Project Insight
Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS).
Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
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Planview Portfolios
Planview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
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Empiraa
Professional services have long struggled with a common challenge: strategy often gets stuck in static documents, disconnected tools, or forgotten follow-up emails. Empiraa replaces those outdated workflows with a centralized, interactive platform that brings strategic planning and execution into one real-time environment. Whether you're managing five clients or fifty, Empiraa gives you the structure and visibility needed to keep everyone on track—without adding more admin or headcount.
What sets Empiraa apart is its ability to streamline strategy delivery while elevating your brand. The platform is fully white-labeled, allowing firms to present a polished, branded experience that clients log into as if it’s your own proprietary software. From logos and color schemes to custom domains, Empiraa helps you show up professionally and consistently across every client touchpoint.
Inside the platform, users can build out strategic plans using pre-built or custom templates, create linked objectives, assign responsibilities, and connect key business data for live tracking. Empiraa integrates with tools like Xero, Google Sheets, and HubSpot to provide real-time visibility into performance, enabling your clients to stay accountable and proactive—without chasing updates or navigating spreadsheets.
Empiraa also solves one of the biggest pain points for growing firms: scalability. With multi-client management built in, you can view and control all client strategies from one dashboard, giving your team the capacity to take on more clients without compromising service quality. You can tailor user access, automate workflows, and replicate your best processes—turning your advisory service into a scalable, repeatable product.
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Strategypoint
Strategypoint offers a user-friendly and adaptable strategy management platform designed to facilitate effective strategy implementation. It encompasses a wide array of widely recognized best practices, enabling teams to collaboratively plan, establish objectives, and execute their strategies efficiently.
To begin, you can utilize a Strategypoint template or build upon your current strategic plan. The platform allows for seamless tracking of progress by ensuring all members of your organization are aligned with interconnected goals and work initiatives.
With Strategypoint, your team can turn its vision into reality, fostering a cohesive approach to strategic management!
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