ProductKaizen PPM

Kaizen PPM

Kaizen PPM is a project and portfolio management (PPM) application built natively on Microsoft Power Platform and Dataverse. It takes work from idea to proposal, project and portfolio, and all data stays inside your own Microsoft 365 tenant.

Take work from idea to proposal, project and portfolio in one Power Platform app. It includes the interactive views PMs expect, the governance PMOs need, and AI that explains instead of guessing.

Data
Stays in your own Microsoft 365 tenant
Scope
10 capability areas, idea to close
Platform
Dataverse security, Power BI, Teams
Kaizen PPM Gantt chart with WBS grid, dependencies and milestones
Fig. 1. Schedule view: WBS, dependencies, baselines, drag to reschedule, MS Project export.
01Capabilities

What does Kaizen PPM include?

  1. Portfolios & programs

    Group related projects and roll up health, cost and risk for oversight.

  2. Demand & idea intake

    Capture ideas, cost them as proposals and approve the right work before it starts.

  3. Interactive scheduling

    A Gantt chart with WBS, dependencies, baselines and drag-to-reschedule, plus a Kanban board.

  4. Financial management

    Budget, forecast and actuals by period, including labour cost from resource rates.

  5. Resource management

    Resource requests, capacity heatmaps, bookings and weekly timesheets.

  6. Risk & issues

    Drag-and-drop 5×5 risk matrix, issue tracking and mitigation to closure.

  7. Governance registers

    Change requests, decisions, deliverables, stakeholders and lessons learned.

  8. Status reporting

    Periodic RAG health reports per project, rolled up to an executive dashboard.

  9. Agile delivery

    Buckets, sprints and labels for teams that work iteratively.

  10. Data migration

    Built to receive data from Project Online, MS Project, Project for the Web and Planner.

02Screens

A closer look

Real screens from the product: dashboards, boards, financials and resourcing.

Want the full tour?Request a demo →

Kaizen PPM executive dashboard with portfolio health, cost roll-up and timeline
Fig. 2. Executive dashboard
Kaizen PPM Kanban board with task cards grouped in buckets
Fig. 3. Kanban board
Kaizen PPM financial grid showing budget, forecast and actuals by period
Fig. 4. Budget, forecast and actuals
Kaizen PPM resource management capacity view
Fig. 5. Resource management
03Copilot & Cowork

How does Kaizen PPM use AI?

AI helps you get data in and answers out, and explains the numbers. It never quietly sets a project’s health or makes the call for you. Four rungs, and AI stops before the last one.

Rung 1

Capture

You, assisted by AI

Create tasks, risks and status updates from plain language, so there is less typing.

Rung 2

Surface

You ask, AI retrieves

“Which of my projects are over budget?” is answered in plain English, security-trimmed to you.

Rung 3

Interpret

AI explains, never sets

Health and slippage are calculated by rules. AI explains them and cites the records behind them.

Rung 4

Decide

Always a human

AI can propose and rank options. A person approves before anything is committed.

AI features are rolling out in waves. Each is security-trimmed to the user, labelled when AI-assisted, and can be switched off per environment.

04Migration

Bring your history with you, without restructuring later.

Leaving Project Online or Planner?

Every record in Kaizen PPM can carry its source-system lineage: where it came from, its original ID and when it last synced. Bringing your history across does not mean restructuring later.

Microsoft Project OnlineProject for the Web & Planner PremiumMicrosoft PlannerDesktop MS Project (XML import & export)Spreadsheets and CSV

?FAQ

Kaizen PPM: common questions

What is Kaizen PPM?

Kaizen PPM is a project and portfolio management application built on Microsoft Power Platform and Dataverse. It covers idea intake, proposals, projects, programs and portfolios, with scheduling, financials, resources, risks and status reporting.

Is Kaizen PPM an alternative to Microsoft Project Online?

Yes. Kaizen PPM was designed to receive organisations moving off Project Online, Project for the Web, Planner and desktop MS Project. Every migratable record keeps its source-system lineage, and schedules can be imported from and exported to MS Project XML.

Where is our project data stored?

In your own Microsoft Dataverse environment, inside your Microsoft 365 tenant. Kaizen PPM uses standard Dataverse security, so your existing security roles, business units and auditing apply.

What licences do users need?

Kaizen PPM is a model-driven Power App, so each user needs a Power Apps premium or Dynamics 365 licence that includes Dataverse. Contact us for Kaizen PPM product pricing.

Does Kaizen PPM work with Copilot and Cowork?

Copilot and Cowork capabilities are being added in waves. AI helps capture data, answer questions and explain calculated health and slippage. It never sets a project’s status or makes decisions on its own, and every AI feature can be switched off.

→Next step

See it on your own projects.

Book a walkthrough. We can load a sample of your real project data so you see how it fits.

mrabdulbasit1999@gmail.com