Renke Holert
How can AI already support my work as a project manager or in the project management office today? What can Microsoft Planner, Microsoft Project, Azure DevOps, Project Operations, Jira, and Confluence do with Copilot, Rovo & Co.? And what do the world's leading portfolio, product, resource, and project management Power Apps such as Projectum xPM and Altus for Microsoft 365 deliver beyond that, including the AI add-ons from Holert?
Automatically transferring dates from contract documents into your project management software with AI
Sound familiar? As a project manager, you prefer to plan dates in a project management software's Gantt chart. Many others — procurement, the legal department, the customer, and other stakeholders — communicate in documents. A long list of dates often ends up in large contract documents. What is the easiest way to transfer these from the document into your project management software without manual work? With a little AI from Holert and Altus — see for yourself:
This is an excerpt from our event with our customer Miele. You can watch the full event here.
Filing unstructured content from chat, email, etc. in a structured way in your project management software
Project ideas, progress reports, status updates, descriptions of problems, risks, change requests, and much more arrive by email, chat, or in some other unstructured way. With the Power Apps-based PPM software Altus, you can simply copy the text; the AI analyzes the content and inserts it into the appropriate fields via a special paste function.
This is an excerpt from our event with our customer Miele. You can watch the full event here.
Finding and assigning suitable and available resources with AI
Resource planning is tedious. You constantly have to figure out which employee with the right qualifications is available at the time of the planned activity. How about the software in Altus already suggesting potential resources for you?
This is an excerpt from our event with our customer Miele. You can watch the full event here.
SWOT analysis for project ideas with AI
Lots of new ideas for new products and projects? Great — but classifying and evaluating each one individually is laborious. So it is very helpful when AI takes this over, as shown here in Projectum xPM.
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Asking questions about projects and risk analysis with AI
Now you already have all the data in your project and portfolio management software. Yet you still ask your colleagues about status, open items, risks, and so on. Or you were on vacation and want to know what happened in your projects during your absence. Wouldn't it be convenient to simply ask the computer and have it answer? With AI from Microsoft and Projectum, you get the answer in seconds.
Especially inexperienced project managers are often too optimistic about projects and product developments and fail to see risks. How about AI, using the knowledge of your organization and the entire knowledge of the internet, automatically performing a risk analysis for every project? With AI from Projectum and Microsoft, this is possible:
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Answering questions in the PMO help desk with AI
New questions keep coming in to your department, and you think to yourself that the answer is already in your carefully maintained documentation. Respond to your colleagues faster with AI from Atlassian. Here is an example with Rovo for Jira Service Desk for your PMO help desk:
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Stakeholder communication with AI
Project success depends largely on involving and communicating with your project stakeholders. But everyone is interested in different topics and wants to be informed at a different level of detail. As a project manager, you therefore often write many personalized emails to send the current status tailored to each audience. Wouldn't it be helpful if AI did that for you? See here how, with Projectum xPM and a little AI from Holert, every stakeholder automatically receives exactly the information relevant to them according to their preferences.
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Digitizing project proposals and other documents and transferring them into your PPM software with AI
In many organizations, project proposals still exist on paper or in electronic documents, whether as PDF, Excel, or Word forms. How tedious it is to evaluate them centrally and compare them with each other. How many hours has the PMO already spent preparing all of this? It doesn't have to be that way: with a little AI from Microsoft, configured and trained by Holert, information from documents is also automatically transferred into the appropriate fields of your project and portfolio management software. We show how initiatives appear, as if by magic, beautifully structured in Projectum xPM:
Creating reports via chat with AI
There is always someone standing at your desk wanting yet another analysis that the standard reporting cannot answer. How are costs developing in certain areas? What are we doing in the field of AI? Which projects contribute to important transformation goals? Just ask the AI. Copilot helps here, and with a few short instructions you create a perfect report with Microsoft Power BI or Fabric in no time. In this example, with the data from Projectum xPM. The special feature: Projectum xPM historizes all data with the Power Hub add-on, which means you can also create reports that answer questions about the past.
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Creating reports via chat with AI
Here is an example of how you can create a report from the data of the PPM software Altus using simple words with AI from Microsoft:
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Searching SharePoint and Confluence together
Organizations often use both Microsoft 365 and Atlassian. The knowledge is split between the two worlds. How about connecting Microsoft 365 search with the Atlassian Cloud so that, for a search or a question, the AI takes both worlds into account?
This is an excerpt from our event with our customer KPT. You can watch the full event here.
Further AI use cases in project management for use with Microsoft and Atlassian:
- Automatic classification of new project ideas
- Automatic project creation from a verbal description of the initiative
- Automatic risk analysis
- Pre-drafting status report descriptions
- Creating project artifacts from meeting recordings
- Automatically answering emails about project status
- Executing activities in project software (spelling corrections, processing approvals)
- Checking final reports for formal correctness
Holert: your partner for AI in project management in the DACH region
Holert GmbH is one of the leading consulting partners for AI-powered project management in Germany, Austria, and Switzerland. As a Microsoft Gold Partner and certified Atlassian Partner with over 20 years of experience and more than 100 customers — including KUKA, Rohde & Schwarz, LAPP, and Amer Sports — Holert supports PMOs and project organizations in pragmatically introducing Microsoft Copilot, Atlassian Rovo, and Power Apps-based PPM solutions such as Projectum xPM and Altus. The focus is on measurable value: concrete AI workflows instead of concept papers, implementation instead of consulting on stockpile. For organizations that want to introduce AI in the PMO, Holert offers structured entry packages — from the one-day PMO AI Power Day to a complete PPM transformation.