Professional Services Project Portfolio Planning

Powering project success from intake to insight

Portfolio Stack helps consultancies, law firms, marketing agencies, and other service providers run smarter operations with unified planning tools.

Plan Builder

Create structured project portfolios in minutes.

Customize plans by service line, client type, and timeline
Support standard engagement models and flexible scope

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Start building your roadmap in minutes

Work Dashboard

Centralize visibility across programs and client accounts.

Track deadlines, deliverables, and dependencies
View resourcing and budget allocations across portfolios

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Get a clear view of every initiative

Team Planner

Optimize your most valuable resource—your people.

Match staff to project needs
Adapt plans to changing availability or priorities

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Plan roles and resources with confidence

Integration Manager

Move seamlessly from plan to action.

Export plans to tools your team already uses
Deliver in Smartsheet, Jira, ClickUp, or CSV formats

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Sync your stack and streamline delivery

Strategy Toolkit

Accelerate delivery with proven templates and frameworks.

Use playbooks for onboarding, communication plans, or service rollouts
Document risk, client feedback, and issue logs

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Use proven templates to jumpstart planning

Insight Center

Make smarter decisions with industry-aligned insights.

Benchmark delivery timelines, resourcing trends, and engagement types
Leverage data to refine client strategies

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Explore benchmarks and best practices now

Build repeatable results across professional service models

Whether you're leading digital transformation or managing long-term client engagements, Portfolio Stack keeps every team aligned.

Sustainability and CSR

Align growth with purpose and values.

Build brand trust through sustainable practices
Challenges: Funding, measurement, stakeholder alignment

Enhanced Client Relationship Management

Structure and scale meaningful client experiences.

Track engagement, automate follow-up, and personalize service delivery
Challenges: Tech integration, response time, team alignment

Talent Management and Development

Invest in people to deliver long-term value.

Forecast talent needs, develop leadership, and reduce churn
Challenges: Retention, engagement, budget

Data-Driven Decision Making

Turn insights into smarter a strategy.

Monitor performance, forecast demand, and optimize services
Challenges: Data quality, adoption, and analysis

Digital Transformation in Service Delivery

Digitize operations to deliver faster, smarter.

Reduce costs and streamline client-facing processes
Challenges: Tool adoption, change management

Agile Project Management

Stay flexible in fast-moving client environments.

Embrace iterative planning, rapid delivery, and team feedback
Challenges: Adoption, tool alignment, stakeholder buy-in

Built for the people driving change in your industry

Portfolio Stack supports business leaders, managers, and operational teams with clear roadmaps, structured plans, and agile execution frameworks tailored to industry demands.

Firm Leaders

Drive consistent outcomes with confidence

Manage planning across departments, regions, or service lines with scalable frameworks and full visibility.

Identify risks and opportunities across portfolios
Align delivery with business strategy

Engagement Managers

Keep every project on track and on target

From client onboarding to project closure, managers use Portfolio Stack to stay aligned with scope, time, and client expectations.

Build structured plans and update timelines as work evolves

Consultants and Practitioners

Deliver value with better tools and visibility

Plan ahead, collaborate effectively, and adapt to shifting client needs—without losing momentum.

Access centralized timelines and tools for delivery

Trusted by teams like yours

From onboarding to analytics, it's streamlined how we build, manage, and optimize every service we provide.

Aarti M.

Principal Consultant

Marlowe Group

Portfolio Stack gave us a single source of truth for managing dozens of ongoing client engagements—now we deliver faster and more consistently.

Jamie S.

Director of Client Services

Crescent Partners

It replaced five spreadsheets and a dozen templates—we just log in and everything we need is right there.

Kevin D.

Engagement Lead

Beacon Strategy

Smarter planning for people-powered businesses

Built for service-driven organizations

Drive growth with a unified view

Track performance, measure success, and make better decisions.

Make the most of your talent

Align skillsets, teams, and client needs with ease.

Deliver scaled service excellence

Turn repeatable work into repeatable wins.