PORTFOLIO MANAGEMENT

Broad Visibility

Manage and optimize many kinds of project and program groupings, including project, IT service, product and application portfolios.

Lightweight Process

Captures requests, prioritizes projects, simplifies decision making, manages projects, and provides post-project assessments.

Strategic Planning

Understand how different hiring and budget options will affect future project completions.

REPORTS AND DASHBOARDS

Easy to Use

Run and adjust reports/dashboards for out-of-the-box or custom metrics.

Easy to Customize and Distribute

Personalize dashboards and reports by company, department, or users and easily distribute to internal or external stakeholders

60+ Preconfigured Reports

Use industry best-practice reports to discover new insights and see how leading companies are performing PPM

RESOURCE MANAGEMENT

Maximize Resources

Top-down and bottom-up visibility allows comprehensive What-If Scenario planning to ensure resources are used most productively.

Balance the Load

Move assignments from over utilized staff to those with availability.

Capacity and Demand Planning

Determine what you can accomplish with existing resources or assess additional needs for committed projects.

Improve Performance

Assign tasks suited to skills, provide clear expectations, track time, and provide team feedback along the way

PROJECT MANAGEMENT

Powerful Features

Gives project managers extensive features to streamline project planning track tasks, risks, milestones, deliverables, and interdependencies.

Publish Project Schedules

Make project details visible to every stakeholder to identify and fix issues before impacting the portfolio.

Alert and Notifications

Notifications are sent to responsible parties for resolution and to keep everyone in the loop

AGILE PROJECT MANAGEMENT

Fewer Rogue Projects

Project can’t hide so they go through the lightweight governance process to make sure people aren’t working on low-priority projects.

Better Resource Management

Visibility into Agile tool data ensures resource management can be done with complete information.

Automatic Two-way Data Syncing

Changes made in one system are reflected in the other to make sure everyone is sees everything.

FINANCIAL MANAGEMENT

Stay on-Budget

Keep every project on-time and on-budget. Monitor time, expenses, and budgets.

Strategic Spending

Map your spending to strategic goals. Connect costs to delivered value. Justify headcount and expenses.

Financial Reporting

Report on estimates vs. actuals, budgeting, forecasting, and costs vs. benefits

INTEGRATIONS

Simple

Seamlessly integrate with the tools you already use such as Microsoft Project, Jira, Box, Dropbox, Google Drive and more.

Share Data

Synchronize data between applications to allow departments to ‘ continue to use the tools they love while still seeing the big picture in WorkOtter.

SECURITY

User Management

Create users and give permissions by role, projects and more.

SSO Login

Secure, single sign-on means no passwords for your users.

Highly Secure

Banking grade, non open source SSL encryption and SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified.