One Platform. Every Team. Complete Visibility.
Tired of chasing approvals through emails and spreadsheets? Our Business Planning Software unifies Business, IT, and Admin teams on a single platform — giving everyone real-time visibility into project status, automated workflows, and role-based dashboards that eliminate bottlenecks.
The Challenge
Project Lifecycle Pain Points We Solve
Managing projects across multiple teams is complex. Business plans get lost in email chains, approvals stall without clear ownership, and leadership lacks visibility into what's happening across the organization.
Disconnected Teams
Business, IT, and Admin teams work in isolation with no unified view of project status
Spreadsheet Chaos
Critical data scattered across multiple Excel files, emails, and shared drives
No Real-Time Visibility
Leadership lacks instant access to project status, bottlenecks, and approvals
Manual Handoffs
Delays caused by manual routing, missed notifications, and unclear ownership
How We Solve This
Our platform connects all stakeholders on a unified system with role-based views, automated workflows, and real-time dashboards.
Role-Based Views
Tailored Experience for Every Team
Each team sees exactly what they need — no more, no less. Role-based access control ensures the right people have the right information at the right time.
Business Team
Plan Owners & Stakeholders- Submit and track business plans end-to-end
- View approval status and pending actions
- Upload supporting documents and exhibits
- Receive notifications on plan progress
- Access historical plans and decisions
Information Systems Team
IT & Technical Operations- Configure workflows without code changes
- Manage system integrations and data flows
- Monitor platform health and performance
- Control field visibility and validation rules
- Audit user access and system logs
Admin & Operations Team
Process Governance & Oversight- Complete visibility across all projects
- Manage user roles and permissions (RBAC)
- Generate cross-department reports
- Track SLA compliance and escalations
- Archive and retain historical records
Cross-Project Visibility
Complete Project Lifecycle Tracking
See all projects across all teams in one unified view. Track status, identify bottlenecks, and ensure nothing falls through the cracks.
Auto-Assignment
Plans automatically route to the right reviewer based on department and plan type
SLA Tracking
Built-in SLA monitoring with escalation triggers when deadlines approach
Smart Notifications
Email alerts at each stage with actionable quick-links for approvers
Revision Loop
Rejected plans return to submitters with clear feedback and re-entry points
Platform Capabilities
Complete Business Planning Suite
From plan initiation to reporting — every capability designed to streamline your business planning operations.
BPA Initiation & Tracking
Manage the complete lifecycle of business plans from initial submission through final approval with full visibility at every stage.
- Plan submission portal
- Status tracking dashboard
- Milestone notifications
- Lifecycle history
Automated Approval Workflows
Standardize reviews with configurable approval chains that reduce manual effort and accelerate turnaround times.
- Multi-tier approvals
- Conditional routing
- Delegation support
- SLA monitoring
Calendar-Based Timeline
Visualize milestones, due dates, and approval stages on an interactive calendar with drag-and-drop scheduling.
- Gantt timeline view
- Deadline tracking
- Stage visualization
- Calendar sync
Document Management
Securely store business plans, exhibits, and attachments with granular access controls and version history.
- Secure repository
- Version control
- Sharing limits
- Audit trails
Enterprise Search & Mobile
Fast and accurate retrieval of business plans across your entire portfolio with full mobile accessibility.
- Full-text search
- Advanced filters
- Mobile approvals
- Offline access
Analytics & Reporting
Real-time dashboards with plan status, approval metrics, and exportable reports in PDF and Excel formats.
- Live dashboards
- Trend analysis
- PDF/Excel export
- Scheduled reports
Architecture
Configuration-Driven by Design
Backend-managed lists serve as the single source of truth — controlling field visibility, validation, permissions, workflows, and reporting logic without in-application changes.
Field Visibility Control
Show/hide form fields based on plan type, department, or user role
Dynamic Ordering
Configure field sequence and section organization without code changes
Validation Rules
Define custom validation logic through backend configuration lists
Permission Matrices
Granular read/write/approve permissions at field and section level
Workflow Behavior
Configure approval routing, escalation, and notification triggers
Dashboard Logic
Define KPI calculations and visualization rules from config lists
Access Control
Role-Based & Department-Aligned
Users interact only with relevant data while maintaining strong governance, security, and data integrity across the organization.
Document-Level Security
Sensitivity labels and DLP policies protect confidential business plans
Department Isolation
Users see only their department's plans unless granted cross-department access
Complete Audit Trail
Every view, edit, approval, and share action logged with timestamps
SSO Integration
Seamless authentication via Azure AD with MFA support
- Create plans
- View own submissions
- Upload documents
- Review assigned plans
- Request changes
- Add comments
- Approve/reject plans
- View all dept plans
- Delegate authority
- Configure workflows
- Manage users
- Full audit access
Azure AD Integration
Single sign-on with automatic role assignment based on directory groups. User permissions sync in real-time as organizational changes occur.
Timeline Management
Visual Timeline Tracking
Track milestones, due dates, and approval stages on an interactive calendar. Never miss a deadline with automated reminders and escalation alerts.
Analytics & Reporting
Charts, Reports & Executive Dashboards
Power BI-powered dashboards give leadership instant visibility. Track project status, approval bottlenecks, team workloads, and historical trends with real-time data.
Project Status Overview
Real-time breakdown of projects by stage
Approval Cycle Times
Average time at each approval stage
Team Workload Distribution
Active assignments across teams
Bottleneck Analysis
Identify where projects get stuck
SLA Compliance Report
On-time vs delayed approvals
Historical Trends
Volume and velocity over time
Technology Stack
Built on Microsoft 365
Leverage your existing Microsoft investment — no additional platform licensing required. Enterprise-grade security and compliance built in.
No Additional Licensing
Uses your existing M365 licenses — SharePoint, Power Platform, and Azure AD included
Bi-Directional Sync
Real-time data flow between SharePoint, Power Automate, and reporting dashboards
Enterprise Security
SOC 2 compliant with encryption at rest, DLP policies, and conditional access
Rapid Deployment
8-12 week implementation with phased rollout and user training included
What Our Clients Say
“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt
Director, Investments
BioMed Realty
“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao
Senior Vice President, CIO
BioMed Realty
“When we were looking to design and implement our new website, ARC was an invaluable partner. ARC assisted us in selecting a flexible platform and implementing our design ideas into a website that we can easily manage and update as we grow our business.”
Catherine Hastings
Chief Financial Officer
Innovative Industrial Properties
“Al Rafay Consulting went above and beyond to give us the Event Management tool that we needed to take our organization to the next level. Ali and his team developed an events management platform for San Diego Theatres, sat side by side with us while learning our industry and business model, and through it all exhibited patience, collaboration, and resolve to get it done.”
Kelly Bargabos
CFO/COO
San Diego Theatres
“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra
Director of Technology
CA Ventures
Frequently Asked Questions
How do different teams (Business, IT, Admin) collaborate on this platform?
What kind of visibility do we get across all projects?
How does role-based access control (RBAC) work?
What types of reports and charts are included?
Can we track SLAs and escalations automatically?
What is the typical implementation timeline?
Unite Your Teams on One Platform
See how Business, IT, and Admin teams gain complete visibility into project lifecycle with role-based dashboards, automated workflows, and real-time reporting. Schedule a personalized demo today.