A walkthrough · program & portfolio

One transformation program. Every moving part, connected.

Follow a real SAP S/4HANA program through Ontologic — the work, the people, the risk, the meetings, and the AI that reasons over all of it. This is what “one connected model” actually looks like.

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Act I

The work

It starts where the program lives — every workstream, milestone, and task in one place.

Workstreams · board

Every tower, every task, one board.

133 tasks across six workstreams — PMO, technology, data, change, L&D, vendor — each with an owner, a date, and a status. Milestones sit inline with the work that has to clear them.

SAP S/4HANA Transformation — Board
SAP S/4HANA Transformation board — 133 tasks across six workstreams, columns for planning, backlog, design, identified, and active.
Timeline · critical path

The whole timeline, critical path lit.

Tasks, milestones, and the steering-committee decks for each month — laid against the dependencies between them, so you can see exactly what has to land for the date to hold.

PMO Governance & Reporting — Gantt
PMO governance & reporting Gantt chart with tasks, milestones, and steering committee decks across the timeline.
Actions & decisions

Nothing falls through.

Every action item and decision, tied back to the meeting it came from and the person who owns it — finalize the governance framework, set the reporting cadence, escalate the legacy-API issue to the CIO. Open, in progress, resolved.

Action Items & Decisions
Action items and decisions list with owners, source meetings, and resolved / in-progress / open statuses.
Act II

The people

Who’s on what, who’s free, and who can actually do the work — across the whole program.

Resourcing

Who’s on what — through go-live.

Allocation across the program, month by month to November, so you can see where the team is already committed before you promise the next thing.

People Intelligence — Resource Planner
Resource planner timeline showing people allocated to the SAP S/4HANA Transformation from June to November.
Capacity & conflicts

Catch the conflict before it’s a problem.

Eleven allocation conflicts across the program, flagged the moment they form — and every person can see their own week, down to the hour. Not discovered at the next portfolio review.

Scheduling — Resource Planner
Weekly resource planner with per-person allocation bars and 11 flagged conflicts.
Scheduling — My Schedule
Personal schedule view — allocated, scheduled, meetings, and available hours for the week and the next eight weeks.
Org structure

The whole org, mapped.

Divisions, practices, and teams — the actual structure delivering the program, not an org chart in a slide that went stale six months ago.

People Intelligence — Org Chart
Org chart — Apex Dynamics Consulting division down to PMO, technology, data, change, L&D, and vendor teams.
Roles & skills

Staff on real capability.

A library of every role and what “good” looks like for it — and every person’s skills, certifications, and allocation. So you put the right people on the right work by what they can actually do.

People Intelligence — Role Catalog
Role catalog — PMO Analyst, SAP Functional Consultant, Program Manager and more, each with skills and certifications.
People Intelligence — Profiles
People profiles with role, unit, allocation percentage, and skills per person.
Act III

The risk & governance

Risk surfaced — not buried in a spreadsheet nobody trusts.

RAID

Risk you can actually see.

Risks, assumptions, issues, and dependencies on one board — high-severity items, escalations, and blocked dependencies up top. The data-quality risk that could slip first mock migration by 6–8 weeks is right where you’ll notice it.

RAID
RAID dashboard — risks, assumptions, issues, dependencies with severity and status, high-severity risks listed.
RACI

Accountability, explicit.

Who’s responsible, accountable, consulted, and informed on every deliverable and milestone — a live matrix, not a document someone exports once and forgets.

RACI — Matrix View
RACI matrix — deliverables and milestones against people, with R/A/C/I assignments.
Activity & alerts

It tells you when something slips.

A live feed across every workstream — RACI changes, overdue tasks, escalations — so a red item finds you, instead of waiting for you to go looking.

Activity
Activity feed showing RACI updates and overdue task alerts across program workstreams.
Act IV

The knowledge

Every conversation and document becomes structured, searchable memory.

Meetings

Every meeting becomes structured memory.

The weekly syncs, the architecture reviews, the steering committees — each captured with its summary, decisions, action items, and topics, and linked straight to the tasks they create.

Meetings
Meetings hub listing weekly syncs, working sessions, architecture reviews, and steering committee reviews with decisions and actions.
Meeting — Technology Tower Weekly Sync
Meeting detail — summary, two decisions, four action items, and topics for a Technology Tower Weekly Sync.
Documents

The institutional memory, in one place.

Playbooks, charters, runbooks, contracts — the change-management playbook, the PMO operating model, the data-migration runbook — tagged and connected to the work they govern.

Documents
Documents library — change management playbook, PMO operating model, steering committee charter, data migration runbook and more.
Act V

The model underneath

None of this is hardcoded. It’s your firm’s model — and it’s all one graph.

Ontology

Your vocabulary, not ours.

46 entity types and 47 relationships define how this firm thinks — action items, assumptions, business units, change champions, each with its own fields. Shape it to your world; the AI reads from the same model.

Ontology Builder
Ontology builder — 46 entity types and 47 relationships defining the organization’s knowledge graph.
Entity graph

And it’s all one graph.

247 entities and 418 relationships — programs, people, risks, clients, documents — connected. The SAP transformation, Atlas Manufacturing, Meridian, the architects, every task, all in one model you can see, query, and act on.

Entity Graph — 2D
Entity graph (2D) — 247 entities and 418 relationships with labeled clusters for the SAP transformation, clients, and people.
Entity Graph — 3D
Entity graph rendered in 3D with entity types color-coded.
Act VI

The intelligence

Because everything shares one model, the AI can reason over the whole thing — and act.

Ask anything

It reasons over the whole program.

“What would happen if James Okafor left?” It traces his engagements, skills, certifications, and the RAID items he owns, and tells you it’s a single point of failure on the Atlas pilot — with the mitigations to run now. That’s an answer no spreadsheet can give.

Apex Dynamics Intelligence
AI assistant answering a what-if question about a key architect leaving, with a single-point-of-failure analysis and recommended actions.
Agentic goals

And it doesn’t just answer. It acts.

Ontologic proposes the work itself — “review and unblock Vendor & Procurement: 18 tasks overdue,” with an 8-step plan ready to run. You approve; it executes. Autonomous operations, on your governance.

Goals — Autonomous Operations
Goals — autonomous intelligence operations suggested by Ontologic, each with a multi-step plan and approve action.
Built to flex

It all runs on one model — and it’s yours to extend.

Everything you just scrolled through lives on a single connected model. When you need something off-the-shelf software doesn’t have — a custom intake, a margin view, a delivery board built exactly your way — Ontologic’s App Builder spins up apps on your own graph, wired into everything you’ve seen, with AI building them alongside you. The platform goes as deep as your program does.

Entity graph
one shared model beneath every module
01
Deliver
CRMProjectsPrograms & portfolioScheduling
02
People
Resourcing & capacitySkillsOrg chartPeople intelligence
03
Intelligence & action
AI assistantAgentsGoalsAutomationsApp builder
04
Knowledge
DocumentsKnowledge baseMeeting intelligence
What the connected model answers
“Which projects are at risk — and who do I move?”
ProjectsResourcingSkills
“What team would be the best blend to staff our new project — based on skills, experience, and personality?”
SkillsPeopleResourcing
“Draft this week’s client updates from our meetings.”
MeetingsProjectsDocuments

Each question spans modules a single tool keeps apart. One graph is what makes the answer — and the action — possible.

This is one program. Imagine your whole portfolio.

Everything you just scrolled through is one connected model — and the AI runs on it. If you’re leading transformational work on spreadsheets and steering decks, let’s show you what it looks like for your firm.

Visor
Ontologic guide

I’m Visor. Ask me about Ontologic — the platform, pricing, or how it fits your business.