The AMIGO Platform –
Digital Transformation Tools
Everything you need to lead digital transformation, all in one application
Helping you finish on time, on budget, and with all the value promised to your leadership.
AMIGO Will Help You
Build Your Business Case
Identify the value and benefits you require, and AMIGO will help you get there.
Develop Your Roadmap
Using your goals for completion, AMIGO helps you identify the gaps from where you are today and creates the digital transformation roadmap to get you there successfully.
Lead To Success
With the resources, digital transformation tools, and information you need, plus AMIGO’s AI as your helpful guide, lead your organization to success.
In search of digital transformation tools?
Leading an Enterprise Transformation can make or break your career. We want you to be successful.
With AMIGO, your complete digital transformation tools application, you can successfully plan, manage and implement your digital transformation.
AMIGO helps you keep your organizations, programs, projects, and everything that goes with them organized in one pleasingly intuitive place.
For an all-in-one digital transformation tools application.
From Design To Implementation,
Everything You Need For Digital Transformation Tools In One Application.
AMIGO Will Help You
STAGE 1
Clarify your goals to build your business case.
Determine what success will look like for your organization before you begin. Then, AMIGO will help you build your business case for moving forward.
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STAGE 2
Create your transformation roadmap to acheive success.
Knowing where you want to go is vital to your success, but do you know how to get there? AMIGO creates the roadmap on your journey to success.
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STAGE 3
Begin Implementation Of Your Transformation.
Design and implement your digital transformation as you confidently lead your teams, knowing they’re unified and always in the loop.
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STAGE 4
Test Your Digital Transformation.
Using the rules and requirements established in Stage 3, Accelerate your test plan development with AMIGO’s integrated test engine, saving countless hours and overhead.
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STAGE 5
Harvest the value promised from your digital transformation.
Successfully complete your enterprise digital transformation and harvest the value, both expected and future, to forever be known as the one within your organization who could get the job done.
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Stage 1
Set Goals And Build A Compelling Business Case.

Is Digital Transformation Right For You?
Two common problems most organizations struggle with when trying to determine if digital transformation is right for them is:
- How do you determine the potential value an initiative could offer your organization?
- How do you build a sustainable business case that leadership can use for their decision-making process?
AMIGO provides you the digital transformation tools to identify and set your goals for digital transformation. Once set, you’ll not only be able to see what results you can expect upon completion but your set goals are also used as a measurement to help you stay on course. Helping you to confidently build a business case and deliver the promised value.
Highlighted Features
Determine Your Benefits and Set Goals.
AMIGO will help you determine and then set goals for your digital transformation. Then, once established, AMIGO will automatically calculate your:
- Return On Investment
- Internal Rate Of Return,
- Net Present Value
- Anticipated Payback Period you can expect.
AMIGO Helps You Stay On Course.
When a key value is threatened by a decision made that could potentially jeopardize your original benefits case. AMIGO is there to notify you of the potential problem and then provide you with the needed information to make the tough calls with confidence.
Assign Benefits To Leaders To Deliver Success.
With AMIGO, assign a specific leader to the desired benefit. Then, AMIGO will provide them the tools, data, and support they need to cast a vision and lead your organization to do business differently.
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Return To 5 Stages
Stage 2
Create a Roadmap
That Delivers The Results You Desire.

Enterprise Digital Transformation, Where Do You Begin?
Not having an objective method of knowing where to begin your digital transformation is a big problem.
Leaders, at first, are commonly inundated with project requests. But, unfortunately, and often, selecting the first project typically falls to the leader making the most noise or holding the highest title within their organization.
Using our Portfolio Scoring functionality, AMIGO provides an objective-based approach to evaluate all suggested projects, so you know exactly where to begin.
Providing you a practical and objective method to evaluate and select projects that will give the most returns for your investment.

Highlighted Features
Develop Your Roadmap
Knowing where to begin your digital transformation can be confusing. AMIGO provides a methodology, using the latest leading practices in Digital Transformations, that allows you to assess your goals and build a Roadmap to success.
Prioritize Your Initiatives
Knowing what initiatives require your immediate attention can be difficult. To help provide clarity, AMIGO uses a customizable Scoring Mechanism to help you prioritize your initiatives to deliver the most value to your organization.
Stay On Track
Eliminate worry from wondering if you are on track to meet your goals. AMIGO provides real-time analysis for each in-flight initiative providing you the confidence to either move forward or make the tough call and pull the plug on an initiative that’s not meeting your expectations.
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Return To 5 Stages
Stage 3
Design and Develop Your Digital Transformation.

Eliminate Confusion and Manage Your Implementation From One SaaS Solution.
When leading a Digital Transformation, managing all people, processes, technologies, data, and governance usually requires multiple software applications making you feel overwhelmed and stressed. Until AMIGO.
With AMIGO, all of the digital transformation tools you need is built into one simple SaaS solution.
Providing you and your team with complete access to the information you need and enableing open communication throughout the entire process, helping you to deliver on time and on budget.
Highlighted Features
When Changes Occur
Not knowing if your initiative has been compromised can be stressful.
AMIGO provides real-time visibility across all aspects of your transformation, instantly notifying you when a conflict with any risks, actions, issues, or key decisions occurs.
So you’ll know exactly where to focus your efforts to achieve your objectives.
Streamlined Solution Process
Problem-solving is critical to the success of a digital transformation.
AMIGO will help you get to the heart of the problem and develop a solution. By offering a central database for rules and requirements plus open communication between analysts, designers, and developers, you’ll be able to quickly determine the problem and agree upon a solution.
Simplified Documentation Management
AMIGO makes documentation for transformation simple. All content and documents are integrated into the system and assigned to the people, processes, and technology. AMIGO’s AI Messenger also notifies everyone involved when documents are changed, creating a historical audit trail. So you’ll always know “who approved what and when” for every decision made.
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Return To 5 Stages
Stage 4
Test And Verify Your Transformation.

Have Confidence Your Testing Will Provide The Results You Need.
Testing for digital transformation is commonly built from scratch outside of actual work done. Using dozens of independent and unmanageable spreadsheets, wholly disconnected from all the analysis, design, and development within your solution.
Testing with AMIGO, every part of your initiative is available and integrated into a testing module. Providing your test team full access to the approved design documents, their rules, requirements, functionality, and capabilities for your solution.
Simply select the elements you want to test from your documentation plan and automatically port them into your test cases to build a test plan. Helping you accelerate the development of your test plans while giving you confidence from knowing the tests run are based on the approved design of your solution. So your projects deliver the results you expect.

Highlighted Features
Continuity From Design Through Testing.
Testing built outside of design for digital transformation can cause confusion and deliver results that don’t meet your expectations. AMIGO solves this problem by integrating a complete and traceable matrix, using the rules and requirements used for design, and transferring those same rules and requirements to be used as testing measurements to deliver the results you expect.
Create a Library of "Test Objects."
Instead of building test plans from independent spreadsheets, AMIGO gives you the ability to create a “test object.” That, once made, can be combined and reused with other test objects, providing an infinite array of test plans to cover all of your testing needs.
Simplify & Streamline Your Testing.
Once your test objects have been created, connect multiple objects to create a test plan. AMIGO’s auto-pilot capabilities can then automatically run your test plans. Sending messages when appropriate to let your team members know it’s their turn to execute their tasks. Streamlining your execution while freeing up your test manager to solve problems instead of managing bureaucracy.
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Return To 5 Stages
Stage 5
Implement Your Transformation Successfully.

Successfully Complete Your Transformation
The cutover or going “live” of an Enterprise Transformation is similar to a doctor performing open-heart surgery. First, the Doctor places the patient on life support, enabling the disconnect of the heart allowing the Doctor to replace the old with new. Once the heart has been replaced and vital components re-attached, the Doctor then restarts the new heart to ensure everything is working correctly. Once cleared and in working order, the patient can then go into intensive care for observation and care.
Like a successful surgery AMIGO will guide you
through these 6 Steps when going “Live.”
1
STEP
Shut down all site operations and place the site on “life support” (emergency transactions only using transitional work processes).
2
STEP
Transplant new data, systems, processes and new integrations.
3
STEP
Once adding all new systems is complete, you can then re-attach the earlier existing systems.
4
STEP
Test all new processes and integrations to ensure that all are working correctly.
5
STEP
Once the Site and Release Leadership feels everything is working, the team can complete their close-out tasks.
6
STEP
Finally the new operating model can then go into Hyper Care for several weeks of observation and care.
Highlighted Features
Know For Sure When Your Ready To Go "Live."
With AMIGO’s Gate and Gate Metrics module, you determine what “done” means for every major milestone, phase, and “go-live” readiness component for your Enterprise Transformation. So you can stop worrying about moving goal-posts and wondering if your implementation is really ready to go “Live.”
Cutover Plans Made Simple.
Unless Cutover Management is integrated throughout your project, you risk your team not having the guidance they need to execute the cutover plan successfully.
With AMIGO, construct a cutover plan with all the dependencies needed to establish the cutover’s critical path. Then simply enable AMIGO’s “Auto Pilot” to activate your plan and message your cutover team. Providing step-by-step procedures to successfully complete their cutover task.
Easy Onboard For New Team Members
With AMIGO, it’s simple to onboard new team members. Simply train new team members on how to use AMIGO. To provide access to all information used for building your solution. Greatly accelerating knowledge transfer for your implementation that can be used for years to come.
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Return To 5 Stages

Steve T.
Oil & Gas Company
“Platinum PMO, with their AMIGO solution, brought a vision on how to run our very complex Program that immediately provided our organization a level of maturity they did not previously have. This vision, processes, policies, and procedures far exceeded what was provided to us by our Tier 1 system integration partners.”
Stage 1
Stage 2
Stage 3
Stage 4
Stage 5
AMIGO Platform Features
Have the information you need and processes in place to keep your Portfolios, Programs, and projects on the track to success.
Effectively managing your Portfolios, Programs and Projects requires a tremendous amount of information from a variety of data sources. Whether its issues, risks, key decisions, actions, change requests or lessons learned, in order to effectively run your initiative, you need to have structured processes in place to capture, manage and interpret this "governance" data. AMIGO provides you with the out-of-the-box processes to govern all aspects of your transformation efforts and provides your leadership the keen insights they need to avoid the major pitfalls that traditionally torpedo an initiative's success.
Here are the tools AMIGO offers to help you manage your governance:
Action Items Management
Helps you to manage unplanned actions to help you stay on course.
It is common for additional, unplanned action items to appear during a project. And, just as the expected items, these unplanned action items must be remedied as well, without causing disruption to the project.
AMIGO helps you manage unplanned actions as they appear during projects so you can complete them and stay on course. Helping you to accelerate your project delivery.
Automated Project Management Execution
Automate your project plan and save your team thousands of hours in administrative overhead.
Projects, when executed manually, are cumbersome and time-consuming. However, with AMIGO's "Auto-Pilot," you can develop your AMIGO Project Plan and simply hit "Start" to begin. AMIGO then automatically executes your plan, notifying team members when to complete their next task as it methodically works through your Project Plan. Saving you and your team thousands of hours in administrative overhead while freeing up your project managers to actually solve problems instead of wasting time managing bureaucracy.
Benefits Realization/Value Management
Helping you to define, design or measure benefits realization for your Portfolio or Program.
AMIGO provides you with everything you need to develop your qualitative and quantitative benefits case. First, using AMIGO's Value Management and Benefits Realization module, the team creating the program request can lay out all the benefits associated with the program and the anticipated costs. Then, AMIGO will automatically calculate the Return on Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV), and Payback period based on those inputs.
Within the Value Management and Benefits Realization module, AMIGO provides the ability to link your benefits to key business, processes, strategic data, project deliverables, key performance indicators, and benefit owners. So your leadership has complete visibility to how you plan to achieve every benefit in your benefits plan.
In addition, your organization can track the harvest of your actual benefits for up to 10 years. To see if the benefits delivered were congruent with your original planned benefits. During that 10-year journey, your organization will continue to look for opportunities to improve those benefits with ideas and opportunities fed back into AMIGO as part of your Ideation & Opportunity management and Intake processes.
Providing complete business case transparency for each initiative and the realized benefits that have been actualized as a result.
Change Control Management
Avoid Project Scope creep and complete your project on time and on budget.
AMIGO's robust change request module takes you through every step of the change request process. As you are going through the change request process, AMIGO sends information through its AI messenger to all individuals who the change may directly or indirectly impact. This ensures that everyone involved in the program can assess the impact of that change from their lens of the program/project. Providing the necessary insights to make good decisions on scope and change control management.
Cutover Plan Management
Integrate your cutover plan with all of your projects providing your team the guidance they need to execute your cutover.
Unless Cutover Management is integrated with the rest of your project, you risk your cutover team not having the needed guidance to execute the cutover plan. Additionally, you would need an army of staff to manage all the emails, phone lines, chat lines, etc., trying to coordinate all the dozens of moving tasks, increasing the risk that your cutover execution will fail.
With the AMIGO Planner, you can build your entire cutover plan with an intuitive, MS Project-like interface. Allowing the cutover manager to construct a cutover plan with all the dependencies needed to establish the cutover's critical path. Once completed, the cutover plan manager can begin the cutover. Enabling AMIGO's "Auto Pilot" to send messages to the appropriate cutover team members asking them to execute their cutover tasks.
Some of these cutover tasks can be very complex or be part of a series of steps and procedures, as seen in a manual. With AMIGO, specific steps, procedures, and diagrams are built into the task, providing the owner with step-by-step procedures needed to complete the cutover task.
Once completed, the user can then document results and their completion. Those results are then sent back to the AutoPilot, allowing it to determine what can be run next and then sends those tasks out to be completed. This entire process is run automatically without any human intervention and significantly reduces your cutover management headcount.
Defect Management
Manage all the problems that exist with your application and how those problems will be resolved.
With AMIGO's Defect Management Module,defect test results are automatically populated into information about the defect, including the impacted Test Plan, Scenario, Case, Component, Step, Deliverable, Job Role, Business Process, and Business Object. So it can be managed by a defect coordinator and workflowed towards a resolution directly to a resolution resource.
Once resolved, the defect owner can retest and then sign off on the defect showing it has been resolved. With the Defect Management Module, you'll streamline your defect management process and accelerate the closure of defects.
Document Management
Simplify the document management required for digital transformation.
Enterprise Digital Transformations often require tens of thousands of documents that must be organized and stored. Too often, managing this documentation is unorganized, with documents scattered throughout team sites, Sharepoint Sites, Emails, and even personal hard drives. It can be overwhelming!
AMIGO simplifies document management with a single storage location built into the system for all content and required documents. And, helping to avoid potential conflict, AMIGO provides guard rails that ensure once documents have been approved, they can't be drastically changed after the fact. Preventing possible mishaps when final development differs from work agreed upon during design. AMIGO's document management reduces administrative overhead; no more endless searching for lost or older versions of documents. Provides governance around approved documents and creates an immutable audit trail for document changes. AMIGO makes document management for digital transformations simple!
Financial Management
Track costs down to the basic element, helping you to finish your project on budget.
To complete your Transformation within budget, you must track all financials. With AMIGO, you can track costs down to the basic elements; you can roll up and drill down on all cost aspects throughout your organization's project, program, and portfolio. Plus, with AMIGO's Earned Value capabilities, members of your Executive Team can see how each project or program is performing. Comparing earned value with its sunk and future costs to make strategic decisions whether to "fish or cut bait."
Gross Margin Management
Provides financial data specific to consultants so they can improve gross margins and maintain good relationships with their clients.
AMIGO provides Project/Portfolio Management for your clients and for you as a consultant. With financial data specific to you as a consultant and only available for your eyes only, you'll have a greater understanding of the financial performance of your client's initiatives. Helping you also to have additional time to correct problems as they arise while improving the gross margins and relationships with your clients.
Issue Management
Manage issues as they arise so you can deliver on time and on budget.
Effectively managing issues when they arise is critical to the success of a digital transformation. With leading practices built into its processes, statuses, and workflows (as determined by the Project Management Institute), AMIGO is ready to help you manage issues immediately. With its patent-pending AI-Messenger, AMIGO finds and then notifies, using micro messages, all stakeholders who could be impacted by an issue. Causing a collaborative forum to be created to discuss the issue while providing VisibilityVisibility to you. Helping you effectively manage issues and how they may affect your projects, programs, portfolios, or the entire organization. Ultimately preventing you from delivering on time, within budget, and with all of the value promised.
Job Role Security Profile Management (SOX Compliance)
Align your people, processes, and technologies with your compliance responsibilities.
With AMIGO's Job Role Module, your Organization Transformation team has everything they need to design your new Organizational Model and its Job Roles.
Using the Business Process Management capabilities, Job Roles are associated with the appropriate business process, so everyone knows "who's doing what."
When using the Security Profile capabilities offered within AMIGO, Job Roles are associated with the security profiles necessary to execute their jobs. Additionally, these Security Profiles can be analyzed for any SOX compliance conflicts to help keep your executives out of jail.
Key Decisions Management
Provides a complete understanding of key decisions made during the project.
Without a clear understanding and opportunity for discussion and agreement on key decisions, a team can't move forward and complete a project.
AMIGO's Key Decision Management module provides a fully automated process to:
- Identify key decisions made.
- The options available
- The decision-making team/authority to make the final decision.
- Plus, an audited final decision in which to drive your project, program, or portfolio forward.
Additionally, AMIGO locates and notifies all stakeholders who could be impacted by a given decision using its patent-pending AI-Messenger technology. Sending micro messages to inform and then, based on their assessment, provides a forum for these stakeholders to discuss their concerns surrounding the decision.
Providing visibility and immutability for all decisions made on your projects to all relevant stakeholders
Lessons Learned Management
Prevening mistakes from happening a second time is critical to success.
When implementing an Enterprise Transformation, mistakes will inevitably happen. However, preventing those mistakes from happening again is critical to successful leadership.
With AMIGO's Lessons learned module, you can look back and review at points of your projects to brainstorm and document the things that went well and the areas for improvement. Enabling you to capture course corrections that are documented and governed, so they won't happen again. Plus, with AMIGO's AI-Messanger, these approved corrections are surgically communicated to all appropriate resources for their individual adoption, providing continued process improvement.
Meeting Minutes Management
Have all of the information you need to make the right decisions.
As the leader, without access to the information you need, regarding decisions made, discussion, and actions taken during meetings, it can be challenging to make decisions for your Enterprise Transformation.
With AMIGO's Meeting Minutes module, you can capture all meeting notes for every meeting associated with your project, program, or portfolio. Whether written or recorded documentation, Meeting minutes inform attendees and non-attendees of what was discussed or happened during a meeting. AMIGO's meeting minutes functionality captures all meeting documentation, key decisions, action items, risks, and everything else collected and discussed during these sessions.
Seeing all meetings and what took place during those meetings help to connect the dots and connect resources, allowing delivery to be accelerated.
Methodology Management
Follow a project management methodology to reduce implementation risks and have a greater quality of work completed.
With AMIGO, you can manage your project plans with a guided project management methodology. By using either a methodology of your own or one provided by AMIGO. Keen insights are provided to those responsible for delivering work packages regarding what inputs are needed, what activities are to be performed, and their output for every defined work package. Accelerating your project operating rhythm and implementation.
Phase Gate/Milestone Management
Eliminate "moving goalposts" within your project and know precisely when a program or project is ready to go.
AMIGO's Gate and Gate Metrics module allows you to build gated criteria, metrics, and approval mechanisms for any type of gating performed within your program or project. This functionality is beneficial for gating key phases, milestones, or commercial payments throughout your program or project implementation. Additionally, it's ideal for establishing your operational readiness for the criteria, metrics, and thresholds required to get all aspects of your implementation ready to "GO" for production implementation.
So you can clearly define the expectations for all stakeholders on your project and formally define what is "done" and ready for implementation.
Portfolio Management
Have the information you need to manage your portfolio well.
As a portfolio manager, leading without the information you need can be difficult. AMIGO delivers the information you need to provide visibility and clarity for your organization's ongoing and future work. So you can have an objective, intelligent and data-driven conversation with any team member for any program or project within your portfolio and make the right calls when needed.
Additional Portfolio Management Features:
Product Backlog Project: Everyone with access to a program can add ideas and opportunities to a special project called a product backlog project.
Value Management and Benefits Realization module: When creating a program request, the responsible team can lay out all the benefits and associated costs with the program request. AMIGO will then automatically calculate the Return on Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV), and Payback period based upon those inputs.
Tailored Scoring System: Within AMIGO, a Portfolio leader can build a tailored scoring system based on their most important criterion and the portfolio.
Single Source Of Truth: All performance data points are built into the AMIGO data model, providing you with a single source of truth on the performance of each program/project within your portfolio.
AMIGO Dashboard: This custom dashboard provides VisibilityVisibility for all "financial cost data," "earned value," and benefits to date for each program. So you can have intelligent, data-driven, objective conversations on a given program/project within your portfolio and if it should be terminated.
Program Management
Have the information you need to lead your program well.
Leading without a single source of truth to govern fosters confusion and potential conflict for your program and team. With AMIGO, all areas of your program are governed by a single source of truth, built into, maintained, and fully integrated throughout your program. Helping you to lead well and avoid potential problems by providing you and your team complete transparency for all work done.
AMIGO helps you:
- Manage your project/program intake.
- Prioritize Programs within your portfolio.
- Plan resource capacity at the Portfolio, Program, and Project Levels.
- Manage risk for your Portfolio, Program, or Project. Management.
- Determine Action Management.
- Resolve Issue Management.
- Maintain Meeting Management.
- Make decisions with Key Decision Management.
With AMIGO, all of these solutions are integrated, one with another throughout the entire platform providing solutions for every size initiative within your organization.
Project Management
Have the information you need to lead your project well.
Leading without a single source of truth to govern all aspects of every project creates a lack of visibility to see the project's impact on all the other projects going on within your program or across other programs within a portfolio. With AMIGO, every aspect of every project within your organization is built, maintained, and integrated. Providing you complete transparency to what is going on within each of your projects using a single source of truth.
And once built, AMIGO's "Auto Pilot" capabilities allow you to run your projects automatically. Simply hit the "start" button, and AMIGO notifies your colleagues when to execute their tasks within the project plan.
Giving you the confidence to make the right decisions to move your projects forward and the data to back them up. While saving thousands of hours in administrative overhead, allowing your project managers to solve problems instead of managing bureaucracy.
AMIGO helps you:
- Manage your project/program intake.
- Prioritize Programs within your portfolio.
- Plan resource capacity at the Portfolio, Program, and Project Levels.
- Manage risk for your Portfolio, Program, or Project. Management.
- Determine Action Management.
- Resolve Issue Management.
- Maintain Meeting Management.
- Make decisions with Key Decision Management.
With AMIGO, all of these solutions are integrated, one with another throughout the entire platform providing solutions for every size initiative within your organization.
Program/Project Dictionary Management
Provides a clear understanding of terms used within your project or programs to avoid any delay or confusion during your Transformation.
AMIGO's Program Dictionary provides a glossary of terms used within your Enterprise Transformation to help all involved, such as outside counsel or solution integrators, to have a clear understanding of terms. Additionally, having everyone in alignment helps accelerate your transformation delivery.
Project & Portfolio Resource Management
Provides ongoing analysis or resource capacity and demands for your project or an entire portfolio.
To be a successful PPM leader requires the ability to track financials for every project, program, and portfolio throughout your organization. AMIGO provides an ongoing analysis of resource capacity and demand for your entire portfolio. Providing you with the forecasting visibility and the resource information you need to perform future work. In addition, with AMIGO, you can:
- Manage day-to-day work.
- Capture actual efforts against tasks (through time and expense reporting).
- Forecast completion estimates are continually fed into the master portfolio plan for further resource analysis.
AMIGO provides the benefits of a traditional PPM tool plus the operational implementation delivery capabilities unavailable anywhere else in the market. With keen insights from the implementation trenches, your portfolio governance team will have the data points they need to perform detailed resource analysis providing you with the information you need to make agile adjustments to your portfolio.
Project Content Approval
Avoid work being done on unapproved designs helping you to manage your budget.
Without a proper approval process and governance, you risk work done on unapproved designs causing throwaway work, re-work, causing you to burn through your budget. AMIGO ensures that all documented content is governed through RACI charts. Providing clear lines of ownership, with an immutable audit trail of rejections and approvals for all work done while enforcing alignment from key stakeholders to accelerate the approval process, so you get better results faster.
Project Intake
Provides a formalized mechanism to capture and evaluate new ideas as they occur to help your project.
When working as a team to solve known problems, it's common for new ideas and opportunities to emerge. Ideas that, if added, could bring additional and significant value to a project. The problem is there often isn't a formal mechanism in place to capture these new project ideas within most projects. AMIGO has solved this problem by adding a robust project intake process to anyone accessing the programs and projects within a designated portfolio. The process looks like this:
- At any time, a team member may create a program or project request, including a Program Charter, to ensure the submission will meet their individual organization's specifications.
- Next, using AMIGO's Value Management and Benefits Realization module, the team creating the program request can lay out all the benefits associated with the program and the anticipated costs to implement.
- Once the request is entered, AMIGO automatically calculates the Return on Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV), and Payback period based upon the inputs.
Once submitted, AMIGO offers robust capabilities for the Portfolio Leader to evaluate these requests.
- First, AMIGO offers a tailored scoring system based on the leader's most crucial criterion personally and for the portfolio they manage.
- Once the scoring system has been defined, the portfolio leader can send requests to their team leaders to evaluate and score the submitted additions.
- Within this request, leaders are instructed to score each program based upon their own point of view and independent from the other scores. (aka the Delphi Method)
- Once the scoring assessments are returned, AMIGO, using an evaluation dashboard, sends the portfolio leader instructions on how to evaluate the final results.
- Using this dashboard, the leadership can review the results and plan their strategy for executing the new programs selected for their portfolio.
By providing a formalized mechanism to receive, assess, and future roadmap initiatives, AMIGO helps you increase the project's value.
Project Management Insights & Accelerators (Video Instruction)
Helpful videos are provided for each tool within AMIGO.
Knowing how to best use project tools can be confusing. Within AMIGO, helpful videos are provided for each tool, including leading practices and advice from Plantnum PMO with 25 years of experience implementing Enterprise Transformation Initiatives. Reducing your learning curve within AMIGO and accelerating your Transformation.
Risk Management
Helping you to minimize risks within your project or portfolio.
Minimizing risk is critical to the success of a digital transformation. With leading practices built into its processes, statuses, and workflows (as determined by the Project Management Institute), AMIGO is ready to help you minimize risks immediately. With its patent-pending AI-Messenger, AMIGO finds and then notifies, using micro messages, all stakeholders who could be impacted by the identified risk. Creating a collaborative forum to discuss risks while providing visibility to you and how the identified risk may affect your projects, programs, portfolios, or the entire organization.
Sales Lead Through Project Delivery Management
Provides a complete 360-degree view of your clients helping you to improve relationships and gross margins.
As a consulting company aligning sales and delivery teams can be challenging. Built on the Salesforce Platform, AMIGO is fully integrated within Salesforce's Sales Cloud and Service Cloud platform. Providing your consulting practice a complete 360-degree view of your clients. Helping you to improve client relationships and gross margins.
Test Plan & Execution Management
Test your work to give you the confidence you need to reach your goals.
Testing is often built outside of development, causing a lack of continuity between a transformation's initial goals and what has been created.
AMIGO includes the most innovative Testing Module for human testing of software solutions.
With AMIGO's testing module, you can:
- Build a re-usable testing library of every test scenario, test case, test scenario, and test step for your program or project. This library can then be re-used for testing your software for years after your original implementation.
- Take all the rules and requirements from your functional design work packages and embed them directly into your test steps. Providing you with a complete traceability matrix for every rule and requirement designed in your solution.
- Test your business processes, strategic data, and job roles directly integrated into your test cases and components.
- Pick and choose test scenarios, cases, components, and/or steps as the test plan manager, using the Dynamic Test Plan Builder. With the click of a button, AMIGO creates your test plan for you.
- Using your newly developed test plan, the test plan manager can use AMIGO's Planner Module to build dependencies into that plan. (Similar to what is done within MS Project.) Once completed, the manager can start the plan, and then AMIGO's "Auto Pilot" takes over. First, it sends messages to the appropriate team members to execute their tasks. Then once those tasks have been completed, the user can document their results and whether the test passed or failed. If the test fails, they can automatically create a defect using AMIGO's defect module. Capturing the plan, scenario, case, and step where the fault occurred. If the test passes, the tester marks it complete, and the full results are sent back to the AutoPilot. From there, the AutoPilot determines what can be run next and sends those tasks out to be completed. This entire process runs automatically without any human intervention, significantly reducing your test management headcount.
Time and Expense
Account for all time spent to complete work.
Just as in all things, time equals money. Unless you account for all time spent completing work, you will not make effective decisions to properly manage your team and prepare for future work. Using AMIGO's robust time and expense reporting modules, your team can capture and account for the time they spend working on each of their work packages. To help as a guide, they are also provided the standard estimated effort to complete their work package and determine how long it should take. But at AMIGO, we also understand that life doesn't sometimes always go exactly to plan. Therefore, each resource can adjust its estimate to complete that task regardless of the initially planned estimate for the work package. This historical context allows two things.
- First, it gives the project manager instant notification that there may be a change in the plan that requires some proactive project management.
- Second, it allows the portfolio governance team to review the data from this and every other project within the organization and decide whether to update the standard estimated efforts for any given type of work package.
By capturing dollars spent at the work package level, an organization can get very granular on how they want to capitalize or expense their PPM costs. Your organization will know exactly where each dollar is being spent on your projects, programs, and portfolios from a financial perspective. Providing your organization with complete transparency on their spending for project work.
Have the information you need to lead your teams and leaders well when you need it.
Effectively managing your leaders and team can be one of the most challenging obstacles to overcome as a leader. Navigating the endless opinions, feedback, and personalities, while keeping your leaders and teams motivated, informed, and in good spirits can make or break your success. AMIGO provides you with the tools to help you do all of this. So you can lead your organization well and finish your implementation on time and within budget.
Here are the tools AMIGO offers to help you manage your teams and leaders:
Benefits Realization/Value Management
Define, design, and measure the benefits you need from your Portfolio or Program.
AMIGO provides you with everything you need to develop your qualitative and quantitative benefits case. First, using AMIGO's Value Management and Benefits Realization module, the team creating the program request can lay out all the benefits associated with the program and the anticipated costs. Then, AMIGO will automatically calculate the Return on Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV), and Payback period based on those inputs.
Within the Value Management and Benefits Realization module, AMIGO provides the ability to link your benefits to key business, processes, strategic data, project deliverables, key performance indicators, and benefit owners. So your leadership has complete visibility to how you plan to achieve every benefit in your benefits plan.
In addition, your organization can track the harvest of your actual benefits for up to 10 years. To see if the benefits delivered were congruent with your original planned benefits. During that 10-year journey, your organization will continue to look for opportunities to improve those benefits with ideas and opportunities fed back into AMIGO as part of your Ideation & Opportunity management and Intake processes.
Providing complete business case transparency for each initiative and the realized benefits that have been actualized as a result.
Communications Planning/Register Management
Reduce the possibility of confusion and disconnect by providing clear and open lines of communication throughout your transformation journey.
Using the communications register module, AMIGO provides capabilities for your organization and portfolio governance team to define and approve their portfolio communications strategy and plan. Creating a comprehensive communications register that identifies all:
- Communications
- Communication types
- Communication channels
- Stakeholders
- Stakeholder groups (including their influence and impact on your program)
- Communication frequencies
that is needed across your programs and projects.
Additionally, with the power of AMIGO's AI-Messenger, certain critical communications (e.g., key decisions, risks, issues, etc.) are automatically communicated to your key stakeholders and stakeholder groups based on the rules established by your program leadership team. This ensures that your communication activities are not falling through the cracks at inopportune times. Removing any confusion and disconnection between you and your teams during your Enterprise Transformation Journey.
Consulting Partner Management
Know what is taking place at every level by having complete visibility across your entire Consulting Practice.
With AMIGO, a Consulting Practice Executive can have complete visibility and transparency over each client and the engagements under their span of control. In addition, all dashboards across all client engagements are available for consumption 24/7. Providing alerts to engagements going off the rails that may need additional assistance from you. Helping you to improve your client relationships and Gross Margins.
Goals and Objectives Management
Have a visible "North Star" to help keep you and your team on track.
It's common to get off course regarding your Organization, Portfolio & Program Goals, Objectives, and Measures & Metrics, aka your "OKR's." With AMIGO, your OKR's are front and center every step of the way. They are built into AMIGO; they are visible to everyone 24/7. In addition, with AMIGO, you can tie your People, Processes, Technologies, and Data to your OKRs so you know exactly how they are getting accomplished.
Providing your organization continual alignment to your OKRs and helping you finish your Transformation successfully.
Job Role/Application Security Profile Management (SOX Compliance)
Helps you to align your people, processes, and technologies with your compliance responsibilities.
With AMIGO's Job Role Module, your Organization Transformation team has everything they need to design your new Organizational Model and its Job Roles.
Using the Business Process Management capabilities, Job Roles are associated with the appropriate business process, so everyone knows "who's doing what."
When using the Security Profile capabilities offered within AMIGO, Job Roles are associated with the security profiles necessary to execute their jobs. Additionally, these Security Profiles can be analyzed for any SOX compliance conflicts to help keep your executives out of jail.
Operational Readiness Management
Helps you to know for certain your project is ready to go live.
With so many pieces and so much at stake, making the call when your Transformation is prepared to "Go" can be difficult and stressful.
AMIGO's Gate and Gate Metrics module allows you to build gated criteria, metrics, and approval mechanisms for any type of gating performed within your program or project. This functionality is beneficial for gating key phases, milestones, or commercial payments throughout your program/project implementation. Additionally, this functionality is ideal for establishing all operational readiness criteria and the criteria, metrics, and thresholds required to get all aspects of your implementation ready to "GO" for your production implementation. Providing visibility and transparency on your organization's readiness for Enterprise Transformation
Organizational Job Role Management
Design your new job Organization Model and it's Job Roles.
To lead an Enterprise Transformation successfully, you must identify and prepare the people who run your business for the changes ahead. With AMIGO's Job Role Module, your Organization Transformation team has everything they need to design your new Organizational Model and its Job Roles.
- Using AMIGO's Business Process Management capabilities, Job Roles are associated with the appropriate business process, so everyone knows "who's doing what."
- Using AMIGO's Security Profile capabilities, Job Roles are associated with the security profiles necessary to execute their jobs. In addition, these Security Profiles can be analyzed for any SOX compliance conflicts.
With this information, your Organization Transformation Team has everything they need to create training programs to explain the new processes, systems, and data each organization member will need to operate in their new environment. Helping you accelerate your Enterprise Transformation adoption and finish on time and within budget while realizing the value promised.
Project and Portfolio (PPM) Resource Management
Track financials for every project, program, and portfolio throughout your organization.
To be a successful PPM leader requires the ability to track financials for every project, program, and portfolio throughout your organization. AMIGO provides an ongoing analysis of resource capacity and demand for your entire portfolio. Providing you with the forecasting visibility and the resource information you need to perform future work. In addition, with AMIGO, you can:
- Manage day-to-day work.
- Capture actual efforts against tasks (through time and expense reporting).
- Forecast completion estimates are continually fed into the master portfolio plan for further resource analysis.
AMIGO provides the benefits of a traditional PPM tool plus the operational implementation delivery capabilities unavailable anywhere else in the market. With keen insights from the implementation trenches, your portfolio governance team will have the data points they need to perform detailed resource analysis providing you with the information you need to make agile adjustments to your portfolio.
Project Management Insights & Accelerators (Video Instruction)
Reduce your learning curve and know how to best use the project tools to get the job done.
Knowing how to best use project tools can be confusing. Within AMIGO, helpful videos are provided for each tool, including leading practices and advice from Plantnum PMO with 25 years of experience implementing Enterprise Transformation Initiatives. Reducing your learning curve within AMIGO and accelerating your Transformation.
Project Workstream Management
Helps you to better manage your projects so you can stay on track.
Overlaps and bottlenecks can slow down or prevent progress, causing you to get off track and miss your timeline and goals.
With AMIGO's Workstream capabilities, you can define your Program and Project Workstream Hierarchy, roles, responsibilities, and the resources you assign to accomplish those roles. This provides you visibility to resource overlaps and potential bottlenecks at a workstream level to keep your progress moving forward.
Sales Lead Through Project Delivery Management
Provides a 360-degree view of your clients. Helping you to improve client relationships and gross margins.
As a consulting company aligning sales and delivery teams can be challenging. Built on the Salesforce Platform, AMIGO is fully integrated within Salesforce's Sales Cloud and Service Cloud platform. Providing your consulting practice a complete 360-degree view of your clients. Helping you to improve client relationships and gross margins.
Stakeholder Group Management
Helps you to define the stakeholders working within your project.
Knowing Who, What, Where, When, and Why to communicate is essential to leading any project well.
With AMIGO's Stakeholder Management capabilities, you have complete freedom to set up your stakeholder groups as you desire. Define their impacts, influence, and everything they need to be effective stakeholders.
Coupled with AMIGO's Communications Register capabilities, this information enables you to establish formal communication plans. Keeping your individual stakeholder groups engaged and helping you to lead well throughout the journey.
Data is the lifeblood of your organization. Take care of it so it takes care of you.
Effectively managing data is one of the most challenging aspects of any transformation. It flows through and touches every aspect of your people, processes, and technologies. With AMIGO, you have one source of truth to manage your Data Governance Structure and Processes, Data Migration and Data Integration Strategy and Design, and Data Cleansing. Providing your organization the assurance they need that their data is being well cared for so that you'll have excellent data to help make great decisions.
Here are the tools AMIGO offers to help you manage your data:
Data Cleansing Management
Helps you to establish your data cleansing strategy and plan and manage the execution of your data cleansing efforts.
Migrating bad, compromised, or even the wrong data can lead to wrong decisions preventing you from leading your Enterprise Transformation to success.
Though most data cleansing can be handled through technology, a fair share of data will still need to be cleansed at the source before migrating. With AMIGO's Data Cleansing Module, you can establish your data cleansing strategy and plan and manage the execution of your data cleansing efforts.
Providing your leadership with clear visibility to the state of your data and its readiness for your Enterprise Transformation efforts.
Data Governance Organization Management
Helps you to have good data so you can make good decisions.
Maintaining clean data throughout a transformation that you can trust is of great importance when leading an Enterprise Transformation. After all, data is the lifeblood of your organization. Without good data, you can not make good decisions concerning your business.
With AMIGO's Strategic Datum capabilities, you can define the datum that drives value through your organization. In addition, AMIGO provides you the ability to determine what data asset groups and data domains as well as where this data is used throughout your organization--providing you visibility to where your strategic datum is used throughout your systems, processes, and job roles within your organization.
Valuable data must be clean data; remember garbage in- garbage out. With AMIGO, you can define your data management organization, assign responsibility to manage the data quality rules, and keep your strategic datum clean throughout your entire Enterprise Operating Model.
AMIGO provides the Master Data Governance Model to keep your strategic datum clean and insightful.
Data Migration Design Management
Helps eliminate confusion that can happen during data migration.
Not having a clear understanding of your Data Migration Design can cause confusion and contribute to missed goals and benefits once your migrations are complete.
With AMIGO's System Application and unique Data Work Package capabilities, your data migration experts have one location to design all aspects of your data migrations. Source-to-target maps are then built into AMIGO and automatically integrated into the fabric of your project and program's business process, people, technologies, systems, tables, and fields.
Within each data map created, your data migration experts can define all of the cleansing, Transformation, and enrichment rules needed to migrate a given data migration for each field of information.
These rules, once created, can later be automatically transferred to data migration unit test plans providing a complete traceability matrix of all the data migration rules and requirements for any given data migration object. Accelerating the design, development, and testing of your data migration efforts.
Data Migration Execution Results Management
Helps you to know for certain the data you are using is ready to go "live!"
Knowing that your data is ready to go live is crucial for any Enterprise Transformation. There is a lot at stake as making a move too soon could ultimately lead to failure.
AMIGO removes this stress of worry by documenting the results of each of your data migration trial runs to see if your data is ready for "prime time." This capability, coupled with AMIGO's Gate Management capabilities, can be used as trigger points for contractual obligations to your Data Migration System Integrators (if needed).
Providing you and your leadership with clear visibility to the state of your data and its readiness for your Enterprise Transformation efforts.
Data Quality Rule Management
Help you to understand how to keep your strategic datum clean.
Data is the lifeblood of your organization. Without good data, you can not make good decisions about your business.
With AMIGO's Strategic Datum capabilities, you can define the datum that drives value through your organization. In addition, you can determine what data asset groups and what data domains where this data is used throughout your organization, providing you visibility to where your strategic datum is used throughout your systems, processes, and job roles within your organization.
It must be clean to keep that data valuable (garbage in- garbage out). With AMIGO, you can define and manage the data quality rules necessary to keep this valuable asset clean so that it continues to generate value for your organization.
Providing you the insights to keep your strategic datum clean
Strategic Data Definition Management
Helps you to know what data drives value to your organization to harvest the most value from your Enterprise Transformation. Enabling you to complete a transformation that delivers all the promised value.
AMIGO understands that data is the lifeblood of your organization. Without good data, you can not make good decisions about your business.
With AMIGO's Strategic Datum capabilities, you can define the datum that drives value through your organization. In addition, you can determine what data asset groups and what data domains where this data is used throughout your organization, providing you visibility to where your strategic datum is used throughout your systems, processes, and job roles within your organization.
In addition, you can associate strategic datum to your benefits and establish the key performance indicators needed to run your newly transformed Enterprise Operating model.
Providing you helpful insights into the data that drives value for your organization.
Helping you to have everything you need to know about the systems and technologies used for your transformation initiatives and their impact.
It is difficult to successfully lead a program or project without a data-driven model to provide the needed information for every technology used and its impact on your transformation.
Using a central location, AMIGO provides one source of informational truth for all systems, tables, and fields throughout your organization. Helping you to see their impact and get the information you need and how that information is used to move from one system to another.
Here are the tools AMIGO offers to help you manage your technology:
Interface Design Management
Helps you to understand and manage all systems used to execute your operating model.
As a leader, you must understand your organization's operating model and all systems used to execute your operating model. Without a clear understanding of these integrations and systems, you will be unable to calculate your project's impact on the operating model, including the costs associated with all changes the time it will take to build and test changes in your operating model.
With AMIGO's System Application and unique Data Work Package capabilities, your integration experts have one place in which to design all aspects of your system integrations. Source-to-target maps are built right into AMIGO and automatically integrated into the fabric of your project and program's business process, people, technologies, systems, tables, and fields.
With each created data map, your integration experts can define all of the needed transformation and enrichment rules to send each field of information properly from its source to its final destination.
These rules can later be automatically transferred to integration unit test plans providing the user a complete traceability matrix of all the integration rules and requirements for a given integration. Paving the way to accelerating your integration efforts' design, development, and testing.
Software Change Tracking Management
Helps you to know what changes have been approved so you can test with confidence.
Not knowing how changes can potentially impact your project can be stressful and a bottleneck when testing.
With AMIGO's Change Tracking capabilities, you can let the right people know of approved software changes to be moved into a given system environment. This type of capability is a critical component for software testing.
Plus, with AMIGO's AI-Messenger capabilities, when there is a development change, all confirmed and associated people are automatically notified to assess the potential impact, from their perspective, of how the change may impact the project.
This increased communication helps to accelerate the testing of your Enterprise products.
Software Environment Definition Management
Provides complete visibility of all software environments preventing problems when deploying your Enterprise Transformation.
Unless you have complete visibility to all of your different software environments, your organization can cause problems deploying your Enterprise Transformation.
With AMIGO's Environment Definition capabilities, you can define all different environments. Such as sandbox, development, QA, training, Production, and Production Support. With this information, your organization can know which systems have specific environments that can be used to connect your future state operating model. Accelerating the deployment of your Enterprise Transformations.
System Application, Tables & Fields Definition Management
Know how your systems interact and impact each other providing you essential information when leading an Enterprise transformation.
With AMIGO's System Management capabilities, you can define every system, data table, and data field used within your organization. Although other software provides this feature, AMIGO associates this information with your Strategic Datum, Data Migration Efforts, Interfaces, Business Processes, Job Roles, and projects/programs. Providing visibility and transparency across all of your business processes and a 360 degree understanding of their impacts on your people, technologies, data, benefits, programs, & projects across your organization.
Ad Hoc Reporting
Providing you the information you need to make the best decisions.
It's vital when leading to have current information you can trust within your Ad-Hoc reports. With AMIGO Analytics, you can get the information you need by building any type of report you need across the entire AMIGO platform. Make decisions with confidence, knowing all the data provided within your reports come from one and only one integrated database of information. Providing Ad-Hoc reports you can trust when making decisions.
Agile Support
So you can run your projects however you decide.
AMIGO believes it should be your call how you run your projects. AMIGO's Agile Support provides flexibility to your Project Management capabilities by offering an Agile Approach, Kanban Approach, Waterfall Approach, or a Hybrid Watergille Approach. Providing ultimate flexibility to run your projects however you decide.
Bulk Data Import
Helping you to reduce time spent on data entry.
Enterprise Digital Transformations often require loading massive amounts of data into project-related software. Using AMIGO's Bulk Data Import, you can save time uploading large quantities of information for key, data-intensive areas such as deliverables, work packages, and data dictionaries, significantly reducing time spent on data entry.
Kanban Support
So you can run your projects however you decide.
AMIGO believes it should be your call how you run your projects. AMIGO's Agile Support provides flexibility to your Project Management capabilities by offering an Agile Approach, Kanban Approach, Waterfall Approach, or a Hybrid Watergille Approach. Providing ultimate flexibility to run your projects however you decide.
Multi Language Support
Deliver your implementation wherever you may be.
Enterprise digital transformations are commonly global and require management in multiple languages. AMIGO supports dozens of the most common languages worldwide, so you can successfully deliver your implementation wherever your location may be.
Product Delivery Through Help/Service Desk Management
Create a knowledge repository and process improvements for decades to come.
AMIGO's Help/Service Desk Management is built using the Salesforce Platform and fully integrated with the Salesforce Service Cloud Platform. Allowing you to ingrate your own Help Desk with AMIGO. Providing a powerful knowledge repository and continual process improvement for decades to come.
Waterfall Support
So you can run your projects however you decide.
AMIGO believes it should be your call how you run your projects. AMIGO's Agile Support provides flexibility to your Project Management capabilities by offering an Agile Approach, Kanban Approach, Waterfall Approach, or a Hybrid Watergille Approach. Providing ultimate flexibility to run your projects however you decide.
Workflow Management
Helping you to effectively manage all workflow required to complete your implementation.
Effectively managing workflow for your portfolio, program, or projects can be difficult, first, determining the order of activities to begin. Second, when done manually, it requires a lot of administrative recourse's from you as the leader.
With AMIGO:
- Project managers can create a repeatable set of activities as a project and then workflow those activities in any way they desire.
- Additionally, with AMIGO's Methodology capabilities, the project manager can set up -
- The standard inputs that are needed to start the activity.
- The detailed procedures the owner needs to follow to complete the activity.
- A standard template regarding the activity and what its output is supposed to look like.
With AMIGO's revolutionary "Auto-Pilot," you can then execute these workflows hands-free.
- First, the autopilot sends messages to the appropriate team members to accomplish their tasks.
- Once completed, the user can then document their results, and the finished results are then sent back to the AutoPilot.
- Enabling the Auto-Pilot to determine what can be run next and then sending those tasks out to be completed.
The entire process runs automatically without human intervention, significantly reducing your administrative overhead through workflow automation. Providing you, as the leader, peace of mind knowing that AMIGO always has your back.
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Schedule A Discovery Call
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Complete your Enterprise Digital Transformation on-time and within budget to harvest the value your leadership desired, and forever be known within your organization as the leader who was able to get the job done.
