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The method

From strategy to automated traceability

Pairing Verdeo with CreoBoard makes your reporting and technical and financial monitoring strategies last, for your projects or your contracts.

Case 1 · You manage or fund a complex project portfolio

Scattered activity, many players, reporting that is hard work, no technical monitoring, widely varying project types and timetables. Contact Verdeo to define a support assignment: structure your portfolio, and prepare the roll-out of the tools that will automate your management and your dashboards, opening the right access to your staff and your field contributors.

Define an assignment with Verdeo

Case 2 · You have already sized your monitoring and traceability needs

Subscribe to the CreoBoard package and try the modules that will simplify your management. The solution is intuitive and comes with an automated getting-started guide.

Free CreoBoard trial

The six steps

From strategic advice to operational roll-out

On the left, the workshops we run with your teams. On the right, what each step becomes in the tool.

1

Scoping and key issues

Requirements, scope, stakeholder mapping, uses, reference frameworks, contracts, data sources, systems to connect.

In CreoBoardOpening the workspace and the first perimeters.
2

Architecture and functional modules

Project description frameworks, indicator datasets, management of calls for projects.

In CreoBoardDefining the modules to activate, choosing which built-in AI agents to switch on.
3

Automation and reporting strategies

Dashboard formats, scenarios for retrieving data from operators, from field records and from third-party applications, specific connectors, access strategy for staff and field contributors.

In CreoBoardSupport in setting up the project templates.
4

Consolidation

Support with configuration, tailored reporting formats.

In CreoBoardMulti-player consolidation and portfolio meta-analysers.
5

Going live and support

Support with deployment, methodological and technical after-sales support, training.

In CreoBoardCreoBoard after-sales support.
6

Optional support services

Searching for specific funding, finding providers or project owners, recommending partner companies.

In CreoBoardMonitoring of funded projects.

Safeguards

Three lines we do not cross

We do not plug AI in everywhere

Opening all your systems to automated agents is intrusive and unwise. We connect what needs connecting, and nothing more.

We do not police your data

We do not take over your responsibilities, nor those of your funders and your field operators. Unless specifically mandated, qualifying the data remains theirs to do.

We do not create dependency

In every CreoBoard module, you can extract your data, your dashboards and your documents at any time.

We work through subsidiarity

Each stakeholder fills in what it knows, within its scope, with its own rights. That is what makes monitoring sustainable over time.

Verdeo designs the architecture. CreoBoard brings it to life.

Our SaaS suite collects the data and the evidence, qualifies them using artificial intelligence, and reports back to each party what concerns them.

It is used as part of our assignments. It is also used on its own, by direct online subscription.

CreoBoard dashboard

Project owners or funders: do you want to optimise the management and the impact of your commitments?