PfMS 2025 Q&A #2: Is there a leading body / tool in the AI space that portfolio management professionals are using to increase the value they bring to the organization?

by | Jun 6, 2025 | Portfolio Management, Portfolio Management Summit 2025

(AI): Is there a leading body / tool in the AI space that portfolio management professionals are using to increase the value they bring to the organization?

Synthesized by Te Wu.
Specific contributors include:

    • Cristina Niculescu
    • Kris Sprague
    • Todd Generotzke

PMI has led the development of AI use in project management. The most prominent is PMI Infinity.  As noted by the other contributors, there are a number of powerful tools today that incorporate AI.  I believe soon, if not now already, most of the prominent tool will have real (versus just superficial) AI capabilities.

Personally, like Todd, I use ChatGPT and Deepseek to analyze data for its simplicity and ease of use. One can simply structure the data in a Googlesheet or Excel and ask intelligent questions.  My suggestion is to first test the system with some questions with obvious answers and adapt them to achieve optimal output.

Contribution by: Cristina Niculescu

Yes, there are several PPM tools (like Asana, or OnePlan, or Planview). Use Gartner Magic Quadrant for comparison

 

Contribution by: Kris Sprague

A leading body is the Project Management Institute (PMI).

 

Contribution by: Todd Generotzke

I primarily use ChatGPT to review and analyze my portfolio data