Roles / Project Manager
Project Manager
Core Scenario
Migration Scope Planning
ERP replacement project? Discover all integrations and dependent systems before committing to scope and timeline.
- Find legacy application and all its connections
- List all inbound and outbound integrations
- Identify downstream consumers to coordinate
- Build scope document with work packages
Scope: "1 application replacement, 15 integrations to migrate, 8 dependent systems. Estimated: 12 months."
Execution
Transformation Progress Tracking
Technology sunset initiative in progress? Track migration status across all affected applications with real-time dashboards.
- Open initiative dashboard
- See completion percentage and status per app
- Identify blocked or at-risk items
- Generate steering committee report
Progress: "12 apps total: 5 completed (42%), 4 in progress, 3 not started, 1 at risk (blocking dependency)."
Coordination
Parallel Project Coordination
Multiple projects touching the same systems? Find overlaps and coordinate to avoid conflicts and wasted effort.
- Get list of applications in your project scope
- Check for overlaps with other active projects
- Identify other project managers
- Create shared timeline with milestones
Coordination: "3 apps shared with Project Alpha, 2 with Project Beta. Coordination meeting scheduled."
Delivery
Pre-Go-Live Readiness
Two weeks to launch? Verify all integrations are ready, dependencies confirmed, and infrastructure provisioned.
- Open new application card
- Verify all planned integrations ready
- Confirm dependent system owners approved
- Generate go/no-go checklist
Readiness: "8/10 integrations ready, 2 pending (risk identified). All infrastructure ready. Recommendation: proceed with mitigation."
Reporting
Executive Stakeholder Reporting
Steering committee meeting? Generate executive summary with metrics, milestones, and risks — all from current data.
- Open initiative dashboard
- Gather completion %, budget, timeline status
- List completed milestones and blockers
- Export executive summary
Executive Deck: "65% complete, on budget, 2 weeks behind (approved delay). 1 risk escalated for steering decision."
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