AI-First PMO
Governance Platform
From demand intake to portfolio delivery—AI-powered scoping, resource planning, and governance with ADO & Jira sync.
Enterprise-grade PMO platform with SSO, Power BI analytics, and human-approved AI across the entire delivery lifecycle.
Why ScopeOps Exists
ScopeOps is a scope governance platform that creates Baseline v1 before execution, governs change with evidence, maintains requirements traceability, and surfaces portfolio KPIs like Scope Stability Index, Coverage %, and Decision Latency. Integrate with Jira, Azure DevOps, and Power BI.
Unlike tools that optimise for continuity, ScopeOps is designed for decision integrity — it operates within explicit boundaries, degrades predictably, and refuses to proceed when confidence collapses.
Roll-Up From Chaos to Clarity
Any Input → Structured Plan → Governed Project → Program → Portfolio → Executive AI Insights.
Any Input
Excel, RFP, Jira, ADO
Structured Plan
Scope, KPIs, Phases
Governed Project
ScopeOps
Portfolio
Program Roll-Up
Executive AI
Instant Answers
Accept Excel, RFPs, Draft Scopes, or Task Syncs
No perfect data needed. ScopeOps normalizes messy inputs into structured delivery plans.
Normalize into Structure
Scope, acceptance, KPIs, phases, milestones, risks, dependencies, and governance cadence.
Convert Proposals to Execution in One Click
Nothing is re-typed or lost. Your proposal and your plan stay in sync.
Roll Up Cleanly to Portfolio & Executive Views
Automatic aggregation with AI-powered insights for executives and PMO leaders.
Plan-First, Not Task-First
Most tools start with tasks. ScopeOps starts with structure—planning before estimation—so timelines, roles, milestones, and costs are grounded in reality.
When you define scope, acceptance criteria, phases, and governance first, estimation becomes accurate, not guesswork.
Structure Before Execution
Define phases, milestones, governance, and success criteria before building task lists.
Accurate Estimation
Timelines and budgets are based on structured delivery plans, not scattered tasks.
Stakeholder Alignment
Everyone agrees on scope, outcomes, and governance before work begins.
Task-First Approach
• Create tasks immediately
• Estimate based on gut feeling
• Add structure later (if at all)
• Governance is an afterthought
Result: Scope creep, missed milestones, unclear outcomes
Plan-First Approach (ScopeOps)
• Define scope & acceptance criteria
• Structure phases & milestones
• Build governance cadence
• Then estimate & execute
Result: Predictable delivery, clear outcomes, managed risk
Proposal → Project in One Click
Create a client-ready proposal, convert it to a live, governed project instantly. Your proposal and your plan stay in sync.
1. Build Proposal
Scope, phases, milestones, KPIs, governance—all client-ready
2. Convert to Project
Live, governed execution with no re-typing or data loss
Zero Context Loss
Every detail from your proposal carries over—scope, acceptance, KPIs, phases, roles, and governance.
Instant Execution Readiness
Your project starts with structure, not a blank slate. Teams know what to deliver from day one.
Continuous Governance
ScopeOps checkpoints, drift detection, and KPI tracking start immediately—no setup required.
See ScopeOps in Action
Real product videos showing how ScopeOps unifies portfolio management, governance, and delivery.
Executive View
Real-time portfolio health, financials, and risk insights for executive decision-making.
Scoping & Requirements Module
Stop scope creep before it starts. AI extracts requirements from documents, generates structured delivery plans, and creates version-controlled baselines.
Upload your scope document, let AI break it down into Epics/Features/Stories (or Phases), baseline it, and generate work items—all in minutes.
AI Scope Extraction
Upload Word, PDF, Excel, or paste text. AI extracts objectives, deliverables, acceptance criteria, constraints, dependencies, and risks automatically.
Smart Plan Generation
AI generates structured delivery plans in Agile (Epic → Feature → Story) or Phase-Based formats with confidence scores and recommendations.
Baseline Management
Create scope baselines (V1, V2, V3...) to track changes over time. See what was added, removed, or modified—prevent uncontrolled scope creep.
Work Item Generation
One-click conversion from AI-generated plan to ScopeOps work items. Edit, refine, and sync to your portfolio—all within ScopeOps.
Step 1: Upload Your Scope Document
ScopeOps accepts Word, PDF, Excel, or plain text. Upload once, and AI extracts all the critical scope elements.
Upload Scope Document
AI will extract objectives, deliverables, constraints, and risks
Recent Scope Documents
Step 2: Review AI-Generated Plan & Create Baseline
AI structures your scope into a delivery hierarchy. Review, edit, and create your first baseline—lock it in as Scope V1.
AI-Generated Delivery Plan
Extracted from: Cloud_Migration_Requirements_v2.docx
- • Identified 3 cross-epic dependencies that need PMO review
- • Suggested 2 additional risks based on similar cloud migration projects
- • Recommended breaking "Database Migration" into 2 separate features
- • Flagged potential resource conflicts in Q2 timeline
Why This Changes Everything
Uncontrolled scope creep is one of the top reasons projects fail. ScopeOps's AI Scoping module gives you the governance you need.
Without Governed Scoping
- •Scope documents buried in emails and SharePoint
- •No version control—what changed from V1 to V3?
- •Manual translation from scope to work items (hours of work)
- •Uncontrolled scope creep kills timelines and budgets
With ScopeOps AI Scoping
- AI extracts scope in seconds—no manual parsing
- Version-controlled baselines (V1, V2, V3...) with change tracking
- One-click work item generation from structured plan
- Governance + visibility = projects stay on track
From Upload to Portfolio Clarity in 5 Steps
AI-assisted scoping, resource planning, and portfolio intelligence—all governed and human-approved.
Upload Spec or Start Wizard
Upload any document—Excel, RFP, Word doc—or launch the guided 7-step AI Scoping Wizard. ScopeOps accepts messy inputs and begins intelligent extraction immediately.
AI Extracts Requirements & Quality Checks
AI reads your document, extracts the requirement hierarchy (Theme → Epic → Requirement), suggests acceptance criteria, identifies risks and constraints, and builds a structured baseline—all with human review at each step.
Approve Baseline → Auto-Create Project
Review AI suggestions, refine as needed, and approve your baseline. With one click, ScopeOps converts it into a live project with work items, WBS structure, and full traceability—zero context loss.
Allocate Teams → Check Capacity → Resolve Conflicts with AI
Assign teams and roles to your project. ScopeOps calculates capacity vs demand, detects conflicts, and the AI Resource Advisor suggests optimal allocations and rebalancing strategies across your portfolio.
Monitor Portfolio KPIs
Track delivery with persona-aware dashboards: • Executives see team-level capacity & bottlenecks • PMOs see portfolio-wide demand trends & readiness • PMs see role-level allocation & project KPIs All with real-time updates and AI-powered insights.
Experience the complete ScopeOps workflow—from AI-powered scoping to portfolio-wide capacity intelligence.
Meet Your Agentic PM
Assistive, safe, governance-aligned AI that monitors health, flags risks, drafts updates, and answers executive questions—human-approved, never autonomous.
Monitors Health & Risk
Tracks milestones at risk, KPI deviations, and governance cadence—alerting you before issues escalate.
Answers Executive Questions
"What's slipping?" "Where's the drift?" "Which dependencies block delivery?" Get instant, portfolio-aware answers.
Drafts Summaries & Updates
Daily and weekly roll-ups, executive briefings, and risk mitigation suggestions—all human-approved.
Safe & Governance-Aligned
No automatic plan edits. No external communications without approval. Every suggestion is logged and reviewed.
Human-Approved, Not Autonomous
Your Agentic PM elevates human decision-making—it never makes changes on its own. Every action requires your approval.
Why ScopeOps?
We don't replace your tools. We unify them into a single, executive-ready view.
ScopeOps works with Agile (Jira, Azure DevOps), traditional PMO tools (MS Project, PPO), and Excel everywhere. Hybrid delivery? We adapt to your language.
Governed Scoping (AI + Baselines)
AI extracts scope from documents, generates delivery plans, and creates version-controlled baselines to prevent scope creep.
Support AI (In-App, Role-Aware)
Advisory for planning + Product Support for setup—with validators, diagnostics, and proactive suggestions, all inside ScopeOps.
Unified Visibility Layer
Pull work from Jira, Azure DevOps, Excel, and manual entries into one portfolio view.
Excel Auto-Sync
Don't fight Excel — embrace it. Auto-sync SharePoint and Teams files into ScopeOps.
Daily Signal™
Automated executive summaries to Email, Teams, and WhatsApp. No login required.
Unified Work Items View
See all work items from Jira, Azure DevOps, and Excel in one hierarchical view. Filter by project, status, owner, and more.
Work Items
Unified view across Jira, Azure DevOps, and Excel
| Item | Source | Status | Owner | Due |
|---|---|---|---|---|
Cloud Migration Project | Jira | At Risk | Sarah Chen | Jul 15 |
Infrastructure Setup | Jira | In Progress | Dev Team | Jun 8 |
Configure AWS VPC | Jira | Done | Mike R. | Jun 5 |
Mobile App Launch | Excel | On Track | Lisa Park | Aug 1 |
Smart Composer
Create work items with inline editing, smart suggestions, and dependency detection.
Work Item Composer
Create and manage work items with inline editing
Filters 2.0 + Insights Bar
Advanced filtering with AI-powered insights that surface blockers, aging items, and at-risk projects.
Work Items
Need hands-on help? Request ScopeOps Certified Experts
Support AI — Get answers, configuration help,
and guided workflows in-app.
ScopeOps's role-aware assistant helps every persona — PMs, PMO, System Admins, and Executives — with context-aware guidance. From scope refinement and estimation to user setup, permissions, Excel take-ons, integrations, and Daily Signal configuration — all inside the product.
In-App, Context-Aware
Open Support anywhere — Work Items, Cockpit, Scope, Upload Center, Admin. Answers adapt to your page, project, and role.
Advisory + Product Support
Two modes: planning advice and how-to setup — including RBAC, guest access, SharePoint/Teams/WhatsApp, and Daily Signal.
Guided Workflows & Validators
Follow step-by-step wizards and run instant checks on templates, credentials, and connections.
Diagnostics & Proactive Suggestions
Find misconfigurations, missing baselines, or failing notifications — get 'fix it' steps with deep links.
Always Available, Always Contextual
Open the Support AI drawer from anywhere in ScopeOps. It knows what page you're on, which project you're working in, and your role — so every answer is relevant.
Work Items
Support AI
Context-aware assistant
Daily Signal™
Automated executive-ready summaries delivered where leadership operates. No login required.
Executive-Ready
High-level summaries with milestones, blockers, and decisions
Automated Daily
Sent automatically every morning — no manual reports
Tier-Based Delivery
Email (all tiers), Teams (Business+), WhatsApp (Enterprise)
Communicate Where Leadership Operates
Deliver portfolio insights directly to Microsoft Teams and WhatsApp. No app required.
Microsoft Teams Integration
- Microsoft Graph API integration
- Post to channels or direct messages
- Adaptive cards with actionable buttons
- Available in Business & Enterprise tiers
⚠️ 2 at-risk
🚫 1 blocked
Cloud Migration - vendor approval pending (8 days)
WhatsApp Business Alerts
- WhatsApp Business API integration
- Instant critical alerts & daily summaries
- One-click links to full dashboard
- Exclusive to Enterprise tier
Decision & Dependency Boards
Roll up decisions and dependencies from across your portfolio. Track aging, severity, and ownership at a glance.
Decision Board
Capture and track portfolio-level decisions. See what's pending, who owns it, and how long it's been waiting.
Decision Board
Track and manage portfolio-level decisions
| Decision | Owner | Status | Severity | Aging | Due Date |
|---|---|---|---|---|---|
Q3 Budget Reallocation - Infrastructure DEC-127 • Cloud Migration, Platform Upgrade | SC Sarah Chen | Pending | High | 3d | Jun 5, 2025 |
Resource Allocation - Platform Team DEC-124 • Platform Upgrade | MT Michael Torres | In Review | Medium | 7d | Jun 1, 2025 |
Vendor Selection - Security Audit DEC-119 • Compliance Initiative | LP Lisa Park | Approved | High | — | May 28, 2025 |
Track Aging
See how long decisions have been pending and prioritize action
Clear Ownership
Assign owners and stakeholders for every decision
Severity Flags
Mark critical decisions that require immediate attention
Dependency Board
Visualize cross-project dependencies. Identify blockers before they cascade into delays.
Dependency Board
Visualize and resolve cross-project dependencies
| Dependency | Relationship | Owner | Status | Severity | Aging |
|---|---|---|---|---|---|
API Gateway deployment DEP-089 • Target: Jun 8, 2025 | Blocks: Mobile App Launch Blocked by: Cloud Migration | Dev Team Alpha | Blocked | Critical | 5d |
Security audit completion DEP-086 • Target: Jun 10, 2025 | Blocks: Production Release Blocked by: Compliance Initiative | Security Team | In Progress | High | 2d |
Database migration script DEP-082 • Target: May 30, 2025 | Blocks: Platform Upgrade Blocked by: Infrastructure Setup | Data Team | Resolved | Medium | — |
Identify Blockers
See which items are blocking others and resolve bottlenecks
Cross-Project View
Understand dependencies spanning multiple projects
Resolution Tracking
Monitor progress and celebrate resolved dependencies
SharePoint / Teams Auto-Sync
Connect Excel files from SharePoint and Microsoft Teams. ScopeOps auto-syncs them into your unified portfolio view.
SharePoint / Teams Auto-Sync
Automatically sync Excel files from SharePoint and Teams
Connected Files (3)
Recent Sync Activity
Automated Sync
- Business Tier: Daily sync
- Enterprise Tier: Every 2-4 hours + multi-file
- Set-and-forget configuration
Flexible Sources
- SharePoint document libraries
- Microsoft Teams file channels
- Support for .xlsx, .xls formats
Don't fight Excel. Unify it.
Many teams use Excel because it's fast and flexible. ScopeOps doesn't replace it — we pull it into a single, executive-ready view alongside Jira, Azure DevOps, and manual entries.
Executive Cockpit — Not Just Charts
From status to action. The Executive Cockpit surfaces portfolio health, pinned comments, and actionable items — where leaders manage outcomes, not just track metrics.
Executive Cockpit
Real-time portfolio command center — from status to action
Pinned Comments (2)
Cloud Migration - Infrastructure Setup needs vendor approval acceleration. Critical for Q3.
View in context →Decision Board updated - Mobile App dependencies flagged for executive review.
View in context →Portfolio Health - This Quarter
Requires Your Action
Pinned Comments
Critical feedback surfaces directly in the Cockpit. Executives see what matters without digging through reports.
Action Items
Pending decisions, blockers, and responses surface automatically. Leaders know exactly what needs their attention.
Real-Time Visibility
Portfolio health, milestone progress, and risk indicators update in real-time across Jira, ADO, and Excel sources.
The Executive Cockpit is where visibility becomes action
Traditional dashboards show you what happened. The Executive Cockpit lets you request decisions, comment on risks, @mention owners, and track governance — all in one place.
From insight to action — comment anywhere
Turn observations into outcomes. Comment on any level of your hierarchy, tag owners, pin to the Executive Cockpit, and push critical feedback to Teams or WhatsApp.
Infrastructure Setup
Comments (3)
@Sarah Chen - We need to accelerate this. What's blocking the vendor approval? This is critical path for Q3 launch.
@Jennifer Martinez - Working with legal now. Vendor contract needs security addendum. Should have answer by EOD Thursday. I've escalated to@David Kim (Procurement).
Added to Decision Board (DEC-142) for executive review. Tracking as dependency for Mobile App Launch project.
Comment at Any Level
Leave feedback on Projects, Epics, Features, Stories, or Tasks. Context stays exactly where you need it.
Pin to Executive Cockpit
Surface critical comments directly in the Executive Cockpit for leadership visibility and immediate action.
Push to Teams & WhatsApp
Enterprise: Send comments directly to Microsoft Teams channels or WhatsApp for instant notifications.
Executive Feedback
"VPs and executives leave targeted comments on at-risk items. @mention program managers, pin to Cockpit for portfolio-wide visibility."
PMO Governance
"PMO leaders comment on dependencies, flag issues to Decision Boards, and @mention stakeholders for resolution."
Enterprise: @Mentions & Multi-Channel Delivery
- @Mention any user to notify them instantly
- Push comments to Microsoft Teams channels for immediate action
- Send to WhatsApp Business for executive alerts
- Thread-based conversations keep context intact
Persona-Driven Visibility
ScopeOps adapts to how Executives, PMO Leaders, and Delivery Teams work.
Executive / Sponsor
Your challenges. Our solutions.
The Challenge
- 1Need milestone, risk, and decision visibility without digging through Jira
- 2Reports are late, manual, and at the wrong detail level
- 3No consolidated view across portfolios and programs
- 4Scope documents buried—impossible to track what changed from V1 to V3
ScopeOps Solution
- AI Scoping: Upload scope docs, AI extracts requirements, creates baselines
- Daily Signal™ delivered to your inbox, Teams, or WhatsApp
- Executive Cockpit with pinned comments for immediate action
- Executive Milestones at strategic, portfolio, and feature levels
- Comment on items, @mention owners, request decisions
- Support AI: Ask "why is this epic behind?" or "what changed in scope?" and jump to details
Executive / Sponsor
Make faster, more confident portfolio decisions
PMO Leader
Unified portfolio visibility without the manual work
Delivery Lead / PM
Structured visibility that actually works with your tools
Systems / Product Admin
Focus on strategic improvements, not support tickets
Product Owner / Analyst
From discovery to approved requirements
Works with your existing tools
ScopeOps connects to the tools you already use. We unify, not replace.
Excel Upload
Import your existing spreadsheets directly
SharePoint / Teams Auto-Sync
Automatic delta sync from your SharePoint files
Jira
Bi-directional sync with Jira projects, epics, and issues (Enterprise & Enterprise+)
Azure DevOps
Bi-directional sync with Azure DevOps work items (Enterprise & Enterprise+)
SSO / SCIM
Enterprise identity management
Microsoft Teams
Daily Signal delivery via webhooks or Graph API
WhatsApp Business
Portfolio alerts to mobile devices
Enterprise-Ready Integrations
Bi-directional sync, real-time analytics, and extensible API
Azure DevOps & Jira
Bi-directional sync for work items, epics, and user stories. PMO governs in ScopeOps, teams deliver in ADO/Jira.
Learn morePower BI Connector
Native Power BI connector for custom dashboards, executive reports, and portfolio analytics with live ScopeOps data.
Learn moreREST API v2 & Webhooks
JSON:API compliant REST API for custom integrations. Webhooks for event-driven automation.
Learn moreBuilt for Enterprise Trust
SSO, MFA, SOC 2 readiness, 99.9% uptime SLA, and enterprise-grade security—built into every layer.
- SAML 2.0 & OAuth 2.0 SSO
- Kubernetes infrastructure with 99.9% uptime
- SOC 2 Type II readiness
- Full audit trails & GDPR compliance
Trusted by delivery teams across industries
Join portfolio leaders who've gained real visibility
"ScopeOps gave us portfolio visibility we never had. Daily Signal alone saved our PMO 10 hours a week."
"The Excel Auto-Sync is a game changer. Our teams kept using what they loved, and we finally got unified reporting."
"Decision and Dependency Boards transformed how we govern our portfolio. Nothing gets lost anymore."