Business Application Software

Project Management

Intuitive and easy to use Project Management for enterprise projects large or small
Functionality
Project Management is an integral part of the Trivaeo Business Applications Suite and is designed to work both standalone as well as being seamlessly integrated across the board. The application is written and designed to be used to support a business and its projects. It is not only a tool for project managers, so you don't need 20 years experience as a project manager to understand how to use it. Any user in your business, with the relevant permissions, may create projects. Even the simple act of promoting an 'opportunity' to an 'order' in CRM gives you the option of creating a project to support the order. With a project created, you define its basic parameters and then set out the tasks to be achieved to deliver it. Job done! Well, almost. Read on for more...
Features
  • Very easy to use
  • Linked to CRM, Tasks, Resources, HR, Timesheets, Expenses...
  • Monitor project budgets and burn rates
  • Sliders to indicate progress against tasks
  • Integrated to company wide calendar
  • Set predecessors, start and end dates to all tasks
  • Set deadlines and constraints to any task
  • Add documents and notes to tasks
  • Create Projects from within Team Rooms to hone focus for a team
Benefits
  • Can be used by all employees, not just specialists
  • Continuinity in process by default with carry-over of documents and sales histories into a project
  • Time and Materials based invoicing or burn against prepaid projects is easily managed
  • Gantt charts are dynamically created, you just set the tasks!
  • Deadlines focus your resources to deliver on time
  • Keeping the paperwork with the project saves on complexity and confusion
  • Readily enables your clients to login and take part in the project with you
Imagine a project management solution that doesn't need a project manager to run it? Now you are imagining something close to what this is! It is an enteprise tool that puts tasks at the forefront of a project, where a project is any deliverable in products or services that uses resources to take it from an order to a happy customer. Unlike other project management tools it is not overly complex and even the least professionally qualified project resource will be comfortable using it. It is feature rich enough to keep the most case-hardened project manager happy too. It is cleverly integrated into CRM so that information gathered in the pre-sales process is instantly available to becoming a project on receipt of the 'order' from a client and then its tightly integrated into clients and invoicing so that your project can be tracked for performance against its financial objectives throughout. This even extends to timesheets and expenses integration, plus the ability to assign tasks to your employees so that they can complete timesheets against these tasks and their actual costs are tallied up instantly. Your business will always know exactly where it is on any call-off against a fixed budget, or what the running invoiced totals are for a Time & Materials based project too. It is naturally linked to HR so your employees are resources. You can even add your client as a self-service user so that they are available to the project as a resource that can receive tasks! So, the next time you need a client to submit details of the planning approval on your next big build then they can submit the certificate to your project. All you have to do is give them the task do so!
Introduction to Trivaeo Project Management

What is Project Management for?

The main focus of Project Management

The purpose of Project Management is multifold, but can be described in the following ways;

  • It makes it easy for your business to plan deliverables to clients that may involve lots of moving parts, products and resources
  • It relies heavily on Task Management to hand out 'jobs' and 'tasks' to your resources even if they don't know what project management is or what the tasks they are doing actually relate to. Indeed, your users don't even need to know the detail of the big picture in all cases, just the details of the tasks they have been assigned
  • It helps to monitor and track billing, invoicing, expenses and timesheets against a project
  • It makes it easy for project managers to include 'delays' or 'lag' between tasks to cover for natural latency and slippage
  • Your business can maintain a register of risks for any project recorded and the mitigation planned to reduce those risks
  • Your business or sales team can easily document to initial requirements in any project so your delivery teams know exactly what the requirements are
  • Easy reporting keeps the project manager and leadership team on top of the deliverables at all times

There are no vertical or business-line assumptions in Trivaeo Project Management. It is perfectly suited to many industries as it is freeform in nature and its completely up to the project manager or leader to define the conditions for any project.  Then its just a matter of defining the tasks involved in the project, assign those tasks to resources and the rest is automated!

Main areas of focus

Trivaeo Project Management - Highlights

  • Intelligent Unification
    As your business activates other applications they are automatically integrated into Project Management. For example, your team promotes an opportunity to an order in the CRM system will cause the system to ask them if they'd like to have a project created at the same time
  • Go beyond Project Management
    The project management application doesn't just plan a timeline - it unifies resources, sites, contracts, requirements, risks, files and attachments at the same time as helping the project manager actually plan the deliverables
  • Inherent Task Management
    Assign tasks that lean on alerting and notifications to any resource across your business. At the same time use task completions as 'milestones' that trigger other things like invoicing a client based on percentage achievement against the plan and more
  • Auto Gantt Charting
    Your users don't have to understand Gantt charting - they just have to be able to understand the tasks they assign or accept. The project Gantt chart is completed for them automatically.  They can even establish their own predecessors on each action or task and all dates move automatically
Hassle Free
  • Increase Productivity
    Project Management makes full use of underlying Documents and Document Collaboration, Team Rooms, Self Service Users and other application genres as you add them. You don't have to activate or integrate them in any form.  Even contracts and supplier management feed your projects instantly as soon as they are activated and assigned to any user in your business
  • Full Project History
    All antecedence to any project in pre-sales from leads to opportunities to orders and all associated papework, quotations and communications history with the client are instantly available to the project team and form part of the 'total view'.  This saves your project managers days if not weeks in orchestrating kick-offs to completely understand the deliverables
  • Requirements
    Directly relate your clients 'requirements' to the deliverables in the project.  You can even use basic risk management practices by using the projects own risk registry too.
  • Extensible with Intelligent Change Control
    Whilst not available as a standard self-service based license it is possible to use an extension to project management from the Trivaeo Solutions portfolio called i-VO - an Interactive Variation Order platform with a mobile application that allows your project team to intelligently handle Change Requests and the authorisations from your clients to proceed in each case.  This massively reduces scope screep and the associated billing 'arguments' that easily occur if you dont' have the rigour of i-VO supporting your business
Trivaeo Project Management is a project management tool designed for use by people who understand the principles of managing projects but not the details of being a 'project manager'. Even the most rudimentary approach to managing tasks that themselves result in delivering projects is enough.  Think of it as a project management tool written by project managers to be used by staff that are not project managers!  It focuses the eye and activities of the business on what needs to be done and what impact these tasks have on the tasks that follow.  This is a very powerful set of tooling that takes an hour or two to master but will save hundreds of hours for your business over the course of its regular use.
Project Management Highlights

Project Management power features

Tasks at the Core

Tasks and Activities in a logical order
Use simple allocation of tasks whilst noting their predecessors to shape the timeline and pathway of your project. You can even note the contraints and deadlines on each task

The result? A beautifully automated Gantt chart!

Owner and Resources

Own and Allocate as needed
A task has an 'owner' who is responsible for delivering the 'activity' but can also note the resources he/she will be using to deliver the action itself

Power Reports

Let our solution do the project reporting for you
Each project has its own detailed 'Project Cost' reporting that automates the creation of project resource, costs and expenses
Power Features

Trivaeo Project Management at a glance

Quick Navigation

Get to what you need, fast
The quick nav allows you to quickly navigate through all applications and sub-applications easily and quickly but all the while the users remain in the team room. They hit Leave on this menu to return to the main business applications dashboard

Projects List

Access and Create Projects from here
Access all projects from here or create new ones as desired. They may also appear in the list automatically because an opportunity was promoted to an order and the sales team asked for a project to be created automatically at the same time

Global Resources

Works with e-HR to expose your resources
With or even without the e-Human Resources applications enabled for your company your project team can define the resources they have available to them across the projects they manage.  If you have the e-HR application too then you can automatically incorporate the employees as 'resources' including their internal 'costs' to the business to automate your project costings, receive expense claims against projects and more!

Reporting

Quick access to overall reporting
Global Reporting allows your business to deliver projects against a 'burn list' that shows the burn of expenses and costs against a forecast project budget.  Reporting is otherwise done on a project by project level and is accessible from each projects main window

Dashboard and Widgets

Real-Time Dashboard
This main widget area highlights current project based calendar entries, workflows and tasks that relate to the currently logged in user.
  • Quick Navigation

    Get to what you need, fast
    The quick nav allows you to quickly navigate through all applications and sub-applications easily and quickly but all the while the users remain in the team room. They hit Leave on this menu to return to the main business applications dashboard
  • Projects List

    Access and Create Projects from here
    Access all projects from here or create new ones as desired. They may also appear in the list automatically because an opportunity was promoted to an order and the sales team asked for a project to be created automatically at the same time
  • Global Resources

    Works with e-HR to expose your resources
    With or even without the e-Human Resources applications enabled for your company your project team can define the resources they have available to them across the projects they manage.  If you have the e-HR application too then you can automatically incorporate the employees as 'resources' including their internal 'costs' to the business to automate your project costings, receive expense claims against projects and more!
  • Reporting

    Quick access to overall reporting
    Global Reporting allows your business to deliver projects against a 'burn list' that shows the burn of expenses and costs against a forecast project budget.  Reporting is otherwise done on a project by project level and is accessible from each projects main window
  • Dashboard and Widgets

    Real-Time Dashboard
    This main widget area highlights current project based calendar entries, workflows and tasks that relate to the currently logged in user.

Hints and Tips

 

Hover your mouse over the black dots for access to a quick description or video about each application element.


Project Management is a science and an art form and can easily be taken to extremes where the tooling and the approach is something that can only be mastered by a highly qualified Project Management professional.  This is NOT what Trivaeo project management is about. Our project management application enables non-project management qualified personnel to act professionally in delivering projects without needing to understand the project management process in detail. At the same time it is functional enough to allow project management staff to track and detail what they need.  The auto-linking to contacts, contracts, documents, companies and team-rooms with self-service takes it into high end project management territory but because its does all this automatically it remains absolutely intuitive to use.
Dave Tidwell, Chief Operating Officer
Trivaeo Project Management Main Window
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  • United Kingdom +44 (0)844 561-1979
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