IT Firm Features

Flexible and adaptable project management features that empower your IT team to deliver superior technology solutions.


Manage client service delivery starting with proposals and the bidding process.


Start Planning During the Proposal Phase

Proposals can be complicated, and in many cases include a comprehensive statement of work that detail deliverables and costs in a variety of ways – by milestone, blended rates or fixed costs. Simplify the proposal process using AlignIT. With AlignIT, you can streamline the proposal process, collaborate with your clients and plan revenue, costs and profits with a level of detail that your CRM tool simply cannot provide.

Streamline the Bidding Process

Do you know what bids your organization is working on and what stage they are in? The bidding process can include a series of steps and deliverables making them difficult to manage. Streamline your bidding process using AlignIT. Configure your own custom process that will help deliver and keep track of bids. Incorporate planning and gain awareness about the revenue the contract will generate, the costs you will incur and the resources you will need to mobilize.


Work Management

Manage deliverables, collaborate across your IT organization and streamline delivery with flexible work process automation.


Manage Project Deliverables

AlignIT gives you unlimited flexibility with how you define and manage your project deliverables. You can define top level deliverables only, or layer deliverables and tasks, building a full project plan when necessary. Manage expectations with service levels. And assign deliverables and tasks to managers, resources and even your vendor partners to drive efficient collaboration.

Project Status Dashboard

Quickly capture and report status with traffic light indicators that represent project health. Easily add bulleted style comments for tracking activities and action items. Statuses are linked to your projects, making it a breeze to refer back to prior reports or export for external use.



Effective Team Collaboration across your Entire IT Organization

AlignIT focuses on collaborative delivery that aligns your entire IT organization. Assign deliverables and tasks across your IT organization, collaborating through IT planning, governance and work execution – and empowering your team to deliver successful technology solutions.

Streamline Delivery with Configurable Work Processes

Build flexible on-demand work processes that help drive delivery and team collaboration. Setup different process models that adapt to your environment based on the type of work and project designation. And easily adjust process as your IT organization evolves.



Keep All Stakeholders Well Informed

Eliminate email chaos and ensure all stakeholders are well informed. AlignIT removes any unanswered questions by introducing the right amount of collaboration and providing a central system for documentation and communication.

Financial Management

Flexible, collaborative financial planning and robust execution side financial reporting.

Capture Revenue, Costs and Profits

With AlignIT, you can capture revenue and manage costs, helping you track and plan margins and overall profitability. Monitor your actual costs to safeguard profits and maximize your organization’s financial performance.



Flexible Planning at Several Reporting Levels

Complex financial planning is a breeze with AlignIT. Capture costs across several configurable reporting levels, producing the level of granularity that your IT organization requires.

Forecast and Actuals – Robust Financial Reporting

AlignIT introduces the flexibility that you need for execution side financial reporting. Forecast costs and produce truer actuals, measuring performance against plan. Run what-if scenarios and gain visibility into where your costs are trending. You can even adjust your resource schedule without blowing up your entire financial plan.


Change Control

Capture, prioritize and approve change requests with a fully configurable change approval process.


Gain Control and Visibility Over Change Requests

AlignIT helps you gain better control over changes that impact the cost, scope and delivery of your projects. Gain complete visibility into purchase order and statement of work amendments. And keep track of project change history along with any cost and schedule variances.

Forecast Cost Overruns and Measure Impact of Change

Forecast cost overruns, helping you identify when your costs are trending over a threshold. AlignIT can show you exactly when and how change is impacting your projects and organization, helping you adapt and improve outcomes.



Fully Configurable Change Control Workflow

Build flexible change request processes that can route approvals across your organization.

Resource Management

Flexible resource management that helps you plan, schedule and manage resources – minus the headaches.

Flexible Resource Scheduling

Easily plan and manage resources across your entire organization, anywhere in the world. Flexible scheduling allows you to assign resources at various levels of granularity, including low level tasks, deliverables and projects. Track resource utilization and availability – and yes, you can make schedule changes without blowing up your entire project plan. It’s that flexible.



Evaluate Resource Availability against Workload

AlignIT can quickly find appropriate resources for project assignments and produce detail about resource availability and utilization. This helps match your capacity requirements against workload and ensures that your resources are always utilized as efficiently as possible.

Maximize Productivity with Knowledge Management

Find the right resources for the job with AlignIT’s knowledge management. Assess and score resources based on their experience level across any number of configurable skills. Then match the right resources to the demands of the project.



Track Resource Costs and Profitability

Run IT more like a business. AlignIT introduces powerful tools that help you plan, forecast and track resource costs and profitability. Revenue driven IT organizations can maximize profitability by planning resource profits and keeping a close eye on performance.

Time Management

AlignIT includes an intuitive time tracking system that allows members of your team to track time against both billable and non-billable work. Resources apply time directly to projects and tasks. AlignIT then automatically accrues actual time spent and costs based on your project’s financial plan.


Portfolio Management

Create powerful project portfolios that visualize portfolio health and produce strategic reporting on costs and operational performance.


Create Powerful Project Portfolios

AlignIT introduces a flexible method for building project portfolios that produce powerful project insights. Set portfolio expectations that help you meet your goals more effectively so that you can deliver the highest level of success from your IT organization.

Dashboards Visualize Portfolio Health and Performance

Portfolio dashboards present you with a visual representation of portfolio performance at varying reporting levels, with health indicators and metrics that offer immediate feedback about costs and deliverables.


Risk Management

Gain visibility into risks, assess risk across your portfolio of projects and mitigate the impact of risk across your organization.

Gain Visibility with Risk Tracking

Effective risk management begins with proper tracking. AlignIT’s risk register produces visibility into known risks, their current treatment plans and helps you manage assessments, resulting decisions and stakeholder communication.



Mitigate Risks with Remedial Actions

Dealing with risks requires a treatment plan and sound decision making. AlignIT helps you take action to mitigate the impact of risk across your organization. With AlignIT, you can define a treatment plan, analyze and execute controls to address risk and record all risk related decisions.

Effective Assessment with Risk Dashboards

Risk dashboards produce the insight you need for effective risk assessment across your portfolio of projects. AlignIT produces aggregated views of risks at both the project and portfolio level, helping you identify when and where risks will present themselves across your organization.


Strategic Reporting

Strategic and operational reporting that increases visibility into costs, performance, time and service health.


Increase Performance and Service Health

Strategic operational reporting produces insights into performance and health across your portfolio of projects. Gain broad visibility into your work pipeline and progress. Track deliverables against service levels and KPIs, helping you maximize performance and ensure successful project delivery.

Gain Broad Cost Transparency

AlignIT introduces reporting at several configurable financial levels, producing granular visibility into your plan, forecast and actual costs. Roll up costs at numerous reporting levels and generate strategic financial reports across your portfolio of projects.


Client Portal

AlignIT’s client portal allows you to report status and service health to your customers and collaborate seamlessly with your customers.


Report Status and Service Health to your Clients

AlignIT takes client service delivery to entirely new level, giving you a distinct competitive advantage. AlignIT’s client portal is a great way to report status and service health to your customers. Control what your clients can view and which reports they can run, giving them direct access to AlignIT, and the satisfaction that they deserve with your premium service.

Collaborate Seamlessly with your Clients

Streamline delivery by collaborating with clients on project proposals and tender requests. Your clients can participate in their own RFP process, collaborate on documentation, view proposals and even costs.