🧠 Intelligent Workflow Automation

πŸ“‹ Task Auto-Assignment

  • πŸ“‹ Successive tasks from the project plan seamlessly flow into the worklogs of respective task owners, aligning with their day-to-day responsibilities.

  • πŸ”„ Hence, the project gets systematically advanced through all business phases, ensuring every task from the project plan is completed β€” driving the project to closure. 🏁

πŸ“‹ Task Auto-Assignment illustration

πŸ”— Smart Task Linkage

  • πŸ”— Real-time linking of Issues and Action Items to ongoing business tasks.

  • ⚠️ Risks proactively connect to upcoming tasks.

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🚨 Proactive Escalation Management

  • ⏰ Automatically triggers alerts (⏳ 14 or 7 days prior) when an Issue, Risk, Action Item, or business task approaching its due date.

  • βœ… Keeping everything on track.

🚨 Proactive Escalation Management illustration

⏱ Effortless Time Tracking

  • 🧠 Every user’s work is auto-logged into an intelligent timesheet .

  • πŸ“Š Streamlined tracking and accountability.

⏱ Effortless Time Tracking illustration

βœ… Enhance productivity, mitigate risks, and ensure seamless project execution with smart automation. 🎯

βš™οΈComprehensive Project Management & Automation

🌍 Predefined Industry Delivery Models

  • πŸ“¦ HOLIZE comes with ready-made project delivery models tailored for major industries like Oil & Gas, IT, Telecommunications, Energy, Manufacturing, Retail, and Transport & Logistics.

  • πŸš€ When creating a project, users can instantly use these predefined models to auto-generate their plan structure β€” phases, deliverables, and tasks included.

  • 🧭 Saves time, ensures consistency, and accelerates project setup for clients across the globe.

  • πŸ”„ HOLIZE continues to expand its library with delivery models for more industries.

🌍 Predefined Industry Delivery Models illustration

πŸ—‚οΈ Multi-Level Project Planning

  • πŸ“ Enables project-plan creation at phase, deliverable, and task levels, offering clarity and structured execution.

πŸ—‚οΈ Multi-Level Project Planning illustration - Image 1 πŸ—‚οΈ Multi-Level Project Planning illustration - Image 2 πŸ—‚οΈ Multi-Level Project Planning illustration - Image 3

πŸ’° Cost Transparency & Control

  • πŸ’° Every business task includes planned and actual costs.

  • πŸ“Š Project plan auto-consolidates costs for accurate financial tracking.

πŸ“Œ Structured Risk, Issue & Action Item Logs

  • Systematically compiles and tracks all Risks, Issues, and Action Items.

⚠️ Intelligent Risk-to-Issue Conversion

  • ⚠️ Risk auto-escalates to Issue if task goes past-due.

  • πŸ“ˆ Ensures real-time escalation and tracking.

πŸ”„ Automated Project Plan Revision

  • ⚠️ When a business task impacted by an Issue, the task becomes past-due.

  • πŸ› οΈ The system automatically enforces project plan revisions.

  • πŸ” Keep projects adaptive and aligned.

πŸ“‹ Effortless Meeting Management

  • Create, publish, and share Minutes & Agendas in just a few clicks.

πŸ“‹ Effortless Meeting Management illustration - Image 1 πŸ“‹ Effortless Meeting Management illustration - Image 2

🌍 Industry-Agnostic Compatibility

  • 🏒 Designed to fit any business vertical.

  • πŸ“ˆ Ensures flexibility and scalability.

πŸš€ Streamline project execution, minimize risks, and maximize efficiency with HOLIZE!

πŸ”Project Health Monitoring

πŸ“Œ Real-Time Project Status

  • 🩺 The HEALTH page provides a comprehensive view of all projects.

  • πŸ”Ž Ensures transparency and proactive management.

πŸ“Œ Real-Time Project Status illustration - Image 1 πŸ“Œ Real-Time Project Status illustration - Image 2

🚦 Critical Alerts for RED & AMBER Status

  • 🚨 Projects flagged as RED or AMBER display their root causesβ€”whether due to Risks, Issues, Action Items, or Business Tasks that have experienced schedule slippage.

πŸ“Ž Seamless Reporting & Documentation

  • πŸ“ Project Managers can easily attach status reports to Meeting Minutes and Agendas.

  • πŸ“’ Ensures stakeholders stay informed with up-to-date insights.

πŸ“Ž Seamless Reporting & Documentation illustration

πŸš€ Stay ahead of risks, ensure timely action, and drive project success with proactive health monitoring!

πŸ” Stakeholder Management & Role-Based Access Control

πŸ”Ή Tailored Access for Different User Roles

  • 🎯 HOLIZE provides precise control over stakeholder actions through well-defined user roles and permissions.

  • πŸ”’ Prevents unauthorized access and ensuring operational security.

βœ… Restricted Access to Critical Functions

  • πŸ”‘ Controlled User Actions: Sensitive actions are role-bound, protecting critical data and operations.

  • βš™οΈ Management-Only Features: Role assignment and configurations are accessible only to authorized admins.

πŸ” Role-Based Visibility & Dynamic Menus

  • πŸ–₯️ Restricted Screens: Access to sensitive screens is hidden from unauthorized users.

  • πŸš€ Action-Level Permissions: Buttons, menus, and options adapt based on each user’s role.

πŸ›‘ Secure Access Control & Compliance

  • πŸ”’ Strict Access Enforcement: Screens, buttons, and actions are protected by backend access gates.

  • πŸ“œ Policy-Driven Security: Security is centrally managed and enforced uniformly.

  • 🧩 Granular Permissions: Control access down to the field or action level, maintaining full compliance.

πŸ›‘ Secure Access Control & Compliance illustration - Image 1 πŸ›‘ Secure Access Control & Compliance illustration - Image 2

πŸš€ Security & Operational Integrity

  • πŸ” Granular Control: Each stakeholder’s scope is well-defined and tightly governed.

  • πŸ“Œ Dynamic Visibility: Interface elements adjust based on the logged-in user’s role.

  • πŸ”’ Security-First Approach: Unauthorized access is proactively restricted across all levels.

  • 🧭 Role-Based UI: Screens, menus, and features appear only if permitted by role.

  • 🧼 Clutter-Free Experience: Users only see what they needβ€”nothing more, nothing less.

  • βœ… Confidence in Access Control: Right people, Right actions, Zero leakage.

πŸ“Šβ€οΈHOLIZE DASHBOARD - CHARTS

🧠 RIA 3D Chart (Risks / Issues / Action Items)

  • πŸ“Œ Clearly visualize the number of Risks, Issues, and Action Items across active projects.

  • 🎯 Gain instant insight into your risk landscape to proactively manage potential challenges.

🧠 RIA 3D Chart (Risks / Issues / Action Items) illustration

πŸ“Š Cost & Effort Tracking (Plan vs Actual)

  • πŸ“‰ Compare planned versus actual cost and effort with an intuitive, auto-scaled 3D bar chart.

  • πŸ”΅ Blue bars represent planned values

  • πŸ”΄ Red bars indicate actualsβ€”keeping you informed at a glance.

πŸ“Š Cost & Effort Tracking (Plan vs Actual) illustration

🧩 Task Health Pie (3D Breakdown)

  • πŸ₯§ View task distribution by statusβ€”ongoing, completed, overdue, upcomingβ€”in a detailed 3D pie chart.

  • πŸ“ˆ Each segment shows both percentage and actual counts for clear task status monitoring.

🧩 Task Health Pie (3D Breakdown) illustration

πŸ“Œ Task Impact Mapping

  • πŸ”— Instantly identify what's causing task delays with direct IMPACTED BY links to Risks and Issues.

  • πŸ“ Clearly labeled, clickable Risk or Issue IDs provide quick access to underlying problems.

🚧HOLIZE Checkpoints

πŸš€ Intelligent Task-Level Management

  • πŸ’‘ HOLIZE automates task-level milestone tracking using configurable Checkpoints, eliminating manual effort and enhancing visibility.

  • πŸ“… Users define intervals (eg: every 5 weekdays), and HOLIZE auto-generates checkpoints evenly across each task’s timeline.

  • βš™οΈ Daily automated scans ensure timely checkpoint management, creating clear accountability for project managers and team leads.

πŸš€ Intelligent Task-Level Management illustration

πŸ”„ Automated Risk & Issue Escalation

  • 🚨 Failed checkpoints automatically trigger a Risk if the task’s start date is upcoming, or an Issue if the task has already begun.

  • ⏸️ HOLIZE places tasks which are impacted by risks or issues on HOLD, until resolution.

  • πŸ”„ If an unresolved Risk reaches its planned task start date, it auto-converts to an Issue, ensuring immediate action.

πŸ“Š Dynamic Plan Revision

  • πŸ› οΈ Unresolved issues prompt HOLIZE to automatically ask project managers for required extensions.

  • πŸ“Œ Based on project manager input, HOLIZE dynamically adjusts the entire project timelineβ€”tasks, deliverables, and phases shift accordingly.

  • βœ… This ensures every project delay is intelligently managed, maintaining overall project integrity.

🌍 Seamless Execution and Accountability

  • πŸ”Ž Checkpoints provide real-time visibility within long-running tasks, enabling proactive intervention.

  • πŸ”§ HOLIZE ensures execution is driven by actual project realities, not predefined constraints.

  • πŸ“ˆ Every delay or milestone shift is traceable, accountable, and automatically integrated into the project’s evolving timeline.

πŸ’‘ With HOLIZE, your projects stay agile, responsive, and precisely aligned with your business needs. πŸš€