FluidPPM Features
Project & Portfolio Management
FluidPPM centralizes all project data in one place, giving you real-time visibility to make informed decisions and ensure initiatives align with business goals.
Risk and Issues
FluidPPM provides a centralized system where all stakeholders can see, assign, and resolve critical issues before they derail your projects.
Timesheet
FluidPPM's intuitive interface captures hours effortlessly, providing reliable data for reporting, billing, and project insights without administrative burden.
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Resource Allocation
FluidPPM gives you real-time visibility into team availability and workloads, enabling optimal resource distribution and maximum productivity.
Project Allocation
FluidPPM provides clear visibility into project staffing and progress, ensuring the right resources focus on the right projects at the right time.
Interactive Reports
FluidPPM's dynamic dashboards let you drill down into data and share real-time updates with stakeholders, transforming raw information into strategic intelligence.
AI-Powered Analysis
FluidPPM's AI-powered analysis answers your questions in natural language, delivering instant data-driven responses that accelerate decision-making.
Budget Planning
The FluidPPM cost grid enables comprehensive project budgeting, allowing you to manage and track various categories, including planned, forecasted, budgeted, and actual costs.
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Our 6-Step Implementation Strategy
Discovery & Assessment
Our experts analyze your current tools, processes, and data to identify what to retain, optimize, or replace through deep-dive workflow and governance evaluation.
Tailored Implementation
We create a customized step-by-step migration plan aligned with your business goals, prioritizing minimal disruption and maximum adoption.
Data Migration
We securely migrate historical data, custom fields, and workflows using Microsoft-based integration methods to preserve legacy investments.
Configuration & Customization
We adapt FluidPPM's Excel-like grids and flexible workflows to your needs with custom dashboards, Power Automate flows, and AI-assisted reports.
Training & Change Management
We provide targeted training, documentation, and change-management support to accelerate team adoption.
Ongoing Support
We will continuously enhance your FluidPPM environment with refinements, scaling, and governance support as your portfolio grows.
Why Choose FluidPPM?
Co-Pilot Friendly
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AI-Powered Productivity
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Auto-generate Lessons Learned
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Analyze Financials
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Create Status Reports with AI
User-Friendly Interface
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Excel-Like Simplicity
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Manage Resources, Milestones
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Easy-to-use Grids
Seamless Integration
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Excel-Like Simplicity
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Manage Resources, Milestones
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Easy-to-use Grids
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Co-Pilot Friendly
Customize to Fit Your Needs
Secure & Fast
Single Source of Truth
User-friendly Interface
Seamless Integration
Customize to Fit Your Needs
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Flexible & Future-Proof
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Adapts to your Processes
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Ports Project Online Customizations
Secure & Fast
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Secure & Data Protection
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Fast Runs in Office 365 Tenant
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Pre-built Power BI Reports
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A Free Trial to Start Quickly
Single Source of Truth
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Consolidates Project, Portfolio
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Data Stored in Dataverse
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Centralized System for Complete Visibility
FluidPPM Capabilities
Data Aggregation from Multiple Sources
FluidPPM consolidates data from various platforms to provide a unified, accurate view, ensuring that all project-related information is consistent and up-to-date for better decision-making.
Project Management Tool Agnostic
FluidPPM integrates effortlessly with any Project Management tool, breaking down collaboration barriers and ensuring smooth data exchange across diverse systems without disrupting workflows.
Automated Reporting:
By integrating with Power BI, FluidPPM automates the reporting process, providing insightful, real-time reports that save time while delivering deeper analysis and actionable insights for project managers.
Stakeholder Dashboards
FluidPPM offers customizable dashboards that present key project metrics, enabling stakeholders to access vital information in a single view for quicker and more informed decision-making.
How we bring 5C's in action with FluidPPM
Consistent
We implement standardized Power Platform templates, governance protocols, and best practices to deliver reliable, repeatable outcomes across all projects.
Consumable
We design intuitive dashboards, reports, and apps in Power BI and Power Apps so your teams can easily interpret data and act fast.
Current
Through Power Automate, we ensure real-time data syncing and workflow updates so decisions are always based on the most up-to-date information.
Centralized
We consolidate tools, data, and processes into a single Power Platform environment—reducing fragmentation and increasing operational control.
Collaborative
We integrate Microsoft Teams, Project Management Tools and SharePoint to foster transparent, cross-functional collaboration and stakeholder
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Schedule your free consultation and demo today.
