At the end, expected benefits are compared to actual outcomes, lessons are captured, and the learning feeds future investment.

Who owns this work

Built for the people who own it.

Secure in your tenant, connected to everything.

It runs inside your Microsoft environment, under your identity and controls, and hands off cleanly to every other AlignX module on the same connected model.

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