Tier categories: ULTIMATE

Easily capture, categorize, sort and filter your RAID

Maintain your ‘Risk Register’, ‘Issue Log’ and ‘Change Request List’ in one place with configurable displays for each type of record. Then use customizable forms to capture your Risks, Issues, Change Requests and more, quickly and easily.

Document your Stakeholders

IT PROJECTS Capture the key stakeholders whose input will be needed to make your projects and initiative successful, and display in a organizational tree view, so it’s easy for everyone to know where everyone fits in.

Capture Demand Intake

PPM Capture requests for work and projects from across your organization. Categorize requests, analyze ROI & business value before getting executive approval to progress.

Evaluate requests for business ROI and value

Take the requests you get from the business, organize them by area and portfolio then run them through your scoring process to determine where the most value lies for your business based on criteria such as: What are the fiscal benefits? What are the soft benefits? How much will it cost? What is the level

Route approvals to proceed the right people

Leverage the power of Salesforce approval workflows to ensure projects get the approval to proceed in an expedient manner: Route records to different managers according to your business rules Send rejected records back to users to get more details Leverage delegated approvers when your out of office Set approvals criteria as individuals or committees

Align Projects to Strategic Goals

PPM As your requests turn into Projects, make sure that the project goals you capture are aligned with the strategic goals of your organization so your whole team is rowing in the same direction.

Thank you

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