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
Enterprise Asset - EAM
Enterprise Content - ECM
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 product lifecycle management system.

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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 an integrated management software for 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. Explore how PPM software products can empower your team.

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Enterprise Risk - ERM

Lower the likelihood and impact of risk events using an integrated enterprise risk management solutions 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 using a robust GRC management software that effectively integrates business strategy execution with risk management practices.

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Enterprise Quality - EQM

Modernize your quality management system with quality management software, 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 throughout supplier lifecycle operations, from their initial identification and qualification to performance monitoring and supply base rationalization, using an intuitive and uncomplicated supplier lifecycle management software.

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Corporate Performance - CPM

Manage strategy effectively by mapping scorecards with objectives, indicators, action plans, and everything you need to achieve business success using corporate performance management software.

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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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Enterprise Asset - EAM

SoftExpert EAM is a complete enterprise asset management software. It supports the development of comprehensive calibration and maintenance plans, extending equipment lifespan, improving asset reliability, and ensuring compliance with international standards such as ISO 50001, ISO 55000, ISO 55001, and ISO 17025.

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Enterprise Content - ECM

SoftExpert ECM is a comprehensive enterprise content management software solution that centralizes all organizational content. It allows you to create, capture, manage, store, preserve and share documents and records, reducing paperwork and related deviations. The ECM solution ensures security, integrity, reliability, and compliance with international standards such as ISO 9001 and FDA 21 CFR Part 11.

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Business Process - BPM

Standardize your business processes, automate workflows, integrate applications, and accelerate digital transformation across your organization with a results-driven business process optimization software.

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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
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União Química

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

Success Case
Adami S.A. increases performance with SoftExpert's strategic indicator management solution
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Helibras

Success Case
Helibras, an Airbus Group company, improves document management with a SoftExpert solution
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Simoldes Plastic Division

Success Case
Simoldes Plastic Division increases productivity in Portugal with SoftExpert
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