Project and Portfolio Management


Our purchaser is a worldwide service organization presenting control equipment for tasks, programs, and portfolios beneath the software program as a provider (SaaS) model. The purchaser’s business enterprise is centered in Valencia (Spain) that offers state-of-the-art equipment of agency paintings management that intelligently deliver advantages of “software as a service” (SaaS) and conventional project control abilities. They’re professionals in supplying reliable, correct statistics and transparency in managing and utilizing assets optimally.

Our client wanted to develop a web-based SaaS (Software as a Service) business solution in the form of a “Project Management System” that enables effective assignment control in diverse fields like actual estates & business, venture & aid control, program and portfolio control, and information sharing to have a live song of the venture sports and standing. Additionally, it is Gantt charts, project management, agile tasks, threat & issue management, and report management.

The patron’s company offers a wide range of services specifically for the project management system. They acquired some top necessities to be taken into consideration at the same time as developing. Necessities include:

  • Devise the system to offer information that improves selection-making and project management.
  • Provision to keep track of the development of all the task activities.
  • Helps the demonstration of results via the task evaluation.
  • Empower assignment stakeholders and management by way of providing the right records at the proper time.
  • Goal to increase opportunities to research from the nice practices.
  • Aid all assignment management methodologies for numerous fields which includes scrum and kanban for a software improvement cycle.
  • Control any sort of challenge (agile or waterfall) and steer all their components and levels from a single place: plan or execute duties, manipulate expenses, and sales, assign resources, manage risks and administrate all of the documentation.
  • Offers disruptive PPM for all of the audiences, and is effectively used at engineering companies, hospital networks, resort chains, insurance corporations, telecommunications organizations, oil and gas agencies, even start-ups from all continents


Tools & Technology

  • Microsoft .NET Framework
  • C#
  • JQuery
  • .NET charting
  • Telerik Controls
  • Microsoft SQL Server
  • Telerik reports
  • Gant Charts
  • Azure
  • AWS


To help handle information on project, program, allow efficient contact, and monitor the condition of the various projects and assignments, Shivagya Infosoft offered a web-based corporate solution.

Beneath are the central features of the mission control gadget:

  • Project Management:

    Enables the customers to define the task shape, allocation of team participants and venture stakeholders, assigning tasks, and scheduling, observe-up, dealing with a price range, numerous costs, and risks relating to the venture. Classic and kanban projects can be managed without difficulty in a single included portfolio. Agile venture control continues control of the massive picture. This included portfolio consists of a synchronized kanban board, custom columns, integrated portfolio, incorporated social community, documentation, and tracking controls.

  • Project Portfolio:

    Provision to have special information approximately the assignment which incorporates unique mission variety, name of the venture, the priority assigned to the undertaking, mission approval, assignment popularity, venture manager assigned to challenge, begin and stop date of the venture, and many others. This enables users to expectantly timetable tasks based totally on his/her team’s potential, and forecast the mission pipeline to hold everybody within the loop.

  • Planning and monitoring:

    The consumer can thoroughly plan each undertaking of time and oversee it to finishing touch, correct task definitions, redistribute team obligations, and manage any viable deviations (undertaking definition, crew sizing, cost estimation and effort, pre-undertaking popularity, challenge, and task monitoring, distribution of monitoring obligations, earned cost, destiny situations, indicators, and deviations)

  • Resource Management:

    This feature lets the person manipulate packages, information, and infrastructure that allow easy coordination amongst the group members and task activities.

    You’ll be able to find and agenda the great project group, solve staffing conflicts in real-time, and forecast hiring wishes. Customers can get a whole photograph of all of the transferring parts by way of using availability sorting and custom filters to quickly see who’s to be had and make brief modifications. With this answer, users can select a project supervisor, add crew contributors within every task and assign them their obligations. Every time person assigns tasks, the chosen team participants acquire notifications with primary records about their tasks.

  • Graphical representation of Information:

    Provision to generate an undertaking schedule within the shape of a Gantt chart. Dynamically generated data are represented in a simple and presentable manner via stunning photos with the use of a commercially available third-celebration device. A Gantt chart will allow users to plot, manage, and monitor timelines on-line. It can be published as required.

  • Dashboard:

    An informative dashboard that gives real-time statistics approximately assignment popularity, productiveness, and dangers related to any precise venture together with a graphical illustration of records associated with the venture, team, fee & revenue, and many others.

  • Multicurrency and Multilanguage Support:

    Helps to view assignment expenses and budget-related information in multiple currencies with forex conversion. The consumer can set the language in their preference.

  • Powerful Reporting Capabilities:

    An effective third-party reporting tool is used to extract useful statistics primarily based on numerous reporting parameters. Visualize complicated facts to identify tendencies, interpret overall performance throughout the commercial enterprise, and plan for organizational growth.

  • Users and roles management:

    Enables position-primarily based access to user corporations. This selection guarantees the authentication and authorization of user that has the privilege to access one-of-a-kind functionalities of the application.

  • Cost and Revenue:

    Users can be on top of things of all of the charges of each mission, calculating the margin and nicely tracking them all with expected and actual fees stemming from hours labored, external prices, items and offerings, forecast and real revenue, cash flow, and challenge margin.

  • File Management:

    An effective document management device that includes unlimited file garage, well suited with external hyperlinks and garage structures, links to projects, services, responsibilities, risks, and procurement.

  • Accurate budgeting:

    Customers can see how works are progressing and tune planned vs. Real spend with assignment dashboards to hold initiatives inside the price range.

  • Easy time tracking:

    Capacity to preserve crew participants centered at the paintings that matter with timesheets that make it easy for them to submit, tune, and edit hours spent on a task.

  • Task Management:

    Capacity to supervise all factors of your initiatives, from departments and challenge managers to progress, priority, and standing. Customers can outline the timeline for every project. A record is categorized in line with the styles of obligations involved for the next evaluation and has its own priority degree for smooth control of any comply with-up interest that is shared among the teams responsible for every corresponding mission and specified venture managers.

  • Risk and Issue Management:

    Neglect about the dangers associated with the activities because, for any unexpected situations that may get up, this gadget can manage any deviations with a single click. As the project manager, once the risks have been identified at the platform, it is easy to categorize and document them, enforce corrective measures. More importantly, this can be less difficult to do with the assist of the assigned group individuals as they upload their contributions on-line (hazard classification, problems, bugs, change request, customizable exposure degree calculation, the undertaking of managers, mitigation and contingency plans, the effect on scope, time table, and finances).

  • Slack Integration:

    The answer directly integrates with slack. Teambot notifies users of any pending work and facilitates reporting. Customers can file their progress and test their assignments with the use of simple commands and buttons from their slack chatbox, without having to log into the platform whenever.

  • Import from MS Project:

    The platform has an open philosophy that translates necessities into our dedication with compatibility in attention. That’s why all of the users can import projects created in ms mission through honestly loading theirs .MPP files. Smooth transition from ms project to a fully-featured mission and portfolio control software program. Ms venture is supported as a legacy machine for the private use of challenge managers reluctant to transport to a SaaS model.

  • Jira Portfolio Connector:

    JIRA connector permits customers to supervise the development system because it unfolds. Users can select the JIRA “problems” and initiatives that are relevant to their venture portfolio control methods and integrate them into their portfolio.

  • Zapier Integration:

    Zapier allows the mixing of masses of apps while not having to write a single line of code. The purchaser’s platform has a Zapier integration that permits customers to routinely create obligations beginning from other applications. With this option, customers can join the purchaser’s platform to any present software program already included with Zapier.


Shivagya Infosoft has offered a brilliant, ready-to-go solution to a Spanish customer with such broad deals and carefully considering each customer’s requirements. The customer has benefited from many company opportunities, including:

  • Streamlined venture roadmap that can be without difficulty accompanied and improves average performance.
  • Hold schedule and expenses heading in the right direction.
  • Control documentation extra correctly.
  • Stepped forward and better purchaser delight.
  • Flexibility and scalability to suit venture popularity and tips.
  • Lessen fees for bids and contracts.
  • Better data ends in better selections.
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