Brazil, Australia Patch 6, Australia Patch 1
Generative AI
Strategic Portfolio Management (SPM) Prime delivers end-to-end strategy-to-execution alignment, connecting strategic investments to business outcomes, optimizing funding decisions in real time, and deploying AI agents across your enterprise ecosystem. Build custom agents and skills to continuously adapt plans to changing business priorities.
Built on SPM Advanced, SPM Prime adds Strategic Planning and Investment Funding capabilities, along with advanced platform AI features including custom agent and skill creation — making it the most comprehensive AI-native strategic portfolio management solution for enterprises that need full strategy-to-execution alignment.
Core Capabilities:
- Portfolio Planning — Prioritize, score, and sequence investments across portfolios using roadmaps and scenario analysis.
- Financial Planning — Plan, track, and forecast budgets from demand through project delivery with roll-up visibility.
- Project Portfolio Management (PPM) — Manage projects, programs, and portfolios with real-time tracking across waterfall, agile, and hybrid methodologies.
- Demand Management — Centralize and evaluate incoming requests to prioritize investments based on business value.
- Resource Management — View staff availability, allocation, and capacity to match the right people to the right work.
- Innovation Management — Crowdsource and evaluate new ideas from across the organization in a structured pipeline.
- Collaborative Work Management — Plan, track, and collaborate on work without full project overhead.
- Time Card Management — Capture and validate actual effort against resource plans for accurate project costing.
- Strategic Planning — Define organizational strategy, set goals and OKRs, align work to outcomes, and track progress in Strategic Planning Workspace.
- Enterprise Agile Planning — Scale agile across the enterprise using SAFe frameworks with program boards, PI planning, and cross-team coordination.
- Investment Funding — Plan and manage investments by allocating funds to investment entities such as business units, products, and teams, prioritized based on business needs and strategic objectives.
- Test Management — Manage and streamline testing processes for testers and managers to deliver software products more efficiently and with fewer defects.
AI Skills and Agents:
- Feedback Summarization — Summarize individual or multiple feedback records to accelerate product assessment and decision-making.
- Goal Insights — Generate AI-powered insights for goals and targets to surface risks and recommended actions.
- Target Generation — Generate measurable targets for goals using AI to accelerate OKR definition.
- EAP Document Generation and Insights — Generate documents and surface AI-powered insights for Enterprise Agile Planning items.
- Agile Story Generation — Generate agile stories from planning context to accelerate backlog creation.
- Create Stories — Use the Create stories agent to generate high-quality stories for planning items in Enterprise Agile Planning (EAP).
New:
- Added AI Native SKU support for SPM Prime, enabling access to advanced AI-driven features, workflows, and automation capabilities.
Not applicable for this application version.
Required plugins and products
- Strategic Planning (v4.18.0)
- Now Assist for Platform Prime (v3.0.0)
- Strategic portfolio management - advanced (v1.2.0)