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Project Portfolio Management

Context: In an environment where managing numerous projects across various geographical locations is crucial, there was a need for an efficient, centralized system that could reduce administrative overhead and improve visibility into project statuses. Retail businesses, especially, required a tool to manage everything from project timelines to the integration of store-specific equipment like refrigerators.


Solution: The Project Portfolio app was created using Microsoft Power Apps to address these challenges. It provides a tailored dashboard for each user showing relevant project statistics, tracks all project components such as tasks, issues, and purchase orders, and even monitors the IP addresses of installed devices for maintenance or troubleshooting. The app also allows for the upload of critical documents like HVAC system blueprints, enhancing document management. Additionally, it automates many administrative tasks through custom business logic, such as automatically updating dates when statuses change, ensuring data integrity and reducing manual entries.


Impact: Since its implementation, the app has significantly improved project management efficiency, reducing the time spent on administrative tasks by automating routine processes. Project managers and regional store managers now have at-a-glance access to all necessary project data, leading to quicker decision-making and problem resolution. The transparency provided by the app's features has enhanced collaboration and accountability across teams, resulting in better project outcomes, higher ROI on individual projects, and a noticeable increase in operational efficiency across managed stores.

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