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Use · Portfolio rationalization

Rationalize the portfolio

“Where are we paying for the same thing twice?”

Duplication rarely announces itself. It accumulates one well-justified purchase at a time, until several products quietly deliver the same capability with different logos. The capability lens puts them side by side so the overlap is finally visible.

How to run it
  1. Open the capability lens and the coverage heat map.
  2. Find capabilities delivered by three or more systems.
  3. Pull cost and renewal dates for each overlapping system.
What you're looking for

Deep-green cells on the heat map — genuine overlap, not complementary tools that happen to share a capability label.

The decision

A consolidation candidate and a renewal to renegotiate before it silently auto-renews.

A worked example

Suppose the capability lens shows a standalone survey tool, a homegrown form builder, and a survey module inside the CRM all delivering Survey Management. Three renewals, three admins, one capability. Seen apart, each looked reasonable. Seen together, two are candidates to retire.

Try it: open the catalog By capability view →
Open it in the model: By capability + Coverage map →
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