A savings number a CFO can use
Projected, claimed and validated are three different fields, and only one of them has been signed off by somebody other than the project lead.
Book a demo →- 3
- savings states
- kept apart by design
- 5
- phases
- plus completed
- 4
- belts
- White to Black
- PDF, CSV
- exports
- for the board pack
The three numbers
Never let them collapse into one
Most reporting turns an estimate into a result somewhere between the project and the board pack. Keeping the three in separate fields is what stops that happening quietly.
Projected
Estimated
Summed across active and on-hold work. An intention, and labelled as one.
Claimed
Actual
Recorded on completed projects by the people who ran them.
Validated
Signed off
Set by an owner or admin, only after completion, never by the project lead.
Validation
The project lead cannot validate their own number
Only an owner or admin can validate savings, and only once the project is complete. The person who ran it is excluded by the system rather than by an instruction in a handbook.
Project completed
↓
Savings claimed by the team
↓
Validated by someone else
Phase funnel
Where the portfolio actually sits
How many projects are in each DMAIC phase, and how many have finished. A funnel that is wide at Define and empty at Control is a programme starting work faster than it closes it.
Capability
Belt coverage counts certificates, not sign-ups
Coverage reports how many distinct members hold a certificate at each belt, against the size of the organisation. Enrolments do not count, because enrolling is not the same as being able to run a project.
White
78% hold a certificate
Yellow
61% hold a certificate
Green
42% hold a certificate
Black
18% hold a certificate
Board pack
Take the portfolio with you
A branded PDF for the pack, and a CSV built in the browser for the people who will want to check your arithmetic.
Branded PDF
CSV export
See it run with your own team
Bring the process you use today. Thirty minutes is enough to see it as a governed project with the decisions recorded.
Book a demo →