Portfolio leader
Start with Projects & Portfolio, then open the Project Dashboard and Transformation & PMO solution.
Resource centre
Explore the platform from the management question that matters.
Use the dashboard gallery, focused solution pages, guided demo and learning resources to understand how OptiToolkit connects evidence, decisions and actions.
Dashboard gallerySolution guidesDemo and tourLearning resources
Choose an exploration path
Start with the route that matches your role.
Each path combines a product overview, dashboard and focused solution page.
Risk or audit lead
Start with Assessments & Actions, performance dashboards and the assurance solution.
Supplier or contract owner
Start with Suppliers & Contracts, then review coverage, renewal and remediation.
DORA programme lead
Start with DORA, then explore third-party, incident and RoI readiness capabilities.
Connected workflow
Move from a high-level story into the relevant product proof.
Use the public site as a guided route rather than a long list of disconnected features.
- 1
Choose
Select a platform capability, solution or dashboard.
- 2
Understand
Review the management question and connected workflow.
- 3
See
Use the visual placeholder or approved product screenshot.
- 4
Explore
Open the related dashboard, demo or existing use-case page.
- 5
Discuss
Book a focused walkthrough around the selected need.
- 6
Plan
Map users, data, models, AI and subscription requirements.
Dashboard gallery
See the questions, signals and actions in each workspace.
Explore performance, evaluations, projects, suppliers, contracts, incidents, agency assurance and DORA readiness.
- Question-led dashboard descriptions
- Signals and filters for each workflow
- Actions available from the workspace
- Exact screenshot placeholders to complete
- Direct links to capability and solution pages
Platform capabilities
Use the existing application resources alongside the new site.
The package links back to the existing demo, use-case catalogue, learning, contact and checkout workflows.
Demo and tour
Open the existing demonstration environment to explore application navigation.
Explore capabilityExisting use cases
Review the current catalogue of business and management scenarios.
Explore capabilityCourses and books
Browse available learning, books, articles and assessments.
Explore capabilityContact
Discuss product fit, subscription questions or a custom quote.
Explore capabilityPricing
Review the modernised current subscription presentation.
Explore capabilityTrust and security
Review permission, scope, audit, AI and accessibility principles.
Explore capabilityFocused walkthroughDashboard Workflow
Connect the public material to your own use case.
Choose the role, workflow and management question you want a guided session to cover.
Which management view should the session begin with?
Choose performance, portfolio, third parties, incidents, assurance or DORA.
What evidence and action should sit behind it?
Review the records, assessments, ownership and remediation required.
Use fictional or sanitised examples in any public request. Do not submit confidential source records.
Expected management outcomes
Make the product easier to understand before the first meeting.
Use consistent stories, visuals and terminology across public pages.
Faster orientation
Visitors can route themselves by management need or dashboard.
Stronger product proof
Approved product screenshots replace abstract module slides.
Better conversion context
Walkthrough requests include the use case and role to focus the session.
See the connected workflow
Use a focused walkthrough to connect the resources to your own use case.
Tell us the management question, role and records you want the session to centre on.