Enterprise project portfolio management software. This title is a mouthful! However, there’s a point for it, I swear. The point is to accurately represent the scope of our work at an enterprise level. We’re talking about a dashboard that shows how multiple project clusters are advancing towards strategic goals, their impact on business outcomes, and how that affects other initiatives down the pipeline.
These projects typically carry top dollar, sensitive company information and are complex in nature. So, when we look for software that can support this level of project management complexity, we need a reliable tool to help reduce this complexity as much as possible.
Moreover, we need a solution that has implemented the required level of security to protect your company’s information. More commonly than not, cyberattacks exploit vulnerabilities in third-party software to gain access to company information.
In this article, I present you with some tools that, in my view, have a good chance of becoming your next enterprise tool. They are good candidates for the way their interface looks, but mostly because of the security features they put at your disposal.
What do we look for when we select the best enterprise project portfolio management software? Here’s a summary of my evaluation criteria:
- Customer service: We need a vendor that provides us with the support needed at this level. I’m talking about a 24/7, almost dedicated team to handle my cases.
- Uptime SLA: It’s important to have a service that is operational most of the time. Especially because we are talking about company-wide projects, most of which carry a strategic relevance to our organization.
- Scalability: The software needs to be modular and have the capacity to change according to my needs.
- Integrations: The tool must have ways to expand its functionality through third party integrations.
Enterprise Project Portfolio Management Software Key Features
- Dashboard: This command center allows us to monitor KPIs or certain metrics that we think are relevant to the organization.
- Communication: A way for people to communicate with each other, either through the platform’s built-in comms tool or through a third party app integration. For example, Slack.
- Portfolio tracking: We need to see clearly each project and their progress.
- Resource management: The software has to allow us to see the personnel that are assigned to projects, resource utilization, resource capacity, availability, and workload. We can use this information to make decisions on allocation.
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monday.com is a work OS that offers features like resource planning, reporting & analytics, built-in communication at project and task levels, and much more. Their enterprise level integrations let you connect with CRMs like Salesforce so the platform imports relevant information directly to your software.
If you are concerned about security standards, monday.com is GDPR compliant, offers you ownership over data, user permissions, and granular audit logs without compromising the user experience.
Final shout-outs go to their 99.9% uptime SLA, their personalized on-boarding and training of your team, and their dashboard email notifications.
monday.com enterprise integrates with Jira server, Salesforce, Excel, Google Drive, Dropbox, your calendar, and more. You can also connect to thousands of apps through Zapier or connect your own apps using their API.
Pricing is available upon request. Get ready for a sales pitch and some demo time.
ClickUp, one of the project management powerhouses, offers resource management, task management, team collaboration through documents, built-in comms, reporting, and much more. A feature they offer at this level is the white label solution to make you feel you own this wonderful product.
We all want our information protected, and ClickUp knows that. All data uses a AES-256 encryption at rest, the software is HIPAA and GDPR compliant, and every account in the enterprise tier has two-factor authentication and single-sign-on features for increased security.
Other things that caught my eye are the dedicated success manager and the granularity of permissions within the platform. You will control who clicks where and with which finger.
ClickUp integrates with cloud storage, calendars, messaging, and more with 1,000+ native
and third-party integrations. It has a Tableau web connector, and also makes its API available if your IT guys want to set up their own integrations.
Pricing is available upon request. You will have to fill out a form and specify the number of users you intend to onboard.
Hive will get you on an enterprise level plan with unlimited users, unlimited storage, and a dedicated support team to begin with. This project management platform is very pleasing to the eye, as their UI has lots of white space.
Their in-app email and messenger will keep your team collaborating faster and without leaving the platform. Project, time, and resource management will give you the standard features you expect from enterprise software. I only suggest you ask for details on their platform and information security as it is not disclosed upfront.
Unlike other tools that only offer training during the onboarding period, Hive offers ongoing coaching and adoption training. They will make sure your team learns how to use new features.
Hive integrates with Jira, Slack, Okta, Google Drive, Salesforce, and thousands of other apps through their Zapier connector.
Pricing is available upon request. If you need a demo, you have to ask them for it.
Asana is a full fledged project portfolio management solution that works for small, medium, and large enterprises. Its features include resource, project, and task management, reporting, and a workflow builder. With their universal reporting feature you can track business objectives in real-time.
As you can see, the features are pretty much standard. However, when it comes to security… wow! Asana has 4 ISO certifications regarding data protection and privacy. Add that to the GDPR compliance, GLBA, FERPA, and all the other letters in the alphabet combined in random groups of 4.
Final note, Asana has been in the market for over 14 years. When it comes to this level of service, that plays a part for me.
Asana integrates with Splunk, Okta, Active Directory, OneLogin, and a dozen more enterprise and IT tools. Add to that over 200 productivity apps, and thousands more available through their Zapier connector.
Enterprise pricing is available upon request.
Teamwork is a project and team management software. It has resource management, time tracking, portfolio management, and profitability modules. As if that is not enough, the platform add-ons allow you to integrate other software modules, like CRM, helpdesk, chat, and document management.
Security-wise, this software is up there with the rest on this list. They aim for a 99.9% uptime SLA, all your data is owned by your company, and they take database snapshots every few seconds to ensure your most recent information is saved and secure.
Teamwork integrates with Google Drive, Box, OneDrive, Dropbox, Slack, Microsoft Teams, MS Office, Harvest, Quickbooks, Xero, Hubspot, SharePoint, Microsoft Project, SoftSync, and hundreds of others using a paid plan through Zapier.
Pricing is available upon request. The name of the tier plan you are looking for is ‘scale’.
Planview is an enterprise portfolio management software which has been recognized in Gartner’s 2022 Magic Quadrant for strategic portfolio management. They offer enterprise agile planning, strategic portfolio management, and other features that focus your efforts on the strategic outcomes of your projects.
Unlike other tools on this list, Planview offers on-demand demos in exchange for your contact information (they’re smart). Clarizen is their enterprise work management for project portfolio management and professional services delivery teams.
Note: they have a dedicated page for their platform security on their website. You should go check it out.
Planview Clarizen integrates with Microsoft Teams, Dropbox, Google Drive, MS OneDrive, DocuSign, Box, Microsoft SharePoint, Zoom, Outlook, Slack, Microsoft Power Automate, Microsoft Power BI, and Google Workspace. More integrations are available using a paid Zapier plan.
Pricing and demo available upon request.
Wrike’s enterprise tier is mostly focused on security. Your users can login in a fast and secure way using SSO and 2FA. Set password policies that control the level of password strength. Give users permission to see only what they need to see with custom user access roles.
The features include all the ones you can expect from a work management platform, plus a thing they call Work Intelligence. This feature uses AI and machine learning to recommend personalized prioritization lists, provide real-time predictions of projects at risk and suggest how to solve it.
Wrike offers 400+ pre-built native integrations, including integrations with the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo.
Pricing is available upon request, but they offer a 14-day trial!
GanttPRO is a gantt chart software that is great at handling individual projects. However, they have translated that to their enterprise tier which focuses on increased security, better support services, and granular control over the product and users.
If you buy the enterprise version of the software, you will unlock a workload module, advanced reporting, SAML Single-Sign-On, and a personal success manager to help you navigate this robust product.
One more thing, their portfolio view can be customized so you see the projects you are interested in. Once set up, you will get updated statuses in real time.
Regarding integrations, there is a beta version of an integration with Jira Cloud that brings issue tracking into the platform.
Pricing is available upon request.
Smartsheet’s enterprise plan gives you access to Smartsheet Advanced. This allows you to have a control center for a strategic view on projects, a data encryption algorithm where you have your own key to control access, and access up to six months of event logs for your audits.
At a security level you get SSO, an integration with your directory software for easy user control, and recurring backups you can set up for your account. A feature that stands out for me is the app builder. This no-code builder lets you create web and mobile apps that are based on automations.
Smartsheet integrates with DocuSign, Active Directory, LDAP, as well as development essentials like Jira, and useful business apps like Salesforce, ServiceNow, Slack, Box, and Tableau.
Pricing is available upon request.
Workfront is a work management software by Adobe. You can probably guess the level of security just for being an Adobe product. Their uptime SLA is 99.9%, their security program is built upon AICPA’s Trust Services Principles and ISO 27000 suite, and uses AES 256-bit encryption to protect data.
Although there’s much more info on security, let’s talk features. The platform has dashboard views that will help you see projects and their status through progress bars and color-coded grading scales. Resource management, advanced analytics, and budgeting features complement this powerful tool.
Workfront integrates with Google suite, Adobe Creative Cloud, Slack, Salesforce, box, and more.
Pricing is available upon request.
|Pricing upon request||Check out monday.com|
|Pricing upon request||Check out ClickUp|
|Pricing upon request||Check out Hive|
|Pricing upon request||Check out Asana|
|Pricing upon request||Check out Teamwork|
|Pricing upon request||Check out Planview Clarizen|
14 days free trial
|Pricing upon request||Check out Wrike|
|Pricing upon request||Check out GanttPRO|
|Pricing upon request||Check out Smartsheet|
|Pricing upon request||Check out Adobe Workfront|
What Is An Enterprise Project Management Software?
Enterprise project management software is a tool designed to be used by large, enterprise organizations for projects that are complex and to support their enterprise project management frameworks. They run over long periods of time, have bigger budgets, and involve more project team members and stakeholders.
Additionally, you can learn more about enterprise project management software in this post by Ben Aston.
What Do You Think About This List?
I believe the one of the most important features I covered in this article is security. At this level we should all be concerned about how and where our company’s information is stored, and how we ensure it’s not accessed without our consent.
Learn more about enterprise project portfolio management and how to do it here!
Should we go down the rabbit hole and find a specific use-case to solve with a vendor? Let me know in the comments.
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