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