CANOPYv100. Portfolio, Program and Project Management Suite Project Assistant Program Coordinator Portfolio Administrator

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1 TM CANOPYv100 Portfolio, Program and Project Management Suite Project Assistant Collaboration Consolidation Clarity Program Coordinator Portfolio Administrator

2 CANOPYv100 Portfolio, Program and Project Management Suite NewSolve has been deeply involved in the Program Management area and has spent considerable time refining its products to provide up-to-date solutions for today s Portfolio and Program Management needs. CANOPYv100 Portfolio Administrator, Program Coordinator and Project Assistant are tailored to meet the Portfolio, Program, and Project Management needs of any sized organization. The CANOPYv100 Portfolio, Program and Project Management Suite (PPPMS) includes several key tools for effective project/program/portfolio management and governance. These tools do not replace the functions of project managers nor the need to communicate, but they enable and empower project managers and their team members to become highly effective communicators and collaborators. These tools also increase the visibility of key areas to upper management, enabling problem areas to be quickly identified and appropriately adjusted. By helping provide the right level of feedback, the process contributes significantly to reducing risk and improving overall program clarity. Portfolio, Program and Project Management Suite includes tools which allow larger organizations to capture, log, track and report on enterprise wide issues, risks, decisions, change request and action items. It also includes a powerful status reporting application for streamlining and capturing all of the enterprise projects status reports on a set periodic basis. Management dashboards can be created to provide real-time updates (headlights) into overall portfolio and program health. our framework... NewSolve s Application framework, CANOPYv100, enables its RADDD (Rapid Application Design, Development and Deployment) strategy for implementation of IT solutions. Functionality can be developed using isolated modules as building blocks for entire web applications. These modules are custom-made and plugged into the framework to create a coherent, cohesive, unified environment which simplifies and enhances the user experience. Modules are role-based to allow users with appropriate levels of security privileges to complete tasks with ease while securing access to organizational data from unauthorized users. CANOPYv100 contains numerous modules which are essentially the building blocks of web applications. The modules provide a diverse range of functionality and can be organized based on management s preference to deliver a seamless user experience including real-time reporting, executive dashboards, data analytics, document management, communications, collaboration and just about any tool or functionality imaginable - a true one-stop shop. CANOPYv100 is flexible and agile enough to adapt to any situation. Its functionality can be easily expanded by building modules which provide new or expanded functionality to the overall application, but isolated such that it can be designed, developed and deployed without significant impact to other modules already in the application. This ability to continually expand in functionality is core to NewSolve s approach of iterative solutions development. The CANOPYv100 framework also provides you with significant opportunities to grow. Our Content Management Suite* includes an extensive set of powerful tools enabling and simplifying the publishing of dynamic web content. CANOPYv100 CMS makes it easy for you to deliver your online goals by providing strong communication platforms, powerful collaboration tools as well as the building blocks needed to create rich and diverse online communities. With our Ecommerce Management Suite*, you can easily turn part of your site into an online store open 24/7 for business. * This is an add-on to NewSolve CANOPYv100 and is licensed and priced separately.

3 24/7 customer service & support... At NewSolve, the complete satisfaction of our clients is our top priority. We are present and available throughout the entire process of developing and deploying your solution to provide guidance and assistance. Our highly trained support team understands the importance of quality service and will work with you to ensure quality solutions. They are available 24/7 by phone, or on our website. Our website also offers a comprehensive knowledge base consisting of user guides, troubleshooting assistance, and best practice documentation. NewSolve provides optional training to better acquaint you with our products and ensure that you get maximum benefit from your solutions. As well, our consulting services group is always ready to assist with those more complex requirements and customized solution-specific development. our building blocks... The Status Reporting module allows all project managers to submit a consistently structured status report periodically (weekly, bi-weekly, monthly, etc.) providing updates to milestones; assessments of KPIs (both at a project and/or sub-project/work-stream level); highlighting key issues, risks, decisions or change requests; identifying activities planned and achieved, planned but not achieved, and not planned and achieved. As well, all status reports for a period can be simply consolidated to create a program/portfolio view. There are several logs with can be used to track and govern program/project activity. The Issues Log facilitates tracking, reporting and escalation of issues at all levels. The Action Items Log allow project resources to document and track the progress of action items, creating a mechanism for ownership and accountability. The Risks Log facilitates documentation, tracking, reporting and management of risks which may have an impact on the success of the project. The Decisions Log enables the recording and documentation of non-trivial decisions, creating a knowledge base of historical records and source of information. The Change Requests Log facilitates the compilation and subsequent submission of a requested change by a project manager to the Project Management Office/Change Control Board. The due diligence section allows individual approval and reviewer groups to document their approval of the change. The Resource Management module provides a centralized location for the maintenance of all resource related data and security configuration. Information captured includes general contact information; emergency contact information; resource costs information including contracts and rates; asset assignments and software licenses; assigned projects, teams and groups. The Artifact Management module introduces a new way of storing and retrieving project artifacts. It also allows the user to categorize them, set the current phase, and link them to related projects. Accessing all the charters across a Portfolio or Program is a simple as selecting charters. Similarly, accessing all the documents under change control for a single project is as simple as selecting the project. The role based nature of CANOPYv100 allows for the development of user centric modules which gives users a view of information that is specific to them. For example, the My Issues module will list only those issues that are relevant and pertinent to that resource they may be one of the creator, owner, executive owner, or even the resource raising the issue. Modules include My Risks, My Decisions, My Action Items, My Change Requests and My Decisions. The notification module can be enabled to send a single per day (so as not to overwhelm users inbox) containing a summary or all issues, risks, etc. pertaining to that user. The , for example, may contain issues which are coming due, or has become overdue, or has been updated by another user. Each of these summary items are clickable, which takes the user back to the detailed item log in the portal allowing easy access to review or update. 24x7 support is provided as part of the Enhanced Support package. The Basic Support package includes support Monday through Friday, 8:00am to 8:00pm EST.

4 < < CANOPYv100 Portfolio, key features... Program and Project Management Suite management dashboards... With CANOPYv100 Portfolio Administrator, you can create customized portfolio and program dashboards which report on the health on the overall portfolio and individual programs in real-time, based on the information currently available within the system. These dashboards provide the headlights to give portfolio managers, program managers, executives and other stakeholders visibility into the programs near future and allows them to maintain careful watch of higher risk areas, as well as, to identify other potential and emerging risks as early as possible. The preferred strategy is to identify these risks in the earliest possible stage and to mitigate them using the best available approaches and in so doing, help increase the possibility of overall program success. Dashboards can be configured to show snapshots of Issues, Risks, Action Items, Decisions, Change Requests, etc. Similar to all other modules in CANOPYv100, the dashboard modules are based on users and roles. As well as having the option for all dashboard users to view the same or similar information, the modules can also be configured so that each user can view only the information that is relevant to them, and covers their sphere of influence, i.e. the specific area(s) for which they have responsibility. Dashboards can be configured to show historical trending of Issues, Risks, Action Items, Decisions, Change Requests, etc. CANOPYv100 Portfolio, Program and Project Management Suite adds to the traditional project management toolset and provides enhanced tools for overall portfolio and large program governance. These enhanced tools facilitate effective information sharing, communication and transparency, and lead to better team collaboration with extended opportunities for leveraging solutions across the organization. The development of broader solutions, streamlined processes and organizational practices result in innovative ways of driving improved customer satisfaction, increased productivity, reduced costs and, ultimately, ensure overall program success. Innovation Governance Portfolio, Program & Project Management Suite Collaboration < < Communication Dashboards can include a scorecard showing project, program or even overall portfolio health.

5 key features... Portfolio/Program Dashboard Create a customized user summary view providing the necessary headlights into portfolio/programs, reducing potential risks and surprises Scorecard showing project KPIs and measures (e.g. green, yellow, red) as well as trending (e.g. stable, improving, declining); an indication of overall project or portfolio health View a multitude of analytical charts and gauges showing either snapshots or trending of various measures including open issues and risks, schedule slippage, budget overruns, etc. Automatic roll-up and consolidation of project data based on various hierarchies for querying and reporting Drill-down into specific program/project elements to isolate potential sources of problems Status Reporting Centralized status reporting tool for project managers Track KPIs at project and/or sub-project/work-stream level User definable KPIs at the Portfolio/Program level Track milestones at project and/or sub-project/work-stream level User definable milestones at the Portfolio/Program level, customized to individual projects Generate consolidated Portfolio or Program views based on detailed status report submissions by project/program managers Issues Track issues based on issue status, priority, severity, escalation level & type Capture detailed qualitative information pertaining to issue including root cause, consequences & resolution Assign ownership of issue based on different roles including creator, assignee, owner & executive owner Link one or more projects related to the issue Capture date issue was created, date resolution is required by, date resolved & date(s) escalated Attach documents related to the issue notifications of coming due, due, overdue & updated issues Action Items Track action items based on status, impact, priority, type & work-stream Capture timestamps for creation, resolution, resolved & closed Link one or more decisions, risks and/or issues related to the action item Attach documents related to the action item notifications of coming due, due, overdue & updated action items Risks Track risks based on risk status, impact, scope & timeframe Capture detailed qualitative information pertaining to risk including risk factors, consequences & risk management plan Assign ownership of risk based on roles including creator, assignee & owner Attach documents related to the risk notifications of updated risks Decisions Track decisions based on decision status, severity, category & scope Capture detailed qualitative information pertaining to decision including problem statement, alternatives, decision, rationale & impact Link one or more decisions, risks and/or issues related to the decision Attach documents related to the decision notifications of updated decisions Change Requests Track change requests based on status, impact severity, approval level & milestone Capture any combination of schedule, cost, scope, resource, artifact, project initiation & project termination changes Capture cost impact assessments to budgeted & unbudgeted costs Link one or more projects impacted by the requested change Capture decisions & comments by a member of program/ project leads, approval groups & reviewer groups Attach documents related to the change request notifications of updated change requests Resource Management Centralized store for resource data management & access control Capture general, relevant employment, contact, emergency contact, connectivity & other resource information Associate resource to teams, groups & pillars Associate resource to primary & other projects Track assets (hardware & software licenses), contracts & rates Artifacts Track artifacts based on project, type, category, phase & version Capture detailed qualitative information including subject, abstract & keywords

6 CANOPYv100 Portfolio, Program and Project Management Suite CANOPYv100 Project Assistant CANOPYv100 Project Assistant contains a core set of project management tools which facilitates improved handling of project related information, including logs for managing issues, action items, risks, decisions and change requests. These logs, together with the full suite of standard modules, can be configured to create the ultimate project communication and collaboration tool. When assembled correctly, utilizing best practices and key learnings from previous implementations, CANOPYv100 can provide visibility into items requiring management attention. CANOPYv100 Program Coordinator CANOPYv100 Program Coordinator extends the functionality offered by Project Assistant to include Status Reporting. Project Managers are able to submit periodic (weekly, fortnightly, monthly, etc.) status reports using a consistent web-based application. This allows the Program Management Office to generate various consolidated reports giving key insights into the different aspects of the overall program and individual projects. Benchmarks on progress can be illustrated using KPIs (with simple to understand green-yellow-red indicators) and measurements against baseline milestones. CANOPYv100 Portfolio Administrator CANOPYv100 Portfolio Administrator further builds on the offering of Program Coordinator by giving executives better insights into the organization s portfolio. Included are modules which offer more detailed reporting, analysis, trending and tracking. Best of all, this is delivered in a single, consistent and comprehensive web portal application customized to the individual user s needs and preferences. content management suite... The CANOPYv100 Content Management Suite (CMS)* contains an extensive set of powerful tools enabling and simplifying the publishing of dynamic web content. CANOPYv100 CMS enables organizations of varying sizes to easily create, publish and manage many types of web content for different audiences. Our sophisticated, yet very simple to use modules, enable you to iteratively build a strong online presence. CANOPYv100 CMS makes it easy for you to deliver your online goals by providing strong communication platforms, powerful collaboration tools as well as the building blocks needed to create rich and diverse online communities. Ensure a unique and dynamic solution with the help of a wide variety of user selectable and custom themes Our Discussion, Wiki, and Documents modules facilitate the exchange of ideas between team members and users in the context of a virtual workspace Publish/subscribe to content updates Build richer and more diverse communities among users with our fully customizable Blog and Feedback modules Easily place and update content on your site in real-time with our News, Events, and Announcements modules, keeping your solution up to date and your users informed Secure access to your organization s data from unauthorized users on a per-module basis with built in security features ecommerce suite... CANOPYv100 Ecommerce Management Suite (EMS)* presents you with the opportunity to seamlessly integrate ecommerce features into your solution, enabling you to provide expanded services to clients and to conduct business with customers on the web. If you are looking to sell goods and services online and conduct credit and debit card transactions, CANOPYv100 EMS provides the tools and functionalities help you to achieve your ecommerce goals. Seamlessly incorporate ecommerce features into your CANOPYv100 solution Sell goods and services to clients directly from your site Automatically generated analytics allow you to track the performance of your solution in real-time Improve customer service using the built-in customer relationship management tools * This is an add-on to NewSolve CANOPYv100 and is licensed and priced separately.

7 administration... CANOPYv100 includes an extensive set of administrative functionalities, both extremely powerful and very simple to use. New pages can be added with a few clicks. Modules can be set up and configured individually and placed anywhere on these pages. Modules may also be duplicated and placed on multiple pages without you having to recreate them individually. The built-in security framework allows you to grant permissions to users and groups to view and/or modify pages and modules. This capability provides you with full and flexible control over who can access the various sections of your site. Whether your site is intended to be your corporate website; your corporate intranet; or an extranet, CANOPYv100 is sure to make it easier for you to manage your solution. contact us getinfo@newsolve.com

8 Collaborate [kuh-lab-uh-reyt] -verb work together on an activity: CANOPYv100 Portfolio, Program and Project Management s powerful suite of tools enables you to achieve new levels of effective collaboration. Consolidate [kuhn-sol-i-deyt] -verb combine into a single unit: CANOPYv100 Portfolio, Program and Project Management suite s consolidation capabilities allow you to consistently provide simple, user-friendly reports to all levels of management. Clarity [klar-i-tee] -noun the quality of being clear and easily understood: CANOPYv100 Portfolio, Program and Project Management suite reduces risk, promotes success and delivers clarity getinfo@newsolve.com CANOPYv100 PPPMS