Get started

The Portfolio & Strategy module provides a strategic portfolio management platform that enables you to manage corporate strategies and connect strategies with actionable Agile initiatives.

For more information on OpenText Core Software Delivery Platform, see the OpenText Core Software Delivery Help Center.

Portfolio & Strategy overview

Portfolio & Strategy aligns corporate strategy with Agile execution, by translating strategic plans into actionable initiatives, delivering value to end customers and competitive advantage to business. Define business objectives and key results, create and compare What-if scenarios, build a roadmap of initiatives, communicate plans and reveal dependencies, and gain line of sight into strategic progress across the organization.

First steps

Before you begin

Read about the Portfolio management lifecycle to get an overall idea of how to use Portfolio & Strategy to translate your corporate strategy into actionable initiatives.

Let's go!

To begin, define strategic themes that support your corporate strategy. For details, see Corporate strategy. You then create portfolios to align corporate strategy with Agile execution. For details, see Create and configure your portfolio.