Tagged - report

Portfolio Manager: Report Walkthrough

This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.

Portfolio Manager Install

This 8-minute video walks through the installation of the Portfolio Manager templates.

Portfolio Manager: What's New in 2026?

This 4-minute video is a review of the Portfolio Manager enhancements introduced for 2026.

Portfolio Manager: Extend to 48 Months (zip)

This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video.

OT Committee Template – Executive Management Committee

Overarching control of the initiative.

OT Governance 5 Whys Worksheet

Evaluation using the 5 Whys methodology to ensure that a thorough evaluation has taken place.

OT Digital Governance Committee Charter

Drive Sucess through clean data.

Improve OT Governance to Drive Business Results – Phases 1-4

This deck highlights what should be developed for effective OT governance across any manufacturing business. It takes a holistic approach that considers both internal and...

OT Governance Automation Worksheet

A tool for ensuring that automation is conducted in a systematic way.

Digital Governance Committee Charter for OT

Formalize the role of those steering the digital solution.
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