Solutions · Interactive Demonstration

Project management,
98% automated.

Watch a real customer engagement flow from intake to formal closure through our Automated Project Management Process. Microsoft Power Automate flows route the work, Copilot drafts the documents, and Power Business Intelligence watches the numbers — humans appear only at the approval gates that matter: six clicks in thirty days.

▶  Run the demo See the process map Watch the video ↗
Based on the Automated Project Management Process — Complete Formal Reference Guide v1.0 · Aligned to the PMBOK® Guide, Seventh Edition · Microsoft 365 Enterprise platform · Download the PDF
0Automated actions
0Human decisions
Autonomy
Day 0 of 30Project clock
Pre-intakePhase
The Demonstration

One customer. One 30-day project. Six human clicks.

Our fictional customer — Lone Star Precision Manufacturing of Fort Worth, Texas — buys our flagship AI Operations Deployment. Below, the entire project lifecycle runs itself. Every button you press is a real human decision the process requires; everything else fires on its own. When a gold card appears, that is the process asking for the 2%.

1Intake & Charter · Gate 1
2Autonomous Planning · Gate 2
3Execution Autopilot · Gates 3 & CCB
4Self-Closing · Gates 4 & 5
30 project days · simulated data · every flow, gate, and threshold from Reference Guide v1.0

New engagement intake Microsoft Forms

IDObjective (SMART format)Target
OBJ-01Deploy AI agents and automated workflows to production10 agents / 20 workflows by Day 30
OBJ-02Reduce invoice processing cycle time−65% within 60 days
OBJ-03Dashboard adoption across plant staff≥90% by Day 45

The Initiating Phase runs itself PMO intake flow

  • Business case received · Portfolio Manager alignment check queued
  • Project Unique Identifier assigned: PRJ-2026-0042 — primary key across SharePoint, Planner, Dataverse, and Power Business Intelligence
  • SharePoint project site provisioned · document libraries + eight governed lists
  • Microsoft Teams environment created · 7 channels: General, Status and Reporting, Risk and Issues, Change Control, Meeting Records, Finance and Procurement, Announcements
  • Planner board created and linked to the Project Registry
  • Stakeholder Register built · 12 stakeholders classified (Unaware → Leading)
  • Copilot COP-001: formal Project Charter drafted from the business case — "from hours to minutes"
  • Copilot COP-002: initial Risk Register generated — 10 risks identified, scored Probability × Impact
  • Charter routed for digital signature · adaptive card to four approvers

Copilot drafts the plan COP-004 · WBS

1.0 Discovery & Design
1.1 Current-state workflow inventory
1.1.1–1.1.4 · AP walkthrough, work-order mapping, data-quality audit, connector survey
1.2 Solution design
2.0 Agent Build & Integration
2.1 Invoice agents (OCR, match, exception) · 2.2 Work-order agents · 2.3 ERP connectors
3.0 Testing & Acceptance
3.1 Unit · 3.2 Integration · 3.3 User Acceptance Testing · 3.4 Performance
4.0 Deployment & Handover
4.1 Production cutover · 4.2 Dashboards · 4.3 Training · 4.4 90-day expansion roadmap

Nine subsidiary plans, one baseline Rolling wave planning

  • 46 Planner tasks created with durations and dependencies — three-level Work Breakdown Structure
  • Subsidiary plans drafted: Scope · Schedule · Cost · Quality · Resource · Communication · Risk · Procurement · Stakeholder Engagement
  • Schedule baseline computed · critical path 27 working days
  • Cost baseline loaded · five budget categories funded against the $20,000 authorization · contingency reserve 12%
  • Full risk assessment · 10 risks re-scored · response strategies assigned (Avoid / Transfer / Mitigate / Accept / Escalate)
  • Quality Management Plan · gates mapped to ISO 9001 and the internal Quality Framework
  • Communication Matrix · weekly cadence + escalation thresholds armed
  • Gate 2 review package compiled and routed
Overall health
GREEN
SPI + CPI + risk severity composite
Schedule Performance Index
green ≥ 0.95
Cost Performance Index
green ≥ 0.95
WBS complete
0%
of 46 baselined tasks

Live agent activity Flow Execution Log

Budget burn — Earned Value Analysis · PV / EV / AC, Days 1–30 · refreshed every 2 hours, 7:00 AM–7:00 PM ET

Planned Value (baseline) Earned Value Actual Cost
View data table

Risk matrix · Probability × Impact · Severity Score 1–25

1–4 Low 5–9 Moderate 10–14 High 15–19 Very High 20–25 Critical

Team utilization · markers at 80% optimal / 100% over-capacity

0%
blended utilization
12-person delivery bench

This week's automated reports

  • Mon 7:00 AM Executive Portfolio Weekly Digest → sponsors, Portfolio Manager, PMO Director
  • Mon 8:00 AM Project Health Weekly Report → PM, Deputy, Steering Committee
  • Fri 4:00 PM Risk Digest (Copilot COP-017 narrative) → Risk and Issues channel
  • Fri 5:00 PM Resource Utilization Report → PM, Deputy, Portfolio Manager
MICROSOFT TEAMS · ADAPTIVE CARD · APPROVAL REQUIRED Human moment 5 of 6

Gate 4 — Pre-Closing Readiness Review

Confirms all deliverables accepted · open change requests resolved · SPI/CPI within thresholds
Project Manager Quality Assurance Manager Finance Controller
Joint confirmation — then the Closing Phase runs itself.
✓ Gate 4 passed · Project Status set to "Closing" — PMO-FLOW-007 armed

The project closes itself PMO-FLOW-007

  • Project Status set to "Closing" — PMO-FLOW-007 triggers on the Project Registry change
  • Deliverable Acceptance Records digitally signed for all four major deliverables
  • Lessons Learned survey (15 questions) emailed to all 14 participants · 14-calendar-day window, day-7 reminder
  • Copilot COP-012: lessons synthesized by phase and category — People / Process / Technology / Communication
  • Copilot COP-013: Final Project Closure Report drafted · flagged for Project Manager review
  • Benefits Realization Report scheduled · re-measured at 6 and 12 months post-closure
  • 132 project documents archived to the PMO archive site · tagged PRJ-2026-0042 · site set Read-Only
  • Retention policy applied: contracts 10 years · financial records 7 years · Lessons Learned Register permanent
  • Transition to operations · 30–90 day support model · Transition Acceptance Record dual-signed
  • Project flows deactivated by the Power Platform Administrator

Simulated demonstration data. Lone Star Precision Manufacturing is a fictional customer. Flow names (PMO-FLOW-001–008), Copilot prompt IDs (COP-001–020), quality gates, RAG thresholds, escalation rules, and retention periods are taken directly from the XRAYCLOUD.AI Automated Project Management Process — Complete Formal Reference Guide v1.0.

Three-minute walkthrough

Prefer to watch? The founder walks you through it.

The full engagement — intake to formal closure, all six human moments — narrated in three and a half minutes. Open it in a new window to watch while you run the demo above.

Human oversight built in

The 2% that stays human — by design

"It is expressly acknowledged that automation does not replace human judgment." The process concentrates people where judgment lives: five quality gates and the decisions with real money or real risk attached. Everything routine — collection, drafting, routing, reminding, escalating, reporting, archiving — runs itself.

Gate 1 · Initiating

Charter Approval

Four digital signatures — Executive Sponsor, Steering Committee Chair, PMO Director, Project Manager — with QA Manager concurrence.

Gate 2 · Planning

Planning Baseline Approval

QA Manager + PMO Director + Finance Controller lock the schedule and cost baselines.

Gate 3 · Executing

Milestone Gate Reviews

Steering Committee votes by adaptive card within a 72-hour window — package auto-compiled by PMO-FLOW-004.

Gate 4 · Monitoring

Pre-Closing Readiness

Joint confirmation by Project Manager, QA Manager, and Finance Controller that deliverables are accepted.

Gate 5 · Closing

Formal Project Closure

Executive Sponsor's final digital approval. The flows deactivate; the record stands.

Always

Judgment calls

Change Control Board votes, Copilot output review, budget variance ≥25% sponsor decisions (4-hour response), emergency changes.

Tier 1 — Fully automated, with logging

Status collection, reminders, escalations, dashboards, report distribution, archival. Every run lands in the Flow Execution Log.

Tier 2 — Automated, with human approval

Charters, baselines, milestones, change requests, purchase orders: the system prepares everything and waits for a signature.

Tier 3 — Human-controlled

Anything touching production systems or money movement keeps a person in command. Scoped credentials, sandboxed execution, full audit trails.

Under the hood

The process map behind the demo

Five PMBOK®-aligned phases, five quality gates, twelve automations, twenty governed Copilot prompts, six Power Business Intelligence dashboard pages. This is the machinery you just watched. Want the whole rulebook? Read the full Reference Guide or download the PDF.

1 · InitiatingIntake, charter, stakeholder + risk registers, environment provisioningGATE 1 — human
2 · PlanningWBS, baselines, nine subsidiary plans, rolling wave planningGATE 2 — human
3 · ExecutingWork performance, status automation, meeting intelligenceGATE 3 — human
4 · Monitoring & ControllingEarned Value Analysis, variance alerts, change control, risk escalationGATE 4 — human
5 · ClosingAcceptance, lessons learned, benefits realization, archivalGATE 5 — human

The eight numbered flows Power Automate

  • PMO-FLOW-001 Weekly Project Status Collection — Mondays 8:00 AM ET, adaptive cards to every team member; noon reminders; 5:00 PM non-respondent escalation
  • PMO-FLOW-002 Risk & Issue Escalation — severity-triggered routing; Severity 5 notice inside 30 minutes; Friday 4:00 PM Risk Digest
  • PMO-FLOW-003 Change Control Board Approval — auto-classification (Minor / Moderate / Major / Emergency), CRQ numbering, 48-hour parallel voting
  • PMO-FLOW-004 Milestone Completion & Gate Review — package compiled, Steering Committee card, 72-hour window, next phase auto-unlocked
  • PMO-FLOW-005 Budget Variance Alert — daily midnight finance sync; >10% alerts Finance Controller + PM; ≥25% escalates to the Executive Sponsor
  • PMO-FLOW-006 New Stakeholder Onboarding — welcome kit, permissions, channels, distribution lists, next-business-day meeting
  • PMO-FLOW-007 Lessons Learned & Archival — surveys, Copilot synthesis, archive, Read-Only lock, closure log
  • PMO-FLOW-008 Meeting Action Item Tracking — transcript → Copilot extraction → assigned Planner tasks → 24-hour due-date reminders
  • + 4 auxiliary project intake & provisioning; charter signature routing; PO & invoice approvals; dashboard refresh-failure alerts

Copilot, governed Approved Prompt Library

  • COP-001 Project Charter draft from the business case
  • COP-002 Initial Risk Register — "at least ten potential project risks"
  • COP-004 Work Breakdown Structure — "at least three levels"
  • COP-006 Formal weekly status report from Flow 001 data
  • COP-007 Action items, commitments, and follow-ups from transcripts
  • COP-009 "Three to five specific, actionable corrective action recommendations"
  • COP-012 / 013 Lessons learned synthesis · Final Project Closure Report
  • COP-017 Formal narrative Risk Digest, every Friday
  • All 20 prompts Human Review Required: Yes. Reviewer identity and date documented. No sensitive data without Data Governance + Privacy Officer authorization.

Watching the numbers Power Business Intelligence

  • 6 dashboard pages Executive Portfolio · Project Health · Risk & Issues · Resource Utilization · Change Control Log · Lessons Learned
  • RAG thresholds On Schedule SPI ≥ 0.95 · At Risk 0.85–0.94 · Delayed < 0.85 · same bands for CPI
  • Risk heat bands Severity Score 20–25 dark red · 15–19 orange-red · 10–14 yellow · escalations fire automatically
  • Refresh Every 2 hours 7:00 AM–7:00 PM ET weekdays; full refresh with finance data at midnight
  • 5 scheduled reports PDF + live link, on fixed weekly and monthly cadences — nobody compiles a deck again
  • Escalation math SPI or CPI < 0.85 two consecutive weeks → escalate within 1 business day · issues open > 15 business days → flagged red · risks stale > 30 days → "Stale Risk" indicator
  • Row-level security Executives, PMs, team members, finance, and risk each see exactly their slice

Want your projects to run themselves?

This demo is our own delivery methodology — the same flows, gates, and dashboards we deploy for customers. Productized. Published. No discovery-call gauntlet.

Start here
$4,995
Automation QuickStart · one workflow · 2 weeks
Flagship
$20,000
AI Operations Deployment · 10 agents · 20 workflows · 30 days
Keep it running
$2K–$12K/mo
Managed Automation · monitoring & expansion
See offers & pricing Talk to a human

A human joins the loop above $25K — of course they do. That is the 2%.