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Project Portfolio Management
Enhancing project performance and resource utilization
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proMX is your digitalization partner. Our goal is to help you transform your processes to make your business more agile, efficient and competitive. As a Microsoft Partner we are both extremely experienced and well-connected.
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Our mission
All companies strive to digitalize and optimize their processes, and thus become more productive.
DEEN

Track, analyze, and plan your project portfolio

proMX 365 Project Portfolio Management allows you to prioritize and oversee your project portfolio, manage financials and resources, and gain valuable data insights for informed decision making.
Centralized overview

Centralized overview

Manage external and internal projects in one place, and view projects across your whole organization.

Data visibility

Data visibility

Visualize data for better decision making, track project progress, adjust resources quickly, and keep stakeholders informed.

Improved planning

Improved planning

Manage your projects within budget and allocate resources effectively with improved planning functionalities.

Your benefits

proMX 365 Project Portfolio Management (PPM) is our standalone solution to help organizations manage their external and internal portfolios simultaneously and across different departments to avoid common pain points like:

• Lack of alignment with business strategy
• Resource constraints
• Poor prioritization
• Insufficient data and reporting

If you’re looking for a customizable solution that will fit your business’s needs, look no further. The experts at proMX will help you get a quick and comprehensive overview of your project portfolio!

proMX 365 Project Portfolio Management includes:

Portfolio management

Portfolio management

Portfolio management is an indispensable tool for making well-informed decisions that align with your organization’s overarching goals and objectives.

Demand management

Demand management

A structured approach to evaluating external project requests allows for a comprehensive assessment of effort, costs, and associated risks. The transition from project proposal to execution has never been faster.

Program and project management

Program and project management

Integrate a range of initiatives into your overview, and ensure the alignment of both individual projects and larger-scale programs with your organization’s strategic objectives.

Resource management

Resource management

Make sure you plan and allocate resources strategically, and distribute tasks efficiently, ensuring that high-impact initiatives receive the attention and resources they deserve.

Time management

Time management

Effective time management helps to predict project duration, and makes customer invoices more exact. Identify potential bottlenecks or inefficiencies in project workflows, and ensure that projects stay on track and are delivered on time.

Financial management

Financial management

Financial forecasting equips organizations with the insights needed to make informed choices about project prioritization, resource allocation, and more. The 2D or 3D matrix for risk management ensures a deeper understanding of potential risks, and lets you implement mitigation strategies.

Learn more about proMX 365 Project Portfolio Management! Leave a message, and our experts will get in touch with you to tell you more about the solution and our services.
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Key features of proMX 365 PPM

Portfolio overview

Choose between different views to see a program and the projects assigned to it: the project timeline, a table with KPIs (e. g. actual costs, effort), and a Gantt view for dependencies between projects for example.

Data overview

View all important project data in one place, for example priority, status, budget consumption, funding source, deadline, stakeholders, and sponsors.

Budgeting forecasting

Predict your budget and identify gaps between your initial planning and the forecasting. View the percentage (%) of budget consumed, and track project progress.

Portfolio and program budget

View the distribution of the overall budget between programs or different portfolios. Enables easy tracking of the overall budget, costs, and consumption, and helps you comply with company strategy.

Risk management

Manage risks that jeopardize the successful completion of strategic goals and balance the level of risk in your portfolio.

Reporting

The reporting capabilities of Power BI help you analyze crucial data and make data-driven decisions.

Scenario planning

Use the scenario planning feature to model future scenarios for your project portfolio. Adjust projects, resources, and budgets to see how different choices could impact your business.

Manage project portfolios and programs with Microsoft Copilot

Artificial intelligence helps you to manage your portfolios and programs by supporting you in task and schedule management, project planning and execution, documentation and reporting, and more.

  • Analyze and summarize: Artificial intelligence helps you rapidly process data across your entire portfolio, program, and individual projects, including budget information, progress updates, and performance metrics. Use it to identify patterns, trends, and anomalies that might not be immediately apparent.

  • Access prompts: Microsoft’s extensive prompt catalog provides pre-defined queries and commands that you can use to interact with Copilot.

  • Ger suggestions: Copilot will analyze the data and provide suggestions for next steps based on the current project status, trends, and historical data. This helps with informed decision-making based on data, taking preventive measures, resource reallocations, process optimizations and more!

  • Refine results: Iteratively ask questions and refine the answers until you get the exact information you need.

  • Seamlessly integrate: proMX 365 PPM integrates seamlessly with Microsoft Copilot, meaning that all the AI capabilities are embedded within the project management tools you are already using. This integration ensures a smooth workflow without needing to switch between different platforms or tools.

Build your first canvas app with Power Apps

Learn how to get started with building your very first canvas app from a simple Excel data set, and how to navigate the Power Apps interface. We’ll help you with choosing between a canvas app and a model-driven app, and have collected valuable learning resources if you want to become a real Power Platform expert!

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Would you prefer to see proMX 365 Project Portfolio Management live in action? Let’s discuss your individual challenges, and in a personalized demo we’ll show you exactly how to master them.

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Our customer projects

Microsoft partner proMX supported the leader in German rail transportation in implementing Dynamics 365 Project Operations and making it much easier to work with data, manage projects, and get a better overview on progress.

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Dynamics 365 Project Operations
A solution for project-based service businesses, which enables all teams involved – from sales to HR to business intelligence – to deliver their best performance in one end-to-end solution. Microsoft Dynamics 365 Project Operations offers a “best of” of Microsoft’s other pre-existing project management solutions without any disruptions of media.
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A field service app that helps you turn this tricky business area into a profit maker. Dynamics 365 Field Service assists disposers with automated planning and service technicians with mobile apps and lets you remotely monitor assets with Connected Field Service.
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I'm here to help!

I would be pleased to answer any queries you have.
Marina Proskurovska
Marina Proskurovska
International Sales
+1 (786) 600 2840
sales@proMX.net

Find out how we can help transform your business with
Microsoft Dynamics 365 and proMX apps.

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