From a blank programme to a governed one

Getting started with MarquesOS

Six steps from creating your programme to reporting on it - the same order a real delivery lead follows, from template to resourcing to financials and governance.

Step 1 · Set up

Add your programme

From Quick setup, add the customer or programme you're delivering - name it, set the industry and delivery methodology, and assign who owns it. This takes a couple of minutes and gives every later step somewhere to attach to.

  • Name the customer and the programme separately, or just one - only what you enter gets created
  • Set delivery type (transformation, BAU, advisory) and platform (SAP S/4HANA, Oracle, or your own)
  • Land straight on the programme's own workspace, ready for Quick setup
MarquesOS blank organisation canvas showing the first setup form for a new customer and programme
Step 2 · Plan

Choose and apply a delivery template

Pick a template that matches how you actually run delivery - SAP Activate, or your own house methodology. Apply it to the programme and MarquesOS generates the governed plan for you: milestones, workstreams, activities and tasks, with predecessor chains already wired up, plus a starter RAAIDD register where relevant. You're not building a plan from a blank page.

  • Create milestones, import an existing workplan, or apply a full template in one action from the same setup screen
  • Predecessor chains and phase gates come pre-wired, not left for you to build by hand
  • Add project team, define the business case and configure governance from the same place
MarquesOS Quick setup screen showing programme setup tiles: create milestones, import workplan, add project team, define business case, configure governance, create first report
Step 3 · Resource

Resource the project

In People & Capacity, allocate the people you already have against the workstreams and tasks they'll deliver - net days, not just names. For roles you haven't got covered yet, raise a request in Resource demand (grade, FTE, the window you need them for) and route it through approval, so a resourcing gap is visible before it becomes a delivery risk.

  • Every allocation tracks net days and a daily cost/billing rate, and rolls straight into the financial labor burn
  • Unallocated licence holders surface automatically, so a paid seat never sits idle unnoticed
  • Filter allocations by workstream, wave, function or cluster to see coverage at a glance
MarquesOS People and Capacity screen showing assigned team resources, allocated net days, labor cost burn and unallocated licence holders
Step 4 · Fund

Set the budget and track financials

Set the programme budget - pulled straight from an approved business case, or set it manually - and MarquesOS tracks spend pace and variance against it in real time as cost lines land, not once a month from a spreadsheet. Add cost items directly, or import them from your ERP, and route any budget change through a proper change request rather than a silent edit.

  • Budget vs Actual sits front and centre, with spend pace and variance recalculating as cost items land
  • Add cost items directly, or import them from your ERP
  • Any change to the budget number itself goes through a tracked budget change request, not a silent edit
MarquesOS Financials dashboard showing budget versus actual, spend pace and variance
Step 5 · Govern

Govern delivery day to day

Run the programme from the Board and the Gantt in Milestones and Workplan - drag a bar to reschedule, drag an edge to resize, drop a tile into Stuck and MarquesOS raises and links a real risk automatically. Keep RAAIDD controls, the RACI matrix and stakeholders current as you go, and Quality Register / Testing / Cutover / Hypercare pick up the technical delivery lifecycle as the programme moves through it.

  • Drag a milestone or task bar to reschedule it, drag either edge to resize - the plan updates in place
  • Drop a board tile into Stuck and MarquesOS raises and links a real risk automatically, no manual entry
  • RAAIDD, RACI, Quality Register, Testing, Cutover and Hypercare all stay attached to the same governed plan
MarquesOS governed delivery board showing work items across status columns
Step 6 · Report

Report with confidence

Reports & governance generates a SteerCo pack on demand from the programme's own live data - schedule, RAAIDD, financials and testing - not a deck someone assembles by hand the night before. Every governance-relevant change is logged, so the pack you present is backed by a real audit trail.

  • Generated on demand from the programme's live schedule, RAAIDD, financials and testing data
  • Export to PDF or PowerPoint for a SteerCo pack with no manual slide-building
  • Every governance-relevant change is logged, so the pack you present is backed by a real audit trail
MarquesOS live reporting pack showing programme status generated from real delivery data

Try it on a real programme

Fourteen days, full access, your own data - see how far one template and an afternoon of resourcing actually gets you.

Start your free trialSee the demo first