Use Case

Portfolio Rationalisation

Make portfolio decisions with the full decision context they require. AlignX holds every investment alongside the strategy that authorised it, the outcomes it was expected to produce and the evidence of whether it delivered, in one Dataverse model within your Microsoft tenant.

The decision problem

Why portfolio rationalisation stalls

Portfolio rationalisation exercises typically surface the question of which investments to continue, defer or terminate. What they rarely surface is the question of why each investment was approved in the first place, what strategic objective it was meant to serve, what outcome was expected, and whether that outcome is being realised. Without that decision context, rationalisation is a financial exercise, not a governance one.

Which investments should continue, and do you have the decision context to answer?

Most portfolio rationalisation exercises lack the connected model needed to answer this question with confidence.

AlignX provides the decision context that makes portfolio choices coherent and defensible.

How AlignX helps

Decision enablers

01

Connect investments to strategic objectives

Connect every investment in the portfolio to the strategic objective it was authorised to advance.

Investment → Objective Alignment
Cloud Infrastructure
→ Platform Reliability
$8.4M
EMEA Localisation
→ EMEA Market Share
$240k
Legacy HR Maintenance
No objective linked
$2.1M
Ad-hoc Security Patches
No objective linked
$1.8M
Outcomes

What good looks like

01

Full strategic and governance context

Portfolio rationalisation decisions are made with full strategic and governance context.

02

Explicit and auditable investment traceability

The connection between investment commitment and strategic outcome is explicit and auditable.

03

Portfolio coherence improves over time

Portfolio coherence improves over successive investment cycles.

See what connected decision intelligence looks like