IBM Targetprocess Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects.

Users can move tasks and change dependencies using drag and drop.

Receive system updates as soon as any changes are made

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Measure time to completion or hours worked for projects

Monitor and track bugs and issues in the system.

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Identifying the tasks to be completed and the people to complete them during a set period of time

Organize and schedule projects

A timeline for taking a project live that outlines what features should be operational at the go-live date

Ability to handle several projects simultaneously

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Pre-designed layouts that can be customized to match preferences and requirements

Pre-designed project plans that can be customized

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Level of completion within a task

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Establish measurable goals and objectives and track their progress over a specific period of time

Measure and track time including hours worked and paid time off (PTO)

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Track and manage the scheduling of tasks

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a place for product users to interact and ask questions.

Provides a medium for users to make suggestions for the product.

Calculate NPS of customers

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Measures the amount of work an employee can handle in a sprint.

Ranks the priority of a task.

provides a Kanban board to visualize tasks.

Enables the creation of custom workflows to facilitate various processes.

Predicts a products release based on the workflow.

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Tracks the amount of time spent on a task.

Measures the progress of tasks within a product workflow.

Measures the cost of tasks and enables the allocation of budget to different projects.

Reporting on how each user, task or process has advanced since its initiation

Track the status over time for a request, process, asset, or transaction

Track and document all activities across devices, networks, and other systems

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Monitor the progress of projects from start to finish

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

Tools to analyze productivity and other team data in order to better plan tasks and projects.

Analyze and gain insights into data in real-time

Interact with data visualization elements, such as charts and graphs, to drill down into data

The ability for teams to collaborate on projects and other tasks within the platform.

Tools to plan, delegate, and track short- or long-term projects.

Tools to assign and track tasks to various team members and monitor their completion.

Create, design and manage workflows for repetitive tasks

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Create, share, and manage the distribution of job descriptions/duties

Manage and track all internal and external communication conducted via calls, email, text, or chat

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Tools to create visual roadmaps for long-term strategy or innovation.

Long-term planning of projects, strategies, and taks with different phases or stages.

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Allows users to create goals and takss based on action items decided in in-person meetings.

Provides a channel for team members to share media files, communicate, and work together

Provide standard workflows that can be used accross the company.

Allow administrators to configure workflows and processes.

Deliver a single data repository for all project information.

Define and manage roles and access rights for the entire system.

Maintain procedures for data access and governance.

Allow users to use the system online and on mobile devices.

Set priority levels on tasks so individuals can organize their work.

Define dependencies between tasks and the rules to manage them.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department.

Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time.

Monitor resource allocation to identify shortages and adjust accordingly.

Define customizable workspace for teams, departments, and external users.

Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance.

Support multiple channels for internal and external communications.

Allow users to share and collaborate on documents and files.

Help users meet, share workspaces, and collaborate on tasks.

Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks.

Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software.

Provide integration with accounting software and ERP systems.

Connect to external data sources such as databases or BI software.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, manage and track all task activities and progression

Enables creation, management, and tracking of product requirements & features during product production/development

Assign issues and tasks based on availability or required skills

Store, manage, and track all electronic documents in a centralized location

Measure time to completion or hours worked for projects

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Log and record hours worked and costs spent to assist in billing and invoicing

Monitor the progress of projects from start to finish

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Define strategic objectives related to project and portfolio management

Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements

Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.

Assist with dynamic portfolio-level resource planning and what-if scenario modeling

Create plans to implement activities to achieve strategic objectives

Simulate the outcomes of various business case scenarios and mix of projects

Assign priorities to projects and portfolios based on strategic objectives

Align project and portfolios with the strategic objectives of the company

Provide a 360 view of all projects and portfolios and their corresponding strategies

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates

Help with continuous improvement and to adapt to strategy updates and market changes

Provide pre-defined strategy models that can be customized and combined by users

Support multiple strategy frameworks such as Balanced scorecard and OKR

Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion

Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues

Enable forecasting future performance, resource requirements, and potential risks and opportunities

Optimize workflows and processes using machine learning and natural language processing (NLP)

Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment

Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Move files across different systems or networks

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Create, manage and track all task activities and progression

Provides a channel for team members to share media files, communicate, and work together

Receive system updates as soon as any changes are made

Define levels of authorization for access to specific files or systems

Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment

Manage and track all internal and external communication conducted via calls, email, text, or chat

Import and export data to and from software applications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifications that are delivered to users as soon as an event occurs

Application programming interface that allows for integration with other systems/databases

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Assemble applications and processes by dragging over and arranging pre-built components

Leave comments and notes on documents for others to view

Customize data fields to support various needs and use cases

Track and manage schedules and meetings via an integrated calendar

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Enables creation, management, and tracking of product requirements & features during product production/development

Plan and coordinate all the resources, costs and time needed to execute assignments

An @mention is a way to tag or notify a specific person about a message/post

Ability to handle several projects simultaneously

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize and schedule projects

Allow users to access multiple services after entering their login credentials once

Store and organize documents in a centralized system

A timeline for taking a project live that outlines what features should be operational at the go-live date

Visualize and analyze customer experience across all touchpoints and channels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

View and track pertinent metrics to find patterns and gain insights from data

Manage, store and organize emails within the system or via third-party apps

A digital list of items that need to be completed

Gauge satisfaction and receive information for improvement and success

Specify or track the date/time a project, task, etc., is due for completion

Use AI to generate content in the form of text, images, videos, etc.

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Receive data and information in real time

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Manage a detailed schedule of a product plan

Create, save, and store files

Protect sensitive data for digital privacy

Pre-designed project plans that can be customized

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and re-purpose templates for emails, forms, etc.

Allow guests to view the software and interact with users

Graphical representation of data or processes

The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.

Application programming interface that allows for integration with other systems/databases

Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement

Create, manage and track all task activities and progression

Define levels of authorization for access to specific files or systems

Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.

Organizing a group of people to accomplish a task

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Evaluating and prioritizing change requests that are received while working on the project

Leave comments and notes on documents for others to view

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

An @mention is a way to tag or notify a specific person about a message/post

Estimate or forecast of a future scenario based on the study of present trends

Provides a channel for team members to share media files, communicate, and work together

Track and manage schedules and meetings via an integrated calendar

Manage, store and organize emails within the system or via third-party apps

Create, manage, or update project workflows.

Specify or track the date/time a project, task, etc., is due for completion

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Customize data fields to support various needs and use cases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, design and manage workflows for repetitive tasks

Create, save, and re-purpose templates for emails, forms, etc.

Identify, track, and respond to negative feedback

Import and export data to and from software applications

Create, save, and store files

Assign issues and tasks based on availability or required skills

Document and report the progress of ongoing projects

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Active reporting of data and metrics

Notifications that are delivered to users as soon as an event occurs

Enables creation, management, and tracking of product requirements & features during product production/development

Search and filter data across systems to locate required information by entering keywords or certain criteria

Identify and respond to unexpected problems or failures (ie. "negative events")

Store, manage, and track all electronic documents in a centralized location

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Supports project management for IT professionals & teams

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Track and monitor efficient handling of all changes/transitions

Access the system via a mobile application

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards

Create, manage, and send invoices or bills to customers

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

SaaS, web-based, online deployment

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Private online space that lets businesses securely share documents and provide information access to clients

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Form predictions based on past and present data/trends

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Provide support to your customers and employees remotely over a shared network

Predict future data based on historical data sets

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Diagram that depicts connections among nodes in a network

Plan and coordinate all the resources, costs and time needed to execute assignments

Store and organize documents in a centralized system

Graphical representation of data or processes

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A document that lists daily activities or maintains a record of all events that happened in a day

Configure existing workflows to meet your organization's needs

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle

Manage a detailed schedule of a product plan

Tracking the status of previously identified performance measurements

Designed for small businesses

Communicate using direct chat or messages within the system

Communicate using messages within the system

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Group collaboration to solve ideas in a productive and concentrated manner.

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Track and document all activities across devices, networks, and other systems

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Reporting on how each user, task or process has advanced since its initiation

Allow users to access multiple services after entering their login credentials once

Access software remotely via mobile devices

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Monitor the progress of projects from start to finish

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of exploring and evaluating new ideas as well as composing solutions and tracking progress in order to bring them to market

Arrange tasks based on the level of priority or urgency

Tracks metrics that provide insight into how a user interacts with any interface or product

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Provides a channel for team members to share media files, communicate, and work together

Notifications that are delivered to users as soon as an event occurs

Use AI to generate content in the form of text, images, videos, etc.

The creation, development, and sharing of potentially innovative new ideas

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Communicate using direct chat or messages within the system

Enable custom polls/voting to facilitate decision-making or increase engagement

Application programming interface that allows for integration with other systems/databases

Review data from past periods to reveal recurring tendencies and predict future performance

Configure existing workflows to meet your organization's needs

Graphical representation of data

Leave comments and notes on documents for others to view

Identify, track, and respond to negative feedback

Manage and track all internal and external communication conducted via calls, email, text, or chat

Timed notification for any upcoming task, deadline, appointment, or activity

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized storage for employee data, records, and performance metrics

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track the status and progress of tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Arrange tasks based on the level of priority or urgency

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Reporting on how each user, task or process has advanced since its initiation

Organize and schedule projects

Graphical representation of data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Establish measurable goals and objectives and track their progress over a specific period of time

Create, manage and track all task activities and progression

Receive system updates as soon as any changes are made

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Document and report the progress of ongoing projects

Allow users to access multiple services after entering their login credentials once

Allows employees to set and manage work or career related goals

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of dashboards

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Leave comments and notes on documents for others to view

Tracking the status of previously identified performance measurements

Track employee schedules, availability, and performance across projects and tasks

Pre-designed layouts that can be customized to match preferences and requirements