Explore All Critical Capabilities

 

Strategy Design Capabilities

Can Shibumi support multiple levels of KPI hierarchy? For Example: Strategic level goals and priorities; Corporate KPIs; Divisional/Office KPIs with possibility to add more levels in the future?

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.

Can Shibumi be used to conduct strategic analysis with multiple strategic frameworks such as, SAFe, Agile, Porter’s Five Forces, BCG Matrix, Balanced Scorecard or SWOT Analysis?

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

Can Shibumi visualize strategic goals and activities and link them back to corporate strategy?

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.

Does Shibumi provide a digital space where strategy design outputs can be reviewed and analysed?

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.

 

 

Strategic Planning Capabilities

How does Shibumi help with Strategic Planning and Roadmapping?

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.

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Can Shibumi perform scenario planning to support the prioritisation of submitted project ideas including scheduling, resources, and budget?

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).

Can I configure project-related forms in Shibumi to best suit my organisations specific requirements?

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

Am I able to modify the permissions for different actions based on assigned roles such as Read Only rights, Edit rights, Submitter rights, Approve/reject rights?

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.

Can Shibumi create activities including capturing informaton such as Key milestones, Planned budget, Resources required?

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

Can Shibumi import planning documents?

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

Can project ideas be created within the Shibumi SPM tool including capturing information such as Description of the project idea, Objectives/goals of the project idea, Key stakeholders, Planned timeline, Planned budget, Key milestones, Resources required (i.e. proposed project team), Potential risks, Strategic benefits?

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

Can project ideas be submitted through the Shibumi SPM solution as part of the project idea application process?

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

Are Reviewers able to review submitted project ideas within Shibumi?

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

Can Shibumi prioritise submitted project ideas based on configurable criteria?

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

Can Project ideas be approved or rejected within the Shibumi SPM tool?

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

Does the Shibumi SPM platform alert the relevant approvers when there are pending approvals of project ideas?

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

 

 

Adaptive Program Management Capabilities

Can I relate initiatives to each other?

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”.

Can Shibumi Add key activities and tasks required for full implementation?

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.

Can I add interdependencies and contacts?

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.

Can Shibumi provide Implementation Guard-rails that assist with governance?

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.

Can I define and add initiative team members details?

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.

Can I define and capture fields such as initiative Scope and Approach?

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.

How do Users maintain existing initiatives in Shibumi?

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.

How does Shibumi help with Adaptive Program Management?

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.

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Can I generate strategic portfolio progress reports on an ad-hoc basis?

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.

Can Shibumi ingest historical or archived data for inclusion in dashboards?

Dashboards can be configured to report on historical data.

Can dashboards in Shibumi be export be exported?

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.

Am I able to modify the permissions for different dashboards based on different assigned roles?

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.

Can I import external datasets for visualization in the dashboards?

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.

Does Shibumi update dashboards in real-time?

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

Can I customise dashboard in Shibumi to suit individual stakeholder requirements? Example customizations could be; Portfolio view of various Projects / Initiatives, Key metrics, Standard graphs and charts i.e. pie, line, bar, Links to critical dashboards or reports, Images e.g. company logo, Dashboard Name, Milestones trackers, Resources, Priorities breakdown, Filters e.g. date selection, column filters, Colours for colour coding

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

Are dashboards in Shibumi able to show different levels of detail from different perspectives. For Example: Key metrics for strategic goals progress, Key metrics for strategic initiatives progress, Key metrics for individual projects, Dependencies between strategic portfolios/projects and their strategic benefits, Finance metrics, Resource metrics?

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.

Can I track key project items within Shibumi to reflect project progress such as Milestone status, Project timeline, Allocated budget and incurred costs, Active resources, Potential risks and risk status, Change requests raised and change requests status?

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

Can I visualize our strategic portfolios in a dashboard that highlights key project management metrics? Metrics such as Budget and cost variation, Schedule variation, Resource utilisation, Risk measure, Project completion rate?

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

Can Shibumi alert me to items that need attention such as Milestone deadlines that are estimated to be exceeded or already exceeded, Project budget estimated to be exceeded or already exceeded, Risks estimated to not be addressed by given date?

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

Can Shibumi categorise projects together into different portfolios?

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.

Can Shibumi visualize the achievement of financial targets?

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

Can I update and track key items to reflect progress such as Milestone status?

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.

 

 

Demand Management Capabilities

Can Users add new initiatives when they identify them?

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.

Can I view the stage or status of project activity such as To Do, In Progress, Completed, Not Started, On Hold?

Shibumi enables the management of projects through stages/statuses.

Can I dynamically update my strategic portfolio roadmap based on the progress of underlying projects?

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

Can I dynamically update the strategic portfolio roadmap if projects are added or removed from the portfolio?

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

Can Shibumi visualize my strategic portfolio roadmap in multiple views such as Gantt charts or strategic initiatives lists?

Shibumi provides multiple view types including these and many more.

 

 

Resource Management Capabilities

Can I import external resource datasets into the Shibumi or integrate with third party systems using an API?

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.

Can I capture in Shibumi Resource profile information such as Name, Department/Team, Location, Availability?

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

Am I able to capture the resources required for a project?

This capability is available out of the box

Can I make changes to the resources assigned to a project in the event of a change request?

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.

Can Shibumi help highlight resource gaps in my organization?

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

Can I visualize key resource metrics on a individual project and portfolio level. Key resource metrics such as Total resource capacity, Resource utilisation, Resource gap?

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

 

 

Risks & Issues Management Capabilities

Can I manage risks and issues in Shibumi?

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.

Can the PMO/Risk Officers review risks and add comments accordingly?

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

Does Shibumi allow me to capture all risks that are encountered during a project?

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.

Can I update the status of risks that are encountered during a project?

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

Can we configure and customise the risk form to best suit my organizations requirements?

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

When a Risk or Issue requires attention can an alert be sent to the right person(s)?

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

Am I able to capture the potential risks of a project and their preventive measures and contingency plans?

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

 

 

Financial Management Capabilities

Can Shibumi be used to track custom attributes that are specific to my business such as Financial and Non-Financial metrics?

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.

Can Shibumi support tracking pages for Corporate KPIs, Senior Management, Team Charter and each division/officeÕs work plan activities and KPIs with customizable filtering functionalities?

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.

Can Shibumi capture planned budgets for a project?

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

Can I document all incurred costs for a project in Shibumi?

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

Am I able to be alerted regarding budget risks that require attention (for example: project budget has been or is expected to be exceeded)?

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

Am I able to visualize key project financial metrics on a individual project and portfolio level such as Total budget allocated to project, Incurred costs, Budget gap, Likelihood of exceeding allocated budget?

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

 

 

Change Management Capabilities

Does Shibumi record all Change Requests for a project?

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

Will Changes to the project that are approved in Shibumi automatically reflect in the Project/Portfolio? (For Example: if Change Request for increased project budget is approved)

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

When a Change Request is raised, can Shibumi alert the relevant reviewers and approvers?

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

Can I raise change requests within Shibumi? Change requests could be for Scope of the project, Resources, Timeline, Budget?

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

Am I able to review Change Requests within Shibumi?

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

Can Change Requests be approved/rejected within Shibumi?

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

 

 

Benefits Realization Management Capabilities

Can Shibumi track Milestone details for an initiative?

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.

Can Shibumi cpature the Financial Impacts for each milestone?

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.

Can I track non-financial impacts for each milestone?

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.

Can Shibumi calculate milestone impacts for each impact identified?

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.

Can I add Milestone identifiers for each milestone?

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.

Can Shibumi automatically flag Milestones as Green/Amber/Red based on a custom method?

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.

Can I assign all relevant strategic goals to a project and/or portfolio?

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

Can I define the acceptance criteria for each strategic goal for each project and portfolio?

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

Can Shibumi track the progress of strategic benefits realization management after project deployment?

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

Can Shibumi visualize the dependencies between strategic portfolios/projects and their strategic benefits?

Shibumi Dependency Mapping Module can provide this capability.

 

 

Collaboration Capabilities

Can I capture stakeholder details against each initiative in Shibumi?

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.

Can Shibumi capture ‘Updates’ or ‘Notes’ against different initiative?

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.

Can Users tag and comment within the system on specific cells and/or input fields?

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

Can users search, sort, and filter documents within 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.

Can Shibumi send an email/system notification to users who have subscribed to specific documents to alert them whenever documents are revised or updated?

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

Am I able to link all relevant documentation for PMO activities to the project within Shibumi?

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

Can I configure Shibumi to enable different users to access uploaded documentation?

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

Can I grant different levels of authority and access to different types of users for user control?

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.

 

 

Workflow Capabilities

Can Shibumi trigger an alert when Milestone date or deadline is near?

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.

Can Shibumi trigger approval Workflow if a Prioritization score is changed?

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.

Can Shibumi trigger alerts when Milestone details are changed?

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.

Can Shibumi trigger an alert when Milestone is flagged as at risk?

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.

Can Shibumi be used to manage Approvals?

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.

Am I able to configure the process flow to govern and enforce processes and standard operating procedures? For Example: to ensure that project ideas have to be reviewed by all reviewing parties before moving on to approval stage.

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

Can I configure forms and fields in Shibumi so that all required data is captured effectively before being submitted for approval?

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

Can my organizations data with Shibumi be exported?

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

Can I modify the permissions for different User types?

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.

Can Shibumi provide an audit trail of all changes made to items/artefacts and associated documentation?

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

 

 

Dashboarding & Reporting

Can Shibumi provide pre-defined reports on initiatives?

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.

Can Shibumi provide pre-defined dashboards on workstreams, initiatives and milestones?

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.

Can Shibumi be used to create ad-hoc reports on initiatives?

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.

Can Shibumi create pre-defined read only reports for external users with some filtering capability?

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.

Can Shibumi show columns in pages that include: KPI value; description; primary division; supporting division; target; baseline; budget request; data source; activity; start month; end month; progress %; budget execution; monthly tracking column throughout the year?

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.

Can dashboards show the overall progress tracking of key performance indicators on annual and multi-year basis with possibility for users to build their own dashboards and data visuals?

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.

Does Shibumi provide Scorecard Reporting?

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.

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Strategic Portfolio Management

Why invest in a Strategic Portfolio Management solution?

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.

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Integrations

Does Shibumi have Single Sign On (SSO/SMAL) capability?

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

Does Shibumi have the ability to integrate via APIs with existing and upcoming systems, including project portfolio tracking systems, budget planning and execution system, as well as the HR (SAP SuccessFactors) and personal performance management systems?

Shibumi has an extensive library of APIs that enable organizations like GCF 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.

Does Shibumi have Microsoft Office Suite compatibility?

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.

 

 

Platform Functionality

Can I assign a user role to people across my organization?

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.

Can Shibumi handle different User Role types?

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.

Can Shibumi be used to maintain a history of data?

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.

Can Shibumi auto calculate a Priortization Score based on defined criteria?

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.

Can I export an existing list of initiatives for external reporting?

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.

Can I Upload or Attach documents into intitiatives in Shibumi?

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.

Can Shibumi import an existing list of recommendations and initiatives?

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.

Can Users filter and sort list columns?

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.

Does Shibumi have the ability to search across all existing initiatives?

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.

Does Shibumi have an Easy-to-use, intuitive user interface?

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.

Does Shibumi have a mobile, responsive application?

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

Can Shibumi send customizable notifications triggered by certain actions (i.e. approval requested, action assigned to user, etc.) and sent to relevant users/groups?

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.

Can I restrict Users to their own division to assign/edit/input values?

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.

Can I setup Custom home pages based on user or user type? i.e. corporate home page, manager home page, etc.

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

Are there any limitations to the Permissions types or User roles that can be created in Shibumi?

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.

Can I create customer Users and Role Based Permission Types?

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.

Does Shibumi have search functionality?

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.

 

 

Scenario Planning & What-If Analysis

Can Shibumi help with predictive analysis based on previous performance data?

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.