TouchBase Project Management Software and Tools – Comprehensive Online Solution

January 31, 2024


Project Management Software and Tools

Circa 1997.

My first exposure to a desktop project management software for a special project. The interface left me highly impressed and I thought I was doing ‘something very different.’ I could not imagine something called Online Project Management Software then.

Fast forward to 2021.

Age of a global project economy.

Businesses have been ‘projectized’ – most of the work are run as projects with a disciplined focus on scope, quality, schedule, cost, business value, and customer satisfaction. With the growth of the project economy, the demand for project portfolio management software (PPM Software) is estimated at USD 5.6Billion by 2025. (Source: )

Here is an outline of this blog.

  1. The Projects Landscape Transformation
  2. The Evolution of Project Management Software
  3. What do most of the Project Portfolio Management Software focus on?
  4. How should leaders approach while collaborating with Online Project Management Software Company?
  5. What is the design strategy of TouchBase Online Project Management Software?
  6. TouchBase Core Solutions
  7. What are TouchBase Online Project Management Software capabilities?
  8. What are the key differentiators of TouchBase Online Project Management Software?
  9. How does TouchBase Online Project Management Software impact customer’s business?
  10. What is the mission of TouchBase Online Project Management Software?
  11. An excellent software needs a flawless execution!
  12. TouchBase Modules
  13. Closing Comments

1. The Projects Landscape Transformation

The nature, complexity, and size of projects underwent a sea change – a quick comparison is reflected in the table below.

Projects Pre-2000Projects 2000-2020 & Beyond
Reasonably clear scopeHigh levels of project certaintyLocal projectsCollocated project teamsSignificant advancements in technologyOutsourcing and global delivery modelsMulti-million-dollar projectsIncreased ComplexityHigher levels of uncertainty

2. The Evolution of Project Management Software 

The evolution of project management software has happened in two broad ways.

  • Desktop to Online and to Cloud Project Management Software
  • Schedule (Gantt Charts) and Resources to an End-to-End Solution
  • It is important to note that these two shifts have not been sequential, rather in parallel.

3. What do most of the Project Portfolio Management Software tools focus on?

Unfortunately, even today, most Web-Based PM Solution do not focus on a holistic solution to manage projects and have led to key business challenges.

  • Not appreciating the diversity of projects across industries – professional services, pharma, FMCG, etc.
  • Focus on features, and functionalities rather than ‘solutions’ to ‘project management problems.’
  • Restricting PPM Software to scope, schedule, resources, costs, with a dash of documentation, collaboration, dashboards, and reports – dubbed as ‘analytics.’
  • Failing to recognize the importance of integrating projects with engineering, procurement, finance, product development, and organizational business processes.

4. How should leaders approach investments in any Online Project Management Software? 

When business leaders think of collaborating with a project management software company (for that matter buying any product or service), we believe that the decision-making approach should address the following dimensions.

  • What is the software/product design strategy?
  • What are the capabilities (features and functionalities) of the software?
  • What are the key differentiators of the software?
  • How does the software / product impact the customer’s business?
  • What is the mission (behind the software) of the software provider?

Let us review each of them in detail. 

5. What is the design strategy of TouchBase Online Project Management Software?

Armed with deep and diverse experiences, the management team at ProductDossier unearthed critical insights about projects and programs. 

Project Management Insight # 1Project Management Insight # 2
Projects generally fall under three broad categoriesUniqueness of projects stems from – 
External Customer-Oriented: These projects go through a cycle of creating proposals, cost estimation & margin calculations, contracting, project scheduling, cost estimations, resource allocation, procurement planning, tracking deliverables, billing invoices, managing risks, project documentation, customer acceptance and closure.New Product Development (NPD): While the process is specific to products (pharma, FMCG, etc.), in general, these projects involve new idea evaluation, manufacturing feasibility, competitor analysis, benchmarking, business case creation, funding approved ideas, project team formation, procurement planning, formulations, trials, developing prototypes, updating business cases, finalizing the product launch, and tracking actual revenues vs. forecast.Internal Initiatives: These projects go through business case creation and evaluation, capital expenditure funding, defining scope and schedule, resource planning & allocation, cost estimation & budgeting, tracking deliverables & costs, project delivery, and closure.Industry-Specifics: Professional ServicesEngineering & ManufacturingPharma & Life Sciences, and EPC (Engineering, Procurement, and Construction)Organization-Specifics: Project Importance, Project Complexity, Approaches, (Predictive, Agile, and Hybrid), Business Processes, Templates, Checklists, Reports, and Analytics, and Systems Integration – ERPs, CRMs, CAD/Engineering, HRMS, etc.

6. What is TouchBase Online Project Management Software?

At a high-level TouchBase IS:

7. What are the key differentiators of TouchBase Online Project Management Software?

There are many features and functionalities that are available in most Project Management Tools and even Task Management Software – they are now considered a hygiene factor. In this background, it is vital that we review the USPs or Key Differentiators of TouchBase Project Management Tool.

Key Differentiator # 1: TouchBase is specifically configured for:

  • Your industry
  • Your project-type
  • Your project approach – predictive, agile, hybrid, etc.
  • Your business processes (business process automation), workflows, templates, checklists, documentation, metrics, and dashboards

Key Differentiator # 2: In addition to scope, schedule, and resources (some even say it as project scheduling and costing), TouchBase is an end-to-solution that addresses: 

FinancialsSupply Chain ManagementSkills & CompetenciesBusiness Process AutomationEngineering & CADNew Product Idea EvaluationQuality & DefectsKnowledge ManagementBusiness CasesNew Product DevelopmentAuditsRisks & IssuesInquiry & ProposalsMaster Data Mgt.Asset Mgt.Documentation Employee Self-ServiceMobile AccessSocial Collaboration

Key Differentiator # 3: Seamless Integration with other Enterprise Applications (or Enterprise Integration)

  • ERPs – SAP, Oracle
  • CRMs – Salesforce, Microsoft Dynamics
  • Accounting – QuickBooks, Tally
  • Engineering – AutoCAD
  • HRMS – SAP, Oracle, Others.

Key Differentiator # 4: Minimal Customization

About 95% of customer needs are configurable in TouchBase leaving with a less than 5% for customization. This leads to faster deployment, lesser customization costs, and quicker value realization.

Key Differentiator # 5: Digitized Project Landscape

TouchBase completely digitizes the entire project and portfolio management practice and thereby sets the stage for ‘one version of truth’ that drives data-driven decision-making.

8. TouchBase Core Solutions

TouchBase is designed as three core solutions that are aligned with the nature of the project as well as the industry as depicted in the graphic below.

Let us get a deeper understanding of TouchBase Core Solutions.

TouchBase Opportunity-to-Cash (O2C) Capabilities

O2C PhaseTouchBase Capabilities
Pre-SalesLead generation and lead qualificationCustomer inquiryCustomer proposalsPurchase Order (PO) / Contract Creation – Fixed Price, T&M, Cost-PlusAssociate Multiple POs to One Project or One PO to Multiple Projects
Project InitiationRevenue PlanDevelop Budgets (Resources, Materials, Overheads)Financial MilestonesCash Flow AnalysisResource Requests
Project PlanningWork Breakdown StructureSchedule, Milestones, Critical Path Analysis, and Schedule BaselineProject Management Approaches: Traditional, Agile, Fixed Bid, Ticket-BasedResource Allocation & UtilizationQuality Metrics & DefectsKnowledge ManagementProcurementRisk Identification, Risk Assessment, and Response PlansMeetings & Minutes
Project ExecutionTechnical Reviews & DefectsBaseline Revisions & ComparisonProject ProgressComprehensive DocumentationVendor Payments, Customer Receipts, Timesheets & ExpensesDashboards & ForecastsPredictive Analytics, Alerts & NotificationsTeam CollaborationRegulatory Compliance
Project ClosureAcceptance DocumentationCustomer InvoicingLessons LearnedProject ArchivalCustomer Satisfaction

TouchBase Idea-to-Launch (I2L) Capabilities

I2L Phase TouchBase Capabilities
Idea CaptureStreamlined New Ideas GatheringCreate & Manage Idea Funnel
Idea EvaluationDefine Evaluation ParametersTechnical FeasibilityForecast Revenue and Develop BudgetsPrepare Business CaseCross-Functional Team FeedbackBenchmarking and Competitor AnalysisApprove Ideas
Development PlanningProduct PlanningProject Set-UpProject Management Approaches: Traditional, AgileWork Breakdown StructureSchedule, Milestones, Critical Path Analysis, and Schedule BaselineResource Allocation & UtilizationProcurementRisk Identification, Risk Assessment, and Response PlansMeetings & Minutes
Execution & ControlProduct PerformanceBaseline Revisions & ComparisonProject ProgressComprehensive DocumentationDossiers (for Pharma)Financials, Timesheets & ExpensesDashboards & ForecastsPredictive Analytics, Alerts & NotificationsTeam Collaboration

TouchBase Request-to-Completion (R2C) Capabilities

R2C Phase TouchBase Capabilities
Capture RequestsStreamlined RequestsTemplatize Request CreationCreate & Manage Request
Evaluate Requests (Projects & Programs)Define Evaluation ParametersForecast BenefitsAnalyze Cost BudgetDevelop Business CaseEvaluate & Approve Requests
Program / Project PlanningProgram / Project Set-UpProject Set-UpProject Management Approaches: Traditional, AgileWork Breakdown StructureSchedule, Milestones, Critical Path Analysis, and Schedule BaselineResource Allocation & UtilizationRisk Identification, Risk Assessment, and Response PlansMeetings & Minutes
Execution, Control, & CloseProgram / Project DeliverablesMonitor Program / Project ProgressComprehensive DocumentationPlanned vs. Actuals: Benefits & CostsDashboards & AnalyticsBenefits RealizationLessons LearnedPredictive Analytics, Alerts & NotificationsTeam Collaboration

9. How does TouchBase Online Project Management Software impact customer’s business?

Strangely, customers get lured by features and functionalities of software!

Features are important; however, more than just the features, business leaders must focus on what the software delivers. Customers no longer buy product features, they are buying ‘value’!

Elements of Value



  • A digitized project management landscape
  • A single version of truth
  • Data-driven decisions to add business value

The proof of the pudding is here!

Based on numerous successful global implementations, TouchBase Online Project Management Software has positively impacted business as seen in the numbers below.

  • 2% – 5% Increased Project Profitability
  • 10% – 25% Faster Product Launches
  • 80% + First Time Right
  • 1% – 5% Savings by Cost Control
  • 10% – 40% Improved Productivity

10. What is the mission of TouchBase Online Project Management Software?

To be successful in this project economy, organizations must consider a cultural shift to manage their projects and programs.

At the foundation, companies must develop a set of project management related norms, values, and behaviors.

Enterprises must then build a robust project management structure that includes systems, methodologies, and business processes.

11. TouchBase – Flawless Execution

An excellent Web-Based PM Solution like TouchBase needs to be backed by a flawless execution so that organizations benefit from the impact that they are designed for.

In the context of a software implementation, the TouchBase delivery team has a unique model of execution.

The phase-wise view of the execution model is presented below.

Characteristics of the TouchBase Execution Model

  • Collaborative Requirements Definition
  • Build a Deployment Culture
  • Phase-Wise Deployment
  • Agile Mindset
  • Swift Value Delivery (2-4 Months)
  • Hyper Care: Post Go-Live
  • Support Portal: Post Go-Live

12. Let a world-class Web-Based PM Solution transform your project management culture!

13. God is in the details – let us do a deep-dive into TouchBase Modules!

TouchBase Online Project Management Software is modular in design and organizations may choose based on their business needs. Another important dimension is that organizations may scale up with additional modules over time!

Project & Portfolio Management

External Project ManagementNPD Project ManagementInternal Project ManagementProject Positive RisksProgram ManagementBuilt-In TemplatesProject CharterDashboards & AnalyticsProject Business Processes WBS ManagementAgile Project ManagementRequirements ManagementLessons LearnedPortfolio ManagementProject BaselinesAccess RightsProject CommunicationInternal Request ManagementRisk ManagementChange RequestMeeting ManagementCustomer SatisfactionCustomer ContactsPlanned and ActualsResource AssignmentEnterprise Risk ManagementIssues & Action ItemsPMP BuilderAlerts & EscalationsStatus UpdatesReporting & Business IntelligenceChecklists Ticket Management

Project Proposal Management

Enquiry CreationWork PlanningBudgetRevenueProposal BuilderExpense ClaimAccess RightsActual Costs Advance RequestAlerts & EscalationsStatus UpdatesChecklists SearchDashboards & AnalyticsFinancial Parameters

Resources Management

Resource CategorizationSkills and CompetenciesResource CapacityResource Demand/ForecastingAsset Master Resource RequestResource AllocationResource ReleaseResource AssignmentAsset Request Resource TimesheetsResource EfficiencyResource BillingResource CostingAsset Allocation 
Resource Pool
Dashboards & AnalyticsAlerts & NotificationsProductivity ReportsAsset Maintenance 

Project Financials

Margin Calculator (Revenue & Budget)Revenue RecognitionProject BillingVendor Billing Expense ReimbursementEnterprise BudgetDebit Note ManagementCredit Note Management Accounts Receivable Mgt.Accounts Payable Mgt.Multiple Legal EntitiesIntra-Company POs/InvoicesProfit & LossDashboards & AnalyticsAlerts & Notifications 

Supply Chain Management

BOQ ManagementCost Sheet ManagementMaterial Request ManagementPurchase Request Management Purchase Order ManagementGRN ManagementGIN ManagementGMR Management Inventory ManagementVendor EnquiryVendor Quotations Alerts & NotificationsDashboards & Analytics 

New Product Idea & Evaluation

New Product Idea & EvaluationTechnical Specs SheetFinished Goods ManagementTools/Molds ManagementNew Item ManagementBenchmarking ManagementCompetition ManagementDossier ManagementQuery ManagementExperiment ManagementCommunication ManagementAnalytical Test RequestStability Test RequestPilot Test RequestLOAProduct RegistrationSite RegistrationSite InspectionTechpack & ApplicantDashboards & Analytics

Quality Management

Review ProcessChecklist LibraryChecks DefectsReworkDefect CreationDefect AssignmentRCADashboards & AnalyticsTest Plan ManagementQuality Metrics

Content Management

Key Words/FormsAuto NumberingHierarchical TaxonomyKnowledge ArtifactsApproval/ReleaseAccess DetailsSearchRanking of Search ResultsAlerts/Notifications 

Customer Facing / Customer Support

Ticket ManagementTicket LifecycleSLA ManagementTeam ManagementRCA Service Catalogues Integrated Knowledge BaseIntegrated to Internal Requests and Project Mgt. 

Timesheet & Leave Management

Leave ProcessLeave FormOrgn. Leave Calendar Company CalendarLeave PolicyLeave CategoriesProject Leave Calendar Integration with Timesheets


Social for ProjectsWorkflow ManagementCustomer PortalSupplier PortalSingle Sign-OnReportsAnalyticsMobile APPITGC ControlsCustomer MasterSupplier MasterContact Master 


Search & Advanced SearchMy WorkspaceAdministrationOrganization DefinitionMaster ManagementUser FeedbackSearch IndexEnterprise GroupsCalendarPersonalization Alerts & NotificationsAccess ControlsAudit Trails 

Closing Comments

TouchBase Online Project Management Software is ready to transform your enterprise project management culture.

Are you ready?

Srikanth PV


Srikanth PV comes with two decades of global corporate and consulting background across industries with diverse roles including Strategy, Leadership, and Management. Currently, Srikanth is Head, PPM Content Management at Kytes focused on content management strategy aimed to empower customers create and enhance value through its flagship digital solution - Kytes PSA. Srikanth is also a former member of the Board of Directors of PMI Bangalore Chapter.