Recent engagements include a project management system for multiple business units at a national battery manufacturer, built on Project for the Web and customized in Dynamics 365 and Power Platform, and a project and portfolio management solution for a dental management group’s operations team, with Power BI reporting and role-based training for project managers and end users.
Process Modernization & Automation
Project & Portfolio Management
Project and portfolio management on Microsoft Planner and Power Platform, with the reporting and training that make it stick.
Deliverables
- Microsoft Planner premium (formerly Project for the Web) and Dataverse configuration
- Customization in Dynamics 365 and Power Platform, including the PMO Accelerator where it fits
- Power BI portfolio reporting
- Role-based training and rollout plan
- Governance and Center of Excellence setup for ongoing ownership
More in Process Modernization & Automation
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Microsoft Power Platform
Low-code apps, automations, and analytics that ship in weeks.
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Client Portals & Dashboards
Client portals, attorney and operations dashboards, and role-based web apps that put your systems of record to work.
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Modern App Development
Custom apps, Teams extensions, and Azure-backed services when low-code isn’t enough.
Start the conversation
Scope a Project & Portfolio Management engagement
A 45-minute discovery call tells us whether we’re the right fit. A written proposal usually follows within a week.