Intelligent Project Status Updates & Reporting

Below are all the details of the Intelligent Project Status Updates & Reporting Service. Sign up to rapidly gain efficiencies in your project and ensuring those regular tasks get done every time.

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Intelligent Project Status Updates & Reporting
project status drawing coloured blobs - blue background 150x105
 
Synopsis:
  • Activate tiligent.com to perform defined project status update collection, consolidation and reporting functions on an agreed cyclical basis.
  • This means you can both increase the reliability and value of regular status update and reporting functions, and free up internal resources that are performing repetitive, transaction-oriented or periodic tasks that weigh down your team’s calendar or distract them from the real work at hand.
Benefits:
  • Ensure high quality, reliable, and sustainable performance of standard project support functions, some of which you may be doing and some of which you may not.
  • Not only can you guarantee that all your core project analysis and reporting functions are performed on time and completely, but you will enjoy the benefits of enhanced analyses that are typically beyond the scope of most teams.
  • The value of the Intelligent Project Status Update & Reporting Service is the automated performance of habits and strategies that project teams should be using on a regular basis but normally aren’t.
 
Scope:
 
  • This service focuses on the core cyclical tasks that every project needs done, but may have trouble performing on the required cycle.
  • This tasks such as collection of status and schedule updates, consolidation of aggregate reports, and tracking of progress and trends.
  • Beyond the basics, this can include generation of valuable information like comparing schedule progress over time (slippage analysis), tracking status update and reporting compliance, and jeopardy management
  • Many projects (if not most) provide status reports, but sometimes this may slip or be skipped due to project exigencies, absent staff, or even forgetfulness. 
  • These extended tasks are often beyond the skill, data management or resource availability of some teams.
 
Defined Activities:
  • Inclusions:
    • Create a Project Workbook including the following tables, based on your data
      • High level WBS
      • Schedule
      • Milestones
      • Issues
      • Risks
      • Contact List
        • status update providers
        • reporting recipients (can be just the primary service contact)
    • Perform the following activities on a periodic basis:
      • Contact each of the status update providers each period to obtain status updates, with up to two follow-ups if updates not received
      • Update the Project Workbook based on these status updates
      • load the consolidated data into a reporting table for further analysis
      • produce templated status report updates
      • update augmented analysis reports
        • dashboard
        • schedule quality summary

 

  • Exclusions:
    • Because of the infinite number of variations in financial governance in projects, budget management is not included in this service.  [there is another service that we offer called Intelligent Budget Management]. 
    • Because of the varying methods of managing resources, and potential Privacy Issues, Resource Planning is not included in this report.  [There is a different product called Intelligent Resource Management]     
 
Use Cases:
  • Task/Deliverable/Sub-Project Status Update Collection on a periodic basis
  • Consolidation of status into a reporting format
  • Automated prompts and follow-ups for non-updating individuals or teams
  • Trend Analysis
  • Templated Report creation and distribution (to you or to your distro lists)
 
How it works:
  • Refer to the standard description of “Defined Activities” services: xxxx
 
Setup Stage
 
  • tiligent creates a standardised project analysis workbook from your existing project material:
    • High level WBS
    • Schedule
    • Milestones
    • Issues
    • Risks
    • Contact List.
  • this standardised project analysis workbook is created in Google Sheets, and is accessible to mutliple people. the access list will be designated by the service subscriber and can be as few or many as you designate.  This workbook structure has been used and refined over many projects and supports all the core project information requirements.
  • use this workbook as a framework for cyclical project analysis and reporting activities:
    1. update this workbook based on provision of inputs from your schedule.  this is done once per cycle and is the basis
    2. accept a copy of the schedule and update this into the schedule section of the workbook
    3. contact each “owner” for status updates
    4. monitor compliance of the owners for update
    5. notify you of approaching deadlines for updates if not received
    6. if updates are made directly, then nothing other than a quick sanity-check review is needed
    7. if updates are provided in another form, then we will use them to update our workbook for the purposes of reporting
    8. run the analyses
    9. produce the reports
      1. summary status report
      2. milestone dashboard
      3. update compliance report
      4. material change report:
        1. what has changed status
        2. what has changed date
      5. slip charts report
      6. budget reports
 
 
Product Definition:
 
This section defines the variable parameters referenced in the Terms of Use and Service
 
Product Definition:
 
This section defines the variable parameters referenced in the Terms of Use and Service 
  1. Service Type
    • Defined Activities
  2. Concurrency Limit
    • n/a
  3. Service Period
    • n/a
  4. Important Links

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