AI workspace for project and program teams.Turn Project Evidence Into Decisions.
Docsbench AI agents work through your schedule exports, cost forecasts, workstream updates, and RAID logs, find what the status reports miss, and build the steering packs, change requests, and benefits reviews your sponsors decide on.
Bring the business case, plans, schedule exports, cost data, workstream reports, RAID logs, change requests, and past steering packs into one project, with your templates and reporting rules. Docsbench’s agents read across all of it, so each review starts from the evidence, not from what the last status report said.
Classification
Reconcile Every Update and Log.
Status reports, RAID logs, and submissions from every project, each in its own style. Docsbench applies your categories and status rules, groups likely duplicates for review, keeps every entry’s source and owner, and flags what’s missing. A week of chasing and cleaning becomes one consistent record.
Consolidated RAID Log.xlsx
6 projects412 entries57 likely duplicates18 without an owner
R-14Vendor short of integration developers
RiskProject 2Integration lead
I-31Supplier records missing tax IDs
IssueProject 4Likely duplicate: I-07, Project 1Data lead
D-09Finance sign-off on cost centers
DependencyProject 5No owner
Analysis
Find What the Status Report Misses.
Compare baseline with forecast, trace dependencies across workstreams, and check every narrative against the schedule and cost data. Docsbench links each finding to the tasks and cost lines behind it, and marks what still needs an owner’s estimate.
Delivery Assessment.docx · Dependencies
Vendor API delivery
Needed
31 March
Committed
14 April
Integration testing slips 2 weeks
Schedule export, task 1.4.7
Vendor status report, 2 March
Integration workstream status, as reported“On track”
Revision
Rework the Options Before the Meeting.
A budget cut. A new option. A moved date. Tell Docsbench what changed and which files to update. It reworks the model, the report, and the slides, keeps the approved baseline separate from every scenario, and shows what moved.
Program budget: $8.2M → $7.5M3 files updated
Options Model.xlsx · Scenario: reduced budget
Forecast at completion$8.1M$7.4M
Change Request.docx · 3. Scope
At $7.5M, the mobile approvals module no longer fits and moves to phase 2.
Decision Presentation.pptx · Slide 4
Budget $8.2M$7.5M: defer mobile approvals
From the First Gate to the Benefits Review.
Every decision point in a project’s life needs its own package, from the gate submission to the steering pack, the change request, the go/no-go, and the closing review. Choose your stage.
Take the Gate Submission In Complete.
“Draft the project charter and integrated management plan from the approved business case, the scope document, and these estimates.”
“Build the milestone plan, RACI, and risk register from the workstream leads’ inputs, and flag where their dates and assumptions conflict.”
“Prepare the gate 1 presentation, then rephase it for two sites in year one instead of three.”
Reach the gate with a plan your sponsors can test, not a draft still being assembled the night before.
Milestone, RACI, and Risk Schedules.xlsx.xlsx
RACI · 38 activities
2 with no one accountable
Charter and Management Plan.docx.docx
5. Governance
Monthly steering, gate reviews, change control
Gate Presentation.pptx · Slide 2.pptx
Gate 1 · For approval
3 sites · Budget $6.4M · 14 milestones.
Site
Go-live
Budget
Milestones
Columbus
Q2
$2.3M
5
Reno
Q3
$2.1M
5
Atlanta
Q4
$2.0M
4
Illustrative example · fictional program and figures
Word.docx
Charter and Management Plan. Scope, approach, governance, and commitments in one plan.
Excel.xlsx
Milestone, RACI, and Risk Schedules. Dates, responsibilities, and risks, with conflicts flagged.
PowerPoint.pptx
Gate Presentation. What’s being approved, what it costs, and what it commits to.
Build the Steering Pack From the Data, Not the Narrative.
“Compare the approved baseline with the latest schedule and cost forecast, and explain every variance over our threshold.”
“Consolidate the 23 project submissions into our PMO review format with our RAG rules, and keep missing updates visible.”
“Build the monthly steering pack in last month’s format, with a decisions-required slide at the front.”
Spend less of each month assembling the pack and more of it acting on what the pack shows.
Controls Workbook.xlsx.xlsx
Variance view
9 variances over threshold, each explained
Steering Pack.pptx.pptx
Decisions required
Three decisions this month.
PMO Portfolio Review.docx.docx
May · Our RAG rules
23 projects · 5 red · 4 missing updates
Project
Status
Why
Warehouse robots
Red
Vendor slip, 5 weeks
Payroll merger
Red
Cost +18% at completion
CRM migration
Amber
Data cleansing behind
Pricing tool
No update
Second month missing
Fleet telematics
Green
On baseline
Illustrative example · fictional program and figures
PowerPoint.pptx
Steering Pack. Status, variances, exceptions, and the decisions needed.
Excel.xlsx
Controls Workbook. Baseline against forecast for schedule and cost, with variances explained.
Word.docx
PMO Portfolio Review. Every project on common rules, with shared constraints and missing submissions.
Cost Every Option Before the Change Is Approved.
“Assess CR-042 against the baseline: schedule, cost, resources, and the requirements it touches.”
“Build a recovery plan for the integration workstream with two options, using the vendor’s revised dates and our resource plan.”
“Draft the change request and decision presentation, then add an option that defers the reporting module.”
Give sponsors a clear choice with the trade-offs costed, instead of a request they have to question line by line.
Options and Impact Model.xlsx.xlsx
3 options against the baseline
Add now · Phase 2 · Defer reporting
Decision Presentation.pptx.pptx
Decision requested
Add the EU entity in phase 2.
Change Request CR-042.docx.docx
Summary · Against the approved baseline
CR-042: add EU entity · +$540k · +6 weeks
Cost
+$540k
Contingency covers $310k
Schedule
+6 weeks
Go-live moves to 15 Sep
Resources
+2 FTE
EU finance analysts
Scope
41 items
VAT, currency, approvals
Illustrative example · fictional program and figures
Word.docx
Change Request and Recommendation. The change, the options, the impacts, and the recommendation.
Excel.xlsx
Options and Impact Model. Cost, schedule, and benefit effects of each option against the baseline.
PowerPoint.pptx
Decision Presentation. The choice, the trade-offs, and the decision requested.
Go Into Go/No-Go With the Evidence in Order.
“Check the test summaries, open defects, and training records against our release readiness criteria, and list every open condition.”
“Compare the deployment and rollback plans with the support handover checklist, and flag the gaps.”
“Build the go/no-go assessment and readiness review for Saturday’s release window.”
Reach the release decision with every criterion evidenced, so the meeting is about the risk, not the paperwork.
Readiness Tracker.xlsx.xlsx
Open defects
0 critical · 3 high, with workarounds
Go/No-Go Assessment.docx.docx
Conditions on release
Rollback rehearsed by Friday
Readiness Review.pptx · Slide 1.pptx
Release 4.2 · Saturday window
38 criteria · 34 met · 2 conditional · 2 open.
Met 34Conditional 2Open 2
Open: support handover sign-off · load test at peak volume
Illustrative example · fictional program and figures
Word.docx
Go/No-Go Assessment. Each criterion, its evidence, and the conditions on release.
Excel.xlsx
Readiness Tracker. Criteria, evidence, open defects, and owners.
PowerPoint.pptx
Readiness Review. Status by area and the decision needed.
Show What the Program Delivered.
“Compare realized benefits with the business case by benefit line, using the finance and operations exports, and list lines without evidence.”
“Check the charter’s commitments against the acceptance records and final cost, and list what’s still outstanding and who owns it.”
“Draft the closure report and lessons learned from the project record and the team’s retrospective notes.”
Close projects with the evidence sponsors need, and carry what you learned into the next one.
Benefits Register.xlsx.xlsx
9 benefit lines
Target, evidence, owner, status
Program Board Review.pptx.pptx
Program board · Close
What we delivered.
Closure Report.docx · Summary.docx
Delivery against the charter
Accepted with 3 conditions · 2 benefit lines still measuring
Benefit
Target
Status
Invoice processing cost
$1.2M
Realized
Early-payment discounts
$0.6M
Realized
Inventory carrying cost
$0.9M
Measuring
Freight consolidation
$0.4M
Measuring
Illustrative example · fictional program and figures
Word.docx
Closure Report. Delivery against the charter, acceptance, outstanding actions, and lessons learned.
Excel.xlsx
Benefits Register. Each benefit’s target, evidence, owner, and realization status.
PowerPoint.pptx
Program Board Review. What was delivered, what was realized, and what remains.
Editable Word documents. Excel workbooks. PowerPoint decks. Open the files, check the work, and keep refining.
Docsbench prepares the evidence, options, and packs. Your project managers and specialists check them, and your sponsors and boards decide.
Does Docsbench connect to our scheduling or PPM tools?
It works on exports and documents from them: schedule exports with task logic, cost reports, logs, and status reports. It doesn’t connect to your tools, send reminders, route approvals, or write back.
Will it use our status rules and templates?
Yes. Supply your RAG thresholds, reporting rules, and templates, and Docsbench applies them and can edit your existing packs.
Does it change the baseline?
No. Proposed changes and options are kept as scenarios beside the approved baseline. Changing the baseline is your governance’s decision.
Who decides?
Your sponsors and steering committees. Project managers and specialists validate the assumptions and estimates; Docsbench builds the evidence and drafts the packs for them.
Spend More Time Delivering the Program.
Spend less time chasing updates, reconciling logs, and rebuilding packs. Give your project managers more time for the risks, dependencies, and people the program depends on.