02
Use · Investment planning

Set the investment agenda

“What do we invest in, maintain, or retire?”

Every record carries a portfolio status and a renewal date. Read together, the budget conversation stops being a negotiation of anecdotes and becomes a portfolio decision made in the open.

How to run it
  1. Group systems by portfolio status: invest, maintain, or retire.
  2. Overlay cost and the next renewal date on each.
  3. Sequence decisions to the contract calendar.
What you're looking for

Systems marked retire that still consume budget, and invest systems whose upcoming renewal is the moment to expand.

The decision

A funded roadmap: what grows, what holds, what sunsets, and when.

A worked example

A learning tool marked retire still draws a five-figure renewal next quarter. Set against a maintain-status SIS and an invest-status analytics platform, the sequence writes itself: let the first lapse, hold the second, grow the third.

Try it: open the catalog By system view →
Open it in the model: By capability + status, cost & renewals →
← All uses
← Rationalize the portfolio Prioritize risk & continuity →