UMT360's Enterprise Portfolio Management Products:

UMT360’s leading Enterprise Portfolio Management (EPM) solution provide Fortune 500 companies around the world with complete financial intelligence and transparency needed to make smarter investment decisions to drive top and bottom line performance.

UMT360 software products are being used by companies from various domains, like pharmaceutical companies, financial institutions (banks), oil and gas companies, universities, technology companies, etc., transforming the way they manage their product, project, application and IT service portfolios.

By digitalizing investment planning and controls across portfolios, UMT360 helps companies analyze and identify opportunities to reduce and rationalize their operational cost, identify which initiatives are best aligned with overall strategy of the company and which initiatives are the most profitable.


– gives finance teams to business leaders

– offers PMOs complete visibility across product, asset, program and project portfolios

– helps streamline capital planning

– improves investment decisions and

– maximizes ROI from resulting projects to drive business performance.

– helps CIOs, enterprise architects and IT Portfolio Managers digitalize investment planning

– controls across IT domain silos,

– delivers the transparency and insights needed to align decision making with strategic priorities

– maximize ROI from every dollar invested in IT


Delivers the financial intelligence businesses today need to promote smarter business decisions.

– provides businesses with financial transparency across portfolios needed to optimize spend and maximize the ROI from strategic initiatives

– helps establish financial governance controls,

– capture cost and benefit estimates,

– perform cost tracking and variance analysis,

– automate budgeting, forecasting and chargeback reporting,

– provide benefits tracking and realization,

Poor visibility across siloed portfolios leads to sub-optimal decisions. UMT360 Portfolios connects siloed business and technology asset portfolios and provides three breakthrough EPM models to help CIOs, Portfolio Managers and PMOs visualize cross-portfolio relationships and gain the transparency needed to digitalize investments.

Portfolio Integration Module – Maps the relationships and dependencies between enterprise portfolios to build a dynamic blueprint of the operating fabric of the business.

Financial Intelligence Module – Utilizes relationships to go beyond the static “chart of accounts” view provided by ERP systems to derive fully loaded costs of projects and assets, and streamline budgeting and forecasting.

Roadmap Synchronization Module – Provides the visibility across short and long term demand allowing executives to gauge cross portfolio impacts of proposed changes.

Consulting Services:

UMT Consulting Group is globally recognized as the premier enterprise Project and Portfolio Management (PPM) consulting firm.
Consistently ranked among the top PPM practices by industry analysts and clients, UMT has been a continuous thought-leader in consulting methodology, process design, and driving successful adoption in complex organizations for over a quarter of a century.

Our Mission is to provide strategic, high value business solutions that meet or exceed our clients’ unique needs and are successfully adopted within their organizations using innovation, state of the art technology and capabilities that are continuously informed by experience and deep industry knowledge.

We combine leading portfolio management techniques and financial management best practices to provide an easy-to-use and integrated Business Planning and Management solution that helps:

  • Gain financial transparency across the entire project and portfolio lifecycle
  • Bridge gap between corporate & project accounting
  • Maintain data integrity & streamline capital planning process
  • Easily identify early warning indicators, improve investment decisions, and better measure results

Our success in delivering relevant solutions draws heavily from our deep knowledge and expertise in an array of key vertical industries:



We are the leading engineering team on SharePoint and Project Server worldwide.

Our products are based on SharePoint – a versatile service-oriented platform for building applications with varying scopes that address a wide range of needs. SharePoint can be used to provide intranet portals, document and file management, collaboration, social networks, extranets, websites, enterprise search, and business intelligence. It also has system integration, process integration, and workflow automation capabilities.

Integrating open management and cutting edge technology our services work together to deliver a first class final product which exceeds our clients expectations. To create our products and solutions we leverage modern .NET technologies to build rich, complex SharePoint solutions.

At the end of the day, innovative thinking is what drives our products, and the list of companies that rely on them on a daily basis validates the work and passion that we put in everything we do.