strategic-portfolio-management
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The PPM Choice Is Really an Operating Model Choice
Clarity, Planview and Smartsheet can all give leaders a portfolio view. The useful difference is how each product expects work, money and governance to move through the company.
Before You Buy a PPM Platform, Look at the Seams
Planview, Clarity and Smartsheet all promise one view of work. Their product histories reveal three different trade-offs - and a faster way to choose.
Dotwork
Dotwork is an AI-native strategy, portfolio, and product operations platform that connects goals, work, finance, and outcomes so enterprise leaders can align teams and steer decisions with confidence. Founded by Steve Elliott - who previously built AgileCraft and sold it to Atlassian, where it became Jira Align - the Georgetown, Texas company uses knowledge graphs, a no-code organizational ontology, and AI agents to turn strategy that is usually buried in slide decks and spreadsheets into a living, connected operating model. Dotwork raised a $12M Series A and counts product and portfolio leaders at companies like NVIDIA, GitHub, and SolarWinds among its early users.
Dragonboat
Dragonboat is a product portfolio management platform that helps product leaders and their teams connect strategy to execution - linking OKRs and investments to roadmaps, delivery, and outcomes. Founded in 2018 by Becky Flint and based in Santa Clara, California, it now positions itself as a 'Product Portfolio OS for agentic enterprises,' pairing a semantic data layer across tools like Jira, Salesforce, and Zendesk with AI agents and apps for strategy, intake, roadmapping, planning, and delivery. The company raised a $12M Series A led by Insight Partners in December 2021 and is used by thousands of product teams worldwide.
WorkBoard
WorkBoard is a Redwood City-based enterprise SaaS company that builds an AI-native strategy execution and OKR platform. It helps large organizations set objectives and key results, align teams around them, automate business reviews, and track progress in real time so strategy turns into a repeatable 'operating rhythm.' Co-founded in 2014 by CEO Deidre Paknad and Daryoush Paknad, the company serves major enterprises including Boeing, 3M, Cisco, Capital One and Workday, and in 2025 acquired rival Quantive to consolidate the enterprise OKR market.