Keen Portfolios and Projects
Bring clarity and confidence to your most important initiatives
Keen Portfolios & Projects helps organizations coordinate complex initiatives across IT, operations, transformation, and the business. Instead of wrangling spreadsheets, scattered updates, and disconnected PM tools, your teams get a shared workspace for portfolios, financials, milestones, performance, and stakeholder alignment. Deliver projects with confidence, consistency, and clarity from kickoff through completion.
Portfolio & project oversight, powered by Creatio
Big initiatives span teams, departments, vendors, and executive sponsors. Tactical tools like Jira or Microsoft Project help teams get work done, but they don’t provide the visibility leaders need to guide strategy, assess risk, or manage outcomes. Keen Portfolios & Projects brings portfolios, delivery performance, finances, milestones, and stakeholder roles together on a low-code BPM & CRM platform so your organization stays aligned and focused on what matters.
- Portfolios live across divisions with no consistent way to see priorities, progress, or ownership.
- PMOs spend hours stitching together updates for leadership teams.
- Risks, issues, and action items end up buried across tools and email threads.
- Executive sponsors don’t have a reliable view of project health or emerging concerns.
- Financials are updated manually and inconsistently.
- Milestones disappear inside task-level tooling, making status meetings confusing and reactive.
- Delivery tools don’t align with business-facing reporting requirements.
- Portfolio views organized by division, executive owner, investment theme, or business unit.
- A unified project workspace with structured fields for status, risks, issues, and key success factors.
- Financial tracking that compares budget, actuals, and estimates to complete.
- Snapshots for leadership that highlight the true health of each initiative.
- Clear modeling of milestones and contract deliverables.
- RACI and responsibility mapping built into deliverables and roles.
- A portfolio layer that complements tools like Jira, MS Project, and others already used by delivery teams.
- Portfolios live across divisions with no consistent way to see priorities, progress, or ownership.
- PMOs spend hours stitching together updates for leadership teams.
- Risks, issues, and action items end up buried across tools and email threads.
- Executive sponsors don’t have a reliable view of project health or emerging concerns.
- Financials are updated manually and inconsistently.
- Milestones disappear inside task-level tooling, making status meetings confusing and reactive.
- Delivery tools don’t align with business-facing reporting requirements.
- Portfolio views organized by division, executive owner, investment theme, or business unit.
- A unified project workspace with structured fields for status, risks, issues, and key success factors.
- Financial tracking that compares budget, actuals, and estimates to complete.
- Snapshots for leadership that highlight the true health of each initiative.
- Clear modeling of milestones and contract deliverables.
- RACI and responsibility mapping built into deliverables and roles.
- A portfolio layer that complements tools like Jira, MS Project, and others already used by delivery teams.
Benefits of No-Code, AI-Native CRM for Portfolios & Project Delivery
Give leaders clear visibility into portfolios, projects, and performance—without slowing teams down or adding overhead.
See the full picture without losing detail.
What it includes:
- Portfolio records grouped by function, owner, or transformation theme.
- Support for multi-organization environments such as holding companies, PE/VC firms, or multi-division enterprises.
- Project roll-ups that bring scope, status, and risk together in one place.
Run structured oversight without replacing delivery tools.
What it includes:
- Tabs for summary, profile, financials, tracker items, milestones, and teams.
- Tracker items for issues, risks, and action items with escalation paths.
- Cadence-based updates for consistent communication from project teams to leadership.
Connect delivery progress with financial performance.
What it includes:
- Approved budgets, hours, and target margins.
- Actuals and ETC (estimate to complete) captured on a weekly or monthly cadence.
- Summaries showing variance from plan and financial health trends.
Give executives clarity at a glance.
What it includes:
- Dashboard-style snapshots on a weekly, bi-weekly, or monthly cadence.
- Configurable success factors that define what healthy delivery looks like.
- Simple indicators that surface risks early and guide executive intervention.
Engage the right people and support continuous improvement.
What it includes:
- Delivery teams, PMO members, sponsors, and external stakeholders recorded in one place.
- One-click scheduling, communications, and notifications.
- Evaluation workflows for team performance, feeding into organizational reviews.
Standardize responsibilities without boxing teams in.
What it includes:
- Configurable methods for project health, success factors, and status levels.
- Full RACI matrix support tied to deliverables.
- Links to contracts, SOWs, attachments, and change requests.
- Seamless coexistence with Jira, Microsoft Project, and other tactical tools.
See the full picture without losing detail.
What it includes:
- Portfolio records grouped by function, owner, or transformation theme.
- Support for multi-organization environments such as holding companies, PE/VC firms, or multi-division enterprises.
- Project roll-ups that bring scope, status, and risk together in one place.
Run structured oversight without replacing delivery tools.
What it includes:
- Tabs for summary, profile, financials, tracker items, milestones, and teams.
- Tracker items for issues, risks, and action items with escalation paths.
- Cadence-based updates for consistent communication from project teams to leadership.
Connect delivery progress with financial performance.
What it includes:
- Approved budgets, hours, and target margins.
- Actuals and ETC (estimate to complete) captured on a weekly or monthly cadence.
- Summaries showing variance from plan and financial health trends.
Give executives clarity at a glance.
What it includes:
- Dashboard-style snapshots on a weekly, bi-weekly, or monthly cadence.
- Configurable success factors that define what healthy delivery looks like.
- Simple indicators that surface risks early and guide executive intervention.
Engage the right people and support continuous improvement.
What it includes:
- Delivery teams, PMO members, sponsors, and external stakeholders recorded in one place.
- One-click scheduling, communications, and notifications.
- Evaluation workflows for team performance, feeding into organizational reviews.
Standardize responsibilities without boxing teams in.
What it includes:
- Configurable methods for project health, success factors, and status levels.
- Full RACI matrix support tied to deliverables.
- Links to contracts, SOWs, attachments, and change requests.
- Seamless coexistence with Jira, Microsoft Project, and other tactical tools.
Pre-Integrated for Portfolios, Projects & Trusted Delivery
Better data. Better decisions. Better engagement.
- Portfolio and project data entered by PMs, sourced from spreadsheets or delivery tools.
- Connections to contracts, SOWs, and change requests.
- Optional integrations with external PM systems for status alignment.
- Low-code BPM & CRM for adapting methods and workflows.
- Visual process designer for automations, reminders, and approvals.
- Dynamic case and project management for high-variability work.
- Shared data model with other Keen360 applications (e.g., Solution Sales).
- Mobile access via Creatio’s iOS and Android apps.
- Stakeholder and customer portal options.
- Role-based views for finance, HR, and other partner teams.
- Portfolio and project data entered by PMs, sourced from spreadsheets or delivery tools.
- Connections to contracts, SOWs, and change requests.
- Optional integrations with external PM systems for status alignment.
- Low-code BPM & CRM for adapting methods and workflows.
- Visual process designer for automations, reminders, and approvals.
- Dynamic case and project management for high-variability work.
- Shared data model with other Keen360 applications (e.g., Solution Sales).
- Mobile access via Creatio’s iOS and Android apps.
- Stakeholder and customer portal options.
- Role-based views for finance, HR, and other partner teams.
Operational Advantages
Keen Portfolios & Projects in Action
See the true health of every portfolio and project at a glance.
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Frequently Asked Questions
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