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SmartPMS
The platform

Every module your reporting cycle needs.

From the five year strategic plan to the quarterly portfolio of evidence: one system, one version of the truth, one trail your auditors can follow.

Module · Planning

Strategic plans, APPs and SDBIPs, structured.

Build the golden thread once and use it all year. Programmes, outcomes, outputs, indicators and targets are captured in the Revised Framework's structure and versioned per financial year.

  • Technical indicator descriptions on every indicator
  • Quarterly, mid year and annual target profiles
  • Financial year versioning with plan rollover
Module · Quarterly reporting

Actuals captured, approved and locked.

Programme officers capture actual achievement against target with variance reasons and corrective measures. Managers approve or send back with comments. Approved data locks, with history kept.

  • Capture, submit, approve and reject workflow
  • Variance reasons and corrective measures per indicator
  • Full change history on every captured value
Module · Evidence

The POE file builds itself.

Evidence is attached per indicator per quarter at the moment of capture, not assembled in a panic the week before the audit. The portfolio is complete the day the quarter closes.

  • Attachments per indicator per reporting period
  • Evidence completeness visible at a glance
  • Audit ready bundles for internal audit and the AGSA
Module · Reports and dashboards

Reports that write themselves from approved data.

Quarterly performance reports, mid year assessments and annual performance reports are generated from the approved record, formatted for oversight and export.

  • PDF and Excel exports in oversight ready layouts
  • Live dashboards, heatmaps and trend charts
  • Programme, entity and organisation wide views
Module · Risk

Risk, tied to the objectives it threatens.

Risk registers link to outcomes and outputs, so quarterly risk reporting and performance reporting tell one story. Action plans track mitigation to a named owner and a date.

  • Registers linked to strategic objectives
  • Quarterly risk dashboards and heatmaps
  • Action plans with owners, dates and progress
Module · People

Employee performance, cascaded from the plan.

Performance agreements and workplans inherit from the organisational scorecard, so every employee's targets trace to the APP. Mid year and annual assessments run in the same system.

  • Performance agreements and workplans per employee
  • Mid year and annual assessments with moderation
  • Developmental areas and improvement tracking
Control

Governed by design.

Role based access, approval chains and per entity separation are part of the core, not an add on. Every change is stamped with who, what and when.

Walk through it with your own plan.

A 45 minute demo covers the full cycle: planning, capture, approval, evidence and reporting.

Request a demo