This helps admins coordinate the content preparation in an efficient and timely manner. The Portal also allows admins to identify data stakeholders for various sections.There is an Admin Center in the Portal where admins can manage the dates for the snapshot as well as the dates for content deadlines.This data is then pushed back into Dataverse, from where curated data is made available to be consumed in the Portal. At the beginning of each month, a snapshot of data is taken using Logic Apps. Most of the key data used during the reviews is hosted in Dataverse and Azure SQL DB.Some of the key capabilities of this solution are as follows: This helped us move away from both the PowerPoint deck and the multi-page Word document. Additionally, the same content was then digitally curated and made available in a separate Power Apps Portal that was shared with Senior Leadership team as well as the field. We also used the solution for presentation instead of the deck during the Business Review. The Power Platform solution built using Power Apps Portals and embedded Power BI dashboards, enabled us to address the key challenges and move the content and prep work out of PowerPoint. Alerts and Notifications –The solution helps manage content deadlines by utilizing Power Automate to send alerts and notifications to stakeholders.Historic data retrieval – Since all the content prepared and presented was in Dataverse, it was easy to provide users access to historical data in the Portal.Digitization of end-to-end process for Business Review – The Power Platform solution helped digitize the end-to-end process, from collection of the data to curation and presentation, thus eliminating the need to use PowerPoint and Word.Management of timelines and content deadlines – The admins were tasked with manually managing timelines and coordinating efforts to get the content ready in time.No access to historic data – Each month, since the content preparation was done in a PowerPoint deck, it was not easy to have historic data from previous review periods handy.
Manual and time consuming – It took several people from different parts of the organization, several days/weeks to gather and put together all the content required for the business review.Key challenges to the existing solution were: Key information and executive summary from the business review was then manually consolidated into a multi-page Word document, which was reviewed and approved over email prior to sharing it to Senior Leadership and executives across the company as well as the field. Prior to the Power Platform solution, the planning and preparation for the business review as well presentation to the leadership team happened via a PowerPoint deck. Each area or even metric may have a different owner and stakeholder, which adds another layer of complexity to the coordination and management of it all. Additionally they are also required to enter their commentary to highlight progress made since last month as well as next steps. Typically several stakeholders are involved in putting together the data for these reviews. Given the breadth of products and services in the DTP portfolio, the prepping and presentation of the data is a non-trivial task. Microsoft’s Digital Transformation Platform (DTP) Group uses Dynamics 365, Power Apps Portals and Power BI to track and review key metrics for all products across the organization as part of their monthly business reviews.ĭigital Transformation Platform (DTP) group has several key metrics as part of its monthly business review, focused on Product, Partner and Support Health across all of its services. Every organization, large or small, has the need to keep a pulse on its service health.