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SE Action Plan
Tasks and Action Plans Management


Organizations of all kinds are increasingly concerned with achieving and demonstrating sound performance by controlling their process, products and services. Therefore, managing all tasks and action plans of a company as one cohesive unit is a critical element in overall success, since it ensures visibility of the real status of its projects and processes.

5W2H is a tool for drawing up action plans, which, in its simplicity, objectivity and guidance to action, has been widely used in Project Management, Business Analysis, Business Plan Development, Strategic Planning and other management disciplines. Its structure forces you to consider all aspects of the situation, and the basic guide to implementation includes a synthetic form that answers the following questions:

Questions Types Descriptions
What? Subject matter What exactly do you need to do?
Why? Purpose Why is this action critically important for achieving your vision? Why can’t you just skip it?
Where? Location Where will the action take place? What other locations are involved?
When? Sequence When to start (and end) this action? When do related actions need to be started and completed?
Who? People Who is the best person to put in charge of this action? Who else is involved here?
How? Method How exactly will this action be activated?
How much? Cost How much will this attempt cost?

SE Action Plan is the best software when it comes to helping organizations effectively streamline the entire Action Plan lifecycle, from the initial record to approval, maintaining team communication and improving collaboration through the centralized control of the planning, execution and monitoring of tasks and action plans. The easy-to-use and flexible application improves task execution speed, reliability and efficiency.

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Action Plan
Action plan management


SE Action Plan offers total flexibility for the organization, including:


  • Custom fields, checklists, teams, responsibility routes, identification mask, activity and action plan categorization.
  • Maintenance of actions and action plans in progress.


  • Creation of one or more actions necessary to achieve a result.
  • Action planning with 5W2H tool.
  • Gantt chart with activities dependency configuration for more accurate dates of execution.
  • Creation of action plans from templates.
  • Maintenance of the actions by those responsible for controlling the gaps between what was planned and executed.


  • Portal of activities:
    • My activities.
    • Activities of my team.
    • Action Plan monitoring and control.
    • Activities monitoring and control.
  • Charts and graphs: Gantt, bars, horizontal bars, Pareto and pizza.
  • Custom reports and graphs through the interface with SE Analytics.

About SoftExpert

SoftExpert is a market leader in software and services for enterprise-wide business process improvement and compliance management, providing the most comprehensive application suite to empower organizations to increase business performance at all levels and to maximize industry-mandated compliance and corporate governance programs.

Founded in 1995, SoftExpert has a rich history of innovation and growth as a true industry leader. More than 300,000 users from 2,000 organizations worldwide trust SoftExpert applications to ensure the highest standards of efficiency, quality and innovation for their products, services and processes.

By streamlining and integrating all levels and operations, SoftExpert applications also enable organizations to address an ever-increasing variety and number of international standards, laws and regulations that affect business operations by delivering enhanced compliance capabilities based on industry-specific best practices.

SoftExpert solutions are used by leading corporations in all kinds of industries, including consumer products, automotive, food and beverage, mining and metals, high tech and IT, energy and utilities, government and public sector, financial services, transportation and logistics, healthcare, education, medical devices and many others.

Along with its extensive network of resellers spread across all continents, SoftExpert also provides hosting, implementation, post-sales support, and validation services for its solutions to ensure that customers realize the maximum value from their investments.

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