Change Requests can be captured and recorded into Shibumi. Submitted changes can be viewed based on a variety of filters and Shibumi can also assist with prioritization based on custom criteria

Shibumi’s workflow engine and Business Rules Engine can be configured to manage approvals as well as trigger alerts such as pending approvals

The Shibumi SPM solution enables Change Request capture and management in a variety of ways including user friendly intake forms.

Change Requests can be captured and linked to a project and a view of all Change Requests at any level can be generated.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts.

Approved changes can be updated at the project level and recorder for future review.

Shibumi can support an unlimited amount of hierarchical levels. Additionally, elements such as KPIs, Goals or Priorities can be configured by simple drag and drop without any programming required.

Shibumi’s unique template driven architecture means that an organization can support any methodology or multiple methodologies using the same platform.

Shibumi’s strength is helping align execution to strategy. This includes the ability to visualize the links between goals and activities from across the organization.

Shibumi is designed to be a single source of truth for all SPM related activities. Artefacts such as meeting outputs can be kept within Shibumi is a variety of ways such that an organization can always be analyzing the latest information.

Shibumi enables an organization to ensure alignment between the strategic objectives of the organization and the roadmap of underlying programs, projects, and products that aim to deliver on the desired business outcomes. Shibumi enables strategy leaders to see the roadmap towards their desired strategic outcomes, ensuring alignment and consistency, monitoring progress and performance as well as providing transparency and accountability across the organization.

Shibumi’s scenario planning module allows organizations to create any number of scenarios that can be evaluated against the baseline portfolio as well as each other. Shibumi will show the impact of manual scenario changes on any number of key outcomes, metrics and constraints. What makes it truly unique is the ability to automatically optimize a scenario for distinct measures over a user defined time period while taking into account any changes to key constraints (ex budget, resource, dependencies).

The Shibumi platform is highly configurable and can support almost any requirements. Shibumi’s configurability is a significant differentiator.

Shibumi support role based access with very granular levels of control. Roles and access permissions can be configured out of the box to support your exact requirements.

Shibumi’s SPM solution captures milestones, budgets and resources required (and much more) out of the box.

Shibumi allows files to be imported in a variety of ways including bulk uploading, copy/paste uploading or attachment of files.

Shibumi’s SPM solution can capture these data points (and much more) out of the box.

The Shibumi SPM solution enables demand capture and management in a variety of ways including user friendly intake forms.

Demand is captured and recorded into Shibumi. Submitted project ideas can be viewed based on a variety of filters and Shibumi can also assist with prioritization based on custom criteria

Submitted project ideas can be viewed based on a variety of filters and Shibumi can also assist with prioritization based on custom criteria

Shibumi’s workflow engine enables approval/rejection of project ideas out of the box

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts such as pending approvals

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, the Shibumi platform can be configured to define any “Parent > Child” relationship. An example of a relationship here could be an “Initiative” sitting under a “Workstream”. Under this “Workstream” you could have a one to many relationship where you have many “Initiatives” rolling up under the “Workstream”. Furthermore, additional relationships can be defined such as “Associating” one Initiative with another Initiative. “Dependencies” can be defined between work items at any level as well, for example “Initiative 1” could be dependent upon “Initiative 2”.

Work items such as “Activities” can be added freely, provided the user has appropriate permissions. Activities can be linked to an Initiative or milestones. Dependencies can be added. And overdue Activities can be reported on or notified to the appropriate team members.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, the Shibumi platform can be configured to define any “Parent > Child” relationship. An example of a relationship here could be a “Milestone” sitting under an “Initiative. Furthermore, “Dependencies” can be defined at any level, whether it be at the milestone, the initiative, or a combination of the two. Contact name and area can be known users or business areas within the system, or free text fields with contact information if they are not known users.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. Any “attribute” such as these can be made available out of the box. customers staff will also be trained on how to add, delete, or update existing attributes into the future without requiring assistance from the Shibumi team. Based on the responses to the fields, the Shibumi platform can be configured to send out notifications, trigger a workflow based on business logic, or initiate any other “if this then that” workflow based on pre-defined business logic. Furthermore, security rules and permissions can be defined down to the field level, ensuring (where appropriate) only staff with permissions can edit these fields, and when appropriate in the workflow the fields can be locked down as a “read only” attribute.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, the configuration capabilities of the Shibumi platform ensures various roles can be defined such as “Initiative Owner”, “Initiative Contributor”, “Viewer”, and so on. An unlimited amount of role types can be defined. Furthermore, “Users” or “Open Roles” (such as a vacant position or a branch) can be added to any work item (such as an initiative) in the solution. If a user is assigned to a role, the platform will instantiate the permissions of that role on the item they have been assigned to. The platform will also send out a notification to the user to click into the initiative. Finally, free text can be leveraged to simply “type in” the names or role types of various staff members if customers do not wish to use the “Role” fields.

These two fields, along with any other fields, can be visualised to the user in the format of a form, a table, or in various other formats. The solution can also dynamically change the “look & feel” of the UI/UX based on certain conditions, such as, for example, what stage the initiative is in or where it sits in the organisational structure.

At any time, provided they have the appropriate permissions in place to view and/or edit the fields, users can log into the Shibumi platform and make changes to the fields and details related to their initiative. Shibumi can be flexibly “Configured” to send out notifications or alerts to the PMO/Workstream sponsor upon certain conditions being met, such as (in your example) milestone or impact changes.

Becoming an agile, future-fit organization requires the ability to understand the portfolios of investments in programs, projects, and products across your organization. PMO and Business Leaders need a single source of truth to continuously manage the impact of change on the investments to ensure they deliver on the expected business outcomes. Shibumi provides a single platform for organizations to proactively develop Adaptive Program Management into a competitive advantage ensuring your business is always optimized for success.

Shibumi has an in-build Dashboarding and Reporting capability to meet this requirement. Furthermore Shibumi is often used as a real-time system for reviewing program/portfolio performance which eliminates the need for generating reports.

Dashboards can be configured to report on historical data.

Shibumi enables reports/presentations to be exported into PDF or CSV files. Note: Exporting to PowerPoint is not possible and is not commonly required due to Shibumi’s other reporting capabilities.

Shibumi support role based access with very granular levels of control. Roles and access permissions can be configured out of the box to support your exact requirements.

Shibumi provides a free-to-use, fully supported, GraphQL-based API. The GraphQL API provides full access to all entities, work items, relationships and metadata. This includes custom attributes and relationships as well as auditing information. Integration to third-party products such as adaptive project management and reporting systems, document management systems, ERP and financial/HR systems, ITSM systems, Idea Management systems, Agile Methodology and development systems are all possible using the GraphQL API. Current standard integrations include Jira, ServiceNow, PlanView, Power BI, BluePrism, Automation Anywhere, UiPath, Box, Salesforce, Okta, Ping, OneLogin, FortressIQ, Signavio Shibumi also provides out-of-the-box integration hooks through business rules and event triggers on metadata edit, entity or work item creation or deletion as well as scheduled time-based triggers.

Any changes made to data within shibumi will automatically update linked elements such as dashboards/reports/presentations and more.

Shibumi dashboards can be configured to handle all of these requirements and more.

Shibumi is uniquely capable of tracking and visualizing metrics of any description and creating views from different perspectives to support multiple stakeholder reporting requirements. This is a key differentiator.

Shibumi’s SPM solution can capture these data points (and much more) out of the box.

Shibumi is uniquely capable of tracking and visualizing metrics of any description. This is a key differentiator.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts to handle this requirement.

Shibumi offers organizations the ability to create portfolios of any set of elements that are required to achieve strategic objectives. These portfolios can be organized in as granular a hierarchy or matrix of sub portfolios as is necessary to give the right level of security access, decision making, analysis and KPI score carding.

Shibumi is uniquely capable of tracking and visualizing metrics of any description. This is a key differentiator.

Progress can be tracked and visualized at multiple levels ensuring teams always have real-time visibility to the information they need to make informed decisions or interventions.

Shibumi is commonly used as a Demand Management platform for collecting new initiative ideas and processing them through stage gates to ensure the best initiatives are selected. New Initiatives can be added by users across your organization at any time.

Shibumi enables the management of projects through stages/statuses.

Any changes made to data within shibumi will automatically update linked elements such as dashboards/reports/presentations and more.

Any changes made to data within shibumi will automatically update linked elements such as dashboards/reports/presentations and more.

Shibumi provides multiple view types including these and many more.

Shibumi provides a free-to-use, fully supported, GraphQL-based API. The GraphQL API provides full access to all entities, work items, relationships and metadata. This includes custom attributes and relationships as well as auditing information. Integration to third-party products such as adaptive project management and reporting systems, document management systems, ERP and financial/HR systems, ITSM systems, Idea Management systems, Agile Methodology and development systems are all possible using the GraphQL API. Current standard integrations include Jira, ServiceNow, PlanView, Power BI, BluePrism, Automation Anywhere, UiPath, Box, Salesforce, Okta, Ping, OneLogin, FortressIQ, Signavio Shibumi also provides out-of-the-box integration hooks through business rules and event triggers on metadata edit, entity or work item creation or deletion as well as scheduled time-based triggers.

Shibumi’s Resource Management module contains these elements (and many more).

This capability is available out of the box

Not only is this possible to make changes to resources assigned to a project but Shibumi can also notify if resource constraints are likely to occur.

Through understand the demand for resources Shibumi will be able to show where gaps exist between demand and supply of specific resources.

Shibumi’s Resource Management module enables the visualization of these views (and many more).

Risks can be entered at any level in Shibumi, including at the initiative level. The platform “Configuration” capabilities will enable customers to either leverage the OOTB Risk Rating/methodology. or define their own risk rating/methodology parameters based on their business needs. Once the Risks have been entered, they can be reported on at a program level. Furthermore, business logic can be defined so that (for example) notifications can be sent out if a Risk is of a high enough rating or severity.

Risks/Issues can be visualized at any level to enable risk assessment and mitigation.

Shibumi is adept at managing Risks and Issues and bringing them to the attention of the right parties in a timely manner that helps with resolution and risk mitigation.

Any changes made to data within shibumi will automatically update linked elements such as dashboards/reports/presentations and more.

The Shibumi platform is highly configurable and can support almost any requirements. Shibumi’s configurability is a significant differentiator.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts.

Shibumi is adept at managing Risks and Issues and bringing them to the attention of the right parties in a timely manner that helps with resolution and risk mitigation

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. Any “attribute “or “metric” such as these can be made available out of the box. customers staff will also be trained on how to add, delete, or update existing fields into the future without requiring assistance from the Shibumi team. Based on the responses to the fields, the Shibumi platform can be configured to send out notifications, trigger a workflow based on business logic, or initiate any other “if this then that” workflow based on pre-defined business logic. Additionally, when considering “cost” or “benefit” drivers such as these, the Shibumi platform can run calculations, sums, and other mathematical equations to provide customers with an aggregated reporting view of the financial data. Furthermore, security rules and permissions can be defined down to the field level, ensuring (where appropriate) only staff with permissions can edit these fields, and when appropriate in the workflow the fields can be locked down as a “read only” attribute.

Shibumi can support an unlimited amount of tabs, pages, charters or views for various teams and functions. These can be separated by geography, team, function, role, or any other organizational characteristic. Filtering can be applied to any element in a Shibumi page, and users will have the option to individually filter based on whatÕs important to them and their role, without impacting on other userÕs filters.

Shibumi is uniquely capable of tracking and visualizing metrics of any description. This is a key differentiator.

Shibumi enables project owners to provide updates such as incurred costs and any other desired metrics.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts.

Shibumi is uniquely capable of tracking and visualizing metrics of any description. This is a key differentiator.

Change Requests can be captured and linked to a project and a view of all Change Requests at any level can be generated.

Approved changes can be updated at the project level and recorder for future review.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts.

The Shibumi SPM solution enables Change Request capture and management in a variety of ways including user friendly intake forms.

Change Requests can be captured and recorded into Shibumi. Submitted changes can be viewed based on a variety of filters and Shibumi can also assist with prioritization based on custom criteria

Shibumi’s workflow engine and Business Rules Engine can be configured to manage approvals as well as trigger alerts such as pending approvals

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. Shibumi configuration enables an unlimited amount of Milestones to be added to any work item (such as an Initiative). These can be “Templatised” into the app so that they are instantiated into any new Initiative when appropriate, or users can freely add them to each initiative as required. Attributes for each Milestone such as “Dates” can be flexibly defined by customers using the Shibumi configuration capabilities. Rules/workflow/alerts can be defined, notifying staff of impending milestones, or overdues, and milestones (along with any attribute in Shibumi) can be reported against at any time in dynamic dashboards, program or BU views, or in-built “PowerPoint” style presentation decks.

Shibumi configuration enables an unlimited amount of Milestones to be added to any work item (such as an Initiative). Milestones can also have a value associated with them so it is possible to measure the impact of change from a Milestone. Rules/workflow/alerts can be defined, notifying staff of impending milestones, or overdues, and milestones (along with any attribute in Shibumi) can be reported against at any time in dynamic dashboards, program or BU views, or in-built “PowerPoint” style presentation decks.

Shibumi can be configured to support any financial or non-financial metric. These metrics can be tracked and managed at any level. For example, you can assign an “Employee Hours Saved” metric to a Milestone, and when that Milestone is completed the benefit will be “Realised” in the form of additional employee hours capacity. These can then be reported on or tracked individually, for example an alert/notification could be sent out if a Milestone slips and there is a broader impact. Or you can run a report/dashboard over them in aggregate, enabling customers to get a performance based view of the current health and status of a number of Milestones across a number of Initiatives or business areas.

Shibumi can be configured to support any financial or non-financial metric. These metrics can be tracked and managed at any level. For example, you can assign an “Employee Hours Saved” metric to a Milestone, and when that Milestone is completed the benefit will be “Realised” in the form of additional employee hours capacity. These can then be reported on or tracked individually, for example an alert/notification could be sent out if a Milestone slips and there is a broader impact. Or you can run a report/dashboard over them in aggregate, enabling customers to get a performance based view of the current health and status of a number of Milestones across a number of Initiatives or business areas.

Shibumi configuration enables customers to define an unlimited amount of Tags or Attributes which can be associated to (for example) Milestones. These Tags can leverage the OOTB functionality from Shibumi or customers can define a number of Tagging options via simple configuration.

Customers can either leverage the OOTB “Green/Amber/Red” status functionality provided by the Shibumi solution, or the solution can be “Configured” to support any number of status/flags. Furthermore, these status/flags can be manually assigned by appropriately permissioned users, or the system can enforce or “calculate” the status via configurable business logic.

Goals can be assigned to projects and Portfolios and a set of approved KPI’s established to ensure consistent benefits realization.

Acceptance criteria can be defined and recorded to ensure projects and portfolios meet the requirements before benefits are considered realized

Shibumi is uniquely capable of tracking benefits realization throughout stages of execution and tracking and forecasting benefit realization. This is a key differentiator.

Shibumi Dependency Mapping Module can provide this capability.

Organisational structure (such as hierarchy) will be defined in Shibumi. And staff members can be added into their relevant position in the hierarchy. This information can be viewed or reported on. Furthermore, additional information on key stakeholders can be added into Shibumi as required by the Initiative Owner or Contributors. “Areas”, “Workstreams”, “BUs” can be pre-defined, but users with appropriate permissions can flexibly add new items into Shibumi as well. Finally, if this information is to be housed in a CRM, the Shibumi platform can optionally leverage its API to integrate that data back into the appropriate location in the Shibumi platform.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, the Shibumi “Discussions” feature can be used as a collaborative capability for users to interact and add notes/discussions to any initiative. Users can post a new “Discussion”, staff can “Reply” to the discussion, and so on, all done within the context of a work item (such as an Initiative). Additionally, attributes such as “Notes” fields can be flexibly added to the solution where required, in exactly the format as requested in this requirement. Finally, as an Enterprise grade Platform with extremely robust security controls, Shibumi records every single page view, change, time, date, old/new value, and who has made the change. This information is stored in perpetuity for as long as the solution & commercial agreement remains active. It can also be exported and made available at any time by appropriately permissioned users.

An unlimited amount of tags, attributes, and other fields can be configured in Shibumi.

Shbumi includes global search capabilities, sections/views can be filtered, and documents can be attached. Furthermore, this can be done locally or through integration with CMS.

Shibumi’s workflow engine and Business Rules Engine can be configured to trigger alerts

Documentation can be linked to elements within Shibumi ensuring a single source of truth for end to end SPM

Based on permission levels Users can access documents that have been uploaded to Shibumi.

Shibumi support role based access with very granular levels of control. Roles and access permissions can be configured out of the box to support your exact requirements.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “”Configuration”” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, a “Once per week” or “Once per month” notification could be sent out to the Initiative Owners, taking them to a “Milestone Management” dashboard, summarising all key upcoming/due Milestones. Furthermore, ad-hoc alerts/notifications can be sent out to Initiative Owners notifying them of Milestones which are due and are about to slip.

Approval workflows can be re-initiated based on any change in the questions/answers associated with the Priortization Scoring. Furthermore, different approval workflows can be leveraged depending upon the answers to each question. For example, “If the answer is “X”, go to this approver”, and “if the answer is “Y”, go to that approver. Notifications can be sent out in line with the change in questions, and both approvers and/or Initiative Owners/Contributors can be notified “In App” or via email.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, an “in App” notification can be sent when a milestone is changed, a date changes, or when something is due or overdue. Furthermore, the same logic can be applied to email notifications. Shibumi has in-built functionality to limit email notifications to prevent too many going out at once, per the requirement. Additional business logic can be defined via simple Shibumi configuration, for example the Shibumi Platform can notify the Workstream or Business Unit leader if an escalation is required in the event of an overdue critical milestone.

The Shibumi Platform provides this feature/functionality OOTB. However, customers can also leverage “”Configuration”” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, an “”in App”” notification can be sent when a milestone is at risk, due or overdue. Furthermore, the same logic can be applied to email notifications. Shibumi has in-built functionality to limit email notifications to prevent too many going out at once. Additional business logic can be defined via simple Shibumi configuration, for example the Shibumi Platform can notify the Initiative Owner, Workstream or Business Unit leader if an escalation is required in the event of an overdue critical milestone.

Approvers can be added to any work item such as an Initiative. When they are added, they are notified, and when their approval is required Shibumi will notify them of a pending approval either via “in App” notifications, and/or via email. When the email is received, the Approver will click a button in the email taking them to their “Approval View”. Optionally, a configurable “Approvals Dashboard” can be personalised and made available to each Approver in the event where they have many Approvals required on an ongoing basis.

Shibumi can ensure governance of process including Stage Gating meaning that review/approvals must occur before moving between stages

Forms can be configured to ensure that mandatory fields are captured before submission

All data within Shibumi can be exported in a variety of ways including Dashboards and CSV files.

Shibumi support role based access with very granular levels of control. Roles and access permissions can be configured out of the box to support your exact requirements.

All changes in Shibumi are recorded and cannot be deleted providing an immutable audit trail

Dashboards/reports are a great example of where customers users can leverage the OOTB Reports, Dashboards, and Presentations (PowerPoint style decks),or easily configure an unlimited amount of new reports & dashboards to meet the requirements of administrative staff at the Workstream, BU, or Program level. These reports and dashboards are configured (like all other things in Shibumi) via simple drag and drop.

Dashboards/reports are a great example of where customers users can leverage the OOTB Reports, Dashboards, and Presentations (PowerPoint style decks), or easily configure an unlimited amount of new reports & dashboards to meet the requirements of administrative staff at the Workstream, BU, or Program level. These reports and dashboards are configured (like all other things in Shibumi) via simple drag and drop. Furthermore, Shibumi has OOTB integration with Microsoft’s PowerBI, which enables (with the right authentication/permissions in place) any data in Shibumi to be shared with PowerBI for further visualisation, and it also brings the PowerBI Report/UI back into the Shibumi UX so customers staff members have a seamless & integrated User Experience.

The Shibumi Platform provides reporting/dashboarding OOTB. However, customers can also leverage “”Configuration”” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. Users will be able to use the in-built Shibumi Configuration to easily configure an unlimited amount of new reports & dashboards to meet the requirements of administrative staff at the Workstream, BU, or Program level. These reports and dashboards are configured (like all other things in Shibumi) via simple drag and drop.

The Shibumi Platform provides “Read Only” dashboards functionality OOTB. However, customers can also leverage “Configuration” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. Customers have three options to achieve this. Firstly, any Shibumi dashboard can be configured to provide “Read Only” external users with a view where they can filter/interact with the dashboard/report without manipulating the underlying data. Secondly, any Shibumi dashboard or view can be exported or printed from within the Shibumi user interface. An example of an export could be “Export to PDF from Presentation”. Finally, data from a Shibumi dashboard or report can be integrated with Microsoft’s PowerBI, so external users can view their reports in their existing PowerBI format.

Shibumi provides full flexibility to the client to configure any column structure in accordance with the requirements of the business. Furthermore, due to the highly agile and configurable nature of the Shibumi platform, Super Users/Admins will have the ability to further adjust these in the future as business requirements evolve.

Dashboards can be flexibly configured to support various data fields, tables, charts and supporting visualizations, or KPI/metric in accordance with the specific client requirements.

Dashboarding and Reporting is a core differentiator for Shibumi. Customers regularly comment on the flexibility of Shibumi to be configured to support their specific, sometimes unique, requirements. Shibumi automates much of the regular stakeholder reporting an organization requires to ensure continuous progress towards its strategic goals and KPI’s. Shibumi is the leading solution in the market for Dashboarding and Reporting.

Shibumi is commonly used by our customers to deliver on their most strategic transformation programs such as Cost Transformation, Corporate Performance Management, Hoshin Kanri, and Balanced Scorecard programs. According to Industry-leading firms such as McKinsey and Bain & Co, transformation programs fail to deliver the expected business outcomes 70% of the time. In a study of Shibumi clients over the past 12 months, our clients achieved an average of 100.8% of their program targets providing further evidence of the importance of investing in a purpose-built Strategy Execution platform for Strategic Portfolio Management.

Yes, Shibumi supports full SAML/SAMLv2 integration into any IDP or SSO solution such as Okta.

Shibumi has an extensive library of APIs that enable organizations to bi-directionally integrate Shibumi into any third-party system. This API is based on the industry-leading GraphQL API framework, and any data point in Shibumi can be accessed via the API provided the appropriate authentication & permissions are in place. This API is based on the industry-leading GraphQL API framework, and any data point in Shibumi can be accessed via the API provided the appropriate authentication & permissions are in place. The GraphQL API facilitates any ÒCreate, Read, Update, or DeleteÓ (CRUD) request from authorized & authenticated systems.

Shibumi can be bulk import from MS Excel by simply copying and pasting from spreadsheets or via CSV upload. Shibumi can also print or export data and visualisations into a PDF file.

Shibumi includes a powerful suite of role based access and permissions OOTB. Additionally, the organisational hierarchy of customers will be embedded within the Shibumi solution so staff have appropriate permissions in the solution based on their role in the customers organisation & organisational hierarchy. Furthermore, Shibumi’s flexible configuration capabilities allow customers to define any number of user roles and permissions down to the field level. For example, “View Only” staff in the “Finance BU” might have visibility across all initiatives, but perhaps only edit rights over the initiatives they’re permitted to change or the initiatives they own.

Shibumi includes a number of standard OOTB user roles, such as “Admin” style SuperUsers, “Owners”, and so on. Furthermore, additional user types and roles can easily be configured as required. Just like all other functionality in the Shibumi platform this requires no coding or customisation.

As an Enterprise grade Platform with extremely robust security controls, Shibumi records every single page view, change, time, date, old/new value, and who has made the change. This information is stored in perpetuity for as long as the solution & commercial agreement remains active. It can also be exported and made available at any time by appropriately permissioned users. This functionality ensures customers will have historical views of any value over time.

The Shibumi Platform provides weighting/scoring/prioritisation functionality OOTB. However, customers can also leverage “”Configuration”” to completely tailor the solution to meet the specific needs of the business, with no coding or customisation required. For example, Shibumi can be configured to score or weight answers to questions based on a custom methodology/calculation. This can be configured by Shibumi team members or by trained customers staff members, all via simple configuration with no coding/customisation required. Prioritization “Dashboards” can be visualised at the Program level or Business Unit level. These dashboards enable customers to leverage various visuals to determine which Initiatives have the most potential for success.

Shibumi can be configured to flexibly show a table of data at any location throughout the solution. For example, at the “Business Unit” level, you could have a table of all of the existing Initiatives with columns showing the “Critical Fields” associated with each. This information can be exported to CSV by an appropriately permissioned user, and sent to staff members. If the data is updated outside of Shibumi, it can then be imported/ingested by simple “Copy/Paste” from the CSV/XLS back into Shibumi. Optionally, the Shibumi customers solution can be configured in such a way as to replace external and additional spreadsheets. These spreadsheets can be digitised into the Shibumi platform and staff members can then collaborate around a real-time source of the truth, instead of managing spreadsheets across multiple versions/etc.

Shibumi can support adding documents, files, links, etc. to any Initiative or work item in the solution. As an alternative, the Shibumi team can work with customers to understand the existing documentation templates, and these can be optionally digitised into the Shibumi platform and made as a component of the broader solution.

Existing initiative data can be imported/ingested by simple “Copy/Paste” from a CSV/XLS or other structured data set. Once the Shibumi solution is up & running, users can simply add new initiatives singularly or in bulk using the standard Shibumi UI/UX.

Any table of data and its data fields/columns can be either locked down and/or unlocked to be sorted, filtered, or searched based on various criteria. The “Configuration” of the Shibumi platform enables these tables & columns to be leveraged in any location, and administrators/app owners can self-configure new tables in moments to meet the evolving requirements of the business.

Universal search is available to all users, and provided they have permissions to view the work item (Initiative, for example) the initiative will appear in the search results. Furthermore, search fields can be made available within views/tables of data from within an initiative, providing an organically filtered search field. Shibumi “Configuration” can be used to flexibly define security rules and permissions around view rights, edit rights, and so on. These can be applied at all levels from the program down to the workstream down to the initiative or even the individual field within the initiative.

Customers often comment on the ease of use of the Shibumi platform. The user interface can be configured to enable personalized home pages, dashboards, intuitive and personalized views for different types of users.

The Shibumi platform and User Interface is mobile responsive. The solution can be viewed from desktop, laptop, tablet, or phone.

The Shibumi ÒBusiness RulesÓ engine enables customers to flexibly define any number of notification emails or Òin platformÓ notifications to be sent to any user or group of users. Rules can be configured to trigger notifications based on any event, input, or output, at any scheduled time, or when action/approvals are required, or when SLAÕs are breached for example. The flexibility of the ÒBusiness RulesÓ engine ensures that you can send an email notification based on virtually any scenario.

Shibumi natively respects the hierarchy of your organisation, and this enables permissions to be natively applied depending upon where the staff members sit in that hierarchy. For example, the owner of a ÒBusiness UnitÓ can have full administrative rights to that business unit and all downstream teams/functions. But at the same time that ÒBusiness UnitÓ owner may not have any access rights to other business units or upstream business functions.

Yes, Shibumi can be configured so that specific User Types can see the information that is most relevant to them.

Shibumi has a virtually limitless permissions engine. This engine enables admins to apply view/edit/admin style rights to any field in the solution, and these rights can be flexibly defined based on user, user type, role, stage, function, and so on.

Permissions can be applied to any user, user type, role, or function so you can enforce visibility rights or editability rights to any of these fields.

Shibumi supports numerous searching and filtering capabilities. Global search enables users to find any element they have access to. Users can also navigate to a specific view, table, or other element within the solution and perform a more filtered search within that data set. Finally, configurable toggles and dropdowns can filter out all data, charts, and views within an entire page so users can Òslice & diceÓ the dashboard to universally filter out what is/is not important to them across a range of views, charts, and tables.

Shibumi can support a range of predictive views which enable the business to forecast and perform Òwhat ifÓ analysis on the current or future state.