Delivery health lacks business context
Schedule, scope, budget, and margin each tell a different story in a different place.
Bring people, projects, workflows, and enterprise applications together on one intelligent platform.
One connected record from first estimate to final payment.
Scope and price work from rate cards, informed by delivery history
Send the statement of work for review and electronic signature
Assign the team against real capacity and test staffing scenarios
Run the work on boards, sprints, and phases with governed gates
Track delivery status, portfolio health, and margin as work proceeds
Bill from tracked time and reconcile payment against the engagement
When execution, staffing, financials, and governance live in separate tools, delivery problems reach leadership in time to be reported, not in time to be fixed.
Schedule, scope, budget, and margin each tell a different story in a different place.
Staffing commitments are made without a shared view of allocations and demand.
Approvals, evidence, and client updates vary by project manager and live in inboxes.
Track tasks, schedules, and status.
Connects that work to capacity, cost, governance, and stakeholders.
Built for delivery owners
One source of truth for everyone accountable for the outcome
See portfolio health, financial exposure, and where intervention is needed.
Control plans, staffing, governance, and stakeholder commitments together.
Spend less time assembling updates and more time clearing delivery risk.
Work from controlled, real-time views instead of fragmented email threads.
Four disciplines, one delivery record
The platform links the operational and commercial decisions that determine whether project work succeeds.
Scrum, Kanban, and Waterfall with boards, sprints, phases, roadmaps, and Gantt timelines.
Estimates, rate cards, allocations, timesheets, forecasting, RAID, and change control.
Playbooks, required evidence, approvals, and platform-enforced phase and closure gates.
Draft backlogs, standups, status reports, and searches—with people approving every output.
Make your delivery method the way work actually moves
Configure the structure each project needs, then enforce the approvals and evidence that keep quality from becoming optional.
See capacity and commercial exposure before you commit
Put staffing, time, budget, and scope next to the work they finance—so corrections happen during delivery, not after reconciliation.
Delivery status, capacity, and margin in a single view
Leaders act during delivery, not after reconciliation — every audience gets the view it needs, computed live from the same record.
Everything else delivery teams ask for
Margin and delivery forecasts with trend snapshots, alerts, and what-if staffing scenarios.
Rules move work forward automatically — assignments, status changes, notifications, and approvals.
Branded portal with curated views, magic-link login, formal deliverable sign-off, and online invoice payment.
Estimates priced from rate cards, calibrated against delivery history, and sent for DocuSign signature.
Invoices generated from tracked time — pushed to QuickBooks or NetSuite, paid online through Stripe.
Planning poker for estimation and retro boards with anonymous input and live presence.
Use either model—or both—without fragmenting your portfolio.
Connect project work to the engagement, its economics, and a controlled client experience.
Bring partners into the process while keeping commercial information protected.
Both models share the same data model, workflow engine, governance controls, and reporting layer.
Reduce administrative writing without giving software authority over delivery decisions. Built on Claude.
Turns a project brief into a structured, hierarchical backlog draft — reviewed and approved into real work.
Imports Microsoft Teams transcripts and drafts standup summaries and action items.
Drafts client-ready reports from live project data, with an interactive refine loop.
On-demand workload and wellbeing signals by organization, project, or team.
Plain-English questions become precise, saved, shareable portfolio filters.
Automation rules can request AI content, routed to an approval queue with dedicated permissions.
Standing integrations cover collaboration, engineering, CRM, finance, and HR; importers and an open API handle the rest.
Entra SSO · Outlook Mail · Calendar · Teams bot & transcripts · SharePoint
Sign-in · Calendar · Drive · Gmail · Google Chat
Jira Cloud · Azure DevOps Boards · Spreadsheet import
GitHub · GitLab · Bitbucket · Slack
Salesforce · HubSpot · Zoho CRM · DocuSign
QuickBooks · NetSuite · Stripe payments
BambooHR · Workday, ADP, Gusto + more via Merge
REST API · Signed webhooks · Zapier · Make · n8n · Power Automate
Control where it runs and who sees what
Managed cloud or self-hosted with Docker in your cloud or on-premises.
Organization-level RBAC with project-scoped client and vendor roles.
Sensitive financial fields are removed before external responses are sent.
Login, email, integration, and field-level activity with actor attribution.
See it on real project data
We will tailor the demonstration to your delivery model, stakeholders, and systems. If there is a fit, the next step is a defined four-to-six-week pilot with your own baseline and outcomes.
Looking to tighten project governance, forecast capacity and margin, or bring execution and financials onto one record?
