A Bellrock Group Company

PROGRAMME & PORTFOLIO MANAGEMENT

Project Management Key Features. The Concerto project management solution allows you to comprehensively manage both project programmes and project portfolios with detailed budgetary information easily accessible. Advance features allow programme managers to oversee overall portfolio and programme progress (such as highlight and status reports). Users can also drill down through programmes into individual projects.
The customisable reporting functionality is a powerful tool, which allows programme and portfolio managers to easily view customised reports providing highlight and status across projects, programmes and the portfolio.

The Concerto project management system supports project and programme managers throughout the delivery of projects and programmes across a configurable range of information including financial, schedule, risk and performance.4

WORKFLOW AND PROCESSES

The Concerto solution is highly configurable to facilitate a seamless integration into the working practices of many types of organisations so that the workflow and processes that have already been established within your organisation can be reflected and governed within the system. It is also designed to support popular processes such as PRINCE 2 tm with linked in guidance, which can be created in as much detail as required. This allows all team members to quickly access step-by-step instructions on what they need to do at any given point in the project. A customisable structured workflow guides users through each step of the project.
Concerto is also configurable as the level of project maturity within an organisation progresses.

COLLABORATIVE PLANNING

Concerto’s web based planning feature allows the project manager to design the plan stage by stage and present the plan as an industry standard Gantt chart. Managers can design and update plans directly on the project portal which is instantly shared with the rest of the project team. This collaborative feature keeps everyone ‘on the same page’ by allowing all types of stakeholders to have the same information.
The Concerto project planning functionality also rolls up projects to show the overall programme plan. The online planning tool can then track progress against the milestones and original baseline based on percentage completion against each stage.

The tool clearly shows where actual milestones have deviated from the original base line. Where security allows, the base line can be reset where exceptional circumstances require this function to take place.

RESOURCE MANAGEMENT

The Concerto Projects central resourcing ‘Kanban’ board is a collaborative central resourcing feature designed for both screens and mobile devices for dispersed, on-the-go team members. It provides a central, visual hub for information about your project tasks with clear, eye catching overviews of how the project is progressing, who is doing what and by when.
Linking with the Project Calendar, Plan and Workflow for each project, Concerto’s Resource Management feature is able to inform users of what resources are available on specific dates and plan them into the project schedule. Being able to see instantly when any resources will be available helps to create an effective project plan and prevents the overrun of projects from occurring.

DOCUMENT MANAGEMENT

Document management is an essential and powerful component of the Concerto solution. This data storage and management repository facilitates the exchange of information on projects between staff, consultants and contractors and provides a central location for all project related correspondence, notes, photos, videos, reports and documentation.
The in-built document approval and version control functionality means that users are always seeing the correct, and approved, version of any document at any time. This eliminates the risk of duplications and miscommunication, which could cause serious issues upstream.

ISSUES AND RISK MANAGEMENT

Concerto supports comprehensive risk management allowing users to effectively record and monitor risks including assignment and tracking of mitigation actions, risk library and risk matrix.
A generic user defined ‘risk library’ can be created which is wholly customisable and can be configured to reflect your organisation’s approach. The project templates can make reference to the risks so that when a project manager selects a template when creating a new project the associated risks are automatically added. Additional risks can be added at the project level, either from the library or added as new risks directly by the user. Each risk is scored to indicate its likelihood and impact as well as any countermeasures that are to be taken to mitigate the risk. Tasks and owners are also attached so that automated notification is sent to the person responsible for the risk. The Concerto project management solution contains a number of functions in support of the escalation of risks including the escalation of the risk to the programme board and the ability to take snapshot of the risks at a certain point.

DASHBOARD AND REPORTS

The Concerto reporting functionality is powerful and intuitive. The in-built Report Generator allows you to create detailed reports with ease using the step-by-step wizard to select and tailor data or apply filters to reports. Reports can be saved as ‘Favourites’ and used repeatedly and can be scheduled to run and be emailed automatically at given intervals.
Dashboard highlight reporting and optional alerts offer immediate status reports on information such as financial over/under spends, schedule slippage and risks keeps you in the know and aids key property related decisions at key stages.

The Concerto reporting functionality is powerful and intuitive. The in-built Report Generator allows you to create detailed reports with ease using the step-by-step wizard to select and tailor data or apply filters to reports. Reports can be saved as ‘Favourites’ and used repeatedly and can be scheduled to run and be emailed automatically at given intervals.
Dashboard highlight reporting and optional alerts offer immediate status reports on information such as financial over/under spends, schedule slippage and risks keeps you in the know and aids key property related decisions at key stages.

INTEGRATED MOBILE TECHNOLOGY

Thanks to better web technology and the advent of improved, higher power, low cost hardware, Concerto has built a technological solution that offers a great mobile experience, and proven efficiency savings, for the end user.
The whole Concerto enterprise software framework incorporates all of your mobile working licenses at no additional cost. This, alongside our provision of highly cost effective hardware, renders it cheaper than expected to implement across an organisation, with long-term gains such as single point of data entry, easy access to real life information on the move and the removal of administrative functions to duplicate data that is captured on site compared to internally.

Data can also be downloaded to mobile devices, which is particularly useful when working on systems buried deep in a basement or in a remote area where there is no data signal.

BUDGET & FUNDING MANAGEMENT

It is in the field of budget management that the powerful functionality of the Concerto project management solution meets the specific needs of the public sector as well as large corporate clients.
An overall budget can be entered which might be for a period of time or for a programme of projects with detailed financial information available that can be drilled into, analysed, summarised and reported on in many ways.

The Concerto budget management functionality also interfaces with external finance systems such as CEDAR, Agresso, Sage, SAP, Timemaster and Oracle, amongst others.

FEE AND CONTRACT MANAGEMENT

Concerto’s Fee management feature links to the resource rather than the invoice so is more intelligent at tracking cost. Fees can be linked to a resource and then time data can be added to produce a cost. This offers a much greater visibility for where budgets are being spent, right down to the individual.

TASK MANAGEMENT

The management of tasks is a key element of the success of any project and the Concerto task management functionality allows tasks to be sent to individual team members and tracked. The auto alerts functions can send automatic emails to individual email accounts reminding them of when task are due for completion.

TIMESHEETS AND EXPENSES

Time tracking is an intuitive and easy-to-use timesheet component for gathering and tracking employee time spent on each job. The Concerto system completely automates the collection and preparation of weekly project time recording. Employees can easily and securely enter their timesheet online.
Each user is able to upload their expense records to the online system from any web-based location. The system stores all the relevant information and sends notifications to relevant users, which enables a smooth and effective expense tracking and payment system.

ORDERS AND INVOICES

The Concerto orders and invoicing feature is optional and allows orders to be raised against multiple budgets and order sheets are printed and automatically emailed to the supplier. A built-in authorisation facility ensures users can only approve orders to their set security limit. Incoming invoices can be effortlessly uploaded and linked to appropriate budgets/projects and those budgets change accordingly.

BUSINESS PERFORMANCE

The Concerto business performance functionality can be integrated seamlessly with your project management solution.
The Concerto web based business performance tool offers a flexible, 360-degree view of all your projects and programmes. It can be configured to track and report on user defined key performance indicators and show project progress against a target for those indicators.

Indicators can be set against objectives and an overall aim to measure progress at a number of levels using traffic lights. The indicators can query any data in the system and users are able to define what can be tracked. The results can be automatically published to key users in the form of automatic bulletin and email alerts where required.

Using the business performance module, these user definable indicators effectively allow managers at all levels to identify and focus project performance and identify the root causes of problems or deficiencies.

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