Excel · trackers · project controls dashboards

Keep the control process that works. Remove the spreadsheet friction around it.

XERR can rebuild proven project control workbooks, trackers and reporting packs as browser tools with cleaner access, controlled updates, clickable KPIs and a management view that still reaches the underlying records.

What XERR changes

Your control can remain familiar while the operating experience becomes much better.

XERR does not start by forcing a generic enterprise platform onto the team. It starts with the control you already understand, then improves the interface, drill down, update path, ownership and distribution model.

Browser accessClickable KPIsControlled importAudit historyLeadership view
PRIVATE CLIENT SOFTWARE2 assigned tools · licence controlled
PA
Package Acceptance ControlControlled review window
PRIVATE
12Packages7Reviewed3Attention

PKG-04Review completeAccepted

PKG-07Action openConditional

PKG-09Decision requiredEscalate

IA
Interface Assurance RegisterSchedule linked GIVE / GET control
PRIVATE
2,418Interfaces94%Validated28Exceptions
GIVEValidated linkGET

Logic92%

Dates78%

Evidence86%

A common project management problem

The workbook is not always the problem. The operating model around it is.

Many organisations already have controls that capture the right information. The pain appears when copies multiply, formulas become fragile, dashboards cannot drill into the records and nobody is certain which version is current.

01

Change control

Change registers, schedule movement, approvals, treatment, blockers and reporting readiness.

02

Interfaces

Supplier, package or team interfaces, ownership, sign off, outstanding evidence and integration status.

03

Actions & decisions

Owners, due dates, comments, source findings, decisions and closure evidence.

04

Readiness

Milestones, conditions, approvals, dependencies, RAG and management exceptions.

05

People & workload

Assignments, availability, cover, workload and project level resource visibility.

06

Executive reporting

Clickable KPIs that lead to the underlying records rather than static presentation charts.

Actual XERR interface captures

See real software, not generic stock dashboard artwork.

The two captures shown here are from live XERR tools already published in the Dashboard Library.

Actual XERR Project Controls Assurance House software interfaceActual XERR XER Period End Narrative Studio software interface

Focused dashboard route: buy a small ready made control where the use case already fits.

Bespoke route: bring a proven workbook, tracker or reporting pack and rebuild it around your organisation’s workflow.

XERR conversion approach

Rebuild the control, not the bureaucracy.

Start from the proven workflow: use the existing workbook, tracker or reporting process as the functional reference.

Separate input from decision: give contributors simple controlled entry while leadership sees summary and exceptions.

Make every KPI clickable: move from count or RAG directly to the records that created it.

Preserve ownership: keep owner, due point, comment, evidence and status attached to the controlled item.

Protect the master: avoid uncontrolled copies while keeping the browser experience simple for the wider team.

Bespoke project management & project controls software

Bring the control you already trust.

XERR can review a nonconfidential example and tell you whether a ready made dashboard, an existing XERR product or a bespoke browser build is the lightest effective route.
Request an initial review