CASE STUDY:
Project Initiation
Professional Services Company standardizes project management processes using SharePoint Online & Power Automate
Business Challenge
- Limited resources available to manage legacy project status dashboard
- Disjointed technologies for managing team communications
- Inconsistent methodology for managing projects
- Key project information was being maintained in disparate documents
- No reporting against project metrics and resource allocation
Solution
- Implemented completely self-service project setup and maintenance portal
- Eliminated manual task of SP project site creation utilizing a new project site template with key extensions (web parts)
- Incorporated the automated setup of a Microsoft Team and SharePoint site for each project
- Provided a form to specify project roles and automatically grant access to appropriate Teams and SharePoint sites
- Designed and implemented object model to standardize key project information
- Created project reports utilizing consolidated metadata from new project sites
Benefits & ROI
- Improved communication by integrating Microsoft Teams alongside SharePoint project sites
- Created consistency across all new project sites utilizing project template ensures smoother transitions during team changes and eliminates information “gaps”
- Improved project managers’ efficiency by automatically applying metadata to project documents
- Significantly enhanced users’ ability to search and find project documents
- Automated billing setup and ongoing management with new project model
