The AMIGO Platform –
Digital Transformation Tools

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:

1. 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.
2. 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. 
3. 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. 

1. First, AMIGO offers a tailored scoring system based on the leader's most crucial criterion personally and for the portfolio they manage. 
2. Once the scoring system has been defined, the portfolio leader can send requests to their team leaders to evaluate and score the submitted additions. 
   1. 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)  
3. Once the scoring assessments are returned, AMIGO, using an evaluation dashboard, sends the portfolio leader instructions on how to evaluate the final results. 
4. 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.