Tutoriel : Comment choisir le meilleur logiciel de pilotage de portefeuille projets ?

Are you looking for Project Portfolio Management (PPM) software to manage all your organization's projects?

There are several key factors to consider to ensure that the software you select meets your organization's specific needs.

Dans cet article, nous examinerons les critères essentiels à prendre en compte lors du choix d’un logiciel de pilotage de portefeuille de projets. Nous aborderons les fonctionnalités clés à cibler, telles que la planification et le suivi des projets, la gestion des ressources, la collaboration en équipe et l’analyse des performances.

In this article we will look at : 

Qu’est-ce qu’un logiciel de pilotage de portefeuille de projets ?

Un outil de pilotage de portefeuille de projets est un logiciel spécialisé conçu pour aider les entreprises à gérer et piloter efficacement un large volume de projets. Il fournit aux chefs de projets, aux PMO et aux gestionnaires de portefeuilles, une plateforme complète pour centraliser toutes les informations relatives aux projets. Cette approche centralisée permet aux parties prenantes d’avoir une vue d’ensemble de tous les projets en cours et à venir, afin de travailler plus vite, plus efficacement et de prendre de meilleures décisions.

Un outil de pilotage de portefeuille de projets sert donc d’aide puissante aux organisations pour gérer efficacement leurs portefeuilles de projets. Il offre un ensemble complet de fonctionnalités pour piloter, planifier, surveiller et analyser les projets, permettant aux parties prenantes de prendre des décisions éclairées, et de mener à bien les projets avec succès.

They enable users to assess the performance and progress of individual projects as well as the portfolio as a whole.

Les applications de pilotage de portefeuille de projets facilitent également la collaboration en fournissant une plateforme centralisée pour la communication, le partage de documents et la gestion des tâches. Cela favorise la transparence, améliore la productivité et rationalise le flux de travail à travers plusieurs projets.

Pourquoi avez-vous besoin d’un logiciel de pilotage de portefeuille de projets ?

10 good reasons to opt for a PPM (Project Portfolio Management) tool :

  1. Disposez d’une visibilité accrue : Avec un outil de pilotage de portefeuille de projets (PPM), toutes les données projets sont centralisées dans une plateforme unique. Toutes les parties prenantes disposent d’une vue 360 ° sur les projets qui les concernent ou sur l’ensemble des projets de l’organisation. Vous vous assurez ainsi que vos équipes disposent de données fiabilisées, à jour et consolidées. Avec une plateforme unique, vos collaborateurs trouvent facilement toutes les informations projets.
  2. Facilitate decision-making: With PPM software, you have precise, up-to-date data on the progress and performance of your projects. Customizable reports and indicators enable you to react quickly and ensure the success of your projects.
  3. Optimize project arbitration and prioritization: A global view of your portfolio enables you to improve the quality and reliability of your arbitration and prioritization decisions. Numerous features, including simulation functions, help you select the right projects to launch and those to prioritize.
  4. Alignez vos projets sur les objectifs stratégiques : Avec un logiciel de pilotage de portefeuille de projets, vous disposez des données pour hiérarchiser facilement vos projets en fonction de leur alignement stratégique, de la disponibilité des ressources et de leur impact potentiel. Cette approche garantit que vos efforts se concentrent sur des projets alignés avec les objectifs de votre organisation.
  5. Optimisez l’utilisation des ressources : Un outil de pilotage de portefeuille projet vous aide à allouer les ressources de manière équilibrée en fonction des priorités, des compétences et de leur capacité.
  6. Control your budget: A PPM solution provides budget tracking for each project, enabling more efficient budget management and better forecasting of expenditure. You can also interface your tool with your financial management software.
  7. Reduce risk: A PPM tool provides a toolbox for accurate risk assessment and facilitates the implementation of risk management strategies.
  8. Improve communication and collaboration: With such a tool, collaboration between teams is fostered by providing a common platform for communication and information sharing. This facilitates task coordination, progress monitoring and harmonious collaboration between collaborators, improving overall efficiency.
  9. Facilitez la conduite du changement et la diffusion des bonnes pratiques : Grâce à un logiciel de pilotage de portefeuille projets, vous pouvez mettre en œuvre des processus de gestion standardisés et favoriser l’adoption de bonnes pratiques. L’outil PPM fournit des modèles, des gabarits, favorisant ainsi une culture de gestion de projet efficace et l’amélioration continue des performances et des résultats des projets.
  10. Maximize your return on investment: The global view of portfolio projects offered by PPM software ensures that each project is aligned with corporate strategy. As a result, you can optimize the use of resources to achieve your objectives.

Top 7 features of project portfolio software

  1. Decision-making dashboards
  2. Arbitration of project requests
  3. Resource management
  4. Budget management
  5. Gantt chart
  6. Time tracking
  7. Project risk management

1. Decision-making dashboards 

Analysis of your project portfolio is facilitated by the creation of reports and customizable dashboards. They provide a single or multi-project view throughout the project life cycle.
These dashboards centralize all the information and indicators you need to conduct project and portfolio reviews.

2. Arbitration of project applications

Decisions to identify the right projects and requests to include in the portfolio are made easier:
- You have an exhaustive view of requests centralized in a single platform.
- You can set up a clear, shared and explicit evaluation process.
- A simulation module enables you to compare requests with each other and with projects already underway, taking into account your budgetary or resource constraints.

3. Resource management

La gestion de la capacité des ressources projet est une fonctionnalité critique des logiciels de pilotage de portefeuille projets.  Elle vous aide à piloter efficacement vos ressources projets (humaines, financières, matérielles…). Elle intègre les étapes clés la gestion des ressources, allant de la planification au suivi en temps réel de l’utilisation des ressources. Planifiez, affectez, suivez et ajustez vos ressources tout au long du cycle projet.

4. Budget management

Track the costs and financial performance of your projects in real time. Identify discrepancies between forecasts and actuals, and spot deviations immediately. For accurate, reliable budget management, you can track actual expenditure by direct entry or by interfacing your PPM solution with the main financial management tools on the market.
Facilitate budget arbitration with the Datamart from Project Monitor : Case study with the Strasbourg Eurometropolis

5. Schedule management and Gantt charts

6. Time tracking

7. Project risk management 

A dedicated risk management module provides project teams with a complete toolbox for :

The essentials of a good PPM tool

Comment choisir le meilleur logiciel de pilotage de portefeuille projets pour votre entreprise selon vos objectifs clés ?

Tout d’abord il est important de définir vos objectifs clés quant à la mise en place d’un logiciel de pilotage de portefeuille de projets.

What are the challenges challenges you face? For example: 

👉 Afin de vous aider à définir vos objectifs nous avons édité un guide pratique. Ce guide méthodologique a pour objectif de vous aider à mieux définir vos enjeux en pilotage de portefeuille projets.

>>Bonus: Download the practical guide "Choosing a project portfolio management software in 3 steps".

Then it's time to list all the elements you're looking for, so you can select the right software for your needs.

First of all, you'll need to think about the desired functional coverage, the ability to integrate into your expected IS, the ergonomics... But above all, you'll need to think about the support you want.
Your choice will be based on :

In order to detail your needs, we recommend that you draw up a set of specifications.  


Your specifications should answer the following questions:

👉In order to better define your specifications, we have published a practical guide dedicated to ppm software. The aim of this methodological guide is to help you draw up your specifications.

>>Download the practical guide "Drawing up specifications for project portfolio management software".

Why choose Project Monitor from Virage Group ?

Our philosophy is to advance the teams that build the future. That's why Project Monitor was developed. Our ambition is to support you, whatever your level of maturity. Our offer is fully configurable, adapting and evolving to suit your organization and your key objectives, whether you're at the initial stage of project management or at an advanced level of maturity in terms of portfolio management.

The PPM tool Project Monitor offers you the advantages of a complete, simple and adaptable solution

A team of experts to support you every step of the way

En optant pour Project Monitor de Virage Group, vous ne choisissez pas simplement un logiciel. Vous choisissez un pôle de services dédiés ainsi qu’une communauté de pairs rassemblés autour de la pilotage de portefeuille de projets. Notre solution va au-delà de la technologie, en offrant un accompagnement personnalisé et une expertise spécialisée pour vous aider à maximiser la valeur de vos projets. Vous bénéficiez également d’une communauté dynamique où vous pourrez échanger des idées, partager des bonnes pratiques et tirer parti de l’expérience collective.

250 customers put their trust in us

Here, for example, is some concrete feedback from our customers using PPM software Project Monitor :

Next steps 

👉What's in it for you? In just 30 minutes, find out how PPM Project Monitor can help you with your challenges business activities , such as resource management, project arbitration and budget tracking.

See the product tour of Project Monitor

👉 What does it mean in concrete terms? An expert will demonstrate the software according to your personalized challenges . Free of charge and with no obligation!

Request a demo

Autres questions fréquemment posées sur le pilotage de portefeuille de projets

How can PPM software help PMOs?

PPM software enables the PMO to centralize and standardize project management processes, ensure visibility and control over the entire project portfolio, and improve operational efficiency. Find out what Céline DESERT, IT Transformation & PMO Project Manager at VYV3 IT, has to say in this article on PMO tools and methods. Vyv3 IT has been using Project Monitor software for 10 years as part of its PMO approach.

How do you create a project portfolio?

To create an effective project portfolio, identify your organization's strategic objectives to determine the types of projects that will support these objectives. Next, assess available resources, including budgets, skills and capabilities, to determine which projects are feasible. Then rank projects according to priority and alignment with strategic objectives. Establish a selection process to choose which projects to include in the portfolio. Once projects have been selected, allocate the necessary resources and establish key performance indicators to monitor and evaluate project progress. Finally, carry out regular reviews and adjustments to the portfolio to ensure that it remains in line with the organization's objectives and resources.

What are the advantages of a dedicated portfolio management application over Excel? 

Using a dedicated application such as Project Monitor offers significant advantages over Excel. First of all, it saves considerable time when analyzing and generating project reports. With consolidated, up-to-date data, information is available quickly and easily.
In addition, PPM tools offer advanced functionalities specifically designed for portfolio management, providing a global view of the project portfolio. This allows all project information to be centralized, simplifying the decision-making process.

What are the performance indicators for monitoring the project portfolio?

Several key performance indicators can be used to assess the health and progress of the project portfolio. These include adherence to deadlines and schedules, adherence to allocated budgets, quality of deliverables, stakeholder satisfaction, project success rate and resource utilization. Discover in this article examples of performance indicators for monitoring your project portfolio.