Project Status Application & Analytical Reporting for Healthcare Group

Situation

A large healthcare system, managing construction costs across their portfolio for renovations and new construction, sought a way to coordinate and report budgets, finances and schedule across their projects. Historically, project managers managed their projects in spreadsheets and presented their findings on slide decks. This effort was laborious and uncoordinated.

Solution

We worked with the client team to understand the common data points, data sources and then developed a structure for reporting and analytics using Microsoft Power Platform. We envisioned a transition from spreadsheet input into an automated project management application which included connections to data sources, integrated dashboards, and an application for the project health.

Result

With live connections to project budget, finances, and in conjunction with the project status application, project managers are now able to enter project information, add requirements, and input scope, budget and schedule summaries directly into the system in a consistent way. All project data entered renders to leadership level dashboards for project summaries, and  program summaries. Project leaders are able export pdf reports by program, project and by project manager to receive live actionable information.