ProjectDNA
Methodology Workbook for Consultants

Walk Into Your Next Project
With the Methodology Already Built

Pre-built value-stream libraries. Process-flow diagrams with cross-functional connectors. User stories and acceptance criteria written for real engagements. Add AI assistance where it accelerates the work.

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The Problem

Most Projects Start Blind

Methodology lives on consultants' laptops. Every engagement begins from a blank page. Requirements get missed. Scope creeps.

Blank-page syndrome
Weeks are lost rebuilding what should be a reusable starting point.
Lost institutional knowledge
Methodology lives in heads and slide decks — not in a system you control.
Scope gaps caught late
Missed requirements cost 10x more to fix after go-live than during design.
Inconsistent quality
Every consultant writes user stories in a different format with a different depth.
The Workbook

Three Connected Layers From Strategy to Test

A structured workbook where the macro view of the business connects all the way down to testable acceptance criteria.

1

Value Streams & Process Boxes

  • Swimlane-style process diagrams
  • Box-to-box connectors with decision branches
  • Off-page chevrons for cross-VS hand-offs

The macro view your business leaders recognise on first read.

2

Capability User Stories

  • Role-based "As a / I want / so that" format
  • Pre-written for D365 modules and adjacent apps
  • Editable per project; priorities and notes per story

Real requirements ready for the build team on day one.

3

Acceptance Criteria

  • Every line starts "Ability to…"
  • Testable, traceable to a single story
  • Fit-gap categories and effort estimates per criterion

UAT pass criteria locked in before development starts.

Flagship Library

MS BPM Gold — Microsoft D365 F&SCM

Comprehensive workbook covering Microsoft Dynamics 365 Finance & Supply Chain plus Project Operations, Field Service, AWHS, and Commerce — organised the way business leaders think.

34
Value Streams
266
Sub-Value Streams
850
Process Boxes
909
Connectors
2,550
User Stories
7,650
Acceptance Criteria
A Sell & Serve
CMG · QTC · CSR · SUB · RTL · PRO · FSV
7 VS — customer-facing front office: master data, sales, service, subscriptions, retail, project ops, field service
B Source & Make
SCP · PTP · MPL · PLP · QMS · ITD · AWM · TMS
8 VS — operations: supplier collab, procurement, planning, manufacturing, quality, inventory, advanced WMS, transportation
C Move & Maintain
SHP · AMG · AAR
3 VS — outbound shipping, enterprise asset management, fixed-asset lifecycle
D Record & Report
RTR · IAR · EXP · BPL · CMC · TAX · REV · CTC
8 VS — finance: GL, AR, expense, budget, cost, tax, revenue recognition, consolidations
E Work & Develop
H2R · EMP
2 VS — people: hire-to-retire and employee self-service
F Innovate
C2M
1 VS — concept to market / product lifecycle
G Foundation
MDM · SEC · ANL · INT · LCS
5 VS — master data governance, security & SoD, analytics & Copilot, integration & Power Platform, lifecycle management
MS BPM Gold ships alongside two additional libraries — D365 ERP (Distribution & Manufacturing) and the original Microsoft BPM — so consultants can start from whichever library best fits the engagement, or copy any existing project as the source.
How It Works

Library → Project → Customise → Deliver

STEP 1
Pick a library

Choose a pre-built library, copy an existing project, scaffold via AI, or start with an empty structure.

STEP 2
Clone to project

One click clones the methodology into a fresh, editable project. Help content is auto-cloned too.

STEP 3
Customise

Drag boxes, rewrite stories, set priorities, capture fit-gap analysis and effort, drop in attachments.

STEP 4
Deliver

Hand a client-ready workbook to the build team. Tickets, time sheets, news and SOW link back to the same project.

Platform

Built for Real Consulting Work

Every feature is there because consultants asked for it on actual engagements.

Interactive Flowcharts
  • Drag-and-drop process boxes
  • Process / decision / off-page shapes
  • Cross-VS hand-off chevrons
  • Resizable swimlanes
Multiple Source Libraries
  • D365 ERP · Microsoft BPM · MS BPM Gold
  • Build your own library from scratch
  • Copy any project as source (full / structure-only)
Drill-Down Anywhere
  • VS → Boxes / Stories floating modals
  • Sub-VS → Stories → AC chain
  • Scope-strict — never see another project
Fit-Gap & Effort
  • Configurable fit-gap status per AC
  • Categories with effort and cost estimates
  • Roll-up at story, box and VS level
Tasks · Tickets · SOW
  • Tasks at every level (VS / SVS / Box / Story)
  • Help-tab ticketing integrated with the CRM
  • SOWs as a project component
Multi-User & Roles
  • Site / Library / Project / Manager roles
  • Per-user VS visibility
  • Sys-admin audit trail
API Key Isolation
  • Strict per-scope Claude key
  • Cross-scope grants by explicit admin action
  • No silent key sharing across projects
Help & Documentation
  • Per-library help chapters
  • One-click brochure-quality PDF export
  • Auto-seeded for every new project
AI Assistance

Built In, Not Bolted On

AI is one tool inside ProjectDNA — used where it accelerates real consulting work. Bring your own Claude API key; usage stays scoped to the project you authorise.

Story generator

Click any process box. AI writes additional role-based stories and acceptance criteria for that step, grounded in the project domain.

Project scaffold

Describe a new project; AI generates the complete value-stream & story structure ready to refine.

VS & Sub-VS

Add new value streams or sub-value streams to any project with AI-drafted boxes, lanes, stories and AC.

Get Started

Request a ProjectDNA Demo

We'll walk you through MS BPM Gold, the engagement workflow, and how it applies to a project you're scoping. No commitment.

No commitment. No sales pressure.