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For CustomersFor the HeronMath team

Our Solutions

Integrated platform — what is its potential?

① Direction PS3 Strategy P³ˢ StrategyBreaks the company vision down into measurable OKRs and links each one to the projects that deliver it.
② Demand PI3 Ideas P³ᴵ IdeasCaptures ideas, evaluates each one against the company's criteria and suggests the best combination within the budget.
Integration PCT3 Contracts P³ᶜᵗ ContractsCompares contractual deliverables with the schedule, records amendments and projects the penalty before the due date.
③ Portfolio PP3 Portfolio P³ᴾ PortfolioConsolidates waterfall and agile projects in one dashboard, with the same status light and the RIDAC of the whole portfolio.
④ Project PPR3 Project P³ᴾʳ ProjectDefines the identity, canvas and links of each project before the choice between waterfall and agile.
⑤ Delivery — 2 cadences
PW3 Waterfall P³ᵂ WaterfallCalculates the schedule using the critical path method, keeps the baseline and simulates the probable deadline with Monte Carlo.
PA3 Agile P³ᴬ AgileDrives delivery in short cycles, with a prioritized backlog, sprints sized by capacity and velocity metrics.
⑥ Decision PE3 Executive Radar P³ᴱ Executive RadarPrepares board and committee meetings with status, earned value and agenda, drawn from each project's data.

Delivery support — applies at any stage

PC3 Capacity P³ᶜ CapacityShows each person's load, week by week and across all projects, before a new deadline is taken on.
PF3 Finance P³ᶠ FinanceVersions the budget, tracks postings and reconciles the financial result with the schedule.
PR3 RIDAC P³ᴿ RIDACCentralizes risks, issues, decisions, actions and changes in a single record, from project to portfolio, with email follow-up.
PT3 Toolkits P³ᵀ ToolkitsGives direct access to schedule analyses, such as diagnostics, Monte Carlo, compression and critical chain.

Foundation — the same base for waterfall and agile

PM3 Master Data P³ᴹ Master DataKeeps companies, roles, resources and templates in a single base, consulted by every module of the platform.

FrameworkWhere to use each component?

From strategic to operational.

Strategic

Strategy & Direction

5Sets the course — drives the portfolio
Strategy & OKRsVision, culture, goals and measured OKRsP³ˢ StrategyMakes strategy measurable by linking objectives to the projects that deliver them and tracking progress month by month. Portfolio CanvasThe portfolio strategy on one pageP³ᴾ PortfolioSummarizes the portfolio strategy on one page and guides decisions on each project.
Tactical

Portfolio & portfolio monitoring

30Chooses and tracks what to do
Demand & InventoryDemands, projects and ideas in a single funnelP³ᴾ PortfolioBrings demands, ideas and projects into a single funnel, where each initiative enters the portfolio once approved. Ideas & PrioritizationCriteria, scenarios and a budget engineP³ᴵ IdeasSuggests the highest-value combination of projects that fits the budget, by ranking ideas against the company's criteria and comparing scenarios. Portfolio & DashboardsConsolidated portfolio, a single status lightP³ᴾ PortfolioShows in a single read where the portfolio needs attention, by assessing waterfall and agile projects with the same status light. Project — registry & linksCanvas, RACI, assumptions, calendarP³ᴾʳ ProjectEstablishes from the start who is accountable for each part of the project and which assumptions support it. Planning & EffortPlan and hours from templatesP³ᵂ WaterfallSizes the project effort in hours from reused templates, speeding up plan preparation. Capacity & ResourcesPeople and multi-project loadP³ᶜ CapacityForecasts team overload across the whole portfolio and shows who still has availability for new commitments. Executive RadarSponsor, board and committee agendaP³ᴱ Executive RadarSupports sponsor and committee decisions with project status and the answers owed by those responsible.
Operational

Project — execution & control

61Delivers and controls each project
Deliverables (PBS/WBS)Scope turned into executable workP³ᵂ WaterfallClarifies what will be delivered by breaking scope down into work packages ready for execution. Schedule & CPM EngineThe plan recalculated on every editP³ᵂ WaterfallRecalculates the finish date on every change to the plan and highlights the activities that determine it. Risk & ScenariosMonte Carlo, compression, critical chainP³ᵀ ToolkitsEstimates the probability of meeting the deadline and simulates scenarios, so leadership commits to dates with a known risk. Agile DeliveryBacklog, sprints, kanban and forecastingP³ᴬ AgileBrings predictability to agile work by projecting the completion date from the team's measured pace. Performance — EVM & S-curveAuditable numbers, with trendP³ᵂ WaterfallFlags project deviations early by comparing planned and actual figures in auditable numbers. Finance — costs & resultsBudget, postings and P&LP³ᶠ FinanceStrengthens projects' financial control by comparing cost with budget and calculating each project's result. Contracts & DeliverablesContracted vs. forecast date, penalty, amendmentsP³ᶜᵗ ContractsQuantifies penalty exposure in advance by crossing contracted dates with the schedule forecast. Governance (RIDAC)Risks · issues · decisions · actions · changesP³ᴿ RIDACFocuses managers' attention on what is most serious and urgent, with every pending item recorded and chased with its owner. Communication & ReportsStatus report · emails · presentationP³ᵂ WaterfallReduces the effort of keeping leadership and the team informed, since reports are built from the project's own data.
Foundation

Master data, platform and interoperability

33P³ᴹ · supports the entire portfolio
Governance / PMOStandards and rolesP³ᴹ Master DataStandardizes roles and responsibilities and offers reusable bases, so projects start from the same management reference. ParametersEnvironment configurationP³ᴹ Master DataConfigures each company's environment and defines, by access profile, who can only view and who can change information. Master DataRegistries that apply to everythingP³ᴹ Master DataUnifies the registries common to the whole platform, so every report starts from the same information base. TemplatesStart from what is already validatedP³ᴹ Master DataTurns the company's experience into a starting point, since each new project begins with validated structure and assumptions. CalendarReal working timeP³ᴹ Master DataBrings deadlines closer to reality by calculating dates from the company's calendar of working days and holidays. Resources / HRTeam · capacity · structureP³ᴹ Master DataAnchors planning in the available team by registering each person with their capacity and position in the organization's structure. Interoperability & MigrationPick up where you left offP³ᴹ Master DataPreserves the planning investment already made by bringing in existing schedules and verifying the fidelity of the import. System & AuditTrail, help and self-checkP³ᴹ Master DataEases audits and strengthens trust in the numbers by keeping the change history of each project. Platform & CloudSecurity and scaleP³ᴹ Master DataIsolates each customer's data in its own environment, hosted in Brazil, to protect the company's strategic information.