i2e Helps Organization To Optimize Project Management and Automate Reporting

CLIENT : Confidential
INDUSTRY : Pharmaceutical
DURATION : 60 Days

Business Case

What do business look for in project portfolio management solution?

They look for scalability, easy collaboration, a clear marked level of control, and hassel-free report generation. These were the exact requirements of our client who was then using Project for the Web. Though this solution is equipped with the basic features, it lacked certain attributes that becomes crucial when the business or team is growing.

Our client is a well-known name in children's health care and comes with 30 years of experience in helping children with medical complexities. The company expands their footprint to multiple locations through acquisitions, these are the projects that need to be managed.

So, they were looking for a solution that could accommodate multiple project related activities and provide better control to the project managers. I2e consulting offered a solution by advising them to move to Project Online. We also advised to integrate Power BI for automatic report generation.

Challenges

  • Lack of scalability- cannot create more than 500 activities.
  • No role-based control- there was no accountability which created confusion.
  • Manual report generation- consumed valuable man-hours .
  • Lack of control- no clear idea of overall progress and individual contributions.

Results

Resolution

Upon implementation, they were able to cap all their bottlenecks and reap additional benefits of Project Online. Integration of Power BI made their reporting process smart and efficient

  • Scalability- With the option to create more than 500 activities, Project Online gave the needed scalability.
  • Control- The client was able to have role-based access control for the team manager and team members. It facilitated better control over the project for the manager.
  • Hands-on data- Automatic report generation using Power BI made information readily available and saved valuable man-hours.
  • Monitoring- Project managers can set due dates and assign tasks This helped them to monitor individual contribution and overall progress.
  • Collaboration- Teams were also able to share documents, and websites, for smooth information transfer.

Benefits

  • Tailor-made solution to fit the client's business needs.
  • Quick and easy migration of existing projects.
  • Enhanced control and security over the projects.
  • Better visibility and improved overall governance.
  • Data driven reports and tailor-made dashboards.
  • Staying within the Microsoft 365 ecosystem gave an ease of collaboration .

Challenges

  • Lack of scalability- cannot create more than 500 activities.
  • No role-based control- there was no accountability and create confusion.
  • Manual report generation- consumed valuable man-hours .
  • Lack of control- no clear idea of overall progress and individual contributions.

Resolution

Upon implementation, they were able to cap all their bottlenecks and reap additional benefits of Project Online. Integration of Power BI made their reporting process smart and efficient

  • Scalability- With the option to create more than 500 activities, Project Online gave the needed scalability.
  • Control- The client was able to have role-based access control for the team manager and team members. It facilitated better control over the project for the manager.
  • Hands-on data- Automatic report generation using Power BI made information readily available and saved valuable man-hours.
  • Monitoring- Project managers can set due dates and assign tasks This helped them to monitor individual contribution and overall progress.
  • Collaboration- Teams were also able to share documents, and websites, for smooth information transfer.

Results

Benefits

  • Tailor-made solution to fit the client's business needs.
  • Quick and easy migration of existing projects.
  • Enhanced control and security over the projects.
  • Better visibility and improved overall governance.
  • Data driven reports and tailor-made dashboards.
  • Staying within the Microsoft 365 ecosystem gave an ease of collaboration .

Connect to know more

    Contact Information

    • 93 Shennecossett Rd, Suite # 104, Groton, CT 06340

    • +1(866) 968-9995

    • www.i2econsulting.com

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