Advaiya on Microsoft AppSource
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Global professional services leader

A pioneering initiative to digitize the project management, planning & approval process

Context

  • Challenges in streamlining and automating intricate approval workflows for project initiation and ongoing investments.
  • Resistance to change and reliance  on Excel and specialized (disconnected) tools for data capture and process execution
  • Difficulty in tracking project financials due to multiple document and approval cycles.

Challenges

  • Establishing a centralized project management solution for the entire business model
  • Centralized location for project financial and nonfinancial benefit details with complex calculations
  • Complex approval workflow based on each project type and project budget
  • Migration of large on-going project data to the new system
  • Deliverables, milestone, risk, issues, success criteria details at centralized location

Solution

  • Power platform and project for the web integration to get a centralized location for project management details
  • Power platform for process automation, approval workflows
  • Automated calculation of complex project financial details
  • Copy project functionality to migrate the on-going projects data to new solution
  • Centralized location for all the project related documents

Engagement coverage and highlights

  • Project financial calculations
  • Project approval workflows
  • Project data management
  • Project and launch management
  • Approval and investment tracking
  • Application management
  • Risk assessment and mitigation planning
  • Non-financial benefits analysis
  • PMO compliance and governance
  • Document management
  • Workflows for approvals, escalations, notifications
  • Stakeholders – reports and dashboards

Testimonial

“ Advaiya team has made complex projects simple. Appreciate deep involvement in envisioning, architecting, and developing the solution. ”
– Transformation Portfolio Lead Global Delivery

Timeline

Solution discovery & envisioning
4 Weeks
Implementation
12 weeks
User adoption
3 weeks
Maintenance & updates, support
Dedicated support team

Outcome

99%
Project financial accuracy
<2 Days
Project approvals
95%+
User adaptability
99%
Project Data accuracy
95%
Risk mitigation
<1 Day
Change request approval

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Featured technologies

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