This criteria-based assessment works for evaluating any software solution – this example applies to Project Portfolio Management (PPM).

1) Ask yourself “Why Do We Need PPM?” Many organizations evaluating Project Portfolio Management software are seeking to:

  • Select the right projects easily
  • Track the budget and health of projects
  • Organize projects
  • Communicate about projects

2) Based on your “Why” list, decide which features you need to perform the functions you require. Think of this “Tool List” as a list of features. We have used these commonly desired PPM features for our comparison:

  • Project Scoring (out-of-the-box)
  • Responsive Notification System
  • Project Health Tracker
  • Data Security Features
  • Automatically Update Changes
  • Unlimited Users
  • Resource Scheduling
  • Issue Tracking
  • Analytics

3) Select your PPM software providers.

4) Do a side-by-side weighted comparison to illuminate how providers stack up. See our comparison chart and legend below.

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