Join Capitaliz for an in-depth look at the project management suite designed to move planning from concepts to concrete action. Using a real case study. this demo expands beyond business insights to show how to manage plans, integrate software, track progress, assign tasks, and collaborate across teams.
See how the 21-step planning process translates into an actionable roadmap spanning 18-24 months, with real-time updates, automations, dependencies, and accountability features that keep engagements on track, accelerate positive owner outcomes, and produce significant business value growth.
Learning highlights:
- Navigate the 21-step planning process end-to-end within Capitaliz project management tools
- Create and monitor an 18–24-month roadmap with automated milestones using a real company case
- Coordinate across owner and advisor teams using collaborative dashboards and checklists
- Integrate accounting software and other data sources for real-time progress
- Manage tasks, alerts, and document workflows to ensure accountability
Register and join us on Wednesday, October 22 at 1:00pm ET.
