GE Renewable Energy

Summary:

  • We assisted GE Renewable Energy in replacing an old Oracle project management system
  • We used out-of-the-box SharePoint and MS Teams functionality from Office 365 to recreate the same functionality

The Challenge

  • Currently using email for project management, which is making it difficult to track meetings, RFIs, and action items
  • Meetings involve sending a “Reply All” email with action items included, but this method is not effective for tracking progress and ensuring tasks are completed
  • Poor reporting and analytics

The Solutions

  • Created SharePoint Data Lists for meetings, meeting issues, RFI log, and action items
  • Workflows automatically move action items to the Action Item Log for tracking and management
  • Notifications and reports to provide visibility on the status of action items for each project and individual user
  • Analytics Dashboards automate reporting busy work
  • Custom Report Templates automatically pull data for Forms and Templates
  • Excel custom Import and Output functionality

Testimonials

  • “The transition to SharePoint and MS Teams was smooth and saved us a lot on software costs. It’s also made tracking meetings, RFIs, and action items easier.”
    – Director of Construction
  • “SharePoint and MS Teams have made managing projects a breeze. The data lists and workflows have helped me stay organized and the notifications and reporting features let me see the status at a glance.”
    – Construction Project Manager

Project by the numbers

  • 7 custom user guides
  • 6 development sprints with 64 work items over 2 years
  • 5 Major Flows
  • 12 data lists
  • 9 custom BI Dashboards
  • 80 project managers
  • 45 construction projects
  • 1000’s of action items and RFIs tracked
  • $100M in change orders tracked

Ongoing Benefits

  • Save money by using existing Microsoft software instead of purchasing Oracle software
  • Out-of-the-box features are cost-effective, widely available, reliable, and easy to use
  • Long term support agreement

Who Was Helped:

  • Director of Construction
  • Construction Project Managers
  • Customers around the world who rely on GE Renewable to power their homes and businesses

Systems Integrated:

  • SharePoint
  • Microsoft Teams
  • Power Apps
  • Power Automate
  • Power BI
  • Oracle Financials