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Portfolio Management

Help Desk Case Management

Most businesses juggle several projects with several hundred tasks (if not more) and need a system to keep everything organized. A Portfolio Management solution becomes indispensable when handling and supervising a collection of projects, whether they are department, cross-functional, CapEx or infrastructure projects. The capability of grouping them together and generating various reports of risks, costs, resources, assists in better business decisions.

Projects at a Glance

A dashboard view of all the projects in a portfolio allow project managers to manage and track them and allows them to gather pertinent data across many related projects.

On Office 365 (now renamed Microsoft 365) with the help of Power BI, this data can be turned into reports based on objectives, costs, risks or even resources associated with the portfolio, which helps stakeholders make better informed business decisions.

Other views that can be generated include:

Project run rate

Budgets

Risk analysis

Rolled-up tasks and issues

Resource management

Dashboard - Portfolio Management Solution
Gantt Chart - Portfolio Management Solution

Timeline Views

Captures the essence of what the project will accomplish and how it will be done. Building comprehensive, accurate timelines ensure that every project will be off on the right foot, moving forward as per their schedule. A consolidated view of all tasks, their progress and assignments make it easy to track project and task schedules and manage their execution.

You can view:

Rolled-up milestones

Tasks plotted on a calendar

Resource workload

Projects with 3rd Parties

The SharePoint platform allows for ease of giving external users access to parts of your portal – department or project site, document libraries, forms, etc. This makes it easy to run external projects with vendors or clients and have them participate in the planning and execution process. For example, running a network build-out with a few security, hardware and data backup vendors.

Third Party Access - Portfolio Management Solution
Business Forecasting & Planning Reports - Portfolio Management Solution

Business Forecasting and Planning

Helps align and prioritize projects with the business strategy and goals of the organization. Also, data collected from past projects help predict the success of future projects. This ensures that only high-value projects are executed, and resources are not drained on running projects with predicted poor outcomes.

Projects at a Glance

A dashboard view of all the projects in a portfolio allow project managers to manage and track them and allows them to gather pertinent data across many related projects.

On Office 365 with the help of Power BI, this data can be turned into reports based on objectives, costs, risks or even resources associated with the portfolio, which helps stakeholders make better informed business decisions.

Other views that can be generated include:

Project run rate

Budgets

Risk analysis

Rolled-up tasks and issues

Resource management

Dashboard - Portfolio Management Solution

Timeline Views

Captures the essence of what the project will accomplish and how it will be done. Building comprehensive, accurate timelines ensure that every project will be off on the right foot, moving forward as per their schedule. A consolidated view of all tasks, their progress and assignments make it easy to track project and task schedules and manage their execution.

You can view:

Rolled-up milestones

Tasks plotted on a calendar

Resource workload

Gantt Chart - Portfolio Management Solution

Projects with 3rd Parties

The SharePoint platform allows for ease of giving external users access to parts of your portal – department or project site, document libraries, forms, etc. This makes it easy to run external projects with vendors or clients and have them participate in the planning and execution process. For example, running a network build-out with a few security, hardware and data backup vendors.

Third Party Access - Portfolio Management Solution

Business Forecasting and Planning

Helps align and prioritize projects with the business strategy and goals of the organization. Also, data collected from past projects help predict the success of future projects. This ensures that only high-value projects are executed, and resources are not drained on running projects with predicted poor outcomes.

Business Forecasting & Planning Reports - Portfolio Management Solution

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