Workbench by i-nexus Features
Portfolio Management (4)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (3)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Resource Management (3)
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Prepare (3)
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Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
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Rules
Define rules to assign employees and resources to various strategic plans
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Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Plan (4)
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Vision Statement
Adds values, mission and vision statements to strategy plans
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Goals
Assigns goals to strategic plans and define owners and milestones for each goal.
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Collaboration
Allow users from multiple teams to collaborate on strategic planning and implementation.
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Cascade Planning
Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Optimize (3)
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Progress Tracking
Monitor the progress of all activities related to strategy and identify opportunities for improvement.
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KPIs
Include KPIs to track the status and success of strategic operations.
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OKR
Define and monitor objectives, and key results (OKR).
Tasks (3)
Tasks
Allows users to create, modify, and delete tasks
Details
Helps users capture all relevant details required to perform tasks
Priority
Assigns priorities to tasks and allows admin to change priorities
Kanban Boards (3)
Kanban Cards
Provide standard Kanban cards for various types of tasks that can be modified by users
Drag and Drop
Allows users to drag and drop cards to rearrange them in a board
Visibility
Boards provide visibility accross all projects, tasks, and users
Planning (3)
Workflow
Define the stages of a workflow and assign tasks to each stage
Backlog
Tasks can be moved to a backlog based on priority and other criteria
Optimization
Ability to improve workflows and processes by analyzing the flow of tasks
Execute (4)
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Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
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Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company
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Alignment
Align all staheholders involved to improve collaboration, visibility, and performance
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Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Strategic Planning - Strategic Portfolio Management (8)
Objectives
Define strategic objectives related to project and portfolio management
Roadmaps
Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements
Demand management
Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.
Resource Planning
Assist with dynamic portfolio-level resource planning and what-if scenario modeling
Planning
Create plans to implement activities to achieve strategic objectives
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Alignment
Align project and portfolios with the strategic objectives of the company
Strategic Management - Strategic Portfolio Management (8)
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Change Management
Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Data Analysis - Strategic Portfolio Management (3)
ESG Impact
Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion
Financial Performance
Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues
Forecasting
Enable forecasting future performance, resource requirements, and potential risks and opportunities
Artificial Intelligence - Strategic Portfolio Management (3)
Process Intelligence
Optimize workflows and processes using machine learning and natural language processing (NLP)
Predictive Insights
Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment
Virtual Agents
Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management
Agentic AI - Kanban Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives



