To get started, these are the basic components of Keepsite:
A record is the most basic unit within Keepsite. A single risk, issue, document, RFI, or schedule task are examples of records.
All records across Keepsite contain a number of common features;
- Each record has a type - a risk, an issue, an RFI, for example.
- You can have revisions of a record, such as document revisions.
- Records can be linked to other records of any type.
- Records can have tasks associated with them.
- A record can be shared within your organisation (upstream or downstream across the organisation structure.
- A record can be shared with organisations within your broader project team.
A transaction is the exchange of information between two organisations that are working together on a project.
Regardless of what records are being shared within a transaction, transactions have the same underlying purpose and structure;
They enable your organisation to share information with other organisations.
They enable other organisations to share information with your organisation.
The exchange might be one or two ways - first is the one way sending of information to another organisation (example, transmittal), the second requires a back and forth (example, submittal) between organisations.
- When information is sent, an outgoing transaction record is created, which is owned by the initiating organisation and a corresponding inbound transaction record is created by the recipient organisation. It's a single transaction and a record of it is created and owned by each party to the transaction.
Members are individual Keepsite account holders. Members work for organisations and through their organisations are deployed to work on projects.
Every individual that uses Keepsite needs their own member account. Armed with that account, members can be invited to join organisations as staff members of a specific organisation. Contracts on Keepsite are always between organisations, so it is through their organisation that members can be added / deployed to the specific projects they are working on. They may work on none, one, many, or all projects, depending on their role in the organisation.
Members will have both an organisation role and a role on each project they work on. Dashboards in Keepsite are automatically configured to show each member their own portfolio information. So if I am a member on 5 projects, my dashboard will aggregate my project data from across my 5 projects. It's genius, really.
Members can be archived from their organisation (by an appropriate organisation administrator) or in the case of enterprise members, be de-provisioned. Even when this happens, for example when a member changes their employer, they can still retain their personal Keepsite account for the various member benefits, or to manage their own projects, or to join their new organisation, if their new organisation is using Keepsite.
Keepsite is not only a project management system but a business management system for project-based businesses. It integrates all their project operations while also providing the ability for organisations to collaborate and work with other organisations on their projects.
Organisations on Keepsite can configure the software to suit their own requirements. Project contracts are always between organisations, so it is through their organisation account that new projects are created or third party projects joined. Putting the organisation front and centre means that Keepsite can aggregate all information from across an organisations portfolio, and accumulate this information over time, so that the organisation can analyse their performance and systematically improve their performance from project to project.
Keepsite is a system to help people and organisations deliver great projects. Project-based work management is what Keepsite does.
Organisations create or join projects and configure organisation-wide settings that will apply consistently to all projects in the portfolio. Organisations will also be able to view aggregated project information at the portfolio level. But, the backbone of Keepsite is the management of semi-autonomous project teams working remotely from HQ, in the field, wherever their project sites are.
Organisations will deploy project team members to their projects, and this team will then work with the other organisations involved to bring that project to life, through successful completion.
Project teams can take advantage of whatever Keepsite features they need for each project, knowing that their company data is always safe and secure, but that they can also safely share information and collaborate with the broader project team.
Creating or recreating assets are why we deliver projects.
Whether its a building, structure, infrastructure, or a non-physical asset such as health or education (an outcome), Keepsite is a project management system intended to help make the process of creating assets and outcomes more efficient, more enjoyable, and more profitable for all stakeholders.