SurgeMind
Project operations

Keep scope, effort, cost and delivery connected.

Coordinate project plans, tasks, people, time, expenses, inventory and financial outcomes in one accountable workspace.

Explore how this capability connects with your current workflows. We will confirm fit, scope and any required integrations before proposing an implementation.

Discuss this workflow
Built for your control

Your system should answer to your business.

Bring the whole team. Keep control of your business data. Agree security, custom-work and handover terms before implementation.

See what ownership means

Unlimited users

No per-seat software fees. Bring the whole team into the workflow.

01

Your business data stays yours

Data access and handover expectations are agreed with you.

02

AWS-backed hosting & security

Security controls and shared responsibilities are agreed for your deployment.

03
Choose your starting point

One system. Your workflows.

Team discussions

Connect team discussions with the records, responsibilities and next steps in the capability map below.

Discuss team discussions

Projects

Connect projects with the records, responsibilities and next steps in the capability map below.

Discuss projects

Timesheets

Connect timesheets with the records, responsibilities and next steps in the capability map below.

Discuss timesheets

Planning

Connect planning with the records, responsibilities and next steps in the capability map below.

Discuss planning
At a glance

What the work covers.

The details change by team. The handoffs between them should stay clear.

01

Project setup & planning

Create a working structure that can be reviewed throughout delivery.

  • Project portfolio and templates
  • Tasks, milestones and dependencies
  • Budget and cost plan
02

Execution & time

Record the work performed and the people or resources involved.

  • Task boards and status views
  • Timesheets and timer entries
  • Materials and inventory
03

Project financials

Make delivery effort visible in the commercial outcome.

  • Project expenses and claims
  • Revenue and billing milestones
  • Profitability and variance
04

Portfolio reports & review

Give project owners and leadership a common view of delivery health.

  • Progress and overdue work
  • Effort and utilisation
  • Cost, margin and cashflow
Projects & field work capability map

Useful when the steps connect.

Explore the practical workflows this capability can cover. Platform features, configuration, external connections and custom work are distinguished in the map.

04Work areas16Capabilities
WORK AREAS04

Select an area to explore the workflows in scope.

WORK AREA 01

Project setup & planning

05 capabilities

Create a working structure that can be reviewed throughout delivery.

  • 01

    Project portfolio and templates

    Set up projects with customer, company, owner, dates and project type.

    Configured workflow
  • 02

    Tasks, milestones and dependencies

    Assign work, due dates, priorities and sequence across the project.

    Configured workflow
  • 03

    Budget and cost plan

    Define planned revenue, expense categories and cost limits.

    Configured workflow
  • 04

    Project updates and decisions

    Keep status, notes, attachments and decisions against the relevant work.

    Configured workflow
  • 05

    Team discussions in context

    Keep task comments, mentions and review notes next to the project record they concern.

    Configured workflow

Features marked for configuration, integration or custom delivery are confirmed during discovery. Final availability depends on workflow, provider and project scope.

Bring a real example.

We will map where the handoff breaks down and what a first release could include.

Talk through your workflow