Progress report and increase in time delivery

Step 1. Reports modeling

• Made identical types of Excel reports in management system
• Created transparent visualization in Power BI tool
• Integrated data transitions from reports to Power BI

Result: Required information in one place for all management levels

Step2. Relevant data installment

• Built project skeleton based on reporting matrix
• Finalized internal structure of tasks
• Systemized dependencies based on the units and responsible people

Result: Daily basis tasks creating up to date information flow with automatic reports updating

Step 3. Change management

• Shown to leaders the win-win solution to using tasks on daily basis
• Revealed task delays and projects shifts reasons
• Created workload planning with accurate calculation the cost of future work
• Trained people how to communicate directly through comments and statuses

Result: Unified control solution and employees personal tool in one system

Step 4. Additional tuning

• Set up custom fields and special calculations (cost of one hour, business trip, exchange rate, etc.)
• Automated the transitions using request forms (stages created automatically)
• Integrated approvement process from several systems in one task

Result: Turnover increase by 9% due to the speed of settlements.

Client problems:

• Several tools and huge excel spreadsheet
• No visibility on projects results and problems reasons
• No understand of costs of future projects regarding the workload of desired employees

Results:

• The number of overdue projects decreased by 2 times
• Operations turnover increased by 9%
• Easy transparent decision making reports