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  • Action Plan

    Manage your tasks and action plans efficiently. Log all activities, monitor progress, and promote collaboration in a centralized environment. Experience the convenience, flexibility, and speed that the solution offers.

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    More efficiency for your routine

    Easy to use

    Create and manage action plans quickly and flexibly, using custom fields, checklists, assignee task flows, identification masks, as well as activity and action plan categories.

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    Optimized collaboration

    Optimize collaboration among teams, achieving extraordinary results in reduced time, thanks to the centralization of information and the effectiveness of the 5W2H tool integrated into SoftExpert Action Plan.

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    Efficient communication

    Register, approve and track your action plans in one place, ensuring efficient planning and monitoring of actions and tasks.

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    Real-time tracking

    Have a real-time view of task progress and performance, so it is easier to make decisions and identify opportunities for improvement.

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    See everything the module offers to your company

    Gantt Chart

    Use the Gantt chart to visually manage the progress of tasks and planning, making it easier to identify deadlines and priorities.

    Assignee task flows

    Clearly assign responsibilities for each task, ensuring efficient distribution of work and monitoring of activities.

    Mobility

    Take actions anywhere using mobile devices.

    Pre-configured templates

    Create and manage action plans quickly and flexibly, using custom fields, checklists, and pre-configured templates.

    Security

    Define permission profiles and ensure information integrity and confidentiality. Make sure that only authorized users have access to action plan data.

    Notifications

    Stay up to date on action plan activities through notifications, ensuring responsibilities are met on time.

    Bring this solution to your company

    Discover the solutions that are part of SoftExpert Action Plan

    Product Lifecycle - PLM
    Innovation and Change - ICM
    Environment, Health, and Safety - EHSM
    Project and Portfolio - PPM
    Enterprise Risk - ERM
    Governance, Risk and Compliance - GRC
    Enterprise Quality - EQM
    Work Management - CWM
    Enterprise Service - ESM
    Supplier Lifecycle - SLM
    Corporate Performance - CPM
    Human Development - HDM
    Environmental, Social, and Corporate Governance - ESG
    Business Process - BPM

    Product Lifecycle - PLM

    Improve your product lifecycle management efficiently and cost-effectively, from conception, design, manufacturing and services to delivery and tracking. Do all of this with an accessible, easy-to-use and completely web-based solution.

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    Innovation and Change - ICM

    Efficiently manage organizational ideas and changes, driving innovation with ease.

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    Environment, Health, and Safety - EHSM

    Prevent incidents, reduce costs, and ensure compliance using management software that integrates all environment, health and safety processes.

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    Project and Portfolio - PPM

    Modernize and simplify your project and portfolio management system with essential resources to help you plan, execute and monitor your projects to ensure their successful completion according to PMBOK guidelines.

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    Enterprise Risk - ERM

    Lower the likelihood and impact of risk events using an integrated platform that unlocks the potential of opportunities, optimizes resources, and directs strategies and decisions.

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    Governance, Risk and Compliance - GRC

    Ensure compliance with corporate policies, laws and external regulations with a platform that effectively integrates business strategy execution with risk management practices.

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    Enterprise Quality - EQM

    Modernize your quality management system, reduce the work required to maintain compliance, improve agility and transparency and promote continuous improvement across your organization while increasing customer satisfaction.

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    Work Management - CWM

    The only all-in-one cloud platform to improve team collaboration and task efficiency.

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    Enterprise Service - ESM

    Integrate service processes, IT tickets, incident and problem management, SLA (Service Level Agreement), knowledge base, configuration management (CMDB), and change management on a single platform.

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    Supplier Lifecycle - SLM

    Improve the control and assessment of your suppliers from their initial identification and qualification to performance monitoring and supply base rationalization with an intuitive and uncomplicated interface platform.

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    Corporate Performance - CPM

    Manage strategy by mapping scorecards with objectives, indicators, action plans, and everything you need to achieve the success of your business.

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    Human Development - HDM

    Satisfy your needs for talent management, training and development, team performance assessments and career and succession planning all in a single platform.

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    Environmental, Social, and Corporate Governance - ESG

    Through an integrated ESG software platform, structure processes and policies to effectively manage and control all ESG initiatives and metrics in your organization.

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    Business Process - BPM

    Standardize your business processes, automate workflows, integrate applications and accelerate digital transformation across your enterprise with a result-oriented BPM platform.

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    Compliance with global privacy and security standards

    Advanced data protection

    SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.

    Integrate with your ERP, CRM, Office365, and much more

    Connect SoftExpert Suite to other business tools already used in your organization.

    Worldwide Office Locations

    Supporting and implementing your growth and expasion everywhere! We are present locally, ready to ensure that SoftExpert solutions are working without limits.

    Why do customers choose SoftExpert

    Success Case
    Comau increases operational efficiency and reduces risk of failure by 60% with SoftExpert
    See The Full Story

    União Química

    Success Case
    Pharmaceutical company União Química integrates systems, improves processes and manages over 3,000 documents using SoftExpert solutions
    See The Full Story

    Adami

    Success Case
    Adami S.A. increases performance with SoftExpert's strategic indicator management solution
    See The Full Story

    Helibras

    Success Case
    Helibras, an Airbus Group company, improves document management with a SoftExpert solution
    See The Full Story

    Simoldes Plastic Division

    Success Case
    Simoldes Plastic Division increases productivity in Portugal with SoftExpert
    See The Full Story

    An award-winning platform recognized by customers

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