Portfolio
Direction & Roadmap
Every technology investment considered together, instead of approved one at a time in whatever order they arrive.
What it is
An independent, portfolio-level view across AI, business applications, and data. One direction brief and a prioritized roadmap, not a list of options to pick from.
When you need it
Before committing budget to any single initiative, when several technology decisions need to be sequenced against each other rather than judged one by one.
What you get
- A prioritized roadmap across AI, business applications, and data
- An honest read on where you stand today
- A clear path into whichever of Relatio's other services the roadmap points to
Engagements are scoped and quoted at a fixed fee before any work begins.
Related work and reading
All evidence →Case study
They knew they needed a new CRM. What they didn't have was a way to keep the decision in their own hands.
Insurance brokerage
Case study
The trading desk had built its own tools over the years. The regulator had a view on that.
Banking firm
Case study
The support platform had run for more than 15 years. Before replacing it, the client needed to know everything it did.
Industrial equipment manufacturer
Article
Platform Fit · Microsoft ERP
GP is retiring. The real question isn't which product replaces it.
Dynamics GP's support clock is real and dated. The decision underneath it is bigger than Business Central vs. Finance & Supply Chain Management.
Article
AI · Adoption
Copilot, agents, and the gap between deployed and adopted
79% of enterprises have adopted AI agents in some form. 11% run them in production. The story in between is not a technology problem.
See your whole portfolio in one view.
No obligation: an honest read before anything is scoped.