Product
Portfolio Insight: explainable portfolio reporting from Excel.
Steerline connects strategy, demand, investment, governance, delivery and value in one place, one module at a time. Portfolio Insight comes first: when Steerline opens, you upload your portfolio and see where it really stands. The other modules follow one at a time, and every free workspace gets each module when it is released.
Portfolio Insight
- What it does
- Upload the portfolio template; get fourteen measures, the baseline-versus-revised timeline, budget and value views and the initiative table, filtered by business unit; every figure explains its calculation
- What the organisation gains
- One trusted picture of the portfolio for every forum; the monthly pack in minutes instead of days; slips and overruns seen early
Pulse (status cycle)
- What it does
- Monthly updates collected from initiative owners, AI-drafted commentary, the report refreshed automatically
- What the organisation gains
- Status that comes from the people doing the work, on a fixed rhythm, without chasing
Planned. Your free workspace gets it when it is released.
Strategy
- What it does
- Objectives linked to the initiatives that serve them
- What the organisation gains
- Every initiative shows which objective it moves; orphan work is visible
Planned. Your free workspace gets it when it is released.
Demand
- What it does
- One front door for new requests, scored against agreed criteria and ranked
- What the organisation gains
- The right work enters the portfolio, and saying no is explainable
Planned. Your free workspace gets it when it is released.
Governance
- What it does
- Stage gates, decision records and the steering committee pack
- What the organisation gains
- Decisions recorded once, with their reasons, and audits answered in minutes
Planned. Your free workspace gets it when it is released.
Value
- What it does
- Benefits tracked after delivery, against the business case
- What the organisation gains
- Evidence that the portfolio paid back what it promised
Planned. Your free workspace gets it when it is released.
Delivery and resources
- What it does
- Plans, milestones, risks, issues and capacity across initiatives
- What the organisation gains
- Over-commitment visible before it becomes a delay
Planned. Your free workspace gets it when it is released.
Investment
- What it does
- Business cases, funding requests and budget against plan
- What the organisation gains
- Money follows priorities, with each approval traceable
Planned. Your free workspace gets it when it is released.
Releases
How we release
We release one module at a time, and each one is tested on its own before it reaches you. If one of these modules decides whether Steerline is right for your organisation, tell us and we will show you where it stands.