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Frequently Asked Questions



The first 'Strategic Project Intelligence' digital solution combining human and project data into a real-world status and risk identification engine. Enhances project success by properly gauging and predicting implementation success factors.

Strategic Project Intelligence is the process of incorporating the information organizations require to maximize success of both individual and portfolios of projects through the automation of management information discovery.

Advanced is meant to describe the fact that Advanced Management Insight is a fully hands off and repeatable Project Office capability. After a project is defined (10 minutes setup), the system performs the full functionality of a world-class project office. It performs stage reviews, expert level analysis, gathers hard data and consultant level "interview information", and publishes complete dashboards and analytics for each project stage.

First of all, and perhaps most importantly, the early stage identification of future project problems will immediately become apparent. In the case of a key project, this could be crucial. Secondly, team communication will immediately improve. Out of alignment issue identification and better coordination will occur immediately and lead to efficiency and reduced rework. Management feedback and visibility into the reality of projects will improve. Surprises will decrease dramatically. Best practices implementation, compliance, and learning will accelerate. A complete, trustworthy repository of project performance will begin to build immediately and provide great analytical value for improvement within one year. Advanced Management Insight will become the backbone system replacing many costly, manually intensive, and time consuming current efforts.

Advanced Management Insight is primarily based on the cycle of analysis, visibility, review, and communication that has been well documented with best of breed practices such as Six Sigma, Total Quality Analysis, The Learning Organization, Visibility-Control-and Optimization, Management by Walking Around, Total Team Communications, Team Alignment, Project and Program Office Best Practices, as well as the best documented software development practices of the past decade.

Of note, the solution is not like a PPM software application and in fact, performs patented functions not available in other project management systems. Advanced Management Insight is not a replacement for Microsoft Project or another detailed scheduling system. Rather, it provides the ability to conduct repetitive project reviews conveniently and easily.

Advanced Management Insight ships with a very large repository of best practices that is customized for many specific development environments. It contains thousands of consultant level questions, as well as evaluative and grading systems. For example, Advanced Management Insight uses the MIT Risk Analysis System. This is just one of dozens of formal well documented and recognized quality assurance and review processes. Additionally, Advanced Management Insight is easily modifiable to add any specialized or desired evaluation system. One week is the maximum time it would take to customize Advanced Management Insight for any customer- or project-specific environment. As powerful as Advanced Management Insight is, it has an amazingly comprehensible knowledge repository and can be customized and increased in power to best fit each customer.

Advanced Management Insight is a Strategic Project Intelligence tool enabling organizations to manage aspects of projects not addressed by any other application. As such, it does not compete with Clarity or other PPM project management type tools. Advanced Management Insight's concentration is on: Control, Communications and Visibility. It gives consistent QA Oversight of every project.

Various state agencies are using Advanced Management Insight for governance oversight of their portfolio of projects.

Users of Advanced Management Insight have reported saving 20% annually on their projects monitored using the solution. You can save 20% in your project costs in the first year.

Trial versions are available. Please get in touch with us via the "Contact" page. There may be a fee for a trial depending on your needs.

Advanced Management Insight gathers hard data and consultant level "interview information" and performs stage reviews, expert level analysis, and publishes complete dashboards and analytics for each project stage.



Absolutely. We can do this very easily by either linking to your Microsoft Project Server or by receiving a Microsoft Project File. In fact any electronic data can be fed in through an API facility.

Yes, we can change the default setting so that the answers are in fact 100% anonymous.

Like status reports and even verbal updates, you have to have an established level of trust with your people. The assessments cycle through a series of related questions to ensure respondents are not asked the identical question each time. You can also tell them their answers are 100% anonymous.

Modifications, additions and deletions of any questions are handled by CAI and are easily customized to meet the needs to any customer. There is no programming knowledge needed from the user.

No, we can customize your dashboards so that you see what you want to see.

Less than 15 minutes.

Yes, we can set Advanced Management Insight up so that the assessments automatically populates with the prior week's answers.

First of all, this system is a proactive, actively engaged project office review and reporting system rather than a "cost analysis and past performance system." Advanced Management Insight will tell you what is happening systemically within the project and what is in front of the project, i.e., risk analysis, future project time-line assessments, and whether the project is structurally sound or if it is in danger of drifting off course. Advanced Management Insight is meant to tell you what will happen in the future, not what happened last month. Advanced Management Insight is a full-time consultant monitoring your projects and providing 360 degree and best practice reporting and communications. Additionally the cost of Portfolio management systems on average is in the $500,000+ range and the implementation costs average more than $300,000, as documented by independent sources such as Gartner.

Standard status dashboards will be immediately available for all projects. The dashboards are automatically updated with every new review cycle (as often as weekly). Additionally a full, easy to use business intelligence "drill down and reporting system" is available for current and past projects.

Advanced Management Insight can be implemented as a SaaS or optionally can be implemented on your premises or deployed exclusively for you in the hosting facility of your choice.

Yes. You own the data. If you start off with a SaaS implementation and later decide you want to bring in house our professional services can assist you with that or you can use our data import / export functions to get access to the data in your environment.

Advanced Management Insight comes configured out of the box with a full range of established KPIs, dashboards and reports that adhere to industry standards. Modifications, additions and deletions of these are handled by CAI and are easily customized to meet the needs to any customer.

The AMI application, when offered as a service, is continually updated with the latest functionality. If the application is installed on client premise the updates occur and are coordinated with client and our professional services.

Getting Started


Advanced Management Insight is hosted on secure servers by CAI and access is provided using the SaaS (Software as a Service) approach. Clients access Advanced Management Insight capabilities through the internet similar to many cloud applications.

Assessment respondents are also users in addition to project managers, PMO staff, and executives who wish to access dashboards. All users have access to the Personal Portal in Advanced Management Insight to see data they are allowed on the projects they are working on.



Yes, any client that can access the internet and communicate over HTTP, can use our web services.

Yes, as long as you can get your project data into an excel spreadsheet, you can import it into Advanced Management Insight.

There is no client footprint, the application is SaaS and can be used with most any browser (Chrome, IE, Firefox, Safari).

Advanced Management Insight can be fully deployed within a month. There is no hardware or software for you to install. Advanced Management Insight rides on top of any software you already have in place. Thus, it doesn't require replacement of existing operations.

As a separate service, we can work with you to define requirements and then customize your dashboards.



The base application architecture is made up by a set of common interfaces implemented as web services.

The application delivered as Software as a Service.

Typically the application is hosted for you on CAI's internal hosted network, however if you wish to deploy the application on your own servers that can be easily accommodated.

The transmission is over HTTPS and your application instance is a proprietary instance, data is not shared across engagements.

Using Advanced Management Insight in your PMO


Establish project management standards and best practices. Monitor projects to validate compliance with standards. Assume a lead role in defining new projects and linking them into related programs to optimize benefits to the organization. Monitor the health of in-flight projects to identify risks or issues and prevent problems.

Automates the oversight and monitoring of projects to ensure the project is on-schedule, on-budget, and scope is being managed. Additionally, Advanced Management Insight monitors ongoing compliance with standards and customer satisfaction.

Advanced Management Insight gathers project performance data from project management tools such as MS-Project and also uses role-based surveys (collected via an E-mail interface) to gather information from stakeholders and participants. The survey responses provide the insight required to analyze the performance data.

Advanced Management Insight is configured collect operational data and survey responses. Advanced Management Insight is also configured with baseline information for evaluating the data and calculating a KPI. Finally, Advanced Management Insight is also configured to report KPI calculation on reports and dashboards along with color-coded risk indicators (red, yellow, green) to highlight areas that may need attention.

The most common KPIs that are related to projects track performance in the following areas: "Financial", "Quality", "Scope Management", "Schedule", "Process Compliance", "Customer Satisfaction." Other less common KPIs measure the "Professionalism" and "Morale" of the staff and the overall "Value" delivered by the project.

Process compliance is monitored through role-based survey responses. Advanced Management Insight is configured to ask process compliance questions. (e.g. The project manager is asked if there is an up-to-date project plan since this is a required artifact). Advanced Management Insight is configured to interpret any answer other than "Yes" as a risk. In order to guard against misinformation, this same question is asked of other lead roles on the project. Advanced Management Insight can be re-configured to reflect changes to standards or best practices. By asking role-based compliance questions, the system is also reminding project participants of the approved standards and helps to prevent deviations. Advanced Management Insight can be configured to require the respondent to attach the required artifact for review to ensure compliance.

Keep your projects on track

If your business depends on keeping your projects on track, you need Advanced Management Insight