Portfolio Processes: Methodologies and Controls

Our Process

It is vital for the smooth and efficient running of Portfolio Software that we have formal internal processes. Processes enable us to deliver a quality service in all we do. Our processes are not static, we continually re-assess them to ensure they remain fit for purpose which means they continue to evolve.

All our teams contribute to the evolution of our processes, we value feedback both internally and from our clients. All comments received, good or bad help make Portfolio better.

Our Promise

"We only do what we do well, if we can't do it well, we don't do it"

Our Additional Services

Our Value added services include: Streamed Offsite Backups, technical and business consultancy, hosting plus a wide range of low cost business software. If you can' t find what you are looking for give us a call.

Give us a call: 0845 644 3755

Drop us an email:

Alternately skype us, our team is online:

Client Testimonials

"Portfolio Software are incredible people to work with, always positive and ahead of what can come across the project. Their extensive knowledge and skillset have made the realisation of the project we worked on a complete success. They have been not only a great managers but also great friends making you feel comfortable to express yourself on all aspect of the work flow." L Muchacho, Virgin Net

Our Nominated Charity

Each year the Portfolio team chooses one charity that deserves support. We do all we can to get them noticed and also raise money to support them. 'SOS Children's Villages' looks after orphaned children please follow the link below if you too can help.

Development Methodologies

Portfolio is skilled in a variety of development methodologies; iterative, spiral and waterfall. Our teams are skilled in the following methodologies (plus a few of the more obscure ones), SCRUM, MSF, RUP, DSDM, SSADM, Agile and XP. We tend not to prescribe a specific methodology, all have good and bad points so we generally take the best bits from each as determined by each particular project.

Some of our clients do require that we follow an individual methodology or their own which is great, our teams have formal and practical experience so we work closely with each of our clients to ensure we deliver to and in the format that is expected.

Management Methodologies

In terms of management methodologies we can use those prescribed by the client or will generally use Prince2 or DSDM.

Bug Tracking

All software projects require a mechanism by which software bugs can be managed and assigned. Portfolio can make available our bug tracking software to the client, alternately we can use those tools prescribed by the client.

Source Control

We use both VSS and Subversion to manage all our source.

Change Control

Portfolio uses Change control procedure to manage change within a project. This provides clarity and visibility to the impact of change within the development cycle.

Document Storage

All documentation associated with a client project is stored on secure servers, all transmission to and from these servers is encypted before transmission.

Project Management

Portfolio generally uses Microsoft Project to track project progress. We also use our own Tracking software and can make this available to clients should this help to monitor progress against tasks.