Everything you need to deliver with confidence
Five pillars. One delivery system. Governance, RAID, reporting and AI that waits for your approval.
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One-click Snapshot reports
Board-ready in seconds, not hours
Four one-click interactive snapshots, all built the same way: project, portfolio, status and budget. Turn live delivery and finance data into a stakeholder-ready report you approve, then share by secure link. Recipients need no login, phases can be toggled inside the report, and every figure is frozen at the moment you publish.
- Project, portfolio, status and budget snapshots
- AI-drafted executive and finance commentary from live data
- Hosted by you: your name and avatar on the report, and recipients can ask it questions
- Executive charts: RAG, risks, milestones, workload, variance and phasing
- Toggle between project phases or the full roll-up inside the report
- Secure share links with no accounts needed, refresh keeps the same link
Know which projects will land
Predictive delivery, not lagging reports
Two deterministic scores on every project — Completion Probability and Execution Friction — plus AI that spots risks and simulates change impact before you commit.
- Live 0–100% Completion Probability
- Live Execution Friction score
- What-if simulations for scope, date, resource
Governance & RAID, built in
The workflows a PM actually needs
Risks, actions, issues, dependencies, baselines, benefits, capacity, lessons and 4-dimension health checks — all with audit history and AI drafts the PM approves.
- Full RAID with alerts and ownership
- Baselines, benefits, capacity heatmap
- 4-dimension health checks every 14 days
An AI team that watches while you work
Agentic delivery, not a chatbot
Pocket PMO monitors every project in the background — slipping milestones, stalled work, unmanaged risks, broken dependencies — then brings you an Agent Inbox of what changed and drafts the fix, dated and owned.
- Continuous background delivery monitoring
- Agent Inbox of findings, ranked by severity
- AI drafts the mitigation or replan, not just a comment
AI that waits for your approval
Assist, never auto-execute
Your AI team drafts risks, tasks, status updates and governance docs from live data. Nothing is logged, sent or actioned until you say so. Full audit trail on every action.
- AI drafts risks, tasks and reports
- Approval-first — nothing auto-sends
- Plain-English automation rules you configure
- Create your own AI team: your names, your faces, from a photo you upload
Strategic prioritisation, not just status
Are we investing in the right initiatives?
The Prioritise board on your roadmap ranks every initiative on alignment, value, confidence and efficiency, sorts them into Invest, Watch, Shape or Stop, and draws a capacity cut-line against your funding envelope. Promote the winners straight into delivery.
- Ranked board with adjustable weights per investment cycle
- Invest / Watch / Shape / Stop bands with gap chips on missing data
- Capacity cut-line against your budget, plus a Strategic Lens KPI rail
- One-click promote into the Now horizon, which raises the pipeline entry for you
Portfolio oversight & pipeline
From request to delivered, one system
Every lifecycle stage leads with the decision it needs instead of a count. Every request enters on the roadmap, so the pipeline only holds work someone has prioritised: it shows decision readiness and stall clocks, Projects opens as a ranked delivery table with a "do this next" action per project, and the portfolio exposes the hidden work — decisions, expectations, conversations, people and dependencies — that actually decides delivery.
- Decision readiness, blocking gaps and value awaiting a decision
- Ranked delivery table with one-click filters: at risk, needs a decision, waiting, on track
- Value lens: value in flight, delivery confidence, strategic alignment
- Optional Outlook, Teams, SharePoint sync
The 360° Lessons Loop
Lessons that actually get learned
Alex drafts lessons from live delivery data during the project, the closure gate finalises them, and matched prior lessons feed the next project's RAID and plan at kickoff. Approval-first — nothing writes without you.
- AI-drafted lessons on the Brief tab, weekly
- Closure gate: no project closes with pending lessons
- Kickoff wizard injects prior lessons as RAID/plan suggestions
- Loop rail proves reuse rate, recurring themes and closure coverage
The Governance Centre
Every governance artefact, one home
Documents, reports and logs used to be scattered across the menu. The Governance Centre rolls them up: a home page with live governance stats, then grouped access to the document library, document generation, the report and snapshot suite, scheduled reports and project logs.
- Rolled-up governance stats across your portfolio
- Documents, reports and logs grouped in one hub
- Scheduled reports and audit history in the same place
Pocket PMO on the go
The mobile app is your project assistant
Install Pocket PMO on your phone and it opens as the assistant, not a shrunken desktop app. Hold the orb, speak the update, and it logs risks, actions and progress against the right project, reading the answer back to you. Approval-first, same as everywhere else.
- Voice-first assistant as the mobile home screen
- Quick voice commands from the dashboard lifecycle widget
- Spoken updates land as drafts you approve
Integrations that fit your stack
Works with the tools your team already uses
Native connectors for Microsoft 365, Teams, Outlook and SharePoint — plus a REST API, webhooks and SSO so Pocket PMO slots into your existing toolchain without a migration project.
- Microsoft 365, Teams, Outlook, SharePoint
- REST API, webhooks & JWT/OAuth2
- SAML SSO and role-based access
Project phases
One project, many phases
When a project rolls into its next phase, start a phase instead of a new project. The process flow and registers reset for the live phase, closed phases stay read-only, and history is still there to view or merge.
- Registers stamp to the live phase automatically
- Closed phases become read-only, nothing is lost
- Reporting follows the current phase, with merged and historic views
Shared by default, confidential when it matters
Your licence, your visibility rules
Everything in a licence is visible to your PMO team by default, so nobody is chasing screenshots. Mark a project Confidential and it narrows to the creator and your organisation admins.
- Team-wide visibility across projects and registers
- Per-project Confidential toggle
- Drafts stay private until you promote them
Meetings & bookings
Book the meeting, and the agenda writes itself
Schedule kickoffs, steercos and stage gates straight from the project. Pocket PMO sends a real calendar invitation with an AI-drafted agenda you can edit inline, plus a secure snapshot report link for context.
- Real calendar invites with accept / decline
- AI-drafted agenda you can edit inline
- Shareable snapshot report link, no login needed
Scheduled reporting
Set it once, the updates keep landing
Put highlight reports, portfolio summaries and exec snapshots on a schedule. Pocket PMO drafts them from live data, holds them for approval where you want it, and emails stakeholders on the cadence you set.
- Daily, weekly or monthly cadences
- Highlight, portfolio & exec report types
- Approval-first before anything sends
Add-ons, switch on when you need them
The Audit & WIP Dashboard (IFRS 15 / FRS 102 disclosure pack) is an optional add-on you can switch on per organisation, alongside the connectors and AI add-ons in the App Store.
Ready to see it on your projects?
Explore the interactive demo, or start your 15-day free trial. Add a card to start; cancel anytime before it ends.