Strategic Portfolio Planning + Mobile Access

$20.00 / month and a $299.00 sign-up fee

Grants you a license to download the personal computer version of our Excel productivity tool designed for managing a Strategic Portfolio score card.

Our companion mobile app (W5T Cloud) allows you to remotely use your smartphone or tablet to access contact information, look up project details, refer to past notes as well as capturing new notes which sync back to your pc.



Easy to use portfolio planning tool designed to prioritize and rack & stack projects in a super flexible score card format. Keep track of multiple business units, sub-segments, projects, different sets of strategic criteria, along with access to an unlimited number of hyperlinks to supporting documents.

Now available with our companion mobile app (W5T Cloud) to allow you to attend a meeting, pull out your smartphone or tablet, look up your information as well as capture action items and sync back to your computer.


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