Features
Comprehensive & Flexible Features
Project Playbook has been designed and refined by the people actually doing the Project Portfolio Management and Work Management in leading Fortune 500 companies across the globe. Our features have been reinvented and refine multiple times to provide the optimal user centered functionality for maximum adoption. Our features are flexible to fit however your organization operates and even if multiple parts of your organization operate differently.
Portfolio Project Management
Align strategy to programs and budgets, plan and deliver project with the goal of producing the perceived value. Monitor progress against metrics and recognize issues before they become problems.
Resource Management
Leverage insightful views of resources (people, assets, materials) to maximize productivity. Increase team morale with a measured approach to resource management.
Budgets, Actuals, Forecasts
Focus on value through financial analysis of each project or roll up to the program or portfolio level. Quickly analyze for value realization within capex constraints.
Work & Team Delivery
Utilize our flexible framework to enable waterfall, agile, product management or hybrid methodology. Use our flexible kanban, list, and summary views to gain visibility into all aspects of each project.
Demand Management
Manage innovation and transformation by tracking, analyzing, and prioritizing all types of demands. Easily evaluate demands such as ideas, work requests, emerging technology, and new features against existing work priorities.
Analytics & Measurement
Collect best practice analytics and custom metrics to produce key performance indicators for effective decision making. Summarize risk across the portfolio using visualization.
Streamline Your Portfolio Management Approach and Change Quickly
Success depends on your ability to collect data, identify opportunities for improvement, and design/implement the change quickly. Adapting quickly to customer and market demands while maintaining strategy alignment and organization is delivered through Project Playbook.
Gain Visibility and Act Fast!
The Project Playbook drives discipline in data leading to outstanding visibility into your project portfolio landscape. Let Project Playbook give you hours per day back to complete value add activities rather than just surveillance.
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Align all activities to the strategy of your organization. Track, analyze, and manage all investments, outcomes, capabilities, schedules, technology, metrics, and financials to enable strategy realization.
Strategic Planning
Align all aspects of your portfolio to your chosen strategy and ensure compliance.
Road Mapping
Assemble roadmaps for product development and business transformation to align investments, projects and resources.
Program Management
Follow the Project Playbook lead in improving program and project management maturity. Customize the Project Playbook framework to match your methodologies and processes.
Investment Prioritization
Rack and stack investments using intended business value as a driver. Run simulations on scenarios to select the most advantageous options for your organization.
Financial Planning
Set budgets, calculate forecasts, and track actuals to understand the financial impacts of each component of your portfolio.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources. Analyze current resources allocations and plan for future needs.
Demand Intake
Stakeholders register their proposals for new initiatives for executive evaluation. Check on status of initiatives and collaborate around the details of each initiative.
Rank and Score Prioritization
Design and administer objective and repeatable methods to analyze and ultimately prioritize each initiative.
Top Down, Bottom Up Planning
Leverage top down and bottom up planning to understand the impacts, advantages, and optimization of priorities.
What If Analysis
Build and analyze what-if scenarios to truly understand the impact of complex changes to priorities in an organization.
Program Management
Capture demand, build plans, prioritize portfolios, balance capacity across demand, and manage financials. Our end-to-end approach spans your portfolios.
Capacity Management
Make the right tradeoffs to optimize people and money. Continuous investment and capacity planning support maximizes your resources for strategic outcomes.
Business Capability Planning
Evaluate business capabilities against business goals. Help the business anticipate investment opportunities and make planning a continuous process.
Metamodel
Model complex portfolios and enhance governance with our library of component types. It is based on best practices of the Global 2000 to streamline your work.
Scenario Modeling
Analyze alternate models for transformation. Create technology and application models to examine scenarios for moving to a new future state..
Impact Analysis
Validate change options effectively. Understand how potential changes will affect your business to ensure accurate scoping and predictable delivery times.
Data Collection
Connect with the best sources of technology portfolio data. Ensure that the information you use to make decisions is current, correct, and consistent.
Budgets, Forecasts, Actuals
Manage costs against the budget across portfolios. Balance your portfolio for capital and expense constraints.
Standards Catalog
Define a standard for business and technology across your enterprise. Leverage the metamodel and address technologies, versions, lifecycles, and refresh cycles.
Flexible Execution Models
Design a complete approach for all execution models (waterfall, agile, iterative, and product lifecycle). Balance work and resources and keep teams productive.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources. Get the most effective use of your resources by working on the right priorities to deliver the right outcomes.
Project Management
Facilitate on-time, on-budget project delivery. Schedules and milestones keep people and projects on course for maximum impact and value realization; dashboards give performance insight.
Work Management
Regardless of your working model (Agile, Waterfall, Product Lifecycle, etc), Project Playbook supports project execution and delivery. Manage work on schedules or kanban boards. Keep the team on track.
Budgets, Forecasts, Actuals
Align plans to budgets, forecasts and actual financials during execution of projects and programs. Make sure things are on track to deliver on-budget, and head off issues before they affect the plan.
System & Technology Portfolio Management
Standardize and rationalize technology and application portfolios. Catalog and evaluate assets and plan for consolidation and optimization of portfolios that align with strategy.
Deliver On-Schedule & On-Budget
Deliver more projects, programs, and portfolios on time and on budget. Also increase the collaboration and integration of interdependent projects to deliver immediate value.
Promote Higher Team Morale
When resources are managed more effectively, more informed decisions are made, and management communication is more effective, the morale of the team immediate improves.
Improve Decision Making
Project Playbook engenders a culture of writing things down as the meetings are facilitated. This data becomes available to everyone to understand, aggregate, summarize and generally use to make decisions.
Raise Project Management Maturity
Project Management best practices were established to overcome common failures in projects that are poorly managed. Project Playbook couples best practices with your enterprise practices to raise the maturity and compliance on every project.
Maximize Value Add
When projects are poorly run, deadlines are missed and value is lost in the project and across any other parts of the business that depend on the project. Project Playbook provides the tools and reporting to deliver value every time.
Streamline Processes
Once everyone is following similar processes, the processes can be easily improved and rolled out across the enterprise. This promotes rapid change and improvement.
Everyday Performance
Project Playbook becomes the homebase for all team members every day. They facilitate meetings, view reports, and collect data which enables an inherent collaboration without meetings. The team is informed.
Stakeholder Visibility
Stakeholders are typically the last to know. Project Playbook enables full project visibility to drive trust and collaboration around the normal ups and downs of projects.
Portfolio Analysis
Quickly roll up data about groupings of projects or programs to understand the overall situation. This visibility drives confident decision making and prioritization.
PMO Compliance
The PMO can rest assured that each project is following the establishing project management framework. The PMO is free to focus on running projects effectively rather than tracking compliance.
Low Effort Status Reporting
Project Playbook is designed to create your status reports and steering committee outputs for you. At the click of a button, report your status, then continuing performing.
Executive Insight
Executives can gain visibility into the key aspects of the health of the portfolios or programs under their purview. With easy to understand analytics, successes and failures are recognized quickly.
Role Based Access Control (with Tasks)
The security model for Project Playbook is designed to handle standardized security models for most organizations but is completely flexible to handle almost any security model that exists.
Flexible & Secure
Project Playbook is designed to deliver the appropriate level of data to the right people at the right time. We recognize that some data is not suitable for all audiences and we protect it.
Microsoft Active Directory
Authentication and organizational provisioning is completed through the Microsoft Active Directory platform. The flexibility is available to work with others.