# Platform

*Source: https://ketosoftware.com/platform/*

## Strategic portfolio management (SPM). Evolved.

Keto is a Strategic Portfolio Management platform designed for continuous alignment, confident capital allocation, and clarity at enterprise scale.

[Watch demo](https://ketosoftware.com/15-minute-product-overview/)

## One System. One Intelligence engine.

### The Keto strategy loop

#### 1. Set Direction

- OKRs and strategic objectives
- Documented strategic initiatives
- Portfolio-level themes and targets
- Traceability from vision to execution

**Outcome**: Strategy becomes structured, visible, and connected to action.

#### 2. Allocate

- Financial planning and multi-scenario budgeting
- Capacity and resource planning across portfolios
- Prioritisation and scoring models

**Outcome**: Resources are allocated with confidence in an optimal way and in line with your strategy.

#### 3. Execute

- Configurable workflows and stage gates
- Approval processes and audit trails
- Risk management embedded in delivery

**Outcome**: Every portfolio, no-code configured to put plans into action and make progress visible

#### 4. Learn

- Portfolio intelligence and automation
- Early signal detection
- Scenario modelling and alternative futures
- Portfolio-wide Q&A
- Integration signals from tools like SAP, Jira, Power BI

**Outcome**: You have responded quickly to unforeseen trends and mapped out all the alternate futures

#### 5. Adjust

- Capital can be reforecast mid-cycle
- Resources can be rebalanced
- Initiatives can be paused, accelerated or stopped
- Trade-offs are recalculated instantly

Outcome: Strategy is not a static object but an evolving, living thing.

Next step

### Intelligence Layer

![Intelligence Layer](https://ketosoftware.com/wp-content/uploads/2026/04/video_thumbnail-1024x758.jpg)

1. Strategy visibility

See the big picture

- What’s happening in your portfolio?
- Is it aligned with strategy?
- Are these actions creating value?

2. Portfolio prioritisation

Focus on what matters most

- Compare initiatives side by side
- Explore scenarios before committing
- Reallocate resources with clarity
- Continuously optimise for impact

3. Signals & alerts

Stay ahead of the curve

- Spot emerging trends and deviations
- Get proactive alerts with real-time insights
- Anticipate risks before they escalate
- Keep strategy grounded in real-time insight

4. AI automation & reporting

Reduce Effort, increase insight

- Automate data collection and status updates
- Generate clear, consistent reports in seconds
- Track progress with real-time metrics
- Reduce manual effort across the portfolio

5. Governance workflows

Move with control

- Standardise workflows across initiatives
- Guide decisions with clear stage gates
- Ensure alignment, accountability, and traceability
- Keep progress moving without losing control

### KetoAI+ core SPM modules

They work together as one system – connecting strategy, execution and outcomes. One data model. One source of truth. Governance is configurable without code, because Innovation, Capex, R&D, IT, and Transformation portfolios follow different lifecycles and decision gates. Start with one portfolio in one team. Expand across the organisation. Grow from PPM into Strategic Portfolio Management as maturity increases.

#### Objectives and key results (OKRs)

Set direction. Make outcomes clear. Link objectives to the work that supports them.

### Tailor features to your needs

Flex to suit your team. Track what matters most. 
Adapt as priorities change.

![Dashboard](https://ketosoftware.com/wp-content/uploads/2025/08/Dashboard-1-1024x662.png)

#### Dashboard

Set criteria to score and compare your initiatives.

![Strategic Roadmap Planning](https://ketosoftware.com/wp-content/uploads/2025/08/Roadmap-1-1024x662.png)

#### Strategic Roadmap Planning

Plot your portfolio’s future and set priorities 
and dependencies.

![Prioritisation](https://ketosoftware.com/wp-content/uploads/2025/08/Prioritisation-1-1024x662.png)

#### Prioritisation

Prioritise your strategies, innovations, and projects.

![Optimisation](https://ketosoftware.com/wp-content/uploads/2025/08/optimisation-2-1024x662.png)

#### Optimisation

Optimise your portfolio for the best use of money and resources.

![Task Timeline](https://ketosoftware.com/wp-content/uploads/2025/08/Task-timeline-1-1024x662.png)

#### Task Timeline

Break initiatives into manageable phases with clear milestones and accountability.

![Track Benefits](https://ketosoftware.com/wp-content/uploads/2025/08/Assesment-of-benefits-1-1024x662.png)

#### Track Benefits

Define and track realisation of benefits.

![Kanban](https://ketosoftware.com/wp-content/uploads/2025/08/Kanban-1-1024x662.png)

#### Kanban

Visualise workflow and bottlenecks with boards that adapt to your process.

![Risk Management](https://ketosoftware.com/wp-content/uploads/2025/08/Risk-management-1-1024x662.png)

#### Risk Management

See problems coming and track who’s fixing what.

![Business Case Evaluation](https://ketosoftware.com/wp-content/uploads/2025/08/Business-case-1-1024x662.png)

#### Business Case Evaluation

Evaluate business cases and select the best ones for execution.

![Evaluation Matrix](https://ketosoftware.com/wp-content/uploads/2025/08/Evaluation-matrix-1-1024x662.png)

#### Evaluation Matrix

Evaluate business cases using various modalities.

### Connect your existing tools

Financial management systems

- QuickBooks
- Xero
- Oracle NetSuite
- Sage
- FreshBooks
- Tipalti
- Expensify
- Brex
- Prophis One
- SAP

BI tools

- Microsoft Power BI
- Tableau
- SAP Business Objects
- Looker
- Qlik Sense
- Sisense
- SAS (Enterprise BI / SAS Viya)
- IBM Cognos Analytics

Collaboration tools

- Teams
- Slack
- Google Workspace
- Asana
- Trello
- Miro
- Monday.com
- Jira
- Podio
- ClickUp
- Figma

HR Systems

- ADP Workforce Now
- Workday HCM
- SAP SuccessFactors
- BambooHR
- Rippling
- UKG (Ultimate Kronos Group)
- Paycor / Paylocity
- Gusto
- Deel
- HiBob

CRM Systems

- Microsoft Dynamics 365
- Oracle CRM
- Salesforce
- HubSpot CRM
- Zoho CRM
- Pipedrive
- Workbooks
- Freshsales
- Monday.com CRM
- Insightly

Open API integrations

Keto supports Open API endpoints where software systems connect through publicly accessible APIs — enabling automation, data exchange, and seamless workflows.