Move faster from kickoff to value.

CASE STUDY

55%

decrease in time to value


FLEXIBLE PROJECT VIEWS

360° Project Oversight

Keep projects on track and stakeholders accountable with full visibility into the project timeline: what’s complete, what’s coming, and who owns each step.


Key Features:

  • List View
  • Gantt View
  • Board View
EMBEDDED INSIGHTS

Take the guesswork out of project management

Proactively identify risks and delays with embedded AI insights. Health scores and warnings are made actionable with prescribed mitigation plans to get projects back on track. 


Key Features:

  • Project Warnings
  • RAG Agentic Coach
STATUS UPDATES

Strengthen stakeholder alignment

Scheduled reports, weekly PM notes, and a customizable overview dashboard keep stakeholders in the know and up-to-date on metrics that matter most for their success. 


Key Features:

  • Project Overview
  • PM Note
SCALABLE WORKFLOWS

Run projects more efficiently

Save and reuse task, milestone, and phase blocks for easy template building. Automatically launch tailored projects with required roles, dependencies, and tasks when a new deal is won.


Key Features:

  • Template Library
  • Integrations
COMMAND CENTER

Lock in on what matters

Clearly see what to focus on and how your work affects project momentum. “Home” aggregates data across GUIDEcx into one actionable dashboard where impact can be tracked.


Key Features:

  • Home View
RESOURCE MANAGEMENT

Manage capacity to drive efficiency

Get visibility into your team’s bandwidth – who is over capacity or at capacity and who has room to take on more. Smart assign tasks to users who are a “best match” based on capacity, skills, and timing.


Key Features:

  • Dispatching
  • Capacity Planning
  • Roles

Get it done with these features

  • Project Views
  • Align your view with how your work best – board, list, or Gantt view.
  • RAG Agentic Coach
  • AI-generated project health scores + prescribed mitigation plans.
  • Dispatching
  • Assign individuals to tasks who are “best matched” based on capacity and skills.
  • Template Library
  • Build and reuse tasks, milestones, and phases across your projects.
  • Custom Fields
  • Build and populate for more tailored reporting, messaging, and tracking.
  • Roles
  • Designate required roles for each project to ensure engagement, and auto-assign tasks to a role.
  • Home
  • See what to tackle next and how work impacts project momentum.
  • Project Overview
  • Track project progress and metrics that matter most to your organization.
  • Capacity Planning
  • Get visibility into your team’s bandwidth – who is over capacity and who has room to take on more.
  • Project Warnings
  • Warnings highlight delays and gaps before they slow progress.
  • PM Note
  • Craft and automate project updates for stakeholder engagement.
  • Automated Workflows
  • Set it and forget it. Auto-create and populate new projects through integrated workflows.

“We struggled for years to find an effective way to make sure everyone was on the same page and with GUIDEcx, we finally have the answer we’ve been looking for.”

Zack Bain | Lightwire Solutions System Support Specialist


Talk With a Guide Today

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.