Unified project management solution for strategic project management
Context
- Client team use Agile methodology
for project management. - Microsoft Planner and inhouse
Online System were being used for
initiating and executing projects. - Client was looking for centralized
Project Management solution to
manage processes like Long-Term
Projects planning, Project Charter
creation and approval, OKR, Sprint
review & Meetings.
- Client team use Agile methodology
Challenge(s)
- Establishing a centralized system for
the entire project management
system. - Managing a complex approval
workflow. - Only default environment supports
Project for the web integration with
teams. - Migrating data from Dataverse to
tableau server.
- Establishing a centralized system for
Solution
- Microsoft Project for the web
based comprehensive project
management solution. - Power Apps Model Driven App,
Power Automate were used for
process automations like Project
charter creation & approval. - Microsoft Teams Integration for
automated meeting creation &
meeting attendance tracking. - Tableau based Reports &
Dashboards like Portfolio & Project
summary and to track the
important KPls.
- Microsoft Project for the web
“Your project management software has transformed our workflow, ensuring seamless collaboration, efficient task tracking, and timely project delivery – truly a game-changer for our team!”
– Agile transformation lead
Engagement coverage and highlights
- Project charter creation and approval
- OKR creation and approval
- KR creation in Project for the Web
- Squad creation
- Ticket creation – single and bulk
- Epic creation
- Sprint creation
- Stand up meeting scheduling, rescheduling &
cancellation - Attendance tracking
- Project Charter revision
- Announcement
- Data Snapshot
- Automating the Process hygiene, Process quality
& OKR scoring calculation - Workflows for approvals, notifications
- Stakeholders – reports and dashboards
- Automating the Process hygiene, Process quality
Timeline
Solution discovery & Envisioning
Four Weeks
Implementation
24 Weeks
User adoption
Four Weeks
Maintenance & updates, support
Dedicated Support team