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How to Seamlessly Integrate Planning, Performance, Project and Risk - Video

45 Mins | Public Services | Planning, Projects & Risks
This recorded web conference will teach you how you can digitise integrated assurance for your entire management team in a way that’s nurturing, engaging and intuitive for everyone, creating an inclusive improvement culture.

You’ll see our proven, easy-to-use solution first-hand, built in collaboration with some of our most prestigious customers, including London Fire Brigade and key local authorities.

Our 360-degree portals deliver a full diagnostics and compliance toolkit for your entire organisation, helping users from Board to frontline and from inspector to partner, to make better, faster decisions based on real-time facts, processes and collaboration.

Rapidly and coherently re-plan from top to bottom, join outcomes with their operational objectives, link risks to outcomes and connect all of them to your projects and actions.

If you’re spending far too much valuable time wading through the complexities of managing risk, ensuring compliance and keeping your projects relevant to a rapidly-changing reality, this concise 45-minute webinar is an essential guide on how to seamlessly integrate your organization’s planning, performance, project and risk (PPPR) more effortlessly, and give your organisation more agility and control than ever before.

Session Q&A Repsonses

Is all this functionality - add photo, hold teams meeting etc, included in standard package for use?

Yes they are!

Can you drill down from a graph down to individual unit level

Yes you can. There is a choice as to how the drill-down path is followed.

Do you have any housing association clients/reference sites?

Yes several. Here are a couple with customer stories:

Interactive dashboards look great but what does it look like as a printed report output for those of us who have Boards/Committees?

Undeniably and unapologetically, interactive is best!

But you can also set-up print pages specifically, or use our Office 365 Word App Add-in to design printed Word reports using the data and the display widgets. You can print the dashboards themselves too – although some print better than others!

How far are the dashboard views customisable? i.e. if the organisation only took 3 of the 4 components, would there just be blank space? Or would individuals be able to set to match their own preference?

It can be customised as much, or as little, as you would want. This could include removing all the ‘non-used’ component displays on the integrated pages, so they didn’t appear to have blank spaces.

Once drilled through to unit data, can you select own filters? e.g. pivot, or do you need to export and do this separately? Thinking from a self-service point of view where dashboard set for organisation but teams may want to slice in alternative ways

Self-service is very good. A user can select their own filters and do their own cross-tabbing of dimensions through simple drag and drop pretty much anywhere in the system.

What is the risk parameters you are making use of? / Can the risk app pick up themes across departments, e.g. recruitment etc. and do a consolidated analysis?

Yes, you can have risk categories or theme ‘tags’ which we can then group and report. For example a common one is the PESTL categories. But you can also have a tag filed with any free text label that you can then collate.

Are you able to add risks which don’t relate to the plan?

Yes, you can add a risk to a risk register and not have it linked. Generally, we advise against it, but it may be valid in some circumstances.

Are you able to categeorise risk into strategic, programme, or team risks?

Yes. The usual configuration is to set up a strategic and then a team structure of risk registers or categories. Each programme and project also has its own risk register or category.

How easily does this fit and integrate with multiple systems? e.g. housing management, finance, asset management?

Very well. We have been integrating with multiple data systems for 30 years.

Would it replace something like Office Project?

Yes, it can. Although we recognise that for some project managers that are super adept at MS Project, they will prefer to use that for anything. You can do a high level tracking only within InPhase, and link to a MS Project file for the task details.

Can the dashboards be automatically updated with data from other source? Like incident data?

Absolutely. This is really a big benefit of InPhase. We can update data from numerous data sources, including incident, audit, finance, operations, and bring that data into the InPhase application to work with the plans, the context, the collaboration, the action planning and assurance.

How does the Power BI compatibility work?

Really easily. If you have a great PowerBI display, and it would be really useful to have it displayed within InPhase, it can be added in, on a separate Page, or even within a page mixed in with InPhase application content. PowerBI isn’t the source of data for InPhase, it would be a visualisation.

Does this system have a built in 'accessibility checker or reader'? (Public bodies since 2019 have a Legislative requirement - if we were to publish any such information/reports on such data sets- i.e. publicly available reports).

We have a separate area of the product suite which is Public Accessible, our Public Portal. This is especially to enable our public bodies to have compliant public accessibility for reporting.

As well as these apps, can we build our own reports?

Yes. The entire suite is built using the INPHASE Designer toolset. You can get trained as a Designer and create your own reports completely, or as edited versions of the Apps reports.

Is the Microsoft Word app part of the standard package? Is there an equivalent Excel app?

The Office 365 Word App Add-in is a separate Add-in and not bult-in to the main application. There is not an equivalent for Excel at the moment, although you can export any table of data in Excel compatible format.

Are these apps rather than templates so we need to buy them on top?

These are consulting Apps that have taken £100,000’s of pounds of Consulting time to create, so they are a cost item. You can pay for them as a once off lump sum, or pay for them over several years to keep the cost as a smaller annual payment.

Are each if these templates (such as projects) included in the basic package cost or do you purchase each separately?

We recommend that these 4 apps are purchased together, but we can supply them separately if you only want one or two components. All 4 will cost less than 4 x 1!

What support do you provide whilst the service is in life?

An extensive support service is provided. As these are Apps on the toolset, the Technical Support and Consulting phone support service is available, as is:

  • On-line support on Zen Desk for issues and bugs,
  • An on-line knowledge base, and user forum,
  • On-line video tutorials,
  • Weekly Customer update vidoes,
  • Monthly Power Hour customer videos,
  • User Group conferences (physical or virtual!) and a
  • A dedicated Account Manager for personal contact.

Our CEO Robert is also active with several customer projects each year, and will happily get personally involved with any customer where you need strategic help or face tricky internal issues like gaining additional senior level sponsorship or need change management advice and support.