Before - Main Challenges
Lebes already used Power BI as an Analytics tool to monitor its PMO Project Portfolio.
There are some reports developed that need improvement, both in performance and visual/layout and other reports that need to be developed from scratch.
Another point is that there is no way to integrate data between the Orquestra system and Artia. Any analysis that needs to be done, crossing data from these systems, must be done manually. Data must be exported from Orquestra in Excel and manually compiled.
Manual effort and lack of automatic tracking reports justify the scope of this project. In addition, there is a need for automatic distribution of dashboard information by email, PDF and through mobile devices (employees' smartphones, management, etc.).
Solution:
It was proposed to structure the data in a unified way, through the creation of a Data Warehouse.
The use of the Power BI tool brought flexibility, as it allowed the distribution of information in different formats: e-mail, PDF and mobile.
2 dashboards were created, uniting the systems (Artia and Orquestra):
“Portfolio Design Funnel”, crossing data from the Orquestra and Artia systems.
"Resource allocation"