STRATEX · Portfolio & Project Decision Intelligence

Turn portfolio execution into executive decisions

Stratex connects projects, portfolios, risks and execution signals to help you identify what requires attention, evaluate scenarios and make decisions with greater context, speed and confidence.

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Stratex executive portfolio view (illustrative example)

Built for organizations where execution, governance and decision-making are critical.

BANKINGFINTECHINSURANCEFINANCIAL SERVICESENTERPRISE PMOsREGULATED ORGANIZATIONS
EXECUTIVE CHALLENGE

More information doesn't always mean better decisions

Every portfolio generates schedules, statuses, budgets, risks, dependencies and reports. When those signals stay fragmented, turning them into timely decisions becomes the hardest part of the job.

  1. 01

    What is happening?

  2. 02

    What requires attention?

  3. 03

    What could affect the objectives?

  4. 04

    What alternatives exist?

  5. 05

    What should we decide?

FROM EXECUTION TO DECISION

From execution signals to executive decisions

  1. 01

    Observe

    Consolidate projects, portfolios, schedules, budget, risks and performance.

  2. 02

    Detect

    Identify deviations, deterioration and emerging risks.

  3. 03

    Understand

    Relate signals, impact, criticality and dependencies.

  4. 04

    Simulate

    Evaluate scenarios before changing the real portfolio.

  5. 05

    Decide

    Structure decisions with context and alternatives.

  6. 06

    Act

    Turn decisions into actions, owners and follow-up.

ONE CONNECTED PLATFORM

From execution to decision

Execution and governance capabilities connected to a decision intelligence layer.

Execution & Governance

Executive Overview

A consolidated view of the portfolio.

  • Portfolio Health
  • Executive KPIs
  • Strategic Visibility
  • Early Warning Indicators

Portfolio Management

Structure and prioritize the investment portfolio.

  • Portfolio Structure
  • Prioritization
  • Strategic Alignment
  • Investment Visibility

Project Management

Control execution end to end.

  • Project Lifecycle
  • Schedules
  • Milestones
  • Progress Tracking

Risk Intelligence

Understand exposure across the portfolio.

  • Risk Exposure
  • PxI Analysis
  • Critical Risks
  • Mitigation Tracking

Decision Intelligence

Decision Intelligence

Identify what requires an executive decision.

  • Decision Signals
  • Executive Context
  • Impact Analysis
  • Decision Tracking

Scenarios

Evaluate alternatives before changing the portfolio.

  • What-if Analysis
  • Portfolio Impact
  • Alternative Comparison
  • Scenario Evaluation

Ask Stratex

Conversational portfolio intelligence interface.

  • Conversational Analysis
  • Portfolio Queries
  • Executive Summaries
  • Decision Support
DECISION INTELLIGENCE

Know what requires a decision before it becomes a problem

Dashboards show information. Decision Intelligence helps identify which information deserves attention and which decision may be required.

Illustrative scenario · not real customer data

  1. Executive signal

    4 projects show simultaneous deterioration.

  2. Potential impact

    USD 2.4M of investment exposed.

    2 strategic objectives could be affected.

  3. Decision required

    Should the current portfolio priority be maintained?

  4. Options

    A. Maintain execution.

    B. Reallocate capacity.

    C. Reschedule one initiative.

  5. Executive decision

    Reallocate capacity toward regulatory initiatives.

  6. Follow-up

    Owner · Date · Action · Expected outcome

SCENARIO INTELLIGENCE

Simulate before you decide

Evaluate what-if situations and understand their potential effect on the portfolio before committing to a change.

Scenario 01

What if Project Orion slips 60 days?

Potential effects

  • Strategic objective exposure increases
  • Two dependent initiatives are affected
  • Schedule pressure increases
  • Resource availability remains unchanged
Scenario 02

What if CAPEX is reduced by 15%?

Potential effects

  • Four initiatives require reconsideration
  • Two projects become candidates for deferment
  • Portfolio investment mix changes
  • Strategic coverage may decrease
Scenario 03

What if regulatory initiatives become priority #1?

Potential effects

  • Regulatory exposure decreases
  • Commercial roadmap moves
  • Resource demand increases
  • Portfolio priorities are rebalanced
CONVERSATIONAL PORTFOLIO INTELLIGENCE

Ask your portfolio

Ask Stratex lets you query portfolio information in natural language and get contextualized answers.

Illustrative conversation

You

Which projects require executive attention this week?

Ask Stratex

Five projects currently require attention. Two have critical schedule deviations, one exposes a strategic objective and two maintain unresolved high-impact risks.

You

What is putting Q4 objectives at risk?

Ask Stratex

Three project dependencies and two critical initiatives currently represent the largest contribution to Q4 exposure.

You

What happens if Project Orion is delayed?

Ask Stratex

A delay could affect two dependent initiatives and increase schedule exposure within the associated portfolio.

Ask Stratex doesn't replace your dashboards. It lets you interrogate them.

EXECUTIVE VISIBILITY

One executive view of your portfolio

Bring execution, risk and decision signals into a single executive surface.

Portfolio Health

Consolidated state of the portfolio.

Strategic Alignment

Initiatives connected to objectives.

Decision Queue

What is waiting for an executive decision.

Stratex executive command center view (illustrative example)

Risk Exposure

Where exposure is concentrated.

Scenario Impact

Effect of evaluated alternatives.

Execution Signals

Deviations detected in execution.

BENEFITS

Better context for executive decisions

Visibility

See what is really happening.

Anticipation

Detect before you react.

Decision Confidence

Decide with greater context.

Governance

Keep decisions and actions traceable.

WHO IS IT FOR

Built for the people who govern execution

C-Level Executives

Need: Understand where attention is required and which decisions may affect the objectives.

Stratex: Executive Visibility · Scenarios · Decision Intelligence.

PMO & Portfolio Leaders

Need: Govern priorities, performance, risks and capacity.

Stratex: Portfolio Management · Risk Intelligence · Decision Intelligence.

Project Leaders

Need: Control execution and anticipate deviations.

Stratex: Projects · Schedules · Risks · Execution Signals.

Governance & Risk

Need: Understand exposure and maintain traceability.

Stratex: Risk Intelligence · Decision Tracking · Auditability.

ENTERPRISE READY

Built to operate inside complex organizations

Role-Based Access

Granular access control.

Audit Trail

Traceability of changes and actions.

SSO

Enterprise authentication capability.

Multilingual

Spanish / English.

Secure Architecture

Organizational data separation and access control.

Stratex Academy

Onboarding and adoption.

Integrations

Progressive enterprise integration capability.

PLANS

Choose the scale. Keep the intelligence.

All STRATEX plans include the core capabilities for management, governance and intelligence. Plans scale according to organizational size, usage and enterprise needs.

Get your plan and access www.stratexapp.com

Included in every plan

  • Project Management
  • Portfolio Management
  • Risk Intelligence
  • Executive Dashboard
  • Decision Intelligence
  • Scenarios
  • Ask Stratex

Plan comparison

Starter

Project Management
Portfolio Management
Risk Intelligence
Executive Dashboard
Decision Intelligence
Scenarios
Ask Stratex
Users
3
Active projects
15
Portfolios
3
Ask Stratex usage
100/mo
Scenarios
10/mo

Professional

Project Management
Portfolio Management
Risk Intelligence
Executive Dashboard
Decision Intelligence
Scenarios
Ask Stratex
Users
8
Active projects
40
Portfolios
4
Ask Stratex usage
500/mo
Scenarios
50/mo

Enterprise

Project Management
Portfolio Management
Risk Intelligence
Executive Dashboard
Decision Intelligence
Scenarios
Ask Stratex
Users
Custom
Active projects
Custom
Portfolios
Custom
Ask Stratex usage
Custom
Scenarios
Custom

All plans include STRATEX core intelligence. Capacity scales with your organization.

Ask Stratex usage is subject to monthly limits according to the selected plan. Additional capacity may be available when applicable.

Scenario capacity varies by plan and may be expanded according to organizational needs.

Your selection

Professional · $399 /mo

Choose Professional

Secure payments processed by Hotmart · Corporate billing available

BUILT FOR COMPLEX EXECUTION

Where Stratex fits best

Financial Services

Transformation, regulatory and technology portfolios.

Enterprise PMOs

Cross-functional governance of multiple initiatives.

Transformation Offices

Execution of strategic initiatives.

Regulated Organizations

Control, traceability and visibility over critical initiatives.

FROM REPORTING TO INTELLIGENCE

Move from portfolio reporting to portfolio intelligence

Connect execution, risks, scenarios and decisions within one platform designed to improve executive control.

Talk to an advisor