Workbench by i-nexus Features

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

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.

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.

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

Define rules to assign employees and resources to various strategic plans

Support multiple strategy frameworks such as Balanced scorecard and OKR

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

Adds values, mission and vision statements to strategy plans

Assigns goals to strategic plans and define owners and milestones for each goal.

Allow users from multiple teams to collaborate on strategic planning and implementation.

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

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

Organize and schedule projects

Develop potential scenarios to identify risks and opportunities

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

Include KPIs to track the status and success of strategic operations.

Define and monitor objectives, and key results (OKR).

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

Track the status and progress of tasks

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

Monitor task progress and planned accomplishments to better manage project status

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

Allows users to create, modify, and delete tasks

Helps users capture all relevant details required to perform tasks

Assigns priorities to tasks and allows admin to change priorities

Provide standard Kanban cards for various types of tasks that can be modified by users

Allows users to drag and drop cards to rearrange them in a board

Boards provide visibility accross all projects, tasks, and users

Define the stages of a workflow and assign tasks to each stage

Tasks can be moved to a backlog based on priority and other criteria

Ability to improve workflows and processes by analyzing the flow of tasks

Configure existing workflows to meet your organization's needs

Track the performance of strategy execution tasks and identity opportunities for improvement

Clearly communicate how strategy plans should be implemented accross all departments of the company

Align all staheholders involved to improve collaboration, visibility, and performance

Track the performance of strategy execution tasks and identity opportunities for improvement

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

Organize and schedule projects

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

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

Tracking the status of previously identified performance measurements

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

Plan, manage, and track the financial activities of an individual or organization

Create budgets based on historical data and future projections

Create, design and manage workflows for repetitive tasks

Graphical representation of data

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

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

Generate one-off reports that meet information requirements

Ability to handle large datasets

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Securely stores data to prevent data loss or breaches

Visually identify direction of development and areas that require attention

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

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

Access, combine, transform, and store data without the help of an IT department

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

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

Import and export data to and from software applications

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Compare key metrics for the business against prominent players in the industry

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

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Combining data from different sources and providing a unified view

Predict future data based on historical data sets

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

Arrange tasks based on the level of priority or urgency

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

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

Creation and customization of dashboards

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

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

Document and report the progress of ongoing projects

Alter the layout and content of reports

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

Active reporting of data and metrics

Leave comments and notes on documents for others to view

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

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

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

Form predictions based on past and present data/trends

Create, manage and track all task activities and progression

Manage and track financials on a project-to-project basis

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

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

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

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

Receive data and information in real time

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

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

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Track and manage the scheduling of tasks

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

Ability to handle several projects simultaneously

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

Store and organize documents in a centralized system

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

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

Assign issues and tasks based on availability or required skills

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

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

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

Leave comments and notes on documents for others to view

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

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

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

Arrange tasks based on the level of priority or urgency

Define levels of authorization for access to specific files or systems

Supports simultaneous creation and work on multiple Kanban boards

Track the status and progress of tasks

Create, save, and store files

Monitor task progress and planned accomplishments to better manage project status

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

Tracking the status of previously identified performance measurements

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

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

Track and manage schedules and meetings via an integrated calendar

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

A digital list of items that need to be completed

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

Measure time to completion or hours worked for projects

Create, design and manage workflows for repetitive tasks

Monitor the progress of projects from start to finish

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

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

Pre-designed project plans that can be customized

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

Create, manage and track all task activities and progression

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

Create, design, and visually represent processes within the software

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

Track and manage task relationships and dependencies

Customize data fields to support various needs and use cases

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

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

Receive system updates as soon as any changes are made