Anticipate outcomes with AI predictive intelligence.
Foresee challenges and opportunities in real-time.
ExecBoard
Customer Ask:
Our executives want to see beyond the obvious in our portfolio meetings. In addition to the metrics showing the state of current progress, we want to show KPIs that can foretell future progress based on the quality and pace of recent performance.
Work in Progress
Based on execution history, how many programs will finish early or behind?
Capital Deployed
Given budget to expense ratios, how much additional funding will we need?
People at Work
How many more FTEs we need, where and when, to catch up on delays?
SamePage
Customer Ask:
As program leaders, we want a quick overview of progress and problems in our programs. Plus, we want the ability to drill down into the root causes of open challenges and foresee their impact on the outcomes of future milestones or deliverables.
Milestones
Which milestones are causing most of the delay, when will they complete?
Challenges
What's the impact of open risks and issues, which should we resolve first?
Functions
Which workstream or groups could stall progress and need attention?
Stream
Customer Ask:
Our program leaders are responsible for multiple programs, and often a lot is going on all at once. We want a simple yet powerful stream of news that each leader can customize to stay on top of things that matter uniquely to their interests.
Countdown
How many days to the next critical milestone for each of our programs?
Glance
How are our programs performing on core KPIs: risks, budgets, and people?
Focus
Show what transpired across all our programs between two exact dates?
See where the puck will be. Not just where it has been.
Workplans
Customer Ask:
We have several portfolios of programs and projects in different stages of progress across our business units, departments, geographies, products, etc. We need a permission-based central hub for real-time access to all plans relevant to each of us.
Warehouse
Can we see all of our projects in one place regardless of our teams' tools?
Interconnect
Can we connect related workflows in various projects from multiple tools?
Tristate
Can we contrast past, present, and future states for any project or task?
Cell Editor
Customer Ask:
We often have to make bulk updates simultaneously to multiple related variables in our projects. We need an interactive spreadsheet environment where we can easily visualize the overall consequence of our updates in real-time.
Changes
How can we instantly recognize all the recent changes made to our projects?
Baselines
Can we compare the present state of projects with any point in their history?
Auto Assign
Can we assign the best person based on skills and availability for any task?
Gantt
Customer Ask:
Our decision quality depends upon visualizing the connections in projects and workstreams, and the interdependencies between tasks and milestones. We want an interactive chart to see where we are and could be due to different decisions.
Critical Path
How can we visualize the fastest way to complete any project or program?
Critical Chain
Can we instantly identify all must-do work for any deliverable or milestone?
Perspectives
Can we contrast planned, actual, and projected pathways for any project?
Your decisions matter. Make each one wisely.
SmartFeed
Customer Ask:
Our portfolio success depends on daily decisions made by team members at our projects' forefront. We want team members to have a full contextual understanding of each of their tasks — purpose, scope, references, dependencies, budgets, etc.
Workbench
Can I see my tasks from any project in one place — and prioritize as needed?
Work Relevance
Can I visualize how my contributions will add to the success of my project?
Work Documents
How can I avoid hunting for reference documents in multiple drives / folders?
WorkCal
Customer Ask:
With so many programs across our business units, departments, and geographies, it is hard to track what work will need completion at what time. We want a quick way to visualize all work scheduled for any part of our business in any period.
Work Week
Can I see what needs to get done in any week for my programs & projects?
Work Allocation
Can I see who is working on what and when for any program and function?
Priority Projects
Can I see the amount of effort for different programs in any period?
AgBoard
Customer Ask:
We build plans to support long-term cross-functional coordination among teams to achieve complex objectives. Not so much for short-term work. We want to use agile ways in parallel to adapt our work-at-hand execution with changing circumstances.
Taskboard
Can our work progress in agile boards instantly inform portfolio dashboards?
Agfall
Can teams use Waterfall with Kanban or Scrum in conjunction, as needed?
AgScale
Can we scale agile for the enterprise with Nexus Scrum or SAFe framework?
Command your destiny. Control decision quality.
Highlights
Customer Ask:
Our meetings follow a disciplined, structured flow. We want to facilitate data driven discussion on agenda topics, capture collaborative meeting minutes, assign and track action items, and learn from our historical progression from past meetings.
Progress
What did we accomplish or learned to do even better since our last meeting?
Priorities
What deliverables and milestones are top priorities before our next meeting?
Challenges
What potential risks and open issues need immediate attention or action?
Timeline
Customer Ask:
Our meetings rely significantly on visual decision-making. We need a dynamic and interactive means to selectively showcase only the most vital aspects of our programs. Yet be prepared to dive deep into the specifics of any program in real-time.
Swimlanes
Can we combine various aspects from programs to show unique viewpoints?
Scenarios
Can we compare present and future states for different program versions?
Drafts
Can we contrast different pathways for program success before starting?
Reports
Customer Ask:
To make informed decisions, we must proactively monitor the drivers of program and portfolio success. We want an AI-powered business analytics engine to report our work plans' past, present, and future states and their finance and resource needs.
Resource Forecast
How many FTEs will we need for each program — by business and function?
Budget Forecast
How much portfolio funding will we need by workstream and objective?
Work Balance
How balanced is our work distribution — across functions, roles, and people?
