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Project & Portfolio Management

AI for PPM Use Case Analysis Workbook

This Excel-based workbook contains a customizable library of AI use cases and a framework for identifying and prioritizing those most relevant to your PPM challenges and...

Transform PPM to Optimize Value From Every Investment – Phases 1-2

Use this blueprint to define and plan your journey to realizing Exponential IT for PPM strategic goals.

Transform PPM to Optimize Value From Every Investment

Exponential technologies such as generative AI have entered the project and project portfolio management (PPM) space – putting intense pressure on its leaders to automate...
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PPM Transformation Plan Template

Use this comprehensive, easy-to-customize, boardroom-ready presentation template to document and communicate your PPM transformation plan to your IT and business partners.

PPM Transformation Workbook

Use this Excel-based workbook to plan your Exponential IT journey and accurately identify your readiness, needs, and goals.

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Custom Vendor Landscape: Project Portfolio Management Software

Project Portfolio Management (PPM) software helps to optimize an organization’s project portfolios, collecting and consolidating data across multiple projects to assist in...

Project Success Assurance Report (Sample PDF)

This sample PDF report shows a version of the document that gets delivered to you by an Info-Tech advisor after each service touchpoint in Info-Tech’s Project Success...

Project Success Assurance Report Template

This report template is the base template used by Info-Tech’s advisors as part of Info-Tech’s Project Success Assurance service. The contents of the report can be used to...

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.
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