Consolidate your programs and projects into strategically aligned portfolios — delivering visibility, control, and measurable business value.
Many organizations run dozens of concurrent projects, but struggle to understand which initiatives truly align with corporate strategy — and which are quietly consuming resources without delivering value. Portfolio Management changes that.
At Core Microsystems, we help you build a structured portfolio management capability that gives executives and decision-makers a single, authoritative view of all active investments. We evaluate projects not just on their individual merit, but on how they collectively move your business forward.
Our approach incorporates industry-leading frameworks, including PMI's Standard for Portfolio Management and OGC's MoP (Management of Portfolios), tailored to your organizational culture and maturity level. The result: a portfolio that is balanced, optimized, and firmly tied to your strategic objectives.
Start a Conversation
Practical, hands-on portfolio management services that connect day-to-day execution with your long-term strategy.
Establish the policies, roles, and decision-making processes needed to select, prioritize, and oversee all projects and programs within your portfolio.
Map every active and proposed initiative to your corporate strategy, ensuring resources are directed toward the work that matters most.
Apply consistent scoring criteria — ROI, risk, strategic fit, resource capacity — to rank and balance your portfolio across the planning horizon.
Real-time visibility dashboards that surface portfolio health, budget burn, milestone status, and risk indicators in one consolidated view.
Define and track benefit KPIs from project initiation through delivery and beyond, ensuring promised value is actually realized.
Design and facilitate recurring portfolio review sessions where leadership can re-prioritize, reallocate, or terminate investments based on current business context.
A structured, iterative approach that builds portfolio management capability at a pace that fits your organization.
We inventory your current project landscape, understand your strategic objectives, and assess your existing portfolio management maturity.
We design governance structures, categorization models, and scoring criteria tailored to your industry, organization size, and decision-making culture.
We implement or configure your portfolio management toolset — whether that's Microsoft Project Online, Planview, ServiceNow PPM, or a lightweight custom solution.
We support your team through the first portfolio review cycles, refining processes and coaching stakeholders until the capability is fully self-sustaining.
Since 1994, we have guided organizations through complex portfolio transformations across financial services, government, healthcare, and technology sectors.
Our consultants hold PMP, PfMP, and MoP certifications, bringing internationally recognized best practices to your engagement.
We recommend the right tools for your needs — not the ones that pay us a referral. Our advice is always based on fit, not vendor relationships.
We don't create dependency. Every engagement is designed to transfer knowledge and build internal capability so your team can own the process long-term.
Let's discuss how a structured Portfolio Management capability can align your investments with what your business actually needs to achieve.
Common questions about Portfolio Management consulting from our Canadian and North American clients.