Operations

Operations, Strategic Planning & Workflows

Strategic Planning

A number of tools are provided to facilitate strategic planning: RACI Charts and Roadmaps, Project Planning, Kanban-C, Gantt, Risk-Dependency Charts, RAID Logs, OKIs, multi-year Operating Budgets and Capacity-Resource-Allocation (labour and material) planning tools.

Workflows

Automate processes and manage portfolios, programs, projects, tasks and related dependencies. It includes customised dashboards, visualisations, timeline planning, parent-child task list views, personal to-do lists, time-billing and lessons learned.

Kanban-C

Kanban Controlled (Kanban-C) is a patent-pending methodology for agile workflow management with significant improvements over traditional kanban). It is simple to use and non-tech users can be proficient within an hour.

Collaboration

Enhance collaboration with 'InternalChat', 'AdaptiveMessaging', 'Meetings' (teams and 3rd parties), as well as Committee/Board Meetings (committees, members, topics, action items, reminders, motions, voting, conflicts and meeting minutes.

Kanban-C: A Patent-Pending Workflow Methodology

Overview: Kanban Controlled (Kanban-C) is a patent-pending methodology for workflow management with controls. It is simple to use and non-tech users can be proficient within an hour

Agile: It keeps the best of Agile and introduces traceability and controls; task owners, start and end dates, material and equipment availability, a manual timeline, 49 customisable status options and is suitable across all industries and team sizes

Task List View

Summary of Child Tasks: At a glance view all child tasks, track status and progress. Potential issues, such as stuck/waiting/overdue, or non-task-owner updating manual timeline are easily visible. Items are sorted by priority with signed off items listed last

Edit, Filter, Search & Chat: Edit task data and create grandchild tasks. Filter by project, role, user, task or status. Search by Task. Teams can chat/add notes and view full message threads per child/grandchild task

Lessons Learned

Rationale: These can act as invaluable resources to avoid future pitfalls and improve how future projects, processes or workflows are managed

Create: On a continuous basis create and share lessons learned either within teams, groups, or company-wide

Filter & Search: Filter by Portfolio, Program, Project, Group or Team and search by tag to find data quickly

Personal To-Do Lists

Personal Lists: All users have To-Do Lists. These are personal lists and are not shared with teams. This is not the same as Team or Project List Views. Instead it allows each user to set their own tasks, with description. Items can be edited and removed

Status: Status can be set to open, in-progress and complete

Time & Billing

Time per Task Logged Automatically: Within Kanban-C users have a start-stop button. Any time they work on a child task hours, minutes and seconds are logged. Stopping for breaks or changing tasks is simple. Click stop then start another task. This works perfectly for on-site and off-site/remote, hybrid and WFH

Billable Hours: Parent tasks also have a start-stop button. All time is aggregated to the parent task level to show total billing per parent task, project, as well as billing per client. Filter or slice data per user or project