Portfolio Intelligence® is designed to be implemented quickly and with little effort. In most cases, it can be completely configured and implemented in 2 weeks or less. However, we understand each customer has different needs, timelines and resource availability issues. Therefore, we offer three flexible implementation programs from which you can choose. Each of these offerings comes with full customer service and support.

Do-It-Yourself Program – This is the option for you if you are ready to get started, don’t want any application consulting help and prefer to do things on your own. For one low monthly fee on your credit card, we'll set you up with an account that you can use as you wish. You can use it to get started on your own, or just further test Portfolio Intelligence®. At any point you can either increase the number of subscribers or cancel. This is a low cost way of getting started and keeping active with portfolio management. Some of our customers have done this and used Portfolio Intelligence® as simply a way to consolidate their tracking spreadsheets into one location. Then when the time was right, they began to take advantage of Portfolio Intelligence’s® powerful portfolio management methodology.

Assisted Pilot Program – This is the option for you if you are ready to get started, want application consulting help, but don’t have a lot of time to devote to getting started and/or don’t have full support of your team. For one low, fixed monthly fee we will provide an application consultant to work with you to help you through process decisions and further education of Portfolio Intelligence®. We will set up a Portfolio Intelligence® account for you and help you load your own data into it. You can begin to test out scenarios and decisions at your own pace. Some of our customers have found this approach to be a great way to ease into portfolio management and get critical buy-in from others in their organization during the process.

1-2-3 Quick Start Program – This is the option for you if you are ready to get started, needed Portfolio Intelligence® yesterday, and have your resources lined-up for implementation. For one low, fixed implementation fee we will do almost everything for you. All we require is 1 person, 2 weeks of elapsed time, and 3 hours of your personal time. We will provide application and process consulting assistance to set-up and configure your portfolios. We will input your existing project information and map it into Portfolio Intelligence®. And, we will create custom training materials and deliver a 2-3 hour training session to your key subscribers. In the end, you will have a fully configured environment populated with your specific data and you will be fully trained to get the full benefits of Portfolio Intelligence®.

Ready to move forward?  Click here to request more information.