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It’s been some time since our final blog post about Epicflow’s latest updates, and we’ve developed loads of new options since then. Learn the article to learn to successfully handle your undertaking portfolio, find out how to leverage the ability of AI for easy workflow and well timed and on-budget supply of your a number of tasks, and, in fact, find out how to develop your corporation and ship much more tasks with Epicflow, and all this upon protecting your knowledge protected.
DataGuard: Leverage Our Cloud Service Whereas Preserving Your Private Information On Premises
We’ve developed a novel knowledge safety instrument that safeguards your organization’s data. With DataGuard, we offer cloud service whereas making it attainable to maintain your knowledge on premises. Because of this for any operation within the Epicflow system, your corporation knowledge stays safe in your servers. What makes DataGuard a one-of-a-kind knowledge safety answer available on the market is Epicflow’s capability to hold out advanced knowledge evaluation with AI-powered performance with out downloading your undertaking data and with real-time entry to the info components which can be required for the evaluation.
AI-Powered Mission and Useful resource Administration Help with Epica
Epica is our AI-powered assistant that interacts with Epicflow customers within the following methods:
Function-based notifications
- Relying in your function and corresponding permissions, you get particular notifications from Epica. For instance, in the event you’re a undertaking supervisor, you will get a notification that a few of your sources ought to replace their working hours. You possibly can ship them reminders with only one click on within the chatbox with Epica.
- One other instance is Epica notifying a undertaking or useful resource supervisor about overload in sure teams or particular sources. Then she suggests contemplating some graphs and checking the workload to enhance it.
- Let’s assume you’re a undertaking crew member. Then you will get a message about neglecting process priorities and a request both to comply with the calculated priorities or clarify the explanation for deviation from the listing. You possibly can go to the duty listing and verify your private duties. One other instance is when you have a number of duties in progress. Epica will ask you to place a few of them on maintain and to give attention to one process at a time.
Asking Epica questions along with your voice or by typing in your query within the chatbox
- One other option to work together with Epica is to ask her questions through the use of your microphone or typing your request within the chatbox. As an illustration, you’ll be able to ask Epica if you’ll be able to take a day without work at a sure time or when it’s higher so that you can take a trip. In response, she is going to present you the calendar with completely different colours, and you may make a choice whether or not it’s affordable to be absent on a sure day or if it’s higher to postpone your trip in order to not create bottlenecks within the undertaking circulation. Blue and inexperienced are good days for a trip, whereas yellow and purple are unacceptable.
- As a undertaking supervisor, you’ll be able to ask any project-related questions, e.g., Is there a finances overrun within the undertaking? Epica will verify and instantly will come again to you with a transparent and correct reply.
- You can even ask Epica to clarify an Epicflow time period or ask her find out how to use any function, and she is going to offer you all the knowledge obtainable in our coaching supplies and database. E.g., how can I exploit the Future Load graph? What’s a Bubble graph?
Selecting the query from the recommendations within the chatbox
- You possibly can select any query from the recommended listing of questions within the chatbox and get an in depth reply from Epica.
Keep in mind that in the event you ask Epica a query you don’t have permission to verify, she is going to kindly warn you about this.
Epica is at all times company-based, which implies it processes the info out of your facet. Don’t fear in regards to the security of your knowledge: it at all times stays on premises, and that is attainable because of DataGuard, which we introduced originally of the article. After adopting Epicflow, firm administration can resolve what channels Epica will use as a supply: your procedures, insurance policies, and so on., Epicflow’s information base and coaching supplies, every other supply, or all collectively.
Enterprise-Degree Mission Administration
Scalability: Sky’s the Restrict for Epicflow
The useful resource pool of a few of Epicflow’s shoppers consists of over 10,000 workers. That is one other peculiarity of Epicflow, which makes it distinctive available in the market as a result of our shoppers can do in-depth evaluation in actual time by enabling synthetic intelligence. At that, your knowledge stays protected with the above-mentioned DataGuard instrument. Furthermore, our checks show that the system can serve limitless sources and supply high-quality service in any respect ranges, from process to enterprise administration.
Enterprise useful resource administration: permission to recommend sources
One other nice function that we’ve added to the system can be utilized to rearrange organizational relations. You possibly can grant permission to assign or recommend sources to duties to completely different roles inside your organization.
For instance, a useful resource supervisor can assign a useful resource to the duty, however then a undertaking supervisor can analyze the tasks’ statuses and sources’ load and select one other useful resource for this project. As an alternative of reassigning, they’ll recommend a brand new useful resource within the Job Card. Then, it’s as much as a consumer with the project permission to resolve whether or not it’s affordable to reassign them or not. Within the Job Card, each sources are proven: present and recommended, or solely the recommended one if anybody hasn’t been assigned to the duty but.
Effective-Tune the Entry to Mission Information and Actions within the System with Attribute-Primarily based Permissions
As you’ll be able to see, your knowledge is safeguarded in Epicflow at completely different ranges and from completely different angles. One other highly effective instrument to make sure the security of your knowledge contained in the system is granting and managing permissions.
Now, a consumer can outline an attribute and arrange permissions for an additional useful resource to entry the info if they’ve the identical attributes. For instance, if a brand new purposeful supervisor is available in, you’ll be able to arrange permission for her or him to view and handle the info if a few of the attributes coincide with yours (for instance, location).
Portfolio Administration
Clever Mission Administration: Excessive-Precedence Initiatives Are At all times on High of the Pipeline
Within the Pipeline, tasks are sorted by precedence, which is calculated in keeping with the CCPM ideas. The undertaking that requires most administration consideration is at all times on high. The order of tasks adjustments in actual time relying on the adjustments that will happen in a undertaking atmosphere, so you’ll be able to at all times ensure you’re centered on the precise a part of the undertaking work.
On the identical time, you’ll be able to arrange a Enterprise Worth for each undertaking, and Epicflow will prioritize them primarily based on the outlined values. A enterprise worth is a quantity from 1 to 1000 which you can set relying on the significance of the undertaking for the corporate.
Mission Staggering: Let Epicflow Postpone the Begin of Some Initiatives to Ship Them on Time
To ship your a number of concurrent tasks on time, apply Mission Staggering performance if the info evaluation within the system exhibits {that a} bottleneck is arising. You possibly can order your tasks by their enterprise values and set the typical quantity (for instance, 500) as a filter for staggering.
Because of this, Epicflow will make calculations and recommend a brand new plan with the adjusted begin dates that can contribute to the well timed supply of the chosen tasks (or all of them) within the Pipeline.
Save and Replay What-if Evaluation and Staggering Periods
When testing completely different undertaking eventualities within the What-if mode or enabling Mission Staggering, you’ll be able to lose your knowledge upon switching to different pages within the system. Any further, it can save you the outcomes after which return to the what-if mode and verify them. It can save you as much as 4 eventualities after which play them to decide on the perfect one in your undertaking atmosphere.
Test the Estimated Mission Due Dates with Pipeline Leveling
One other AI-powered function that makes use of predictive analytics is Pipeline Leveling, which units up the duty execution sequences relying on their precedence or tasks’ enterprise worth. As a undertaking or portfolio supervisor, you’ll be able to set a leveling parameter primarily based both on precedence or enterprise worth, and Epicflow will mechanically calculate the dates for the execution of the duties and create a corresponding Gantt chart.
Discover the State of Your Initiatives from Totally different Angles with the Dashboard’s Mission Efficiency Tab
The Efficiency Tab is a helpful option to predict and analyze efficiency from completely different views after Pipeline Leveling. All undertaking knowledge is introduced with diagrams and adopted with the numbers. You possibly can show the info by a undertaking precedence or a enterprise worth.
Test your tasks’ statuses:
- The variety of tasks in execution vs. the whole variety of tasks within the Pipeline.
- The variety of tasks in purple, yellow, inexperienced, and blue.
- The variety of work hours in execution, together with the variety of purple, yellow, inexperienced, and blue hours.
Look at the anticipated due date efficiency in % and in days:
- Get details about the variety of tasks that will likely be delivered on time vs. the whole variety of tasks within the Pipeline and their categorization in keeping with their statuses (colours).
See what number of days earlier or later your tasks are anticipated to be delivered primarily based on the info evaluation outcomes.
The info right here may be proven by
- the deliberate due date,
- the baseline due date,
- the enterprise worth.
Tip: Use the Efficiency tab in tandem with the Pipeline Leveling and Mission Staggering options for an in-depth evaluation of your undertaking atmosphere and setting of the optimum plan for the flawless supply of your a number of tasks.
Mission Teams: A Helpful Instrument for Environment friendly Portfolio Administration
Much like multigroups, the place you’ll be able to unite a number of useful resource teams primarily based on frequent traits and verify associated knowledge from the excessive to the low (useful resource) degree, we’ve developed the identical function for tasks.
In case you have a couple of thousand tasks, you’ll be able to set up them into a number of layers by grouping them into completely different enterprise entities, for instance, geographically (entities in several nations).
You possibly can put a brand new undertaking in a sure group while you add a brand new undertaking to the system. The group construction is mechanically transferred upon exporting tasks to the exterior system.
Useful resource Administration
Customizable Useful resource Administration: Including Attributes to Advance Useful resource Allocation
You possibly can arrange one or a number of outlined parameters as useful resource or group attributes:
- World grade
- Location
- Incident
- Tools
- Created
You possibly can customise the attributes and have them arrange within the system by our help engineers.
You possibly can add attributes to sources, duties, and tasks to check them and make an evaluation, for instance, for useful resource allocation.
There are additionally tags in Epicflow that can be utilized to filter objects and regionally set up your duties for a neater search of customers, duties, or tasks. The attributes are a managed option to do the comparability and evaluation as a result of they are often added solely by a help engineer.
Tip: Use tags, competences, and attributes to match objects for good useful resource allocation.
Grouping Competences: All You Want for Handy Search and Flawless Useful resource Allocation
In massive enterprises, the place 1000’s of workers are concerned, the listing of competences that must be taken care of may be countless. Now, you’ll be able to unite competences by grouping them into classes.
Substitute Sources with Related Competences and Attributes within the Useful resource Allocation Advisor
You possibly can select a useful resource with the required abilities and attributes and use the pin instrument to mechanically discover the perfect match primarily based on the chosen consumer’s traits. You possibly can change competences, attributes, and different parameters to seek out essentially the most appropriate useful resource. At that, the Useful resource Allocation Advisor will search for the sources in different teams with sufficient capability and who can be found on the required second.
Capability View within the Group Tab of the Job Record: Be Conscious of the Hidden Hazard
Equally to the Pipeline, the Group tab’s Capability view presents capability ranges with the assistance of 4 colours: blue, inexperienced, yellow, and purple. Blue and inexperienced imply that the group has greater than sufficient capability, whereas yellow and purple warn that the group is assigned to extra duties than they’ll deal with with regard to their capability. You possibly can verify the teams’ capability by selecting completely different durations: weeks or months.
What’s new right here is the flexibility to detect hidden hazard earlier than it threatens your tasks: the purple dot in entrance of the useful resource means a bottleneck will happen.
It could appear that on the group degree, every little thing is ideal, however on the useful resource degree, it’s not: the purple dot implies that somebody within the group is overloaded.
The upper you go on the degrees, the less issues you’ll be able to see, which is why we at Epicflow advocate monitoring not undertaking progress however sources’ state of issues at the start.
Learn extra: Tracking Performance: Switching from Project to Resource Level
You possibly can go deeper into the group and verify which of your sources is overloaded and by what number of hours. Then, you’ll be able to redistribute the load amongst different sources and eradicate the overload from the overwhelmed useful resource. You possibly can allow the Load Analysis from the capability view to verify what duties and tasks are overwhelming this useful resource. After which distribute the load to another person within the group.
Tip: Use consumer or group tags to verify the customers inside a sure group as an alternative of switching between ranges: from a multigroup to a bunch after which to a useful resource degree.
Divide Duties into Elements Between the Sources with the Splitting Performance
You possibly can cut up a process into two components and assign completely different sources to them. At that, you’ll be able to outline the proportion of every useful resource’s work on the duty or set the variety of work hours for every of them. You should use the Useful resource Allocation Advisor to discover a good useful resource for each components of the duty relying on their expertise, competencies, attributes, capability, and availability.
Tip: Within the process card, you’ll be able to see the budgeted customers and people not budgeted for this undertaking.
Battery Indicators for Multi-Teams: Test the Customers’ Capability Throughout the Group
You possibly can assign a process to a multigrop after which allow a Useful resource Allocation Advisor to verify battery indicators in entrance of every sub-group to know which one has sources with sufficient capability to deal with this process. We use inexperienced and purple colours to indicate the optimum capability degree and its lack.
AI-Powered Useful resource Allocation Options Primarily based on Historic Information
Along with competences and attributes, useful resource allocation in Epicflow is enhanced with AI performance. AI algorithms recommend the perfect match for a process and a useful resource primarily based on particular traits {that a} useful resource or portfolio supervisor can set primarily based on present wants and the specificity of labor. As an illustration, they’ll set a worth: the required useful resource ought to have expertise in working for a selected consumer or with sure gear.
That is how pure language processing (NLP) works: you enter values into the system within the type of textual content, and AI algorithms course of this knowledge to seek out the coincidences and recommend an ideal match.
Let’s check out the image beneath.
As you’ll be able to see within the image, a number of sources are recommended to be allotted to the given process. Useful resource Allocation Advisor suggests sources primarily based on competences, attributes, and availability, whereas Epica (the pink and violet icon) suggests sources primarily based on the mannequin arrange by the consumer whatever the above-mentioned parameters. Epica additionally exhibits the proportion of match primarily based on the established mannequin. Those recommended by Epica might lack sure competences, however they match the mannequin the consumer created within the system. Then, it’s as much as a useful resource supervisor to resolve which useful resource suits higher for this process.
Mission Administration
Discover Additionally Accomplished Initiatives within the Pipeline
In addition to lively and inactive tasks, you too can discover completed tasks on the backside of the pipeline. You possibly can arrange when these tasks will likely be completely deleted from the system, e.g., half a yr, one yr, and so on. However do not forget that historic knowledge will likely be stored regardless of the tasks being deleted.
A number of Module Libraries: Save Time and House within the System
Module Library is an outdated function of Epicflow, but it surely has been upgraded on the request of our shoppers. Module Library is used as an computerized undertaking builder for tasks which can be comparable in construction. It saves undertaking managers’ time when including new tasks into the system.
Now, you’ll be able to create and retailer a number of Module Libraries for tasks from completely different fields of the trade or numerous industries to keep away from the need to create every time from scratch. In addition to, this replace enhances the storage and allows you to save a number of templates with out mess.
As you’ll be able to see, Epicflow has numerous performance from process to enterprise administration, and our crew is at present engaged on new options that can enable you ship much more tasks along with your obtainable sources with out overload, stress, and missed due dates. Contact our experts to be taught extra about clever multi-project administration and the way Epicflow might help you attain your corporation objectives sooner and with fewer prices.
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