Start Anywhere. Structure Everything.
ScopeOps accepts any input—messy, unstructured, or incomplete. We normalize it into structured delivery plans with scope, KPIs, phases, milestones, and governance.
Excel
RFP
Scopes
Jira
Azure DevOps
Intake Forms
Upload what you have. We'll structure it.
AI-powered extraction and normalization
ScopeOps governance built into every plan
Built for
🆕 New Scoping & Governance Capabilities
AI Scope Extraction
Upload Word, PDF, Excel, or paste text. AI automatically extracts objectives, deliverables, acceptance criteria, constraints, dependencies, and risks.
- Upload documents in any format (Word, PDF, Excel, text)
- AI extracts objectives, deliverables, and constraints
- Identifies dependencies, risks, and out-of-scope items
- Processing takes seconds, not hours
- Recent uploads tracked with status history
Upload Scope Document
AI will extract objectives, deliverables, constraints, and risks
Recent Scope Documents
AI Plan Generation
AI structures your scope into Agile (Epic → Feature → Story) or Phase-Based delivery plans with confidence scores and smart recommendations.
- Choose Agile or Phase-Based structure
- AI generates hierarchical delivery breakdown
- Confidence scores for each recommendation
- Smart suggestions for dependencies and risks
- One-click export to work items or Excel
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
Scope Baselines & Version Control
Create version-controlled baselines (V1, V2, V3...) to track scope changes over time and prevent uncontrolled scope creep.
- Create named baselines (V1, V2, V3...)
- Track what was added, removed, or modified
- Compare baseline versions side-by-side
- Audit trail for all scope changes
- PMO-approved governance workflow
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
Work Item Generation
Convert AI-generated plans directly into ScopeOps work items with one click. Edit, refine, and sync to your portfolio seamlessly.
- One-click conversion to work items
- Preserves hierarchy and relationships
- Immediate sync to portfolio view
- Edit and refine in Work Items Composer
- Auto-link to baseline for traceability
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
Unified Work Items View
See all work from Jira, Azure DevOps, and Excel in one hierarchical view.
- Hierarchical Epic → Feature → Story → Task structure
- Unified view across Jira, Azure DevOps, and Excel
- Source indicators for each item
- Real-time status and progress tracking
- Advanced filtering and search
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.
- Inline editing for fast updates
- Smart dependency suggestions
- Bulk creation and import
- Tag-based organization
- Rich text descriptions
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 and at-risk projects.
- Multi-criteria filtering
- Saved filter presets
- AI-powered smart insights
- Aging and blocker detection
- Custom filter combinations
Work Items
Decision Board
Track portfolio-level decisions with aging, severity, and clear ownership.
- Decision tracking with status
- Aging indicators for pending decisions
- Severity-based prioritization
- Owner and stakeholder assignment
- Cross-project visibility
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 |
Dependency Board
Visualize cross-project dependencies and identify blockers before they cascade.
- Dependency mapping and visualization
- Blocker identification
- Aging tracking for delayed dependencies
- Impact analysis across projects
- Resolution tracking
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 | — |
SharePoint / Teams Auto-Sync
Connect Excel files from SharePoint and Teams with automated sync.
- Daily or 2-4 hour sync intervals
- Multi-file support (Enterprise)
- Sync logs and history
- Automatic rollups to portfolio
- No re-training needed for teams
SharePoint / Teams Auto-Sync
Automatically sync Excel files from SharePoint and Teams
Connected Files (3)
Recent Sync Activity
Daily Signal™
Automated executive summaries delivered to Email, Teams, and WhatsApp.
- Automated daily delivery
- Executive-ready formatting
- Highlights milestones, blockers, decisions
- Multi-channel delivery
- Tier-based access control
Support AI — Context-Aware Help, Always Available
Role-aware assistance that knows where you are, what you're working on, and how to help — from planning advice to product setup.
Role & Context-Aware Help
Support that knows where you are and what you're doing. Page context, selected project, and your role all shape the answer.
- Opens from Work Items, Cockpit, Scope, Upload Center, Admin
- Adapts answers to your current page and project
- Role-specific guidance for PMs, PMO, Admins, Executives
Work Items
Support AI
Context-aware assistant
Two Modes: Advisory + Product Support
Get planning help or setup assistance instantly. Advisory helps refine scope, estimation and best practices; Product Support walks you through setup, RBAC, uploads, integrations, and Daily Signal.
- Advisory: Scope refinement, estimation guidance, best practices
- Product Support: RBAC, uploads, integrations, Daily Signal setup
- Switch modes instantly based on your current need
Guided Workflows & Validators
Step-by-step setup for RBAC, Upload Take-on, Teams, WhatsApp, SharePoint, and Daily Signal — with built-in validators that verify configuration instantly.
- Step-by-step wizards for complex configurations
- One-click validators for templates and credentials
- Test connections before going live
Diagnostics & Proactive Suggestions
Identify misconfigurations early with System Health checks, and get forward-looking suggestions that help teams stay ahead of issues.
- Auto-detect misconfigurations and broken connections
- Proactive alerts for missing baselines or failing notifications
- Direct 'fix it' links with step-by-step guidance
Need a PM, BA, or Implementation team?
Our Certified Experts help you onboard faster and govern with confidence.
AI‑Guided Scoping
Capture Acceptance Criteria and measurable KPIs in minutes—guided by Support AI.
- Suggested Acceptance Criteria (3–7 testable statements per project)
- KPI suggestions (2–4 measurable outcomes with unit & target)
- One‑click save at project level—auto‑inherited across scope
- Checkpoint summaries: criteria at risk, KPI status, drift context
AI-Suggested Criteria
3-7 testable statements per project
Measurable KPIs
Outcomes with units & targets
Auto-Inherit
One-click save across scope
Consulting Suite
AI-powered proposals, delivery planning, and project conversion.
ScopeOps's Consulting Suite gives teams the ability to generate complete, client-ready proposals — from discovery to delivery plan — in minutes. Perfect for consulting firms, service providers, solution teams, PMOs, and anyone needing a structured, professional proposal or RFP response.
Proposal Builder
Complete proposals in minutes
Delivery Planning
Phases, milestones & governance
Convert to Project
Proposal → Execution
Proposal Builder — Complete Proposals in Minutes
Generate client-ready proposals with full delivery plans, including:
Structured epics, features & requirements
Pass/fail criteria per feature
Measurable business results
Full project breakdown
Key checkpoints & durations
Team assignments per phase
Mitigation strategies included
ScopeOps™ checkpoints
Hours or cost breakdown
Client-ready documents
"Every proposal is structured and professional — but still uniquely yours. Different teams bring different scope, assumptions, methodologies, risks, and delivery strategies."
Delivery Planning — Phases, Milestones, Governance, Timelines
ScopeOps automatically generates a complete delivery plan based on your scope:
Discovery, Design, Build, Test, UAT, Release
Key checkpoints & gate approvals
Phase-specific risks & mitigation
Team, vendor, system dependencies
Primary/secondary assignments
Checkpoint frequency & decision logs
Phase durations & handovers
All fully editable, exportable, and aligned with your ScopeOps delivery model.
One Proposal, Two Paths
Once your proposal is ready, choose how you want to continue:
Download PDF/DOCX and use the proposal outside ScopeOps.
- • Professional PDF export
- • Editable DOCX format
- • Full delivery plan included
- • Ready for client review
Turn your proposal directly into a working project inside ScopeOps:
- • Scope tree → Work items
- • Acceptance & KPIs → Registers
- • Phases & milestones → Project plan
- • Risks & dependencies → Logs
- • Governance → ScopeOps™ cadence
- • Timelines → Execution schedule
Start execution instantly inside ScopeOps™.
See How Execution WorksConsulting Mode & Proposal Builder
From discovery to a client‑ready proposal — Scope, Acceptance, KPIs, Effort, Timeline, and Exportable Deliverables.
- Discovery Assist — AI‑driven clarification questions to refine client needs
- Scope Builder — Generate structured Epics & Features from client context
- Acceptance & KPIs — Auto‑suggested, measurable outcomes for alignment
- Effort & Timeline Estimate — Role‑based hours, costs (optional), and delivery phases
- Proposal Output — AI‑assembled proposal with export to PDF and Word
Proposal Builder (New)
A guided, AI‑assisted workflow that assembles a complete consulting proposal — including scope, acceptance criteria, KPIs, risks & assumptions, estimation, and timelines — and generates a polished PDF or Word document ready to share with clients.
Discovery
Clarify needs, assumptions, and constraints with AI assist
Scope
AI-generated epics & features you can edit and refine
Proposal
Export clean, client-ready documents with effort & pricing
Consulting Mode is an add‑on for partners and service providers.
ScopeOps Certified Experts
Onboard faster. Scope cleaner. Govern with confidence.
- •Certified Implementation PM — experts trained on ScopeOps governance and setup
- •Certified Scoping Specialist / BA — discovery to structured scope and baselines
- •Product Owner Support — decisions ↔ scope, Candidate Baselines, drift review
- •Integration & Workspace Engineer — Teams/SharePoint/WhatsApp, SSO, Daily Signal
Certified Implementation PM
Experts trained on ScopeOps governance and setup
Certified Scoping Specialist / BA
Discovery to structured scope and baselines
Product Owner Support
Decisions ↔ scope, Candidate Baselines, drift review
Integration & Workspace Engineer
Teams/SharePoint/WhatsApp, SSO, Daily Signal
For Consulting Firms
Deliver ScopeOps's governed scoping and portfolio visibility as a service to your clients—with partner-exclusive features and support.
Implementation Partners
Help clients adopt ScopeOps with scoping bootstart and integration services
System Integrators
Embed ScopeOps in your delivery methodology for multi-client PMO services
Managed Services
Offer scoping-as-a-service with ScopeOps as your delivery platform
Have questions? Contact our partner team