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Real-Time Sustainability-Driven Project Portfolio Management

Bring your sustainability story to life with FolioProjects. Empower your organization to analyze, optimize, and share progress on ESG compliance standards like ISO 14001, LEED, and TCFD. Our intuitive dashboards and AI-driven tools provide real-time data on climate impact, risk assessment, and financial performance, giving stakeholders a clear view of your sustainability journey. With flexible, pay-as-you-go features, FolioProjects is the partner you need to showcase each step toward a sustainable future.

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WELCOME

Stay informed with sustainability project updates from government agencies, corporations, First Nations, NPOs, and investment organizations throughout the planning, procurement, operations, and disposition phases of asset lifecycles. Enhance existing communication tools like receipts, billboards, product packaging, websites, ERP/EAM/CRM, and custom software by integrating FolioProjects.

TOOLS

  • check_circleAccounting: TBL, Tracking, & Projections
  • check_circleAnalytics: Performance Analysis
  • check_circleAutomation: Triggers & Templates
  • check_circleHueFlux: Stakeholder Sentiment Analysis
  • check_circleLifecycle: Project Portfolio Management
  • check_circleML: Project Management Assistant
  • check_circleNotification: Emails & Integrations
  • check_circleOperations: Enterprise Asset Management
  • check_circlePlanning: Scheduling & Forecasts
  • check_circleQuality: Auditing & Risk Management
  • check_circleReports: ACR, CER, GHG-ER, IFRS, SAR, SER, SSDR
  • check_circleSharing: Links & Lessons Learned

VIDEO DEMOS

Subscribe To Government Projects

Share your project sentiment with Local, Regional, and Federal governments

Emergency Planning & Management

Community engagement tools to enhance performance during emergencies.

Vancouver Ferry Service Sentiment

Watch Epic ferries track & respond to customer sentiment in real-time.

Risk Management With ChatGPT

Here we review the risk analysis and suggestions provided by the LLM.

Staircase Reno Planning With Mistral

We review a wooden staircase renovation with the Mistral LLM.

Peanut Butter Sandwich w/ Llama 2

Llama 2 improves suggestions with reinforcement learning from human feedback

HIGHLIGHTS

OPERATIONS

FolioProjects empowers sustainability focused organizations to analyze, optimize, and share progress on ESG compliance goals like ESRS, GRI, LEED, and TCFD. Inform stakeholders with intuitive dashboards, AI-driven insights, and flexible reporting features that showcase your progress toward a sustainable future. View deep insights about projects and assets including people, digital products, infrastructure, and equipment. With technology like RFID tags, NFC cards, and QR codes, you can easily relate your FolioProjects data with real world assets.

AUTOMATION

React to operational data changes automatically by triggering 3rd party applications or alerting stakeholders like portfolio managers, executives, and contractors. This architecture allows you to integrate existing teams and software with your efforts on the platform. There are a range of scenarions where you can setup a trigger including changes to HueFlux, sustainability, and fianace metrics. Setup triggers for assets, projects, portfolios, and profiles allowing you to automate various aspects of your operations.

REPORTS

Generate reports like Stakeholder Engagement, SDR Compliance, and IFSR S1 / S2 (Scope 1, 2, 3) depending on the requirements of your specific sustainability standard regulations. Showcase the performance of each project, portfolio, profile, and asset through their own data driven dashboard. These reporting dashboards provide data to help stakeholders to make better decisions through understanding aspects like sustainability activites, financial forecasts, risk assessment, and demand analysis.

LIFECYCLE

With this platform, you have the ability to implement Strategic Portfolio Management (SPM) and Project Portfolio Management (PPM). View real-time data throughout the lifecylcle of projects and assets. Create a digital twin for your assets using our intuitive interface to track its lifecycle within projects. Collect and share project details conveying context, purpose, and scope to custom audiences. The more data you add about assets and projects, the more insights there are available for stakeholders like your PM Assistant to analyze.

SHARING

FolioProjects makes it easy to share sustainability data like HueFlux stakeholder sentiment and ML LLM analysis with tools like QR codes and a broadcasting system. This feature set means that FolioProjects can support digital and real-world assets. Allow users to scan QR codes to see the project details or immidiately record their sentiment based on which QR code was scanned. You control how much information is shared with stakeholders through the asset, project, profile, and portfolio privacy levels.

MACHINE LEARNING

Choose between popular machine (ML) learning large language models (LLMs) to analyze projects. The result is predictive, prescriptive, and generative AI to support and optimize your operations for sustainability related compliance goals. We call this capability your PM Assistant. Analysis by ML LLMs are recorded in project audit logs and the results can be used to trigger calls to 3rd party webhooks in other applications. Ask ML LLMs natural language questions about your project through your PM Chatbot.

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USE CASES

See examples of how FolioProjects can help you - VIEW ALL

  1. Utilize the HueFlux colored symbol sentiment system to track and share sentiment across your project portfolios. This system is designed to take all project stakeholders into consideration including the public. It's also designed for mass distribution and easy dissemination
  2. Analyze large amounts of project portfolio data from multiple sources for complex prediction and risk management techniques, designed to improve investment portfolio performance and insulate returns from risk.
  3. Coordinate Agile Release Trains (ARTs) and Solution Trains with ease. FolioProjects provides an intuitive view of your portfolio and helps you to analyze how each project or product performs. Align portfolios with value streams to guide decision making.
  4. FolioProjects makes it easy to evaluate the performance of departments. Filter projects based on assets, tags, and time frames to get the information valueable to finance departments.
  5. Track different types of assets including properties, vehicles, equipment, and products. Retain details about them for your own records, or share with stakeholders like the public when needed.
  6. Increase the efficiency of maintenance projects by communicating details in projects. Plan projects with the help of your project assistant. Share details with contractors, the public, and other stakeholders easily.
  7. Share custom portfolios with potential buyers to increase trust and potentially increase the sale value. Group projects into portfolios that best showcase changes to the property during your ownership. Easily share this information through tools like NFC cards.

  1. Scale your operations up and down based on real world business operations. Find the best employee, contractor, or other assets based on their record of performance. You dictate the parameters like location, certifications, etc. Artificial Intelligence will help you to fill vacancies with the best resource based on your goals.
  2. Share custom portfolios with potential buyers to increase trust and potentially increase the sale value if your products. Group projects into portfolios that best showcase changes to the property during your ownership. Easily share this information through tools like NFC cards.
  3. Filter projects based on assets, tags, and time frames to get the information your accountant needs at tax time. Optimize deducations by using data stored about related depreciable assets like appliances.
  4. This technology can be used for all of your assets including people, products, and equipment. Retain details about them for your own records, or share with stakeholders like asset managers, contractors, and accountants when needed.
  5. Increase the efficiency of maintenance projects by communicating details in projects. Plan projects with the help of your project assistant. Share details with contractors, property managers, and others easily.
  6. This is a great way to identify the owner of lost, for sale, and stolen items. Monitor statistics like viewer interaction.
  7. Learn from the public portfolios of others. Lessons learned, risks, workflow, and other details can save you lots of time and money. FolioProjects provides a rich resource for you to find relevant experts and knowledge.

  1. Respond to RFPs and job postings quicker. It's easy to find relevant projects on FolioProjects, which will provide you with the information your potential customer requires. The longer you operate and the bigger you become, the more you need this solution.
  2. Showcase your resume by sharing a portfolio of previous project performance. This is a great way to introduce yourself or a product to new customer
  3. Create a project showcasing your plan for fulfillment including tasks, timelines, and participants. Share this with stakeholders like customers and AI. Monitor statistics like visitor interaction with your projects.
  4. Keep your customers informed about the progress of their project. Great solution for in-person meetings when printed. Share individual projects or share an entire portfolio with the customer.
  5. Track your assets like prople, products, and equipment within projects. Confirm availability and showcase how each asset contributes to your operations. Share this information in a range of ways including showing a broadcast feed on any internet connected smart screen.

  1. Share project analytics and performance data with investors to prove ESG compliance, public interest, and traction.
  2. Keep your customers informed about the project they are interested in. Great addition to existing community and communication initiatives.
  3. Make better decisions about the viability of projects before investing in them. Take important aspects into consideration like financial projections, sustaina bility metrics, and asset availability.
  4. Create each product as an asset. This allows you to track each product in projects, helping you to understand their indevidual journey and make better decisions.
  5. This is a great avenue for those interested in the build-in-public trend. With this platform, you can share and measure interest in each project you work on.
  6. Learn from other organizations working on similar goals that opt to make their project portfolios public. This is a great way to avoid making the same mistakes others are making.

  1. Implement Lean Portfolio Management by aligning the governance models your organizations needs. Track the budget, gaps, risks, and other elements necessary to assess the delivery of value for your customers.
  2. Coordinate Agile Release Trains (ARTs) and Solution Trains with ease. FolioProjects provides an intuitive view of your portfolio and helps you to analyze how each project or product performs. Align portfolios with value streams to guide decision making.
  3. FolioProjects makes it easy to evaluate business performance. Filter projects based on assets, tags, and time frames to get the information your accountant needs at tax time. Optimize deducations by using data stored about related assets like vehicles.
  4. Track different types of assets including properties, vehicles, equipment, and products. Retain details about them for your own records, or share with stakeholders like asset managers, contractors, and accountants when needed.
  5. Increase the efficiency of maintenance projects by communicating details in projects. Plan projects with the help of your project assistant. Share details with contractors, property managers, and others easily.
  6. Share custom portfolios with potential buyers to increase trust and potentially increase the sale value. Group projects into portfolios that best showcase changes to the property during your ownership. Easily share this information through tools like NFC cards.
  7. Learn from the public portfolios of others. Lessons learned, risks, workflow, and other details can save you lots of time and money. FolioProjects provides a rich resource for you to find relevant experts and knowledge.

HIGHLIGHTS

FolioProjects supports a range of use cases including:

  • check_circleAudit & Compliance Report (ACR)
  • check_circleCarbon Emissions Report (CER)
  • check_circleCarbon Reduction Target Progress Report (CRTPR)
  • check_circleClimate Risk & Mitigation Report (CRMR)
  • check_circleClimate Risk & Opportunity Assessment (CROA)
  • check_circleCutlist
  • check_circleData-driven decision-making (DDDM)
  • check_circleDemand Planning       
  • check_circleEmissions Reduction Strategy Report (ERSR)
  • check_circleEnterprise Asset Management (EAM)
  • check_circleFinancial Impact & Resilience Report (FIRR)
  • check_circleGreenhouse Gas Emissions Report (GHG-ER)
  • check_circleGRI Compliance Summary (GCS)
  • check_circleMateriality Assessment Report (MAR)
  • check_circleReal World Assets (RWAs)
  • check_circleReinforcement Learning From Human Feedback (RLHF)
  • check_circleRobotic Process Automation (RPA)
  • check_circleScenario Analysis Report (SAR)
  • check_circleScope 1/2/3 Emissions Tracking Report (SET)
  • check_circleSustainability Performance Report (SPR)
  • check_circleSustainable Site Development Report (SSDR)
  • check_circleStakeholder Engagement Report (SER)
  • check_circleWaste and Materials Management Report (WMMR)
  • check_circleSupply Chain Management

HueFlux Sentiment System

HueFlux implements the stakeholder theory. There are 7 possible colored symbols that you may see on assets, projects, and portfolios. This provides an quick and easy way to understand internal and external stakeholder sentiment for a range of metrics.

Overall Positive

Both project members and observers voted mostly positive (calculated)

Observers Voted Negatively

Project members voted positive but observers didn't (calculated)

Project Members Voted Negative

Observers voted positively but the members didn't (calculated)

Positive Observer Votes

Only project observers have voted and its mostly positive (submitted)

Positive Member Votes

Only members have voted and it's mostly positive (submitted)

It's Bad

However the votes are tallied, the end result is negative (submitted/calculated)

No Votes

Insufficient votes from members or observers

Adjust the weight each stakeholder has on the HueFlux ratings and resulting impacts on projects.

Features

This platform supports the optimization of your operations in a few ways.

...
Portfolios
Project Portfolio Management
...
Analytics
Measure Impact
...
Assets
Enterprise Asset Management
...
Broadcasts
Enhanced Stakeholder Communication
...
Machine Learning
Fine-Tuned Language Models
...
PM Assistant
Your Project Assistant
...
Sustainability
Climate Metrics
...
Activity Auditing
Activity Feed
...
Risk Management
Manage Risk
...
Lessons Learned
Domain Knowledge
...
Integrations
Notify Other Applications
...
Search
Public Data

READ OUR BLOG

Learn about Sustainability in Project Portfolio Management (PPM), Asset Lifecycle Management (ALM), and Machine Learning (ML).

...
Introduction to Sustainability Reporting Standards IFRS S1 and IFRS S2

Sustainability reporting is becoming increasingly essential for organizations across the globe. Companies are being asked to disclose their environme...

...
The Importance of Stakeholder Sentiment in Sustainable Development Projects

Sustainable development has become a key priority for businesses, governments, and organizations worldwide. These projects aim to balance environment...

...
20 Project Types For Project Management Careers

Project management is a diverse and dynamic career that spans across a multitude of industries, each offering unique challenges and opportunities. Wh...