The Client
The client is a well-established construction firm based in California with a history that extends beyond three decades. Their areas of expertise include concrete consulting, architectural solutions, meticulous budgetary pricing, proprietary concrete formulations, mix design, and the delivery of structural engineering services.
Challenges Faced by the Client
The client was utilizing the construction-based software ProContractorMX application for project management and Smartsheet for Project tracking, which posed several difficulties, including:
- Limited data analysis capabilities
- Data fragmentation was scattered across different segments
- Ineffective tracking and monitoring of the project progress
- Reporting bottlenecks that required manually extracting and formatting data
The challenges were impacted by limited data analysis, the Client’s Smartsheets weren’t provided with an in-depth analysis, which was outdated and hindered their ability to make informed decisions about project budgets.
Data fragmentation led to difficulties in consolidating and analyzing project data efficiently, while inefficient tracking and monitoring processes had risked project management issues, affecting overall project effectiveness.
Reporting bottlenecks resulted in delays and inaccuracies when sharing critical project information with stakeholders, impacting project communication and decision-making.
So, the client wanted to centralize project data, enhance data analysis capabilities, provide consolidated reporting, improve project tracking, and eliminate reporting bottlenecks to streamline their operations and decision-making.
Solutions
Our company holds substantial expertise in Microsoft technologies and has effectively utilized Power BI for project analytics, consolidated reporting, and in addition to Power Apps for actionable intelligence. These efforts were directed at aligning all data onto a single page, streamlining the creation of a comprehensive project overview enriched with actionable information.
We integrated Power BI with the client’s Pro Contractor application, which enabled the consolidation and analysis of project data scattered across different segments. This integration provided advanced project budget analytics, streamlined reporting, and improved control over page layout.
Moreover, we incorporated Power Apps into this solution, seamlessly embedding them with Power BI to construct a holistic project overview and foster real-time interactions among project statuses. Users could then input work item statuses and comments effortlessly and access action items directly, enabling actionable intelligence.
Furthermore, we implemented a paginated report to ensure adherence to formatting standards and make it an ideal solution for displaying extensive project data in an organized manner. This report facilitates easy conversion into PDF format and ensures its readiness for client printing needs.
The most significant advancement brought to our client is the centralization of project data and the integration of advanced project analytics. This centralization eradicated data fragmentation, simplified data administration, and guaranteed that all pertinent project data was effortlessly accessible through a unified platform.
In the end, Smartsheets were transformed into Power BI reports, and a comprehensive reporting system was put in place, providing stakeholders with an easily navigable interface for accessing project data and insights.
Solutions Benefits
Advanced Project Analytics:
Utilizing Power BI provided advanced project analytics, enabling the client to gain deeper insights into project performance and budget variations. This empowered data-driven decision-making.
Centralized Data Management:
Our solution centralized project data, eliminated fragmentation and ensured all information was accessible from a single platform. This greatly simplified data management and reduced the risk of errors associated with scattered data.
Instantaneous Collaboration:
Real-time collaboration promoted efficiency among project stakeholders. Project engineers could instantly update work item statuses, provide comments, and access action items, boosting project agility.
Precise Page Layout and Data Intensive Reporting:
Implementing paginated reports ensured that project metrics were displayed in an organized and standardized format. This improved the readability and usability of reports, enhancing their value to stakeholders.
About Us
UB Technology Innovations, Inc. (UBTI) is a leading global technology solution provider with over 3 decades of experience across all industries, specializing in Capital Markets (Asset Management), Logistics, and Healthcare. We are the preferred Microsoft Gold Certified partner backed by a world-class team of Microsoft Certified experts with rich experience in Azure Cloud Platform and Data Analytics.
Winner of the prestigious Azure
Synapse Hackathon 2021 award
One of the Top 10 winners of the
Microsoft’s Azure AI & ML Workathon