Portfolio Management solutions

Work Perfect’s Portfolio Management Solution enables departments to standardise workflow processes and improve efficiency. Teams can create and maintain project documentation and best practices, track metrics and offer training.

What does this solution do?

One of the biggest pains of normal CRMs is low user engagement, i.e “too complicated”, “bad mobile interface”, and “slow”.

But now, thanks to Work Perfect and monday.com, all those problems are a thing of the past. Our Portfolio Management solution gives you:

What is the problem we are solving?

This solution resolves your need to connect your CRM to your PMO whilst ensuring transparency, collaboration and accountability.
It answers problems & questions such as:

  • Where are we up to on this?
  • Who is working on this?
  • What is our teams’ capacity for the next few months?
  • What does our sales funnel look like?
  • Are we profitable?
  • What is our utilization rate?

What’s the benefit of using it?

This solution allows you to unify your software/tools into one and to have one ‘windowpane’ into every single project.

This ensures every team member is on the same page and able to collaborate freely.

What tools are we using?

Who should be using it?

If your company has a volume of leads and projects running concurrently, then you need a portfolio management system to ensure efficiency, accountability and profitability.