AgilityOrg

Built to make Management (your job) Easier

We know what it's like to strive for excellence while wearing many hats.  Whether you're leading a project, a team, a department, or the whole organization, the demands on your time and attention never stop. That’s why we offer AgilityOrg™ a la carte – yes, select and pay for only the features you need.   Then, as you and your staff get more comfortable with AgilityOrg and see the benefits and efficiencies it brings, you simply add additional features.

  Projects Screen
Projects

Projects

Manage projects in one central location.  Set start and target dates that show on calendar.   Assign priority and impact.  Attach relevant documents and record status, progress and activities.
  Tasks

Tasks

Manage and track unique tasks as they relate to projects, vendors, meetings, etc.  Assign specific tasks to one or more staff.  Define staff roles (e.g. owner, lead, active, etc.).  Send and log email notifications by task and role.  Update status and progress.
  Approvals Screen
Approvals

Approvals

Push approvals out to your Board or Executive staff.  Attach relevant documents.  Monitor voting results.   Push selective email notifications (as voting deadline approaches).  Results archived for due diligence.   Create full PDF that includes overview, voting results and attachments.
  Meetings

Meetings

Create general meetings or full agenda meetings.  Attach relevant documents.  Push notifications to participants.  Ideal for delivering Board meeting packets electronically.  Track motions and voting results.  Add minutes for online meeting history.  Create full PDF of meeting.
  Email Queue Screen
Email Queue

Email Queue

Forward emails for automatic inclusion to projects, vendors, meetings, tasks, etc.  Email attachments automatically attach to destination.  Use the queue for emails to be sorted and organized later.  Quick and easy link mechanism.
  Library

Library

Institutionalize your organizational knowledge.  Build library folders on the fly and immediately start attaching documents, logging activities, creating ownership roles, assigning and tracking tasks.
  Vendors Screen
Vendors

Vendors

Vendor due diligence is more important than ever.  Keep contracts, documents and order information in one place.   Define internal staff and vendor contact roles (liaison, support, account exec, etc).   Record activities and issues.  Track vendor risk and value.
  Users

Users

Define users (including immediate staff and 3rd party sources).  Attach documents (e.g. I-9, W-4, direct deposit requests, performance reviews, outsource contracts, etc.) - all encrypted and secure.  Track activities and monitor activity follow-up (e.g. just how did he fix that server issue yesterday).
  Training Screen
Training

Training

Build comprehensive training documents.  Link document sections to exam questions.  Push training documents to staff and track study history.  Elevate overall staff knowledge and compliance.  Publish documents and share with other organization.  Charge a fee or share for free.
  Exams

Exams

Develop exams that fit your due diligence and organizational requirements.  Toggle exams from study, practice and exam mode.  Push exams to staff via notifications.  Track study and practice usage and habits.   Compile exam results and adjust follow-up training and prove due diligence.
  Teams Screen
Teams

Teams

Manage your many groups and teams.  Assign staff.  Define roles (e.g. leader, active, etc.).   Send and log email notifications.  Attach related documents and procedures (e.g. Board: Incident Response Policy, Security Awareness, etc).  Log and track team activities.
  Forms

Forms

Allow secure submission of form data from website or intranet.  Track submissions by type, status or when submitted.  Update and monitor status of internal form processing.