Modern App Landscape + Reporting of All Business Units
Building a cloud-based data landscape connected with Power App to allow approval-based reporting to executives
- Challenge
- Uniform reporting across multiple departments.
- Data Uniformity was missing as each department was following different approval cycle, different reporting periods, and KPI master data was not maintained at a single source
- Email approvals by Managers.
- Manual reporting to Executive on monthly basis
- Solution
- Conducted business workshops with business units reporting frequently to clients leadership, to identify and prioritize business KPIs
- Conducted workshops with source systems to define uniform KPI Scorecard to upload data and load approvals in Power Apps
- Power Apps, Power Automate, SharePoint and Power BI are selected technology options
- Provided Access based data entry & approval within Power App
- Provided SLA based reminders for all 3 levels of approvals per month
- Provided System based SLA missed actions to keep the process ongoing
- SharePoint acted as source for power bi dashboard. Executive report got produced directly out of Approved KPI data stored on SharePoint Lists.
- Executives can see the monthly update from anywhere on their desktop or mobile
Key Value to Business:
Visibility and accessibility of Department’s KPIs for all available business units in one view
Master data management concepts reduced the confusion in business around projects and customers
All performance indicators for each units are now clearly visible.