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Steerline · program delivery and assurance

Know which program needs you, and what to do about it.

Steerline is the PMO platform that reads your registers for you. Every page leads with what is off, what it costs and the next steps, each with an owner and a date. Every change ends in a signed decision, and the board pack writes itself.

acme.steerline.co/portfolio
Steerline Portfolio page: Finance Systems Upgrade got worse this week; the rest held. The portfolio still lands $2.08M under budget.
The headline firstWhat changed this week, in one sentence, before any chart.
Waiting for the change board · 4Each request opens straight into its signed decision.

The Portfolio page, with fictional example programs.

4
report formats from one storyline: PowerPoint, PDF, Word, Excel
2
signatures for a Tier 1 change, and never the raiser's own
Free
for viewers, sponsors and guests on every plan
0
figures in an Ask PMO answer left unchecked: each is traced to your records, or flagged
Why Steerline

Status that explains itself

Most PMO tools store status and leave the reading to people. Steerline does the reading, says what it means, and turns it into actions someone owns.

01

Recommendations, not just red flags

Each card has two sides: the problem, with what it costs and links to the evidence, and the recommendation, with two to four steps that go straight into the action plan.

02

No change without a decision

Change requests are approved only through a signed decision. A nightly scan finds milestone, budget and scope moves that nobody decided, and asks for the decision.

03

The board pack, already written

The storyline deck builds the executive pack from the registers: action titles, exhibits and a "so what" on every slide, in your brand.

Product tour

One record, read six ways

Every screen below is Steerline running on its example programs.

Today

Opens on what needs you, across every program

Sponsors, PMO leads, workstream leads and finance each see a Today page built for their role. A sponsor sees change requests for the board, escalations and late Tier 1 milestones from every program they can open.

  • "Waiting for you" lists only what is yours, never borrowed actions
  • A week strip shows where the reporting cycle stands
  • Download this month's briefing in one click
acme.steerline.co/today
Steerline Today page for a sponsor, with change requests and escalations waiting
Weekly update

The status, the trend and the cause in one line

A program's overview reads like the update a good PMO lead would write: status, trend and confidence, why, and which workstream reports are still missing, with a reminder button beside each.

  • Workstream status for the last three weeks, with cause, fix and owner
  • Spend against the original plan, month by month
  • Decisions for the sponsor and this week's actions, side by side
acme.steerline.co/programs/atlas
Steerline program overview showing a red status, the cause and missing workstream updates
Forecasting

Commit to the date you will actually make

Every milestone shows its due date, the likely range from simulated runs, and the safe date to commit to: the one it makes four times in five. When the gap is real, Steerline recommends a re-baseline and drafts the change request.

  • Likely range from half to nine in ten runs
  • The original baseline kept beside the forecast
  • Critical path and cross-program dependencies
acme.steerline.co/programs/atlas/milestones
Steerline milestone management with a needs-action recommendation
Decisions

Signed, chained and impossible to fudge

Approvals show what waits for whom. Each decision records who decided, why, the options, the money, conditions and evidence, and carries an audit badge the server checks.

  • Nobody approves their own request; Tier 1 needs two people
  • A request is frozen while a signature is pending
  • Conditions tracked to closure, and able to hold a gate
acme.steerline.co/plan/approvals
Steerline approvals page with nine decisions waiting
Project accounting

From approved hours to the invoice

For delivery and client work: invoices drafted from approved time and expenses at each contract’s bill rates, revenue and work in progress month by month, and a month-end close that locks the figures. Business plan and up, for finance and administrators.

  • Fixed price, time and materials with a cap, milestone billing and retainers
  • Bill rate cards by role or person, valid by date
  • Phase budgets with a 12-month revenue and margin forecast
acme.steerline.co/finance/billing
Steerline billing page: $6k of approved work is not yet billed, with the recommendation to bill it next
Reports

From register to board pack in minutes

Choose the report (status pack, monthly briefing or quarterly review) and the scope. Steerline drafts the storyline and you download it as PowerPoint, PDF, Word or Excel, or present it in the app.

  • An executive summary of situation, complication and resolution
  • Remediation reports written for each reader, from the sponsor to the account team
  • Your logo, colors, fonts and PowerPoint template
acme.steerline.co/reports
Steerline reports page with executive packs and download options
AI agents

Agents that propose, people who decide

Steerline's agents chase reports, draft status and flag risks, then wait in a queue for a person to approve, edit or dismiss each proposal. Assign an action to “Steerline AI” and it does the work like a teammate. Use Steerline AI, or your own model and key, which is never metered.

  • Grouped by risk, with undo
  • Cost per program, with a monthly credit budget for each agent
  • Names, emails and card numbers masked before any model sees them
acme.steerline.co/reports/agents
Steerline AI agents page with proposals waiting for approval
Steerline Assurance

Gates that mean something

Independent health checks and funding gates, inside the same record the program runs on. Available on Business, Services and Enterprise.

220
questions in the Vantage health framework, across 5 pillars, 15 areas and 55 components, each with five written anchors
7
live program signals behind suggested scores, which an assessor confirms or overrides with a reason
1.49
the cap on a pillar when one of its critical areas scores below 1.5, so a strong pillar cannot hide a missing business case

Assess

One question at a time, starting from suggested scores. Evidence from program records is kept apart from judgment.

Review

An independent reviewer, who cannot be the assessor, approves the check or sends it back. Re-checks ask only what moved.

Decide the gate

Delivery and assurance criteria, conditions, and funding held until both approvers sign. A one-page board report follows sign-off.

For every role

Every role sees its own Steerline

What each person can do is fixed by their role and duties, and the server enforces it. What they see first depends on what is happening in the program this week.

Sponsor

Decide what waits for you

Sign Tier 1 changes, gates and business case versions from one list.

Head of PMO

Run the rhythm

Chase list, stand-up, board pack, health checks and gates.

PMO analyst

Keep registers honest

RAID, change requests, imports and the AI agents' proposals.

Workstream lead

Report in minutes

The weekly status drafted from the registers, also from Teams or Slack.

Finance partner

Own the money

Budgets, actuals, timesheet approval, invoices from the work and the month-end close.

Assessor and reviewer

Assure independently

Score health checks and sign them off, with separation of duties.

Account team

Read the client plainly

For delivery firms: internal notes and remediation reports clients never see.

Guest

Read and comment

Vendors and partners see only the registers shared with them, until a date.

Ask PMO

An assistant that shows its working

Ask about your programs in plain words: in the app, on your phone, or in Microsoft Teams and Slack. Ask PMO answers as you, with only what you are allowed to see, and checks every figure before you rely on it.

Traced
Every record ID and figure in an answer is checked against what was looked up, and the answer says which, if any, could not be traced
For you
The same facts ranked for whoever asks: decisions and key results at risk for a sponsor, the focus list for a lead, the money for finance
Proposes
Ask it to raise a risk or draft a change request and it proposes the change. Nothing happens until you approve it, as you

Sees everything you can

Registers, your focus list, goals and key results, the schedule and critical path, project accounting, and the program’s documents, cited to the page.

Speaks first

“Steerline noticed” on Today and the dashboard, and a weekly briefing by email and chat, each with the reason.

Proves itself

Administrators see how many figures were traced and an evaluation score for each role, so quality is measured, not assumed.

Works where you work

Bring your plan in. Keep your tools.

A new organization starts by bringing in its RAID log or plan, with columns matched for you to confirm. The switching kit does a dry run first, and any move can be undone for seven days.

Move in from

Microsoft ProjectSmartsheetPlanview exportsJiraExcel and CSV

Connect to

Microsoft TeamsSlackGoogle ChatJiraAzure DevOpsMicrosoft PlannerWorkdayServiceNowSalesforceHubSpotQuickBooks OnlineXeroNetSuiteZapier, Make and Power AutomatePower BI, Excel and Tableau (OData)SAP and Oracle actualsClaude, ChatGPT and Gemini
Plans

Pay for editors. Everyone else is free.

Editors are the people who change records: contributors, finance and administrators. Viewers, sponsors and guests never count, and everything else is fair use.

For PMO teams

Team

$37per editor a month, billed yearly

Every register and report, for teams up to 25 editors.

  • Timesheets, billing and profitability
  • Automations and audit export
  • No-code connectors
Start 30-day free trial
Most popular

Business

$67per editor a month, billed yearly

Adds AI, integrations, assurance and project accounting.

  • Ask PMO and agents, 200 AI credits per editor
  • Project accounting: invoices from the work
  • SSO, Teams and Slack apps, and integrations
  • Assurance, gates and the decisions register
Start 30-day free trial
For delivery firms

Services

Contact uspriced for your firm and your clients

Everything in Business, run across your clients.

  • A partner workspace for your client organizations
  • An account-team view clients never see
  • Remediation reports for each reader
Contact us
For large portfolios

Enterprise

Contact usannual contract

Enterprise controls and support terms.

  • SCIM and data region
  • Sandbox and promotion
  • Custom domain, PowerPoint template, support terms
Contact us

Every plan starts with a 30-day free trial of Business. Monthly billing is 20% more. Prices exclude tax.

Services

Have us set it up and run it with you

Fixed-scope engagements that end with your team running the rhythm.

PMO Quick Start

6 weeks

A working PMO rhythm on Steerline, set up with your team rather than for it.

You get
  • Your plan and registers moved in from Excel, MS Project, Smartsheet, Planview or Jira
  • Roles, duties and decision rights agreed and set up
  • The weekly status cycle running, with the first chase list
  • Your first board pack from the storyline deck

Program Health Check

3–4 weeks

An independent assessment against the 220-question Vantage framework, reviewed by someone who did not assess it.

You get
  • Scores for 5 pillars and 15 areas, with evidence kept apart from judgment
  • Critical gaps flagged before they reach the board
  • Findings turned into owned actions
  • A one-page board report after sign-off

Gate Assurance

Per gate

An independent view before a stage gate releases money.

You get
  • Readiness against delivery and assurance criteria
  • Re-check of the components that moved since the last review
  • Conditions with owners and due dates
  • A signed recommendation: hold, approve, or approve with conditions

Program Recovery

8–12 weeks

For a program that is red and needs to get back to green.

You get
  • A plain account of what happened and what it means
  • A remediation plan with owners and dates
  • Re-baselined milestones through signed change requests
  • Weekly reporting to the sponsor until it is back on track
Security

Built to be checked

The records in Steerline end up in board papers and audit files, so every control is enforced by the server and covered by tests.

Client isolation

Row-level security

Forced on every client table. The app refuses to start under a role that could bypass it.

Audit

Tamper-evident trail

A SHA-256 hash chain per client, signed hourly, with a live feed to Splunk or any SIEM.

Sign-in

Strong by default

OIDC and SAML single sign-on, SCIM, passkeys and security keys, and PIV/CAC smart cards.

Keys

Your own encryption key

A Cloud KMS key you control wraps your data key. Disable it and the organization locks within five minutes.

Administrators

Least privilege

Six administrator duties, time-limited admin access with a reason, and expiring API keys.

Hosting

Your choice of region

Steerline runs on Google Cloud with a PostgreSQL database. Enterprise plans choose the data region their records are held in.

Questions

What people ask before they start

How does the free trial work?

You get 30 days of Business with everything on. Choose the plan you expect to keep when you sign up; you can change it any time. After the trial, choose Team or Business to keep editing. If you don't, your workspace becomes read-only and your data is kept.

Who counts as an editor?

Anyone who can change records: contributors, finance and administrators. Viewers, sponsors and guests are free on every plan, so you can give the whole board access without buying seats.

Can we bring our existing plan?

Yes. Getting started brings in your RAID log or plan first, and the switching kit moves programs in from Microsoft Project, Smartsheet, Planview exports, Jira, Excel or CSV. It does a dry run first, and a move can be undone for seven days.

Does the AI change our records on its own?

No. AI agents propose; a person approves, edits or dismisses each proposal, and the record shows who confirmed it. Personal data is masked before any model sees it.

Can we trust what Ask PMO tells us?

Every record ID and figure in an answer is checked against what Ask PMO looked up, and the answer says if any could not be traced. Figures come from the same rules as the pages, never from the model, and every question and answer is in the audit log.

Can Steerline invoice our clients?

Yes, on Business and up. Project accounting drafts invoices from approved time and expenses at each contract’s bill rates, tracks revenue, work in progress and deferred revenue, and closes each month. Invoices can go on to QuickBooks Online, Xero or NetSuite.

Can we use our own AI model?

Yes. Every plan includes Steerline AI, metered in monthly credits per editor. On Business, Services and Enterprise you can connect your own model and key instead, which is never metered.

Where is our data held?

Steerline runs on Google Cloud with a PostgreSQL database, and can also run on other major clouds. Enterprise plans can choose a data region and bring their own encryption key.

We run programs for clients. Is there a plan for us?

Yes. The Services plan gives a delivery firm a partner workspace across its client organizations, an account-team view clients never see, and remediation reports written for each reader, and project accounting to bill the work.

See your own program in Steerline.

Start a 30-day free trial and bring in your RAID log, or book a 45-minute demo and we will load your plan for you.