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August 2021

What is Trello? Atlassian Collaboration and Work Management Tool Guide – ADMET

By Work management No Comments

Trello is a collaborative work administration application designed to track workforce tasks, highlight tasks in progress, indicate who they are assigned to, and track the progress of items towards their completion.

At its core, Trello leverages ideas from Kanban mission dashboards to visualize workflows, giving managers and staff an easy overview of a mission from start to finish.

The key elements of Trello are boards, lists, and playing cards.

Boards are the starting point and usually take care of an overarching mission like launching a brand new website, or process-based tasks like onboarding a worker. Within each table, a number of lists can be created to indicate the progress of a mission; Common examples are “to do”, “in progress” and “finished” lists. A particular person playing cards within the lists maintains data about a selected process and can be moved from a checklist to a checklist as desired (such as when a process is completed).

trello timeline Trello

Timeline view of Trello.

Each card can include a wide range of process data, as well as a description of textual content, attachments, automations, comments, etc.

Customers navigate Trello from a “home view” that acts as a central hub and news feed. This allows them to simply bounce off the boards or the floor of any playing cards a person might have missed since the last connection.

Trello – which was acquired by software vendor Atlassian in 2017 – also integrates well with different functions, using what the company calls “power-ups.” These API integrations allow customers to enter options into Slack, Salesforce, Gmail, or other apps (as well as Atlassian personal products) immediately from Trello.

Much of the appeal of Trello is its ease of use and flexibility – the app is typically also used for private routes, as well as for planning vacations or weddings. In this sense, it differs from full mission administration software, favoring lightweight performance and affordability over a broad set of functions.

“Unlike mission administration functions like Microsoft Mission which focus on conventional mission managers, Trello can be used across the group by anyone who needs to manage tasks but doesn’t want or desire a specialized and sophisticated mission administration software, ”said Raúl Castañón. , Senior Analyst at 451 Analysis, a division of S&P International Market Intelligence.

Atlassian sought to make Trello much more efficient with the introduction of workflow automations after acquiring Butler and integrating its options into the app. This allows customers to organize simple directives to automate repetitive tasks, such as moving a playing card to the “done” checklist when a directive is full, for example.

types of trello cards Trello

Trello playing cards present mission data in easy-to-digest methods to simplify process administration.

Trello pricing

Trello, which overhauled its pricing structure on August 24, now offers 4 levels: Free, Common, Premium and Business.

The free tier requires customers to sign up and offers access to unlimited power-on integrations, unlimited storage (up to 10MB per file), 250 butler automations, and various options. However, the variety of accessible cards is limited to 10.

The recently launched Commonplace tier provides superior checklists and custom fields, additional Butler automations, and better file metric storage (up to 250MB per file. It costs $ 5 per person each month, when is paid annually.

The Premium Choice – $ 10 per 30 days – features unlimited Butler automations, an added dashboard, timeline and calendar views, as well as administration and security instruments.

The highest level enterprise plan includes additional security measures designed for deployments in large enterprises. These measures include organization-wide permissions, integration of cellular system administration, and various administrator-focused features. The business model offers a variety of pricing plans, leveraging the variety of customers. It starts at $ 17.50 per person per month.

How Trello compares to options

The demand for labor administration instruments was on the rise even before the Covid-19 pandemic. The growing recognition of remote work and hybrid workplaces has only increased the need for instruments to coordinate tasks between disparate groups.

The truth is, Gartner expects spending on social and collaboration platforms to grow 17% this year to $ 4.5 billion, with spending on work administration platforms being the biggest driver. important.

It is an aggressive zone. Along with Trello, many distributors of work administration software have sprung up to take advantage of business demand. These include Asana and Monday, each with IPOs so far 12 months ago, at valuations of $ 4 billion and $ 7.5 billion, respectively. In recent months, various competitors in the region have been acquired, including Workfront (bought by Adobe for $ 1.5 billion) and Wrike (bought by Citrix for $ 2.25 billion).

Microsoft also has process administration software, Planner, which is part of its Microsoft 365 suite.

Many of these instruments are built through the same Kanban-like checklist strategy popularized by Trello; they provide tables, lists and related map layouts, in addition to different “views”. Most are also embracing automation and collaborative options.

Different competitors are adopting a more spreadsheet-centric view of mission administration; these include well-funded stand-alone apps like Smartsheet and Airtable, as well as products like Microsoft Lists and Google Tables.

Trello has long held a significant market share, mainly due to its ease of use. There were at least 50 million registered customers in 2018, according to the latest publicly available statistics, although Atlassian said the figure is now significantly increased. It has further benefited from integration into Atlassian’s portfolio of applications such as Jira.

“It combines ease of use and adaptability with highly efficient capabilities, making it effective software in various circumstances of use,” Castañón said.

Additionally, momentum gained throughout the COVID-19 lockdown reveals that Trello is a “pure match” to supporting workforce collaboration in a distributed workforce, he said. declared.

“Overall, Trello stands out from a number of related instruments; nevertheless, it is a matter of facing increasing competitors from neighboring classes. Perhaps this could be his main problem for the future, ”he said.

How Trello plans to evolve

Trello earlier this year announced a redesign of its application, to coincide with the tenth anniversary of its launch.

Among the various tweaks, Trello got a number of new board views: Desktop, Timeline, Dashboard, and Calendar. These present totally different views allowing clients to visualize and work with the knowledge held in the tips.

trello dashboard view Trello

The Trello Dashboard view visualizes key metrics such as due dates, assigned playing cards, and checklist playing cards.

Going forward, Trello has stated that users will be able to transfer playing cards to totally different boards in each of the totally different views, just as is possible with the desktop view at the moment. Third-party vendors will even be able to create their own applications and providers to associate with different views of the board in the future.

Trello now offers three new card varieties: hyperlinked playing cards, on-board playing cards, and mirror playing cards. Hyperlink playing cards, for example, can join apps like Dropbox or Google Drive by pasting a URL into the card title, and can preview the content.

“Trello has been ahead of the curve in a number of ways,” Castañón said.

That said, the app now faces more powerful competitors than it has been so far, especially as parts of the work administration apps are integrated into current productivity instruments. For example, Fluid Elements is part of Microsoft 365 and Good Canvas is included in Google Workspace. These integrations create lightweight process administration options in a variety of document varieties.

“Updates from Microsoft and Google also show that Trello faces an extremely aggressive area, with the productivity tools roadmap increasingly incorporating work management capabilities,” Castañón said.

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BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. announces change in portfolio management

By Portfolio management No Comments

NEW YORK–(COMMERCIAL THREAD) –BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. (the “Fund”) has announced that effective September 1, 2021 (the “Effective Date”), the Fund’s portfolio management team will consist of Chris Barris, Kevin Cronk, Jonathan DeSimone, Hiram Hamilton and Suhail Shaikh. The investment strategies of the Fund will not be changed.

From the Effective Date, a “key person event” (as that term is defined in the Fund’s initial public offering prospectus, as subsequently completed and revised) will be triggered if the one of Chris Barris, Kevin Cronk or Jonathan DeSimone is leaving Alcentra or ceasing to manage / supervise the affairs of the Fund during the life of the Fund.

Important information

BNY Mellon Investment Adviser, Inc., the Fund’s investment advisor, is part of BNY Mellon Investment Management. BNY Mellon Investment Management is one of the largest asset managers in the world, with $ 2.3 trillion in assets under management as of June 30, 2021. Through an investor-centric approach, BNY Mellon Investment Management brings to clients the best of both worlds: specialized expertise from eight investment firms offering solutions across all major asset classes, backed by the strength, stability and global presence of BNY Mellon. Additional information on BNY Mellon Investment Management is available at www.bnymellonim.com.

BNY Mellon Investment Management is a division of BNY Mellon, which has $ 45 trillion in assets in custody and / or administration as of June 30, 2021. BNY Mellon can serve as a single point of contact for clients looking to create, trade , hold, manage, maintain, distribute or restructure investments. BNY Mellon is the corporate mark of Bank of New York Mellon Corporation (NYSE: BK). Further information is available at www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our press room at www.bnymellon.com/newsroom for the latest company news.

Investment returns and the Fund’s principal values ​​fluctuate so that an investor’s shares may be worth more or less than the original cost. There can be no assurance that the Fund will achieve its investment objective.

This press release is for informational purposes only and should not be construed as investment advice or a recommendation of any particular security.

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What is Trello? Atlassian Collaboration and Work Management Tool Guide

By Work management No Comments

Trello is a collaborative work management app designed to track team projects, highlight tasks in progress, show who they are assigned to, and detail progress toward completion.

At its core, Trello relies on the principles of Kanban project boards to visualize workflows, giving managers and team members a simple overview of a project from start to finish.

The key components of Trello are boards, lists, and cards.

Boards are the starting point and usually focus on an overall project like launching a new website or process-based tasks like onboarding an employee. Within each table, several lists can be created to indicate the progress of a project; Common examples are “to do”, “in progress” and “done” lists. Individual cards within lists contain information about a specific task and can be moved from one list to another as needed (such as when a task is complete).

trello timeline Trello

Timeline view of Trello.

Each card can contain a wide range of task information including a text description, attachments, automations, comments, and more.

Users navigate Trello from a “home view” that acts as a central hub and news feed. This allows them to easily jump to tables or bring up any cards a user might have missed since their last login.

Trello – which was acquired by software vendor Atlassian in 2017 – also integrates well with other apps, using what the company calls “power-ups.” These API integrations allow users to access functionality from Slack, Salesforce, Gmail, or other apps (as well as Atlassian’s own products) directly from Trello.

Much of the appeal of Trello is its ease of use and versatility – the app is often also used for personal itineraries, ranging from vacation planning to weddings. In this sense, it differs from full-featured project management software, prioritizing lightweight functionality and accessibility over a large feature set.

“Unlike project management apps like Microsoft Project that target traditional project managers, Trello can be used across the organization by anyone who needs to manage projects but doesn’t need or want a tool. of specialized and complex project management ”, said Raúl Castañón, senior. analyst at 451 Research, a division of S&P Global Market Intelligence.

Atlassian sought to make Trello even more powerful with the introduction of workflow automations after acquiring Butler and integrating its functionality into the app. This allows users to define simple rules to automate repetitive tasks such as moving a card to the “completed” list when a checklist is complete, for example.

types of trello cards Trello

Trello cards provide project information in an easy-to-digest way to simplify task management.

Trello pricing

Trello, which overhauled its pricing structure on August 24, now offers four levels: Free, Standard, Premium and Enterprise.

The free tier requires users to register and provides access to unlimited power-on integrations, unlimited storage (up to 10MB per file), 250 butler automations, and other features. But the number of accessible boards is limited to 10.

The recently introduced Standard tier adds advanced checklists and custom fields, additional Butler automations, and higher file size storage (up to 250MB per file. It costs $ 5 per user each month, when it is paid annually.

The Premium option – $ 10 per month – features unlimited Butler automations, an added dashboard, timeline and calendar views, as well as administration and security tools.

The Leading Enterprise plan includes additional security measures designed for deployments in large enterprises. These metrics include organization-wide permissions, mobile device management integration, and other administrator-centric features. The Enterprise version offers a range of pricing plans, depending on the number of users. It starts at $ 17.50 per user per month.

How Trello compares to alternatives

The demand for work management tools was on the rise even before the Covid-19 pandemic. The growing popularity of remote working and hybrid workplaces has only increased the need for tools to coordinate tasks between disparate teams.

In fact, Gartner expects spending on social and collaboration platforms to increase 17% this year to $ 4.5 billion, with spending on work management platforms being the primary driver.

It is a competitive field. Along with Trello, various work management software vendors have sprung up to take advantage of business demand. Among these are Asana and Monday, both of which have completed IPOs in the past 12 months, at valuations of $ 4 billion and $ 7.5 billion, respectively. In recent months, other competitors in the field have been acquired, including Workfront (bought by Adobe for $ 1.5 billion) and Wrike (bought by Citrix for $ 2.25 billion).

Microsoft also has a task management tool, Planner, which is part of its Microsoft 365 suite.

Many of these tools are built around the same Kanban-style to-do list approach popularized by Trello; they offer tables, lists and similar card layouts, as well as other “views”. Most also include automations and collaborative features.

Other competitors have a more spreadsheet-centric view of project management; these include well-funded stand-alone apps like Smartsheet and Airtable, as well as products like Microsoft Lists and Google Tables.

Trello has long held a significant market share, mainly due to its ease of use. There were at least 50 million registered users in 2018, according to the most recent publicly available statistics, although Atlassian said the figure is now significantly higher. It has also benefited from integration into Atlassian’s portfolio of applications such as Jira.

“It combines ease of use and flexibility with powerful capabilities, making it an effective tool in a wide range of use cases,” Castañón said.

Additionally, the momentum gained during the COVID-19 lockdown shows that Trello is a “natural fit” to support team collaboration in a distributed workforce, he said.

“Overall, Trello stands out from other similar tools; however, it faces increasing competition from adjacent categories. Perhaps that will be his main challenge moving forward, ”he said.

How Trello plans to evolve

Trello earlier this year announced a redesign of its application, to coincide with the tenth anniversary of its launch.

Among other changes, Trello got several new board views: board, timeline, dashboard, and calendar. These offer different perspectives allowing users to view and interact with the information contained in the tables.

trello dashboard view Trello

The Trello Dashboard view visualizes key metrics such as due dates, assigned cards, and cards by list.

Going forward, Trello has stated that users will be able to move cards to different boards in each of the different views, just as is possible with the board view currently. Third-party developers will also be able to create their own apps and services to connect to different board views in the future.

Trello now offers three new types of cards: Link Cards, Chalkboard Cards, and Mirror Cards. Link cards, for example, can connect to apps like Dropbox or Google Drive by pasting a URL into the card title and can preview the content.

“Trello was ahead on several points,” Castañón said.

That said, the app now faces more competition than in the past, especially as some elements of work management apps are integrated with existing productivity tools. For example, Fluid Components is part of Microsoft 365, and Smart Canvas is integrated with Google Workspace. These integrations make lightweight task management features available in a range of document types.

“The updates from Microsoft and Google also reflect that Trello faces an extremely competitive space, with the roadmap for productivity tools increasingly incorporating work management capabilities,” Castañón said.

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Fort Pitt Capital Group announces staff promotions and portfolio management transition

By Portfolio management No Comments

PITTSBURGH – (COMMERCIAL THREAD) – Fort Pitt Capital Group (“Fort Pitt”) is pleased to announce promotions among the executives of our portfolio management group. Effective September 1, 2021, Dan Eye, CFA® will be elevated to Chief Investment Officer, and Carter Henderson will be promoted to Co-Portfolio Manager.

Charlie Smith, Founding Partner of Fort Pitt and current Chief Investment Officer, explains, “We’ve spent nearly a decade building the stack of portfolio management skills. Jay Sommariva took over fixed income eight years ago and day-to-day team management in 2019. Carter brought prodigious stock picking skills to 2018, and Dan added his communication skills with clients and seeing the “big picture” in 2019. These changes simply crystallize this process, allowing me to step down from day-to-day management on June 30, 2022, while remaining in an advisory role beyond that date.

“The deliberate evolution of Charlie Smith’s leadership role is part of Fort Pitt’s larger succession plan. Dan is a seasoned leader who will take on this role in a transparent and effective manner, ”said Fort Pitt CEO Theodore M. (Ted) Bovard.

Eye has nearly 20 years of investment management experience, starting with JP Morgan where he actively managed discretionary portfolios for high net worth individuals, then creating and managing custom portfolios for high net worth clients with a corporation. based in Philadelphia, and more. most recently as Director of Investments for RIA Roof Advisory Group, based in Harrisburg. He joined Fort Pitt in 2019 through a merger as Head of Asset Allocation and Equity Research and has spent the past 3 years working closely with Smith.

“At the end of the day, our goal is to enable people to retire,” said Mike Blehar, founding partner of Fort Pitt. “Ted, Charlie and I have been investing alongside our clients since we founded the company in 1995, building our own retirement nest egg the same way we build it for them. Charlie has done a tremendous job building his team in a way that will allow him to pursue our company’s investment strategies at the same high level our clients have enjoyed from the start.

About Fort Pitt Capital Group:

Fort Pitt Capital Group was formed in 1995 with a focus on exceptional customer service and advice given in the best interests of our clients. We offer the breadth and depth of a large business with in-house analysts, a powerful trading system, and certified financial planners, yet with a boutique atmosphere. Clients work with a small team of dedicated client advisors who take a very personal approach to financial planning, wealth management, business consulting and 401 (k) planning. For more information, visit www.fortpittcapital.com.

* Registration with the SEC does not imply any particular level of skill or training.

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United States Cloud Project Portfolio Management Market Research Report 2021: Historical Data 2018-2019, Baseline 2020, Estimates and Forecasts 2021 2022-2026 – ResearchAndMarkets.com

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DUBLIN – (COMMERCIAL THREAD) – The report “Cloud Project Portfolio Management Market Research Report by Application, by Deployment Model, by Organization Size, by State – US Forecast to 2026 – Cumulative Impact of COVID-19 ”has been added to ResearchAndMarkets.com offer.

The US cloud project portfolio management market is expected to grow at a significant CAGR during the forecast period. The economic development and the substantial development of the infrastructures constituted the generation of regional revenues.

In addition, the models associated with domestic production, import and export, and consumption have helped market players to analyze and take advantage of potential opportunities. Further, the qualitative and quantitative parameters provided in the report along with detailed analysis highlight the driving and restraining factors in the US Cloud Project Portfolio Management Market.

Market Statistics:

In this report, the years 2018 and 2019 are considered as historical years, 2020 as the base year, 2021 as the estimated year and the years 2022 to 2026 are considered as the forecast period.

Cumulative impact of COVID-19:

COVID-19 is an incomparable global public health emergency that has affected nearly every industry, and the long-term effects are expected to impact the growth of the industry during the forecast period. Our ongoing research amplifies our research framework to ensure the inclusion of the underlying issues of COVID-19 and potential pathways to follow.

The report provides insight on COVID-19 considering changes in consumer behavior and demand, purchasing patterns, supply chain diversion, dynamics of current market forces, and significant government interventions . The updated study provides information, analysis, estimates and forecasts, considering the impact of COVID-19 on the market.

Competitive strategic window:

The Competitive Strategy Window analyzes the competitive landscape in terms of markets, applications and geographies to help the vendor define an alignment or fit between their capabilities and opportunities for future growth prospects.

It describes the optimal or favorable fit for suppliers to adopt successive strategies of merger and acquisition, geographic expansion, research and development, and new product introduction strategies to continue the expansion and growth of the business during a forecast period.

Market share analysis:

The market share analysis offers the analysis of the suppliers considering their contribution to the overall market. It provides the idea of ​​its revenue generation in the overall market compared to other space providers. It provides insight into the performance of vendors in terms of revenue generation and customer base compared to others.

Knowing the market share gives an idea of ​​the size and competitiveness of the suppliers for the base year. It reveals the characteristics of the market in terms of traits of accumulation, fragmentation, dominance and fusion.

Main topics covered:

1. Preface

2. Research methodology

3. Executive summary

4. Market overview

4.1. introduction

4.2. Cumulative impact of COVID-19

5. Market overview

5.1. Market dynamics

5.1.1. Conductors

5.1.2. Constraints

5.1.3. Opportunities

5.1.4. Challenges

6. Cloud Project Portfolio Management Market, By Application

6.1. introduction

6.2. Demand management

6.3. Financial direction

6.4. Portfolio Management

6.5. Project management

6.6. Resource management

7. Cloud Project Portfolio Management Market, By Vertical

7.1. introduction

7.2. Banking, financial services and insurance

7.3. Government and public sector

7.4. Health and Life Sciences

7.5. Manufacturing

7.6. Retail trade and consumer goods

7.7. Telecommunications And ITES

8. Cloud Project Portfolio Management Market, By Deployment Model

8.1. introduction

8.2. Hybrid cloud

8.3. Private cloud

8.4. Public cloud

9. Cloud Project Portfolio Management Market, By Organization Size

9.1. introduction

9.2. Large companies

9.3. Small and medium enterprises

10. Competitive landscape

10.1. FPNV positioning matrix

10.2. Market ranking analysis

10.3. Market share analysis, by key player

10.4. Competitive scenario

11. Company usability profiles

For more information on this report, visit https://www.researchandmarkets.com/r/yqbpxw

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The cloud-based project portfolio management market will grow at 18% CAGR during 2021-2025 with Broadcom Inc., Microsoft Corp. and Oracle Corp. emerging as leading suppliers

By Portfolio management No Comments

The market is driven by increasing demands for large-scale project management, growing demand for mobile project portfolio management solutions, and growing demand for cost management. In addition, the automatic update and construction of projects, the interconnection of software with project portfolio management and the increasing application of lean management in project portfolio management are important trends that are expected to positively influence market growth over the next few years. However, the high implementation and operation costs and challenges of open source platforms might hamper the market growth.

This cloud project portfolio management market The report presents a detailed picture of the market through the study, synthesis, and summation of data from multiple sources through analysis of key parameters. The cloud-based project portfolio management market is segmented by end user (manufacturing, ICT, healthcare, BFSI, and others) and geography (North America, Europe, APAC, MEA and South America). The manufacturing end-user segment will dominate the market share during the forecast period. Geographically, 40% of market growth will come from North America due to the strong existence and penetration of the best suppliers in the United States.

The cloud-based project portfolio management market covers the following areas:

Sizing the Cloud Based Project Portfolio Management Market
Cloud Based Project Portfolio Management Market Forecast
Cloud Based Project Portfolio Management Market Analysis

Companies mentioned

  • Atlassian Corp. Plc
  • Broadcom Inc.
  • Mavenlink Inc.
  • Micro Focus International Plc
  • Microsoft Corp.
  • Oracle Corp.
  • Planview inc.
  • SAP SE
  • ServiceNow Inc.
  • Upland Software, Inc.

Associated reports:

Online Project Management Software Market by End User and Geography – Forecast and Analysis

Education Plagiarism Anti-Plagiarism Software Market by End User and Geography – Forecast and Analysis 2021-2025

Computer Aided Engineering (CAE) Market by Product, End User and Geography – Forecast and Analysis 2021-2025

Main topics covered:

Abstract

Market landscape

  • Market ecosystem
  • Value chain analysis

Market sizing

  • Market definition
  • Market segment analysis
  • Market size 2020
  • Market Outlook: Forecast for 2020 – 2025

Five forces analysis

  • The bargaining power of buyers
  • Bargaining power of suppliers
  • The threat of new participants
  • The threat of substitutes
  • Threat of rivalry
  • State of the market

Market segmentation by end user

  • Market segments
  • Comparison by end user
  • Manufacturing – Market Size and Forecast 2020-2025
  • TIC – Market Size and Forecast 2020-2025
  • Healthcare – Market Size and Forecast 2020-2025
  • BFSI Market Size and Forecast 2020-2025
  • Others – Market Size and Forecast 2020-2025
  • Market opportunity by end user

Customer landscape

Geographic landscape

  • Geographic segmentation
  • Geographic comparison
  • North America – Market size and forecast 2020-2025
  • Europe – Market size and forecast 2020-2025
  • APAC Market Size and Forecast 2020-2025
  • MEA – Market Size and Forecast 2020-2025
  • South America – Market size and forecast 2020-2025
  • Main leading countries
  • Market opportunity by geography
  • Market factors
  • Market challenges
  • Market trends

Supplier landscape

  • Overview
  • Supplier landscape
  • Landscape disturbance

Supplier analysis

  • Covered suppliers
  • Positioning of sellers in the market
  • Atlassian Corp. Plc
  • Broadcom Inc.
  • Mavenlink Inc.
  • Micro Focus International Plc
  • Microsoft Corp.
  • Oracle Corp.
  • Planview inc.
  • SAP SE
  • ServiceNow Inc.

Annex

  • Scope of the report
  • Currency conversion rates for US $
  • Research methodology
  • Abreviations list

Technavio offers three forecast scenarios (optimistic, probable and pessimistic) given the impact of COVID-19. Technavio’s extensive research has had a direct and indirect impact on COVID-19 market research reports.
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Project Portfolio Management Procurement and Procurement Market 2021-2025 | Analysis of the impact and recovery of COVID-19

By Portfolio management No Comments
  • Information on how to identify strategic and tactical trading levels that will get the best prices.
  • Get information on relevant pricing levels, a detailed explanation of the pros and cons of common pricing models.
  • Methods to help engage with the right suppliers and discover KPIs to assess existing suppliers.

Some of the Top Project Portfolio Management Providers Listed in This Report:

This project portfolio management procurement intelligence report has identified the best suppliers and their cost structures, SLA terms, best selection criteria and negotiation strategies.

  • Microsoft Corp.
  • Broadcom Inc.
  • Oracle Corp.
  • SAP SE

Gather actionable market insights on the post COVID-19 impact on each product and service segment:

www.spendedge.com/report/project-portfolio-management-sourcing-and-procurement-intelligence-report

Related reports on Professional services include:

  • Restoration – Forecasting and analysis: This report offers key tips and information to help buyers identify and shortlist the most suitable suppliers for their restaurant needs. Some of the major catering providers are described in detail in this report.
  • Legal Services Procurement and Procurement Report: Legal services will experience growth 2.91% CAGR in 2021-2025. This report assesses suppliers on the basis of domestic and overseas compliance, specialist knowledge, technical capability and proven track record.
  • Integrated Facilities Management – Procurement Intelligence Report: Integrated facilities management will develop at a CAGR of 8.58% in 2021-2025. Prices will increase by 2.25 to 3.25% during the forecast period and suppliers will have moderate negotiating power in this market.

To access the definitive buying guide on project portfolio management that answers all your key questions about price trends and price analysis:

  • Am I paying / receiving the correct prices? Is my project portfolio management TCO (total cost of ownership) favorable?
  • How should the price forecast evolve? What is driving current and future price changes?
  • Which pricing models offer the most exciting opportunities?

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Contents

  • Abstract
  • Market Snapshot
  • Category pricing information
  • Cost reduction opportunities
  • Best practices
  • Ecosystem Category
  • Category management strategy
  • Category management facilitators
  • Selection of suppliers
  • Covered suppliers
  • US Market Snapshot
  • Scope of the category
  • Annex

About SpendEdge:

Edge Expense shares your passion for sourcing and sourcing excellence. We are the preferred sourcing market intelligence partner for more than 120 Fortune 500 companies and other leading companies in many industries. Our strength lies in providing robust, real-time reporting and market information solutions.

Contacts:
Edge Expense
Anirban Choudhury
Marketing Manager
Phone number: +1 (872) 206-9340
https://www.spendedge.com/contact-us

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Polaris Creates New Category of Project Portfolio Management

By Portfolio management No Comments

Whether you are a leader focused on the entire portfolio or specific to initiatives, resources or finances, the Polaris MissionControl center gives you the big picture of what is essential to your success. It’s customized to suit your role, but operates from a common shared data platform, with 100% accurate and consistent data. This means there are no data silos, which helps you understand the entire business and operate in harmony between groups.

Polaris SmartBeats helps update timesheets and project status in real time by gathering complete and detailed details of the work being done by your resources from desktop, mobile and tools like Slack, Jira, Microsoft Project, and Asana. This way, even if different teams use different project management tools, you will have your entire portfolio of projects on a common shared data platform that is 100% accurate, always up to date and is your single source of truth. .

Polaris is created by the Replicon team, the Time Intelligence company. Replicon has over 25 years of leadership in the enterprise time tracking industry and supports thousands of clients in 70 countries, and will now leverage this experience in the world of professional services and project-based organizations. .

“There are two essential things that business leaders and PMOs in project organizations must do to be successful. First, properly align their resources and projects with their strategic priorities. And second, get up-to-date information on the performance of these projects, so they can make course corrections in real time, ”said Raj Narayanaswamy, co-CEO of Replicon, Inc., the company behind Polaris. “We created the Polaris self-driving PPM solution to address this problem so that businesses can make better decisions, based on a real-time, accurate and holistic view of their projects. Polaris brings together all data from existing execution systems and provides a single view of projects, resources and costs. “

The next horizon for project portfolio management
Polaris PPM presents a number of innovative approaches to enable businesses to improve and optimize the management of projects, resources and portfolios:

  • Mission Control provides a complete real-time view of the entire priority portfolio and details on specific initiatives, resources or finances, as well as integration with key BI tools.
  • Real-time project portfolio management helps to consolidate and manage all project, resource and cost metrics related to a portfolio of projects as a single entity.
  • Instant budgets vs. Real allows executives to track actual hours, costs, project progress against budgets to manage chargeback accounting, cost capitalization, R&D tax credits and more.
  • SmartBeats helps update timesheets and project status in real time by gathering rich, comprehensive details about the work being done by your resources from desktop, mobile and runtime tools such as Slack, Jira, Microsoft Project and Asana.
  • Smart match is an intelligent resource recommendation engine that provides the closest resource option based on criteria and ensures that the right resources are allocated to the right projects.
  • Collaborative resourcing workflow enables conversations between project and resource managers around the right resources for projects.
  • Skills cloud provides intelligent tracking and display of skills, certifications and levels of expertise for each resource as needed by your service company.
  • Governance of projects, resources and portfolio standardizes projects, resources, costs, and other processes across your business for a consistent view.
  • Mobile, enterprise-grade, cloud platform is secure, global, configurable and scalable to support millions of users.
  • Plug in and use offers seamless integration so you can share project, resource, time and cost information with your ecosystem, whatever it is.

See the video for a preview of Polaris, the world’s first stand-alone PPM.

Polaris PPM is available immediately, for a live demonstration and pricing information please contact Polaris sales at (877) 762-2519 or [email protected]

About Polaris:
Polaris has created a new category of self-driving solutions for professional service automation and project portfolio management. For the first time, executives receive smart decision-making support as Polaris leverages artificial intelligence and machine learning to do the heavy lifting, analyze data in real time, and provide recommendations in action. direct on the best possible choices. Polaris is created by the team at Replicon, the Time Intelligence company, with over 25 years of leadership in the business time tracking industry. Replicon supports thousands of customers in 70 countries, including PwC, SAS, NTT, NSC Global, Omnicom, and Aon. To learn more, visit PolarisPPM.com

SOURCE Polaris

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Staff management doesn’t have to be complicated

By Staff management No Comments

In 2021, managing employee operations is more than just shift planning, but solutions like BarSight Restaurant Systems are here to help.

Running a restaurant or other catering establishment is very different from a typical 9 to 5 operation. Even before COVID-19, the extent of responsibilities that operators have to juggle on the staff side alone can be. intimidating.

BarSight’s software made in Canada is designed to meet the unique needs of each restaurant business and offers the flexibility and support that standard retail planning and accounting programs cannot handle.

Simple planning

Foodservice operators simply don’t have the time to spend hours using spreadsheets and various planning systems and technologies, especially in a post-pandemic environment that sees many restaurants being forced to throw away the rule book.

BarSight enables owners and managers of create a schedule quickly and efficiently and in a way that meets all of their needs. On average, it takes just seven minutes for supervisors to create a new schedule and validate it against employee overtime, time off requests, and availability.

Users can:

  • Validate their weekly list against overtime, employee vacation requests and availability
  • Take advantage of integrated accounting-driven payroll reports with estimated planned costs
  • Enable sales integrations with Square or Clover to automatically generate sales figures
  • Copy teams from day to day and week to week
  • Print and share calendars and reports

The system operates as a free web application and all employees can have free access to log in, view schedules and request changes, time off, shift swaps, etc. All requests can be easily approved or disputed by managers and operators within the system.

A solution for a changing world

Food service workers often wear multiple hats, from waiters replacing bartenders to line cooks who become team leaders. This is likely an upward trend as the effects of the pandemic continue and many restaurants face increased union struggles.

RELATED: The Hiring Dilemma: Attracting Restaurant Employees Amid The Damage From The Pandemic

Other scheduling programs may struggle with this, but BarSight is designed for it.

The software allows operators to assign multiple roles to employees and schedule them normally in the easiest way they could hope for. The planning process provides the estimated labor cost broken down to include overtime and allows restaurant budgets to be divided in the way that is convenient for operators. Scheduling validation helps prevent issues with accidental daily or weekly overtime, and special access may be granted to certain employees to allow them to schedule, approve requests, etc.

Meanwhile, the integration of sales data from Square and Clover allows the system to provide average sales data and compare it to the estimated labor costs of the day to give a better overview of the profits than the restaurant is likely to perform on this day.

Since the software knows who has been scheduled, it provides a pre-filled daily signature sheet that can be printed out for employees, making it easy to view payroll shifts. Invoices and petty cash entries can be submitted from a computer, tablet or mobile phone and entered into the Accounts Payable module of the system when and where convenient for generating data, graphs and reports to help with operating margins. This information can then be easily uploaded and shared, and the full summary can be submitted to accounting for easy processing.

BarSight’s new fully customizable manager Logbook is the perfect all-in-one solution for generating reports to help operators stay on top of their operations, including general daily logs, customer feedback, health and safety forms, inventories, daily sales reports and more. All forms are viewable online at any time and monthly reports can also be reviewed and printed.

Maple Ridge, BC owner Brian Howard built BarSight with the goal of bringing simple people management tools to small independent restaurants, cafes, breweries and wineries at an affordable cost.

“With BarSight, the financial side of it all comes to the fore and at no extra cost. The main goal is to show restaurants how much they spend so they can be more financially responsible. Caring for employees and making sure they have a good work-life balance is crucial. BarSight can be the solution to this problem by first focusing on the needs of the business in a way that fits the current climate when it comes to restaurant staffing and shift requirements.

Brian Howard, Owner of BarSight

In an age when balancing staffing and financial needs is more important than ever, BarSight is a simple solution to the problem.

Learn more today.

Tags: accounting, BarSight, business operations, financial management, Industry Insight, kitchen staff, management, operations management, paid leave, sales, planning, Sponsored, staff, staff training, staffing, technology
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Red River Bank Selects Teslar Software’s Complete Suite of Portfolio Management Tools

By Portfolio management No Comments

SPRINGDALE, Arch .– (COMMERCIAL THREAD) – Teslar Software, a provider of portfolio management tools that consolidate and automate lending and depositing operations for community financial institutions, today announced that Red River Bank has selected its end-to-end loan origination platform end, allowing the bank to streamline and automate the lending process for all types of loans.

Red River Bank, based in Alexandria, Louisiana, is currently expanding and expanding into other markets throughout Louisiana. The bank wanted a technological solution that would improve the lending process, providing increased productivity and consistency. After carefully reviewing multiple vendors, the bank selected Teslar Software because of the hands-on approach to customer service in fintech and the sophisticated customization of its system. The bank starts with the exceptions and construction loan management technology from Teslar and plans to implement the full suite at a later stage so that all loan processes go through Teslar.

“Tesla Software’s dedication to helping customers not only successfully implement the technology, but also optimize the platform in the months and years to come has been a major driver of our decision,” said Tammi Salazar, COO of Red River Bank. “Plus, the comprehensive and transparent nature of the platform is really appealing. Teslar’s comprehensive suite of modules integrate well and integrate seamlessly, helping to improve the accuracy, quality and turnaround time of complex transactions.

With Teslar, bank employees will have greater visibility into their customer relationships, enabling them to better serve their customers. In addition, the technology provides notifications based on the type of loan, which will help strengthen the bank’s compliance and risk position.

“Red River Bank is an innovative institution that recognizes that its technology strategy has a direct impact on its competitive position,” said Joe Ehrhardt, CEO and Founder of Teslar Software. “By partnering with us, Red River Bank is creating new economies that improve the experience for lenders and borrowers. We look forward to supporting the bank in its pursuit of strong organic growth. ”

About Teslar software

Teslar Software provides portfolio management tools for community financial institutions that consolidate and automate loan and deposit transaction processes into a single system, enabling institutions to evolve and improve all aspects of banking. This SaaS solution with more than 20 modules increases efficiency by providing easy access to centralized and relevant information to balance portfolios, optimize profits and help community bankers serve their clients more effectively and better understand their needs. Please visit www.teslarsoftware.com to learn more.

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