Action Plan

Manage your tasks and action plans efficiently. Log all activities, monitor progress, and promote collaboration in a centralized environment with SE Action Plan. Experience the convenience, flexibility, and speed that the solution offers.

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More efficiency for your routine

Easy to use

Create and manage action plans quickly and flexibly, using custom fields, checklists, assignee task flows, identification masks, as well as activity and action plan categories.
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Optimized collaboration

Optimize collaboration among teams, achieving extraordinary results in reduced time, thanks to the centralization of information and the effectiveness of the 5W2H tool integrated into SoftExpert Action Plan.
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Efficient communication

Register, approve and track your action plans in one place, ensuring efficient planning and monitoring of actions and tasks.
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Real-time tracking

Have a real-time view of task progress and performance, so it is easier to make decisions and identify opportunities for improvement.
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Effectively manage your corrective and preventive actions (CAPA) with complete action plan software

Gantt Chart

Use the Gantt chart to visually manage the progress of tasks and planning, making it easier to identify deadlines and priorities.

Assignee task flows

Clearly assign responsibilities for each task, ensuring efficient distribution of work and monitoring of activities.

Mobility

Take actions anywhere using mobile devices.

Pre-configured templates

Create and manage action plans quickly and flexibly, using custom fields, checklists, and pre-configured templates.

Security

Define permission profiles and ensure information integrity and confidentiality. Make sure that only authorized users have access to action plan data.

Notifications

Stay up to date on action plan activities through notifications, ensuring responsibilities are met on time.

Why do customers choose SoftExpert

Success Case
Comau increases operational efficiency and reduces risk of failure by 60% with SoftExpert
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Success Case
União Química manages more than 3,000 documents in SoftExpert Suite and increased its productivity in content management by 30%
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Discover the solutions that are part of SoftExpert Action Plan

Product Lifecycle - PLM
Innovation and Change - ICM
Environment, Health, and Safety - EHSM
Project and Portfolio - PPM
Enterprise Risk - ERM
Governance, Risk and Compliance - GRC
Enterprise Quality - EQM
Work Management - CWM
Enterprise Service - ESM
Supplier Lifecycle - SLM
Corporate Performance - CPM
Human Development - HDM
Environmental, Social, and Corporate Governance - ESG
Enterprise Asset - EAM
Enterprise Content - ECM
Business Process - BPM
IT Service Management

Product Lifecycle - PLM

Manage your products’ entire lifecycle with a cloud-based solution powered by Gen AI. SoftExpert PLM accelerates time-to-market, automates repetitive tasks, and delivers intelligent insights for strategic decisions. Improve quality, reduce costs, and optimize resources with a secure, scalable, and innovative platform.

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Innovation and Change - ICM

Efficiently manage organizational ideas and changes, driving innovation with ease.

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Environment, Health, and Safety - EHSM

Drive EHS maturity with a platform that centralizes risks, permits, KPIs, and corrective actions in one place. Ensure full compliance with ISO 14001 and 45001, proactively reduce incidents, and deliver measurable results to stakeholders, customers, and investors.

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Project and Portfolio - PPM

Transform your project and portfolio management with a complete, cloud-based, AI-powered solution aligned with PMBOK. Connect planning, execution, and monitoring through intelligent automation and real-time insights to ensure on-time delivery with quality and high performance.

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Enterprise Risk - ERM

Lower the likelihood and impact of risk events using an integrated enterprise risk management solutions that unlocks the potential of opportunities, optimizes resources, and directs strategies and decisions.

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Governance, Risk and Compliance - GRC

Ensure compliance with corporate policies, laws, and external regulations using a robust GRC management software that effectively integrates business strategy execution with risk management practices.

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Enterprise Quality - EQM

Modernize your quality management system (QMS) with an all-in-one solution. Reduce the effort to stay compliant, increase process agility, and gain transparency to drive continuous improvement with more control and efficiency.

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Work Management - CWM

The only all-in-one cloud platform to improve team collaboration and task efficiency.

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Enterprise Service - ESM

Integrate service processes, IT tickets, incident and problem management, SLA (Service Level Agreement), knowledge base, configuration management (CMDB), and change management on a single platform.

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Supplier Lifecycle - SLM

Manage the full supplier lifecycle with a cloud-based solution enhanced by Gen AI. SoftExpert SLM automates processes, qualifies partners, ensures compliance, and reduces risks with real-time insights. Boost performance visibility, efficiency, and trust with a secure, intelligent, and scalable platform.

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Corporate Performance - CPM

Manage strategy effectively by mapping scorecards with objectives, indicators, action plans, and everything you need to achieve business success using corporate performance management software.

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Human Development - HDM

Satisfy your needs for talent management, training and development, team performance assessments and career and succession planning all in a single platform.

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Environmental, Social, and Corporate Governance - ESG

Efficiently manage every ESG initiative, by operating unit and scope, on a single platform. Structure your policies, centralize indicators, automate calculations, and monitor risks and compliance in real time, all within one secure, flexible, and fully integrated system.

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Enterprise Asset - EAM

SoftExpert EAM offers physical asset management throughout the entire lifecycle. Focused on sustainable value, it supports everything from inventory to maintenance and performance analysis. Reduce costs and downtime with the support of an automated maintenance management system integrated with your operation. Increase operational efficiency and build effective strategies to optimize critical assets.

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Enterprise Content - ECM

SoftExpert ECM is a comprehensive enterprise content management software solution that centralizes all organizational content. It allows you to create, capture, manage, store, preserve and share documents and records, reducing paperwork and related deviations. The ECM solution ensures security, integrity, reliability, and compliance with international standards such as ISO 9001 and FDA 21 CFR Part 11.

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Business Process - BPM

Standardize your business processes, automate workflows, integrate applications, and accelerate digital transformation across your organization with a results-driven business process optimization software.

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IT Service Management

Streamline IT management and boost operational efficiency with an integrated ITSM platform. Centralize incident management, automate processes, and track real-time metrics to align technology with your business goals.

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Compliance with global privacy and security standards

Advanced data protection

SoftExpert ensures the protection of your company's data and compliance with the requirements of the latest standards.

Integrate with your ERP, CRM, Office365, and much more

Connect SoftExpert Suite to other business tools already used in your organization.

An award-winning platform recognized by customers