Demand Intake & Governance
Structured demand intake with governance workflows, SLA tracking, and automated conversion to projects.
Key Capabilities
- External intake portal for business users and customers
- Journey-based intake wizard with AI shaping
- SLA threshold tracking and breach notifications
- Multi-stage approval workflows with audit logging
- Demand-to-project conversion with full traceability
- Capacity vs. demand gap analysis
- Portfolio governance dashboard
- Multi-project batch conversion
Scoping & Baselines
AI-assisted scoping with structured requirements, acceptance criteria, and baseline management for predictable delivery.
Key Capabilities
- AI Copilot for scope generation and refinement
- Structured requirements with acceptance criteria
- Phase and milestone planning
- WBS and baseline engine with version control
- Scope change impact analysis
- Risk and dependency management
- Proposal-to-project conversion
- ADO and Jira work item sync
Portfolio & Investment Planning
Strategic portfolio management with scenario planning, AI optimization, and budget envelope tracking.
Key Capabilities
- Multi-scenario modeling with versioning
- AI Optimizer for portfolio recommendations
- Budget envelope management and tracking
- Capacity modeling across teams and resources
- What-if analysis with Demand integration
- Portfolio health indicators and dashboards
- Executive scenario comparison views
- Resource allocation optimization
Delivery & Work Items
Real-time delivery tracking with ADO/Jira sync, health indicators, and automated status updates.
Key Capabilities
- Bi-directional ADO and Jira synchronization
- Real-time work item tracking and updates
- Project health indicators (Red/Yellow/Green)
- Sprint and milestone progress tracking
- Resource allocation and utilization
- Dependency and blocker management
- Server-Sent Events (SSE) for live updates
- Delivery timeline visualization
Project Manager Center (PMC)
Unified command center for project managers with consolidated views, quick actions, and AI-powered insights.
Key Capabilities
- Consolidated project overview across portfolio
- Quick action panel for common PM tasks
- Health status summary with drill-down
- Upcoming milestones and deadline tracking
- Resource conflict and over-allocation alerts
- Stakeholder communication hub
- AI recommendations for project optimization
- Cross-project dependency visualization
Agentic PM & Collaboration
AI-powered project management assistant with automated insights, stakeholder updates, and proactive recommendations.
Key Capabilities
- Agentic PM for automated project monitoring
- AI-generated stakeholder updates and summaries
- Proactive risk and issue identification
- Automated status report generation
- Smart notification routing and prioritization
- Collaboration workspace with @mentions
- Meeting notes and action item tracking
- Decision log with audit trail
Analytics & Dashboards
Real-time analytics with AI-powered Q&A, Power BI integration, and customizable executive dashboards.
Key Capabilities
- Analytics Q&A - natural language queries for instant insights
- Power BI connector with incremental refresh
- Portfolio, program, and project-level dashboards
- Risk matrix with heatmap visualization
- Capacity utilization and burn-down charts
- Custom metric tracking and KPI monitoring
- Webhook health monitoring and event logs
- Export to PDF, Excel, and PowerPoint
Excel Data Intake
Transform Excel spreadsheets and RFPs into structured project plans with AI-powered data extraction and validation.
Key Capabilities
- Excel file upload with smart parsing
- AI-powered data extraction and normalization
- Automatic mapping to ScopeOps data model
- Data validation and quality checks
- Preview and edit before import
- Support for multiple Excel formats
- Batch import for multiple projects
- RFP and proposal document parsing
Security, Compliance & Trust
SOC 2 Type II aligned platform with comprehensive security controls, audit trails, and compliance automation.
Key Capabilities
- SOC 2 Type II compliance framework
- Compliance Pack with control documentation
- Governance Audit Trail for all changes
- Evidence automation for audit readiness
- Role-based access control (RBAC)
- Encryption at rest and in transit (TLS 1.3)
- HMAC token authentication and rate limiting
- SLA monitoring and threshold alerts
- Penetration testing and vulnerability scanning
AI Copilot
Enterprise AI assistant for scoping, estimation, risk analysis, and executive summaries—human-approved at every step.
Key Capabilities
- AI-assisted scope generation and refinement
- Automated effort estimation based on historical data
- Risk identification and mitigation suggestions
- Executive summary generation
- Analytics Q&A for natural language insights
- Agentic PM for proactive project monitoring
- AI Optimizer for portfolio recommendations
- All AI outputs require human approval
Integrations Hub
Native integrations with Azure DevOps, Jira, Power BI, plus REST API and webhooks for custom workflows.
Key Capabilities
- Azure DevOps bi-directional sync
- Jira issue and epic synchronization
- Power BI connector with incremental refresh
- REST API for custom integrations
- Webhooks for real-time event notifications
- Readiness API for health monitoring
- SSO and SAML 2.0 authentication
- OAuth 2.0 for secure API access
Data Model
ScopeOps uses a unified canonical data model that aligns portfolio, delivery, governance, and analytics. All modules share the same data foundation, ensuring accuracy and consistency across the platform.
Key Capabilities
- Unified canonical data model across all modules
- Portfolio → Program → Project hierarchy
- Demand → Delivery traceability
- Shared governance and compliance foundation
- Cross-module data consistency
- Analytics-optimized star schema
- API-first data access layer
- Real-time data synchronization