Challenge

• A bank wants to manage its investment portfolio in a yearly planning process based on the company strategy
• Investment decisions should be comprehensible and transparent using a project portfolio approach
• Project ideas are gathered bottom-up before they have to be evaluated and compared objectively with each other

Solution

• Project ideas are captured and categorized company-wide with a Word template
• A central Excel tool automatically imports all Word documents and further information can be added inside the solution
• A scoring alogrithm based on the company strategy proposes decisions and visualizes them in a portfolio

Benefits

• The tool helps to make better
  informed decisions that fit the
  strategy
• The number of wrong decisions is minimized by this process
• Transparency and
  comprehensiveness significantly increase the acceptance of
  investment decisions

Screenshot

Click on the picture to enlarge it.