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.
Challenges
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.
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.
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
Testimonial
“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!”
