Portfolio Management is the key to PPM.

Client success stories from a panel of your peers, highlighting the keys to mastering portfolio management

Moving from project-orientation to a product delivery model can help your organization become more nimble.


This roundtable discussion features PPM leaders from The College Board, Marquette University and Southern California Edison. You’ll hear about the good, bad and ugly of their portfolio management journeys, and learn what steps they took to develop key capabilities along the road to PPM success.

Meet the panelists:

Aric Line | Portfolio Manager, PfMP®, The College Board
Dan Smith | Deputy CIO, Marquette University
Lisa Larios | Senior Manager PMO, Southern California Edison

Fill out the form now and listen to Client Roundtable: Snapshots From The PPM Journey! Our panelists shared:

The best techniques to derive execution from strategy
The wisdom of moving from annual to continuous planning
The importance of making financial data a first-class citizen
How to harmonize all work across Agile and traditional
Insights into optimizing resource allocation
New tools and capabilities to effectively manage portfolios and drive transformation
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UMT360 are the experts in Enterprise Portfolio Management consulting services and solutions. Our proven methodology provides PMO, IT, business and finance leaders with the critical business planning and controls needed to improve their decision making and transform how they manage enterprise investments. Leveraging our industry leading expertise and technology along with Microsoft’s PPM platform, we help organizations at every level of maturity gain the visibility, insight and enterprise perspective they need to align execution with strategy across all project, program, product, IT asset and capability portfolios. A multi-year winner of Microsoft’s Partner of the Year for PPM, the company has been named a Gartner Cool Vendor in Program and Portfolio Management and is consistently recognized as a Visionary in the Gartner Integrated IT Portfolio Analysis Magic Quadrant.