Project and Portfolio Management Platform

Solution

TatvaSoft provided a web-based business solution that was intended to better manage information on projects, programs, enable effective communication, and track status of different projects and assignments.

Below are the core features of the project management system:

• Project Management:

  Facilitates the users to define the project structure, allocation of team members and project stakeholders, assigning tasks, and scheduling, follow up, managing budget, various cost, and risks pertaining to the project. Classic and Kanban projects can be managed easily in a single integrated portfolio. Agile project management keeps control of the big picture. This integrated portfolio includes synchronized Kanban board, custom columns, integrated portfolio, integrated social network, documentation, and monitoring controls.

• Project Portfolio:

  Provision to have detailed information about the project which includes unique project number, name of the project, the priority assigned to project, project approval, project status, project manager assigned to project, start and end date of the project, etc. This enables user to confidently schedule projects based on his/her team’s capacity, and forecast the project pipeline to keep everyone in the loop.

• Planning and monitoring:

  User can thoroughly plan each project ahead of time and oversee it to completion, correct task definitions, redistribute team responsibilities and control any possible deviations (Task definition, team sizing, cost estimation and effort, Pre-project status, Project and task monitoring, Distribution of monitoring responsibilities, Earned value, future scenarios, alerts, and deviations)

• Resource Management:

  This feature allows the user to manage applications, information, and infrastructure that enable easy coordination amongst the team members and project activities.

  One can find and schedule the best project team, resolve staffing conflicts in real-time, and forecast hiring needs. Users can get a complete picture of all the moving parts by using availability sorting and custom filters to quickly see who’s available and make quick adjustments. With this solution, users can select a project manager, add team members within each project and assign them their responsibilities. Every time user assigns projects, the chosen team members receive notifications with basic information about their tasks.

• Graphical representation of Information:

  Provision to generate a project schedule in the form of a Gantt chart. Dynamically generated data are represented in a simple and presentable way by stunning graphics using a commercially available third-party tool. A Gantt chart will allow users to plan, control, and monitor timelines online. It can be printed as required.

• Dashboard:

  An informative dashboard that provides real-time information about project status, productivity, and risks associated with any particular project along with graphical representation of data related to project, team, cost & revenue, etc.

• Multicurrency and Multilanguage Support:

  Facilitates to view project costs and budget-related information in multiple currencies with foreign exchange conversion. User can set the language of his choice.

• Powerful Reporting Capabilities:

  A powerful third-party reporting tool is used to extract useful information based on various reporting parameters. Visualize complex data to spot trends, interpret performance across the business, and plan for organizational growth.

• Users and roles management:

  Facilitates role-based access to user groups. This feature ensures the authentication and authorization of user that has the privilege to access different functionalities of the application.

• Cost and Revenue:

  Users can be in control of all the costs and expenditures of each task, calculating the margin and properly monitoring them all with estimated and real costs stemming from hours worked, external costs, goods and services, forecast and real revenue, cash flow and project margin.

• Document Management:

  A powerful document management system that consists of unlimited document storage, compatible with external links and storage systems, links to projects, services, tasks, risks, and procurement.

• Accurate budgeting:

  Users can see how work is progressing and track planned vs. actual spend with project dashboards to keep projects within budget.

• Easy time tracking:

  Ability to keep team members focused on the work that matters with timesheets that make it easy for them to submit, track, and edit hours spent on a project.

• Task Management:

  Ability to oversee all aspects of your projects, from departments and task managers to progress, priority, and status. Users can define the timeline for each task. A file is categorized according to the types of tasks involved for subsequent analysis and has its own priority level for easy control of any follow-up activity that is shared between the teams responsible for each corresponding tasks and designated task managers.

• Risk and Issue Management:

  Forget about the risks associated with the activities because, for any unforeseen situations that may arise, this system is able to control any deviations with a single click. As the project manager, once the risks have been identified on the platform, it is easy to classify and document them, implement corrective measures. More importantly, this will be easier to do with the help of the assigned team members as they add their contributions online (Risk classification, Problems, bugs, change request, Customizable exposure level calculation, Assignment of managers, Mitigation and contingency plans, Impact on scope, schedule, and budget).

• Slack Integration:

  The solution directly integrates with from Slack. Teambot notifies users of any pending work and facilitates reporting. Users can report their progress and check their assignments using simple commands and buttons from their Slack chatbox, without having to log into the platform every time.

• Import from MS Project:

  The platform has an open philosophy that translates requirements into our commitment with compatibility in consideration. That’s why all the users can import projects created in MS Project by simply loading their .mpp files. Easy transition from MS Project to a fully-featured project and portfolio management software. MS Project is supported as a legacy system for the personal use of project managers reluctant to move to a SaaS model.

• Jira Portfolio Connector:

  JIRA Connector allows users to oversee the development process as it unfolds. Users can choose the JIRA “issues” and projects that are relevant for their project portfolio management processes and integrate them into their portfolio.

• Zapier Integration:

  Zapier allows integration of hundreds of apps without having to write a single line of code. The client’s platform has a Zapier integration that allows users to automatically create tasks starting from other applications. With this option, users can connect client’s platform to any existing software already integrated with Zapier.