Discover Real-Time
Portfolio Management
Captario SUM integrates modeling, simulation, data management, and analysis, empowering teams with real-time insights for informed decision-making. From project modeling to portfolio-wide simulations, Captario SUM provides a streamlined environment for instant feedback, scenario analysis, and data-driven confidence.
Nine Game-Changing Differentiators:
Unmatched Simulation Speed
Real-time answers to business questions
A portfolio of 100 projects can run Monte Carlo simulation with 10,000 iterations in only 20 seconds or less. Many orders of magnitude faster than any other portfolio tool we are aware of
-Portfolio/Project Managers get real-time feedback to validate model and scenario
-Project Teams gain immediate impact of change
-Decision Makers can run scenarios, make tweaks, and get instant answers to business questions
True Monte Carlo Simulation
Bring real-world variability and risk into decision making
Monte Carlo simulations provide a realistic view of potential outcomes by incorporating uncertainty and variability across multiple scenarios, offering deeper insights into risks and opportunities. In contrast, deterministic models give a single fixed outcome, missing key probabilities in decision-making.
-Portfolio Managers can explore various scenarios, with clearer insights for managing risks and optimizing resources.
-Project Teams get a deeper understanding for the impact of their contributions.
-Decision makers gain a probability-based view of outcomes, enabling more confident decisions in uncertain environments.
Orchestrate Project
Interdependencies
Better portfolio/program understanding and risk assessment
Project Interdependencies are managed and activated/ deactivated at a portfolio level. This provides a more realistic portfolio understanding and grants powerful scenario evaluations.
-Portfolio/Project Manager can manage project interdependencies and understand the impact of each
-Project Teams need not worry, as inter-dependencies are managed at a portfolio level
-Decision makers get more realistic portfolio understanding and get fast answers to what-if questions
Dimensional Modeling
More efficient modeling and higher data quality
Global Dimensions are managed to keep data consistent across a portfolio and drastically simplify project models, reducing the number of variables with up to 80%.
-Portfolio managers save substantial modeling time, reduce risk of mistakes, and facilitate model maintenance
-Project Teams get more user-friendly data input and reduced risk of mistakes
-Decision makers get faster answers to business questions and output with higher data quality
User-Form Designer
Ensure alignment between data input and the most current model
Automatically detects new leaf assumptions from a model, allowing modelers functionality to organize, sequence, group, and annotate the form for optimal user experience. This flexibility ensures that forms remain intuitive and user-friendly, even as assumptions and data points evolve.
-Portfolio Managers benefit from improved user engagement, as forms are easy to navigate and ensure that all relevant data is captured.
-Project Teams experience a simplified and guided data entry process, ensuring that their contributions remain relevant and aligned with the model.
-Decision makers gain confidence from the streamlined data input process supporting more accurate and timely decisions.
Multi-Project Assumption Editing
Higher degree of efficiency and data quality
Project information can be maintained from a view that holds a multitude of opened projects simultaneously. This leads to more efficient data maintenance and higher data quality.
-Portfolio/Project Managers save time when ensuring data consistency across projects
-Project Teams save time when updating information to multiple projects. Typos become easier to detect
-Decision makers get better data quality and consistency across projects
Project Generator
Simulate portfolio evolution with future project scenarios
Enables a dynamic mix of future projects of different types to be injected into the portfolio over time, allowing users to simulate and analyze how the portfolio evolves with a configurable flow of new projects.
-Portfolio Managers gain the ability to easily simulate various development strategies and assess portfolio evolution over time.
-Project Teams can better understand the potential impact of future projects and their timing.
-Decision makers obtain insights into long-term portfolio performance and are equipped to make more informed strategic decisions.
AI Assistant
Curated, validated, relevant support powered by AI
Using a secure AI environment unique to your instance, users can ask questions regarding theory, SUM instructions and advice, and even ask it to build visuals and filter them.
-Portfolio/Project Managers can ask for advice to consider how to best support their processes and perform tasks in SUM
-Project Teams get help navigating and ask questions regarding standards
-Decision makers aiding in maturing their decision-making ability by challenging them to fully use the power of modeling and simulation.
Blackbox Terminator
Uses AI to provide understanding for complex models
Leverages AI and the hierarchical structure of complex models to provide transparency into how Accounts are fed information and how Metrics are calculated. It also enables users to trace how a specific data point impacts both Accounts and Metrics, offering a textual and graphical story of data flows and relationships.
-Portfolio/Project Managers benefit from enhanced transparency, as they can easily understand how data drives key metrics, improving accountability and decision-making.
-Project Teams gain clarity on how their data impacts the broader model, allowing for more informed and accurate data entries aligned with project goals.
-Decision Makers are empowered with detailed insights into data dependencies, fostering trust in the results and enabling more informed, data-driven decisions.