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.
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 365How work flows, trigger to outcome.
Real enterprise events start the work.
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.
Purpose-built reviews do the work.
Demand qualification and business case
Clarify the need, value, strategic fit, sponsor, rough cost, risk and feasibility before investing further.
Portfolio prioritisation and investment assessment
Compare initiatives on value, cost, risk, alignment, dependencies and available capacity.
Resource and capacity assessment
Confirm the organisation can actually deliver, as a first-class step, not a field on a form.
Architecture, risk and dependency review
Bring full enterprise context to the decision, connecting to EA, security, governance and vendors.
Project initiation and planning
Turn an approved initiative into an executable plan with scope, milestones, budget, resources, governance and benefits.
Portfolio delivery monitoring and control
Track progress, risk, budget, milestones, dependencies and portfolio health, moving the PMO from reporting to control.
Change, exception and reprioritisation management
Assess whether material changes require re-approval or portfolio rebalancing.
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.
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.
Built for the people who own this work.
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.
Enterprise decisions. Connected. Intelligent. Governed.