Drive Intelligent Digital Transformation

Create a complete balanced scorecard for your business. Invite your team to create an unlimited number of scorecards that capture your strategies, objectives, measures and actions. Assign owners to track progress in your visual dashboard.

The Key Performance Indicators Dashboard gives you a simple way to manage the most important KPIs for your business. Use the KPI wizard to instantly create KPIs that measure and track quantifiable metrics for any business function or activity. Use bar charts, graphs, status indicators, status notes, and tasks with assigned owners to ensure progress toward your most important measurable goals.

Use the OGSM strategy application to define your strategic business objectives, the goals to support your objectives, the strategies to achieve your goals, and the measures to track success. Create and track projects to support your OGSM strategy and use the dashboard to measure progress.

Use the Growth Hacking Manager to build your business through grassroots and guerrilla marketing strategies. Use the dashboard to track the most significant growth hacking activities and metrics. Each dashboard card includes a link to a free or low-cost resource for growth hacking. As you implement your strategy, track progress over time as part of your overall dashboard. Use the dashboard to communicate to and align your team, investors, and partners on the most important driving your business success.

Conduct a full financial performance metrics review using the Financial Performance Metrics app. Enter data from your balance sheet and answer questions about your finances and financial goals and get an instant dashboard and summary report that includes:

 

• Current Ratio
• Net Profit Margin
• Accounts Payable Days
• Quick Ratio
• Inventory Days
• Fixed Asset Turnover
• Gross Profit Margin
• Accounts Receivables Margin
• Debt-to-Equity Ratio
• Return on Equity
• Return on Assets
• Sales per Employee
• Profit per Employee
• Breakeven Analysis
• And more!

Create a summary report for all metrics that include recommendations. Print report as a PDF or export to a presentation.

Run a complete team brainstorm process. Generate ideas on any topic, from new products to marketing strategies to business processes. The Brainstorming Process app goes far beyond simply listing ideas. It Includes best practices for managing the brainstorm process including developing problem statements, defining ground rules, setting selection criteria, prioritizing ideas, and much more.

Innovation doesn’t just happen in R&D departments. Today, “Open Innovation” (also known as External Innovation) is a fundamental strategy for sourcing emerging technologies and other intellectual property from startups, universities, think tanks, suppliers, and other partners. Having a clear Open Innovation process is essential, especially one that is directly tied to and that supports your growth platforms and innovation portfolios. Use the Open Innovation app to identify external innovation targets, prioritize them, engage with them, and move them through a phased process of evaluation, from investigation to proof-of-concept to full innovation partnership.

Based on the book, The Invisible Advantage, the Invisible Advantage Innovation Culture app gives you everything you need to create and manage your own culture of innovation for your team or organization by nurturing an environment that promotes free thinking, an entrepreneurial spirit, and sustainable value creation at all levels and across all functions. It’s a complete tool kit that anyone can use to uncover the unique, hidden drivers of innovation and then introduce fresh, intuitive approaches tailored to their organization’s specific environment.

Portfolio Management is an essential approach for prioritizing and developing new business ideas, whether a new product, service, or project. Build a portfolio of business concepts that can be prioritized and then used to develop prototypes, proof of concepts, roadmaps, and business plans. Create as many concepts as you want using a proven template to define, prioritize, and develop opportunities over time. Place ideas and projects into categories by type, target market, launch timeframe, and more.

The Software Program Manager will help you manage, track, and report out on your full software project portfolio including sprints and releases. Software project management has never been easier, whether you’re an individual project manager or managing a portfolio of projects. Create projects using a simple template, define sprints, assign tasks and owners, track releases, and view and export data and reports. Ensure software projects ladder up to your business strategies, user stories, and epics. The SoftwareProgram Manager will save you time, streamline your process, and reduce the overall overhead of your software project management.

The Growth Platforms Application helps you identify and prioritize the “growth platforms” that represent mega-trends, emerging market spaces, or future disruptions that will become big opportunities. Growth platforms can become the catalyst for additional research and ideation, which lead to portfolios of product, service, and business model concepts. Define growth platforms using a proven strategic marketing template and then score platforms to create a portfolio based on specific criteria. Use the application to create your platform priorities to provide guidance for your business strategy, ideation process, concept development and overall innovation portfolio management processes.

The Change Management Process provides the ability to manage a single change project instantly, out-of-the-box. Use proven tools and templates from the most widely used organizational change and transformation processes to define and run your change project. Walk through a clear step-by-step process by filling out best practice templates that allow you to define your project, align stakeholders, engage people in the change, and support the change over time.

The User Acceptance Testing app provides a simple yet powerful way to create, assign, track, organize, and report on user acceptance tests. Create an unlimited number of tests and assign them to team members. Define requirements, categorize tests, set priority levels, track test dates, categorize results, and track comments on any test. Use the UAT Project Dashboard to instantly gain visibility to the current status of your overall UAT project.

Whether you manage one or dozens of projects, the Project Program Manager will help you manage, track, and report out on your full project portfolio. Program management has never been easier, whether you’re an individual project manager or with a program management office (PMO). Create projects using a simple template, assign tasks and owners, track progress, and view and export data and reports. Ensure projects ladder up to the company’s business strategies. The Project Program manager will save you time, streamline your process, and reduce the overall overhead cost of your program management.

Use the Kanban Board to increase your team’s overall effectiveness and enhance collaboration. Keep track of activities and action plans for your team as a whole and for individual team members. Use a simple activity template to define specific actions, owners, status, priority, and more. Include documents and notes for ever activity and define tasks and assign owners to create role clarity, accountability, and focus for your team. Search across activities for specific action items, and export actions into spreadsheets. Save time while increasing the productivity and effectiveness of your remote team.

The Team Meeting & Agenda Manager provides a simple way to create agendas, capture action items, and track actions for every individual from one meeting to the next. Create an unlimited number of meeting records, upload and archive files for each meeting, search across meetings for specific action items, and export actions into spreadsheets. The Team Meeting Manager will save you time planning and summarizing your meetings while increasing the productivity and effectiveness of your team.

Maintenance Manager provides a simple way to create and track maintenance tickets and projects for your manufacturing plant. Manage maintenance issues and requests in a single place. Gain visibility into all maintenance-related issues for specific types of requests and across equipment with a simple dashboard. Assign individuals to manage specific maintenance projects and track the status of each task related to the maintenance issue. Export data and dashboards anytime to presentation and spreadsheet files.

Simplify and streamline your approach for managing requests for proposals (RFPs) and evaluating vendors. Use the RFP & Vendor Evaluation Manager to coordinate activities for one or multiple RFPs. Track your outstanding RFPs and gain visibility into the status of each. Evaluate vendors using common criteria and scoring to objectively identify the top vendors for selection. Manage vendor responses and documents in a single place to ensure all data is fully organized and accessible. Assign tasks to team members and track progress by individual RFP or for your entire portfolio of RFP projects.

Use the Events Planner to create and manage events including conferences, workshops, seminars, webinars, classes, and more. Create records that contain data for each event with event timelines, project plans, budgets, status, and supporting documents. Dashboard reports provide an overview of the status across all events so you can manage your entire events portfolio.

The Help Desk Ticketing Manager will help you manage, track, and report out on your help desk support requests and activities. Help Desk management has never been easier, whether you’re an individual support representative or Help Desk supervisor. Create support tickets using a simple template and track tickets to resolution. View a complete dashboard to search and find tickets, view analytics including ticket priorities, ticket status, ticket types, and assigned agents. Customize your support process to include specific locations, departments, groups, priority levels, status indicators, and support categories. The Help Desk Ticketing Manager will save you time, streamline your process, and reduce the overall overhead of your help desk.

The Standard Operating Procedure (SOP) application provides a complete process, inventory, and dashboard for managing your standard operating procedures. Create SOPs using a simple template. Use intuitive workflows to approve, manage changes, and publish procedures. Track official SOPs and view archives and of historical processes. Search, export, and edit your standard operating procedures to ensure your operations are always fully current and compliant.