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The Platform

One platform. The full lifecycle. Complete control.

Counterpart manages everything from strategic demand and investment planning through to delivery, governance and reporting, in a single connected model. Not integrated tools. One platform.

Platform architecture

One connected model, not integrated silos.

Counterpart is built as a single data model. Every capability shares the same underlying data, so financials, resources, governance and delivery are always in sync, without reconciliation.

Strategic layer

Portfolio Hub, Strategic Goals & Investment Decisions

Programs & Projects

Full lifecycle delivery

Financial Control

CAPEX · OPEX · Actuals

Resource Management

Capacity · Demand · Forecast

Governance & RAID

Change Control

Real-time Reporting

Dashboards & Insights

Data Export & API

Portfolio hub

A single source of truth across every portfolio and initiative.

Executives and portfolio leaders see every initiative, status, health, budget and resourcing, in one real-time view. No waiting for someone to compile a deck. No version control issues.

  • Real-time portfolio health across all programs and projects
  • Drill from executive summary to program detail in one click
  • Investment prioritization and demand management
  • Strategic alignment tracking, see how delivery maps to goals
  • Flexible portfolio structures matching your operating model
Portfolio Overview● Live

24

Active initiatives

18

On track

4

Needs attention

Digital TransformationOn track
Infrastructure RefreshAt risk
NHS Patient PortalOn track
Workforce SystemsOn track
Financial control

Financials embedded in delivery. Not running alongside it.

Full CAPEX and OPEX lifecycle, planned, actuals and forecast, living inside the delivery platform. Financial data reflects what's actually happening, not what was last entered into a spreadsheet.

  • Full budget lifecycle: planned, actuals and forecast across CAPEX and OPEX
  • Real-time cost variance detection at program and portfolio level
  • Forecast confidence tracking against investment decisions
  • Financial performance dashboards for CFO and board reporting
  • No manual reconciliation between project tools and finance systems
Financial Control, Q4CAPEX · OPEX
Total budget utilization78% · £9.8M of £12.5M
CAPEX planned£7.2M
CAPEX actuals£5.6M
OPEX planned£5.3M
OPEX actuals£4.2M
Variance+£2.7M underspend
Resource management

Capacity, demand and forward-looking forecasting.

Plan across named resources and roles. Identify capacity constraints weeks before they impact delivery, not when programs have already slipped and teams are already overloaded.

  • Named resource and role-level planning across programs
  • Capacity vs demand view across the full portfolio
  • Forward-looking resource forecasting to identify constraints early
  • Utilization tracking and time management
  • Cross-program resource conflict identification
Resource Capacity, Q1 Forecast
Team utilization
Program Managers94%
Business Analysts72%
Technical Architects110% 🔴
Delivery Managers81%

⚠ Technical Architects over capacity, 3 programs affected. Review Q1 allocation.

Governance & RAID

Governance built into delivery. Not bolted on afterwards.

Risks, issues, actions, decisions and change requests managed inside the delivery workflow, so governance is a natural part of how your teams work, not a separate administrative burden they remember to do occasionally.

  • Integrated RAID log, risks, issues, actions and decisions
  • Structured change control with approval workflows
  • Audit-ready governance trail for every program
  • Escalation paths and accountability tracking
  • Governance reporting for senior stakeholders without manual compilation
RAID Register, Program Delta

4

Risks

7

Issues

12

Actions

3

Decisions

Supplier dependency riskHigh
Data migration delayMedium
Change request CR-047Pending approval
Reporting & dashboards

Real-time reporting. No manual consolidation. Ever.

Every report, from board-level portfolio summaries to program-level operational detail, is live, drill-down and built directly from the platform's single data model. Nobody builds these manually.

  • Board-ready portfolio dashboards, always current, never manually assembled
  • Drill-down from portfolio to program to project to task
  • Financial, resource and delivery performance in one view
  • Custom dashboard configuration per role and audience
  • Data export capabilities for BI tools and finance systems
  • API connectivity to existing data infrastructure
Executive Dashboard, Portfolio Health● Live
Delivery performance by program type
Trans
Infra
Digital
Data
People
Overall portfolio health75% on track
Budget confidenceHigh
Resource pressureMedium

See the full platform in action.

A 45-minute session prepared around your operating model, not a generic product walkthrough.