• Project data is encrypted in flight and at rest.
  • Secure cloud dashboard always includes the latest features, with no user updates needed.
  • Global filters allow you to quickly change dashboard views, and the filter selections are clearly displayed.
  • Use built-in customizable reports, or make your own.
  • Chart options include Tables, Line charts, Bar charts, Pie charts, Stacked Bar charts, and Charts with targets.
  • 24/7 access.
  • International number and date displays.
  • Search by keyword.
  • Save reports to PDF.


  • Manage ideas through the project hopper
  • Set formal stage gate reviews
  • Track changes in fields
  • Automated notification and emails


  • Secure, central project storage can be accessed from anywhere.
  • Project access is restricted by default. Project owners and administrators set access rights.
  • Links to projects can be sent by e-mail.
  • Include/Exclude projects from Dashboard reports.
  • Folder structure enables organized storage.

Design Center

  • Data architects customize the Companion subscription to reflect your improvement methodology.
  • Edit and create Project Templates, Management forms and Tool templates.
  • Create new data fields or edit existing ones.
  • Track change sets, so you know what was changed and when.
  • Zero downtime for users while your data architect is updating project templates, data definitions, and forms.

License Portal

Set roles for all users: Administrator, Data Architect, User, License Administrator.

Desktop app


Conditional formatting

Included forms:

  • 30-60-90 Action Plan
  • 5S Audit
  • A3
  • Activity (Shape) Lean Data
  • Activity (Shape) Process Data
  • Audit Plan
  • Bar Chart Worksheet
  • Blank Form
  • C&E Matrix (X-Y Matrix)
  • Control Plan
  • Cycle Time Bar Chart
  • Design Scorecard
  • DFMEA (Supports New AIAG-VDA Guidelines)
  • Financial Data
  • Five Whys
  • Force Field
  • Funnel Report
  • Gantt Chart
  • Gemba Walk Interview Sheet
  • House of Quality Matrix
  • Impact vs. Effort Matrix
  • Kanban & Supermarket Sizing
  • Kano Model
  • Lean Metrics Comparison
  • Line Balancing
  • Meeting Minutes
  • Pairwise Comparison Matrix
  • Pareto Chart Worksheet
  • PFMEA (Supports New AIAG-VDA Guidelines)
  • Preparation Checklist
  • Preventative Maintenance
  • Project Charter
  • Project Prioritization Matrix
  • Project Risk Assessment
  • Project Today
  • Pugh Matrix
  • Quick Changeover (QCO-SMED)
  • RACI (Responsibility Assignment Matrix)
  • Scatterplot Worksheet
  • Solution Desirability Matrix
  • Solution Implementation Checklist
  • Stakeholder Analysis
  • Standard Work Combination Chart
  • SWOT Analysis
  • Tasks
  • Team Members & Roles
  • TRIZ Technical Contradictions Matrix
  • True North Metrics
  • Value Stream Map Comparison
  • Value Stream Map Shape Data
  • VOC Plan
  • VOC Summary
  • Waste Analysis by Operation
  • Work Element Time Study
  • X Variables Data
  • Y Metrics
  • Y Variables Data

Mapping Tools

Process Maps (Flowchart, Process diagram) including:

  • Cross Functional Process Maps
  • Swimlanes
  • Shape data: Inputs, outputs, defect rate, throughput yield, etc.
  • Bunny hops

Value Stream Maps with:

  • Takt time calculator
  • Current vs. future state comparison
  • Timeline with automatic cycle time calculations

Monte Carlo Simulation

Monte Carlo Simulation with:

  • Parameter optimization
  • Sensitivity analysis
  • Import a model from Minitab
  • Suggest a distribution based on data


Fishbone (Cause and Effect Diagram)
Man Machines Materials
Idea Map
CT Tree

Project Roadmaps

Add phases, sub-phases, or folders to organize project tools and artifacts
Store related documents (e.g., spreadsheets, images, websites, presentations, Minitab project files) inside your project
Share data between tools (e.g., reuse input variables from your process map in your FMEA or C&E Matrix)

Included roadmaps:

  • DMAIC (Define-Measure-Analyze-Improve-Control)
  • CDOV (Concept-Design-Optimize-Verify)
  • QFD (Quality Functional Deployment)
  • Kaizen Event
  • PDCA (Plan-Do-Check-Act)
  • Just Do It

Analysis Capture Tools

Tools for guiding and documenting statistical analysis:

  • 1-Sample Hypothesis Test Capture
  • 2-Sample Hypothesis Test Capture
  • ANOVA Capture
  • Attribute Agreement Analysis Capture
  • Binary Logistic Regression Analysis Capture
  • Blank Analysis Capture
  • Capability Analysis Capture
  • Capability Analysis (Attribute) Capture
  • Chi-Square Test Capture
  • Control Chart Capture
  • DOE Analysis Capture
  • DOE Planning Capture
  • Equal Variances Test Capture
  • Gage Linearity & Bias Study Capture
  • Gage R&R Study Capture
  • Graph Your Data
  • Kruskal-Wallis Test Capture
  • Normality Test Capture
  • Regression Analysis Capture