For the PMO and portfolio leader
Deliver what you commit. Strategy to delivery in one live view.
Demand, prioritisation, capacity, gates, delivery health and benefits in one model, on the records that carry them.
In one sentence
AlignX gives the PMO one live view from demand to delivered value, with gates, dependencies, capacity and benefits on the same record as the initiative.
Written forPMO DirectorHead of Portfolio ManagementInvestment DirectorPortfolio Director
The challenge
The questions the executive team will ask you.
- What new demand is coming in, and can we absorb it?
- Will projects finish within approved budget, and what is the cost at completion?
- Which programmes need intervention, and which should we stop?
- Which programmes are on track, at risk or failing, and why?
- Overall, how healthy is the portfolio, and where should we be concerned?
- What will the portfolio look like six or twelve months from now?
If any of these takes a week to answer, the rest of this page is for you.
The solution
What the PMO owns.
Idea funnel
One front door. Then a score, not a debate.
Every idea and request comes in through one funnel and is accepted, deferred or rejected with a reason. What gets through is scored on strategic fit, value, risk and deliverability, and ranked.
Scenario workbench
Model the plan against the money before you commit it.
Branch the ranked cohort against a budget target, see where the waterline falls, compare scenarios, then promote one to the plan of record. Live budgets stay untouched until you do.
Stage gate
The gate, the approver, and the decision itself — on the record.
Plan approved, phase-in approved, active in progress, phase-out pending. The decision is made here, with a rationale, and the record keeps it.
Delivery health
Status is earned, not typed.
A programme's RAG comes from its latest published check-in, the worst of schedule, budget and scope. Changing it means recording a check-in and saying why, so the steer co reads a record, not a slide.
Benefit realisation
Actuals against the case that won the money.
Seven benefits on the portfolio, planned against realised month by month. Three are tracking behind — one of them a dis-benefit, the dual-run cost, because a register that only counts the upside is a business case, not a record. The colour is computed from the months, not typed.
Portfolio timeline
Every project on one timeline, banded by the life it is in.
Plan, phase in, active, phase out, drawn against quarters to 2030 with today marked. The twelve-month question answered by scrolling right, not by rebuilding a roadmap deck.
Day to day
What changes.
The AlignX technology
Nothing new to govern.
Runs inside Microsoft 365In your tenant, on your Dataverse. Nothing leaves it.
Entra ID governs who sees whatThe roles you already run decide access. No second directory.
Australian data residencyYour Dataverse environment sits in an Australian region. Purview and retention policies apply as they do everywhere else.
Questions
What PMO leaders ask us.
What PPM and adjacent tools does AlignX replace for the PMO?
AlignX replaces your PPM (Planview, Clarity, MS Project, ServiceNow SPM), your governance and reporting spreadsheets, your OKR or strategy tracker, and often your standalone benefits tool. It integrates with Jira, ServiceNow ITSM and finance systems. Your PMO runs off one platform instead of three plus a spreadsheet ecosystem.
Why move from a dedicated PPM to AlignX?
Because PPM stops at project data. AlignX connects portfolio to strategy above and to architecture, risk and resources beside it. Your PMO stops being the reporting shop and becomes the portfolio decision partner., because status is a byproduct, not a task.
Can I run stage-gate governance in AlignX?
Yes. Configurable workflows support any stage-gate model (5-gate, 7-gate, custom). Every gate has evidence, approvers and decisions captured in the flow, so audit trails are automatic. You can run lightweight gating for agile portfolios alongside formal gates for regulated programmes in the same platform.
How does AlignX handle mixed agile and waterfall portfolios?
Native. Portfolios can contain waterfall projects, agile programmes and continuous product teams in the same view, each with its own cadence. Roll-ups are automatic. You get one portfolio truth without forcing teams into one delivery method.
What does the PMO stop doing after we roll this out?
The manual status report cycle collapses. Fewer steer co decks to build, fewer chase-ups for updates, no more reconciling three different spreadsheets. Your team spends that time on portfolio shaping, dependency management and benefits.
How does AlignX integrate with Jira, ServiceNow ITSM and our CMDB?
Native, two-way integrations. Delivery teams work in Jira and AlignX syncs progress, effort and status. ITSM and CMDB integrations keep application, service and asset data current. Your PMO gets connected reporting without asking delivery teams to duplicate data.
How does AlignX handle CapEx, OpEx and capitalisation reporting?
Financial fields on every initiative and work package feed automatic CapEx/OpEx splits and capitalisation reports. You can trace spend from an approved investment through to the delivery activity that consumed it, which finance teams love and auditors accept.
See where you stand.
Ten minutes, twenty-one questions, an instant maturity score.