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PMO AI Agent

From Requirements to Release Plans,
Tests to User Guides — All in One Place.

Opkey's AI-powered PMO Agent lets you manage, track, trace, and collaborate across every stakeholder — while AI handles the heavy lifting so your team can focus on what matters.
90%
Less manual project setup
1
Single source of truth
100%
End-to-end traceability

Trusted by 300+ enterprises worldwide

The Problem

ERP Programs Run on Spreadsheets, Scattered Tools & Zero Traceability.

Requirements live in SharePoint. Project tracking in Smartsheet. Test cases in spreadsheets. Reporting is manual. Nothing is linked. Every status update is a fire drill.

5–8

disconnected tools used to manage a single ERP implementation

40%

of PM time spent gathering status updates across tools and teams

Zero

traceability from requirements → test cases → defects → releases

5–8

of scope creep caused by disconnected requirement tracking
Quality Lifecycle Management

Your Entire ERP Program — Quality-Controlled from Day One.

One platform to manage requirements, tasks, tests,
defects, releases, and reporting — fully linked, fully traceable.

Workplan & Releases

Outline scope, schedule activities, define milestones, and manage releases. Create milestones to assess change impact, share test cases across teams, and track go-live readiness from start to finish.
  • Define project scope and schedule activities
  • Create milestones tied to change impact
  • Share test cases across teams and releases
  • Track go-live readiness in real time

User Stories

Define what needs to be built and tested with Summary, Priority, Milestone linking, and Status tracking. Each story links directly to Tasks and Test Cases downstream.
  • Summary, priority, and milestone linking
  • Status tracking across the lifecycle
  • Direct links to tasks and test cases
  • Full traceability from requirement to release

Tasks

Smaller chunks of work derived from User Stories or Milestones. Assigned to team members with clear ownership, making large goals easier to manage and track.
  • Derived from user stories or milestones
  • Clear ownership with team member assignment
  • Progress tracking at granular level
  • Linked to upstream stories and downstream tests

Test Suites

Group related test cases organized and aligned with specific testing goals. Test related functionalities together for a more structured and efficient process.
  • Group related test cases by functionality
  • Align suites with specific testing goals
  • Structured execution for efficient validation
  • Reusable across releases and milestones

Test Runs

Records execution results and logs so you can track what passed, failed, or needs attention. Execute test cases or entire test suites and capture results in real time.
  • Execute individual tests or full suites
  • Real-time pass/fail tracking with logs
  • Automatic defect logging on failures
  • Historical run data for trend analysis

Tickets

Log bugs, issues, or suggestions found during testing and assign them to team members. Track problems to make sure everything gets fixed before release.
  • Log bugs and issues during testing
  • Assign to team members with priority levels
  • Track resolution status in real time
  • Link tickets to test runs and user stories

BI Studio

Built-in Business Intelligence with drag-and-drop report builder, pre-built templates, bar/pie/line/area charts, custom KPIs, filters by project or release, and scheduled delivery. Export to PDF or Excel.
  • Drag-and-drop report builder
  • Pre-built templates and custom KPIs
  • Bar, pie, line, and area chart types
  • Schedule automated delivery or export to PDF/Excel
Results from QLM Customers

87%

Reduction in testing time

$1M+

Annual cost savings

90%

Less manual reporting

300+

Enterprise deployments
Customer Story
"We replaced 5 separate tools with Opkey's QLM platform. For the first time, our project managers can see the full picture — from requirements to go-live — without chasing status updates."
5 → 1
Tools consolidated
90%
Less status chasing
100%
Traceability
VP of ERP Transformation
Fortune 500 Healthcare
Customer Story
"The BI Studio alone saved us 20 hours per week on reporting. Instead of compiling data from 4 tools every Friday, we just ask for the report and it's there."
20 hrs
Saved per week
Real-time
Executive dashboards
Zero
Manual reporting
Director of Program Management
Global Manufacturing Enterprise
Customer Story
"Opkey's PMO Agent auto-created our project plan from the SoW in minutes. What used to take our PMO team 2 weeks of workshops was done before the kickoff call."
2 wks → hrs
Project plan creation
100%
SoW coverage
Auto-linked
All activities
Program Director
Tier-1 Systems Integrator
Built-In AI Assistant

AI That Works Across Every Module.

Project Plans from SoW

Upload your SoW and the agent auto-creates a Workplan with milestones and dependencies.

Auto-Generate Stories, Tasks & Tests

From the Workplan, get linked User Stories, Tasks, and Test Suites — all connected end to end.

Reports via Text Prompts

Ask BI Studio anything and get instant charts, KPIs, and scheduled delivery.

Specialized AI Personas

Digital Trainer, Quality Engineer, Ticket Assistant — contextual help for every role.
Integrations

Connects to Your Existing Project Management Tools. No Silos.

Opkey's QLM integrates natively with Jira, Smartsheet, ServiceNow, Excel, Slack, and MS Teams — bridging silos with no-code connectors that require zero customization.

Jira

Sync user stories, defects, and sprints bidirectionally

Smartsheet

Import and sync project plans, timelines, and milestones

ServiceNow

Link incidents, change requests, and release records

Slack & MS Teams

Real-time notifications, approvals, and status alerts

Excel

Import and export test cases, requirements, and project data seamlessly

BI & Reporting

Export to PowerBI, Tableau, or use Opkey's built-in BI Studio
FAQ

Common Questions About the
PMO Agent & QLM.

Everything you need to know about Opkey's Quality Lifecycle Management platform and the AI-powered PMO Agent.

Still have questions?

Our team is happy to help you get started.

Talk to an expert ->

<p>No. Opkey QLM is a full Quality Lifecycle Management platform with 7 integrated modules: Workplan, User Stories, Tasks, Test Suites, Test Runs, Tickets, and BI Studio. It covers everything from planning and requirements through execution, defect tracking, release management, and executive reporting — all in one connected platform. The PMO Agent adds AI orchestration on top.</p>

<p>Workplan (scope, scheduling, milestones), User Stories (requirements with priority and milestone linking), Tasks (granular work items assigned to team members), Test Suites (grouped test cases by functionality), Test Runs (execution results and logs), Tickets (bugs, issues, and suggestions), and BI Studio (drag-and-drop reporting with pre-built templates, custom KPIs, and export to PDF/Excel).</p>

<p>The agent uses natural language processing to parse your Statement of Work document. It extracts scope items, deliverables, phases, timelines, and dependencies, then auto-generates a Workplan in QLM with milestones and activities. From there, it creates linked User Stories, Tasks, and Test Suites — so every requirement is traceable from Day 1.</p>

<p>BI Studio is Opkey's built-in Business Intelligence module. It features a drag-and-drop report builder, pre-built report templates, multiple chart types (bar, pie, line, area), custom KPIs and metrics, filters by project/release/date range, scheduled automated report delivery, and export to PDF or Excel. You can also generate reports using natural language text prompts.</p>

<p>Yes. QLM includes an integrated AI assistant with specialized personas — Digital Trainer, Digital Support Engineer, Digital Quality Engineer, Create Expert, Ticket Assistant, and more. Each persona provides contextual help for its domain, helping teams work faster across every module.</p>

<p>Yes. Opkey provides no-code, pre-built connectors for Jira, Azure DevOps, ServiceNow, GitHub, Slack, and MS Teams. These integrations bridge silos by syncing user stories, defects, work items, and notifications bidirectionally — with zero customization required.</p>

<p>Smartsheet and MS Project are generic project management tools with no understanding of ERP lifecycle activities. Opkey QLM is purpose-built for ERP programs — it natively connects User Stories to Test Suites to Test Runs to Tickets to Releases. The PMO Agent adds AI automation for project setup, status tracking, and report generation on top of this domain-specific structure.</p>

<p>Opkey QLM supports Oracle Cloud, Workday, SAP, Salesforce, Coupa, and 150+ technologies. The platform provides pre-built test templates and ERP-specific workflows for all major enterprise applications, with over 30,000 pre-built test scripts available.</p>

Go Live On Time. Update With Confidence.

Accelerate 90% of cloud app configuration, testing and training with the only test automation platform built for enterprise success.

Join 300+ enterprises using Opkey to accelerate go-live by 30% and reduce update risk by 80%.

The leading agentic AI-powered Cloud Application Lifecycle Management platform.
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