The client-facing management portal where consulting firms and government organisations run their assessment programs. Manage clients, provision workspaces, assign teams, and track every engagement from creation to completion.
See every assessment across every client or department at a glance. Filter by status, framework, assessor, or organisation to find exactly what you need.
Assign lead assessors, assessors, and client users to the right engagements. Track workload and availability across your entire practice.
Isolated assessment workspaces deploy automatically with their own database, authentication, and storage. No manual setup, no waiting.
From client onboarding to final delivery, the Portfolio Manager gives practice leads and program managers the tools to manage assessments at scale.
Manage every client or department from a single portal. Consulting firms see all client organisations in one view. Government agencies manage departments, agencies, or business units centrally. Each organisation is fully isolated with its own systems, assessments, and team members, so there is never any crossover between engagements.
Create assessments from start to finish without leaving the portal. Select the framework and version, choose the assessment type (full, partial, or follow-up), set timelines, assign the team, and provision the workspace. Every assessment is tracked from creation through to completion, giving you a complete history of every engagement.
Assign the right people to the right engagements. Add lead assessors, assessors, and system delegates to each assessment with role-based permissions that ensure everyone sees only what they need. Adjust team composition at any stage as engagement requirements change, without disrupting work already in progress.
Register and track every system under assessment. See which systems have active assessments, which frameworks they are being assessed against, and the current status of each engagement. A single system can have multiple concurrent assessments, whether across different frameworks or as follow-up evaluations, and the full assessment history is always available.
A portfolio-level overview built for the people running the program. See assessment counts by status, recent activity across all engagements, and team allocation at a glance. Filter by client, framework, status, or assessor to find exactly what you need. Designed for consulting firm directors and government program managers who need the full picture without opening every individual assessment.
Whether you manage assessments for external clients or run an internal program across departments, the Portfolio Manager gives you centralised control and visibility.
You run 15 concurrent assessments across 8 clients. Three of your assessors are split across multiple engagements. A new client just signed and needs an IRAP assessment provisioned by next week. The Portfolio Manager gives your practice the structure to handle this without losing track of anything.
Your agency manages dozens of systems across multiple classification levels. Some need IRAP assessments, others Essential Eight maturity reviews. Different teams handle different engagements. The Portfolio Manager gives your security program the central control to manage all of this without it becoming a coordination nightmare.
See how consulting firms and government organisations manage their assessment programs at scale with centralised visibility, team coordination, and one-click workspace provisioning.