• Able to configure solution with a trained in-house System Administrator.
• Able to configure/build reports in-house.
• Reports can be generated by most users within their own security access.
• Ability to self-tailor registers such as issues, risks, decisions, change.
• Ability to self-tailor fields for data collection.
• Ability to self-tailor checklists.
• Ability to self-tailor customizable workflows.
• Ability to self-tailor or create project, jobs and portfolio reports and dashboards.
• Ability to self-tailor prioritization criteria and relevant weightings.

• Supports workflow management (generates alerts, notifications – emails) for:
  – approvals
  – endorsements
  – escalations
  – deadlines/milestones
• Ability to send emails to approvers and automatically prompts to attach relevant documents & reports as part of the email.
• Enables workflows to be tailored for all teams involved.
• Ability to trigger a workflow manually or automatically (when certain predefined conditions are met).
• Notifications – email, text, pop-ups, etc
• Provides meeting schedule with automated invites.
• Ability to define responses for notifications (like ‘voting buttons’), for example, if receiving an email to approve a request, able to respond ‘approve’, ‘decline’, ‘more info required’.
• Ability to report on whether or not responses for notifications have been received.
• Ability to provide visibility of the workflow itself (i.e. progress through).

• Provides template/content library for project artefacts (e.g. emails generated from workflow).
• Ability to add, modify & save templates and forms.
• Ability to restrict access for adding, modifying & saving templates and forms.
• Ability to assign content owners to templates and forms.
• Ability to create project artefacts when required eg project brief, all the relevant documents, project plan, project budget (customisable).

• Define standard pathways through projects for the different phases depending on the type of project (IT software, IT hardware, construction, refurb, acquisition, Process Improvement etc), include variations.
• Able to configure the level to which ‘tasks’ drive activity, where needed it’s configurable.

• Design/build customized & automated report production with nominated team members assigned.
• Produces Project status reports out of the box that is relevant to the business.
• Produces workflow status reports out of the box that is relevant to the business.
• Produces Portfolio dashboard reports out of the box that is relevant to the business.
• Easy and simple user interface for system users.
• Ability to add commentary to the Dashboard report.
• Ability to export reports at any given point.

• Able to have named user licenses (Dedicated licenses/username) or Ability to manage/allocate pool of licenses to users.
• Able to have generic user licenses (so more than one person or a group of people can use that login).
• Able to pick and choose/define features/functions/data for user groups (define user roles that require certain functions and features).
• Permission-based access.
• Different access controls based on internal/external roles and role types.
• Option for ‘View only’ access.
• Able to manage users internally from your smart device.

• Ability to integrate with Automation platform zapier.
• Ability to integrate with xero.
• Ability to integrate with google/ google drive / dropbox/ etc..
• Ability to integrate with Iauditor.
• Ability to integrate with content management system (CMS) – trello.
• Ability to customise integrations.

• Supports creation and management of project schedules  (e.g. via templates, by a user or from an existing plan).
• Enables controls around schedule creation/modification/deletion.(i.e. being able to control who has access to the schedule and able to do what).
• enables backing up & exporting as  CSV file.
• Enables tracking vides project baseline tracking, version control, audit.
• Provides workflow guidance, status (progression through workflow), and progress reporting.
• Ability to support quality assurance plans and criteria for signoff.
• Ability to capture signoff processes and criteria met.
• Not confined by any particular project methodology so able to set up a project based on Organisation’s knowledge/preferred method. (e.g. templates for different types of projects, categorization of milestones, activities, activity codes, etc.)
• The seamless synchronization between systems, applications and the tool of, at a minimum, schedule information (eg tasks, linkages, effort, progress, resource).
• Supports customizable/user-defined metrics, scales, models, logic.
• Able to address non-financial project benefits (e.g., impacts on corporate image, service quality, learning, safety, non-human error with report production).

• Supports issue tracking and management (e.g., issue definition, assigning to issue owners, converting issues to tasks, tracking progress/actions).
• Allows customization of issues and categorization.
• Supports risk tracking and management (e.g., risk definition, assigning to risk owners, converting/link Risks to issues, treatment/mitigation plans, tracking progress/actions).
• Allows customization of risks and categorization.
• Allows for risk criteria to be easily set up for individual projects (distinct from programmes, from Portfolio, and from Corporate Strategy).
• Risk terms and processes are consistent with your nominated ISO standard.
• users can add project risk assessments and is able to compare projects based on risk level.
• automate already existing risk assessments to any project.

• Enables change request management (change request reporting, tracking, approvals, change request impact analysis) – i.e. project variations.
• Has a Change request workflow that retains a register of change requests within the system.

• Ability to self-assess and record the health of each and ALL of a project or programmes: governance; schedule; scope; benefits; resources; stakeholders; risk.
• Ability to copy & assign boards/projects based on similarities.
• Enables importing/exporting project plans/schedules from MS Project, MS office, pictures, emails as attachments.
• Able to automate the capture, compute, and report real-time actuals.
• Able to aggregate time, effort, and schedule data across projects (e.g., Gantt data roll-up).
• Provides dashboard view of the status of all projects with the ability to drill down – limited to certain users.
• Supports the monitoring the progress, movements of projects on a month to month basis.

• Supports verification of project deliverable acceptance criteria.
• Supports post-implementation reviews
• – Enterprise storage of documentation, searchable, storage of key documents, auditable.
• Supports the ability to attached documents or links to documents, against a project.

• Captures necessary information for characterizing individual resources (e.g., skills, certifications, education, rates, interests).
• Provides dashboard view with drill down to individual resource availability (eg., by time, skill, location, assignments).
• Tracks evolution and development of individual resources (e.g., experiences, skill growth).
• Includes non-human resources (e.g. normal, consumable, perishable) for non-human resource management.

• Supports time-phased resource booking to projects (by manually loading resource assignments).
• Support resource booking to organizational requests (for subsequent assignment to projects).
• Includes operational and administrative resource assignment (in addition to project resource assignment).
• Allows viewing resource assignments by individual and project.
• Allows manual changes to resource assignments for individual projects after project initiation.
• Supports approval processes for the assignment of resources.
• Supports non-human resource allocation management.

• Able to optimize/re-optimize portfolios with some projects being “forced in”.
• Displays individual sources of project value of customer service, safety.
• Able to provide real-time feedback to users on the impact of project inputs.
• Calendar of activities and events that may influence the ability to deliver projects.

• Single repository for all projects.
• Easy to create, change, delete, and view projects and project data.
• Accommodates all project types and project information and to different levels of detail (some projects may be sufficient at the milestone or high-level task level while others might need to be extremely detailed day by day).
• Supports dependency links among projects.
• Provides data cut-and-paste, project cloning, and data roll-over.
• Allows multiple portfolios and portfolio hierarchies (parent-child links).
• Provides search, filter, and sort (e.g. keywords, wildcards, partial search, ‘ favorites’, ‘my projects’, last used, etc).
• Supports data import & export.
• Accommodates hundreds of users.
• Accommodates hundreds/thousands of projects
• Accommodates hundreds/thousands of reports.
• Accommodates hundreds/thousands of documents.
• Provides security (encryption), controlled access and change privileges, and audit trail (who changed what when).
• Supports mass communication and notification through bulletin boards.
• Provides targeted communication and notification selective, rule-based notifications.
• Supports real-time group communication (e.g., online chats, discussion forums, instant messaging).

• Tool delivered with training for installation and operation.
• System Administrator training enables dedicated staff to train users (i.e. ‘train the trainer’).
• Tool incorporates help features (e.g., mouse roll-over, documentation, educational videos, on-line training).

• Needs to be a cloud application, utilizing smart devices (phones/tablets).
• Detailed release notes/emails as to changes and new features/functions.
• Adequate notice is given prior to upgrades being available/deployed via service providers.
• Digital Flare can be counted on to provide responsive, consistent ongoing support during NZ business hours (maintenance, enhancements, advice, development support, etc.) for a monthly fee.

• Able to be used accessed on desktop, laptop, or tablet with no difference in functionality.
• Ability to be accessed from a mobile device via an app (iOS and Android).

• Need to purchase additional hardware in order to use the automated system.
• Compatible with enterprise’s platform (internet, etc)
• Require 4G compatible tablets to capture data collection.

• Easy to generate useful, understandable, schedulable displays and reports.
• Provides customizable dashboard views plus the ability to drill down.
• Allows users to configure/customize/format views, graphs, and reports.
• Provides document management (document storage, read, save-as, check-in, check-out, version control, history, etc.).
• Usable for different skill sets/PM maturity – no need to be a trained project manager to be a user.
• Intuitive looks professional, modern, easy to use.

• Scalable to a regional solution, including ‘multi-tenancy’.
• Privacy impacts are considered/catered for in architecture.

All systems integrated regularly released with improvements.

• Affordable implementation costs.
• Affordable ongoing support / maintenance costs.