For the executive
Follow a slipping objective to the money behind it
Objectives, the projects and business cases linked to them, the benefits each case promised and the portfolio's decisions are linked records in AlignX. Open an objective that's behind and follow its links to what's funded against it, what it promised and the gate that decides what happens next.
Strategy against funding 
Benefits against the promise 
What stays in the plan
One objective, followed to the money
When an objective falls behind, open it and follow the links: to the work linked to it, what the case promised, whether the benefit is landing and the gate that decides next.
The questions you're asked
Three questions every executive gets, and the record in AlignX that answers each one.
What happens after you book
- A walkthrough on your questionWe take the objective you're least sure of and follow it through AlignX to the money and the decision.
- One real reviewWe walk one of your strategy or portfolio reviews through AlignX with you, before you commit.
Questions executives ask
It can. Plans, focus areas, objectives, key results and check-ins with confidence all live in AlignX. When a cycle closes, the objective is graded and the score is frozen.
Its owner will. When an objective is marked red, AlignX assigns the owner a review task and adds a comment to the record.
Not on a screen today. The plan view shows what's linked to each objective, not what's linked to none.
Not today. Budgets, forecasts and actuals are kept on each project's financial grid in AlignX and roll up to the programme and the portfolio.
Each business case keeps a decision log: the approver, the decision, the date and the amount as it stood when they decided. An amended decision links to the one it replaced.
No. An assistant that reads these records is specced on our roadmap. It will suggest, and a person applies.
Trace one objective to its funding
Book a walkthrough and bring the objective you'd least like to explain to the board.
Runs in your own Power Platform environment.