Connect projects to the enterprise

Plan and manage execution with tools that you'll already know well, but with surprising levels of integration.

Work in Excel™ with the power of Enterprise PPM.
No dilemma.

Over 60% of organisations still use stand-alone spreadsheets as the defacto tool for planning and executing their programmes and projects. None of the PPM tool vendors have displaced Microsoft Excel™ as the dominant tool. None of these vendors can match the familiarity and flexibility offered by the trusty spreadsheet.

Insight combines plans, RAIDs registers and dashboards in Microsoft Excel™ workbooks with an integrated enterprise PPM system. Data in workbooks is seamlessly synchronised with a database.

Our technology is readily adopted by novices and experts...

...but everyone works in Excel™, so there's no need to learn another application. In fact, Insight is so incredibly easy to use there's near zero training. How many Programme and Project Managers are unfamiliar with Excel™?!

Live connectivity means that Insight builds up-to-the-minute reports, inside Excel™, directly from the data inside 100's or 1000's of other spreadsheets being used right across the organisation. No 'copy & paste'! Information needed for portfolio and programme execution is protected yet every user with an Insight spreadsheet can add their own sheets and their own columns to support their local needs. For those who prefer to work in Microsoft Project™, Insight imports Microsoft Project™ plans directly into Excel™ with just a couple of clicks.

Simplicity - Working in Spreadsheets

Every Insight workbook has consistent controls for synchronising the workbook with the Insight database. The workflow is simple, login and 'Receive' to update your workbook with the latest data. Press 'Sync' when you are ready to share your work. You control when to synchronise your work so, just like any other spreadsheet, you can complete your work and share it only when your ready.

Data that is needed by the Insight database is checked inside every workbook, so errors can be easily corrected 'at source'. Need something that is not in the workbook? No problem, it's a spreadsheet, so you can extend it to meet your local needs. You can even add extra columns to the sheets that are synchronised with the Insight database.
No dilemma ... the best of enterprise PPM and Excel™!

Enhanced Spreadsheets

Insight adds 'Power Tools' to spreadsheets. These enhance the capability of Excel™ to improve workflow and presentation. In this example of a Waterfall style plan the Gantt Chart is automatically drawn with a single click. Features such as task % completion and Work Breakdown Structure are included. The minimum needed is just task name, start date and end date, ideal for novice Project Manager's just beginning to develop their skills. The more experienced can work in Microsoft Project™ and import the entire plan into Excel™ with just 2 clicks.

Simple Workflows. Less Effort.

Although you are working in Excel™, your data is in a database. It's shared seamlessly between multiple workbooks, eliminating copy & paste. Anyone with authorised access to Insight can synchronise their workbook anywhere in the world. After you've synchronised your workbook, the same data is available to the PMO and stakeholders. It will appear in their workbooks formatted as they need.
You can share your workbooks just like any other Excel™ workbook. Email it to a colleague, they won't need an Insight account to see and edit the workbook.

Beating the Adoption Challenge

By embracing spreadsheets we've side-stepped the common 'lack of adoption' issue. This is a weakness in all other PPM tools. Even the best don't come close to matching the flexibility a familiarity of Excel™. Less experienced colleagues gain a foundation that is immediately productive. Experienced colleagues get a capable system that goes far beyond stand-alone spreadsheets. Everyone retains that ubiquitous, 'personal productivity canvas' that is Excel™. Insight is embraced by IT and non-IT teams alike.

Insight Advantages

Real-time planning and execution tools for Programmes, Work Streams and Projects
Progress, status, budgets, risk, issues, dependencies, resources and performance indicators.

Fast adoption, easy to use ... near zero training. Realise benefits in less than 2 weeks.

Track and manage inter-programme and inter-project dependencies from within plans and against a backdrop of re-planning.

Radically improve collaboration. Build strong, cohesive teams.

Meet the differing and diverse needs of stakeholders.

Very flexible, with customisation supported at 3 levels. Personal changes in spreadsheets do not require any change controls.

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