Platform Overview

Everything your team needs to plan, track, and report — in one place

OmniAlign brings scheduling, role-based access, KPIs, dashboards, reports, and OmniBot together in a single platform, so every team member sees the right information the moment they need it — on desktop or mobile.

How It Comes Together

One connected platform, built to keep every team aligned

Every part of OmniAlign shares the same underlying project data, so information never has to be re-entered or reconciled between tools.

One Experience, Every Device

The same dashboards, alerts, and task updates on the web portal and the mobile app — no separate product to learn.

Configurable by Your Team

KPIs, dashboards, and reports are set up and adjusted through the platform's own tools, so your team can adapt them as your business changes.

Role-Based Access

Every person sees exactly what their role needs — nothing more, nothing less — configured centrally by your admin team.

Built-In Alerts

Threshold- and event-based alerts delivered in-app, by email, or by SMS, so nothing important goes unnoticed.

Secure Document Storage

Drawings, quotes, and approvals stored securely and connected to the tools your team already trusts.

OmniBot, Built In

A conversational assistant that answers questions about your own project data, in plain language.

Role-Based Access Control

Every role sees exactly what it needs — nothing else

Admins, project managers, consultants, customers, and account managers each get a menu and a dashboard scoped to their responsibilities, configured centrally rather than hard-coded per screen. A person who needs more than one role can hold multiple assignments at once.

  • Admin roles manage users, permissions, and platform configuration
  • Project managers and consultants see their own projects, schedules, and team performance
  • Customers and account managers get read access to status and downloadable reports

Admin

Full control — users, permissions, and platform configuration

Project Manager & Consultant

Their own projects, schedules, and team performance

Customer & Account Manager

Read access to status and downloadable reports

OmniAlign mobile app dashboard showing project overview
Web and Mobile, Always in Sync

No feature gap between web and mobile — ever

Everything described across this site is available on both the web portal and the mobile app, scoped to the same role-based permissions. No feature ships to one without the other.

See the Mobile App
AI Assistant

OmniBot: a conversational shortcut to any answer you're permitted to see

OmniBot answers natural-language questions about any data available in OmniAlign — projects, tasks, KPIs, dashboards, and reports — grounded in your own live tracking data.

  • Every answer is scoped by the asking user's role and permissions
  • Can surface the relevant chart or number directly, instead of a generic reply
  • Available on both web and mobile, right where you're already working
OmniBot answering a question about Estimation win rate