Feature Tour
Automate Project WorkFlow
With TRACtion, your projects are headed down the right path. TRACtion's design allows your organization to develop and implement workflow rules and responsibilities.
With TRACtion, you manage the entire project life-cycle from idea generation to project charter reviews to phase tollgates to reporting.
Facilitating Idea Generation
Team members can submit project ideas at any time using TRACtion's Project Hopper. TRACtion's workflow rules then route the submitted idea to the appropriate individual or team for review.
Controlling Project Charter Reviews
With TRACtion, you control the process of generating, reviewing and accepting a Project's Charter. Alerts and email notifications inform Champions, Coaches, and/or Process Owners that a Charter has been submitted for review.
TRACtion's easy-to-use Project Charter uses color-coded mandatory fields to ensure that the project leader has collected the correct project information.
Setting Project Tollgate Reviews
TRACtion allows you to implement workflow rules for the Tollgate review process. Once the team leader has completed all of the critical questions and tasks associated with a phase, he or she can easily submit the tollgate for review.
Champions, Coaches, and/or Process Owners are immediately notified so that projects stay on target and on the right path to success.
TRACtion's Project Summary page displays the project statistics and financials, the current phase and status, and historical details from each phase. The Summary snapshot makes it easy for Belts to share the vital project information needed for Tollgate reviews.
Customizing the Tool
TRACtion's flexible design means that your organization can customize many of the standard fields, workflow rules, and methodologies without IT support.
Set-up takes about one day and requires no programming. All you need to get started is an internet connection, browser, and secure login.
TRACtion's easy-to-use Administration Facilities make basic customization a breeze.
Off-the-shelf custom fields let you tailor TRACtion to collect and track your organization's specific requirements.
You can easily assign workflow rules, reporting access, email notifications, privileges, responsibilities, methodologies, and project roles without IT support and programming knowledge.
Should you need customization assistance, MoreSteam.com offers customers more advanced programming services.
Reporting Your Metrics
Visibility into the key financial and project metrics is vital to creating accountability for your deployment. With TRACtion's powerful reporting engine, you can retrieve, analyze, and share your deployment metrics.
TRACtion's reporting capabilities let you create ad hoc reports, view predefined reports that constantly update, or create report distribution groups to share key deployment metrics.
Using TRACtion's Report Wizard
TRACtion's Report Wizard walks you step-by-step through the process of creating your report, which can be graphical, tabular, or a combination of views.
Creating a variety of TRACtion Reports
With TRACtion, you can quickly create many different types of effective reports.
Generating and Tracking Project Ideas
Maintaining a quality project hopper should be a key metric to any successful deployment! With TRAction, submitting project ideas is a simple task.
TRACtion's Project Hopper is designed to allow anyone in an organization to submit an idea. You can also limit that capability to select Lean Six Sigma roles should you wish.
Visibility for Your Projects
Isn't it time you knew whether projects and ideas are progressing as scheduled or whether they are stuck in the mud?
The TRACtion Project Home
With its intuitive user interface, TRACtion's Project Home lets you, your team and your leaders view the progress of ideas and projects at whatever level you define.
TRACtion's Customizable Role Privileges control who in the deployment can view what level of information.
Project Home's color-coded dashboard provides a one-stop view into the status of projects and ideas.
Assigning and Determining the Responsibility on Projects
TRACtion's Whose Desk feature lets you quickly determine where a project sits and whose responsibility it is to move the project to the next step.
Organizing & Sharing Your Project Information
With MoreSteam.com's TRACtion, you can view projects at the Summary or Phase Levels or can choose to drill down into project specifics.
TRACtion's Project Summary not only allows team members, Belts, Process Owners and Champions to share vital information on demand, it provides team leaders with guidance on project activities and direct links to MoreSteam.com's world-class e-Learning modules. TRACtion takes "just-in-time" learning to a whole new level.
Project Summary View
TRACtion's Project Summary provides a single-page view of a project's status. TRACtion automatically carries over basic project statistics and financials from the Project Charter and Financial pages.
The Summary identifies the current phase, answered questions, completed tasks and overall progress.
Phase Summary View
With a single mouse click, you can drill down to a Phase Summary to see completed tasks, answered questions and key insights. TRACtion uses a critical question approach to provide the project leader with guidance on next steps.
TRACtion populates each phase with pre-defined tasks, and Belts have the ability to add custom tasks specific to their project.
Critical Question Summary View
In TRACtion, project leaders must answer the critical phase questions in the Critical Question Summary.
They share the detailed project information by uploading images and files and providing an explanation to communicate their key findings. This summary view contains relevant links to MoreSteam.com's e-Learning to help Belts determine the most appropriate tools to use in each phase.
With these TRACtion features, Belts will no longer consider using a project tracking system a non-value added activity.