Energy
Energy Enterprise Launches PMO to Streamline Project Delivery
Primary Area
Organizational Project Management (OPM)
Service Area
Project Management
Products Used
Project Online
Roles Impacted
Portfolio Managers, Project Managers, Business Analysts
Impact Highlight
20% increase in on-time milestone delivery
Opportunity
The company’s aggressive energy‑transition agenda exposed how fragmented project tools slowed funding and delivery decisions; leadership saw a chance to raise the bar. Modernizing the Enterprise Project Management Organization (EPMO) promised a faster, clearer path from strategy to execution.
Project data scattered across hundreds of Excel workbooks, each with different templates and macros.
Separate point solutions for resource (Primavera P6), vendor (ServiceNow MSP add‑on), schedule (Microsoft Project desktop), and financial tracking (legacy SAP PS reports) with no common taxonomy.
Manual consolidation consuming 40+ analyst hours per month and producing stale status reports.
Limited visibility prevented leadership from reprioritizing the backlog when market conditions shifted.
Solution
We blended changed leadership, lean governance design, and Microsoft‑centric architecture to turn vision into reality. The team delivered an integrated platform aligned to the slogan “Advancing Visions, Realizing Requirements.”
People: Defined PMO roles, trained project managers in stage‑gate discipline, and stood up a Center of Excellence for continuous improvement.
Process: Standardized intake, business‑case scoring, resource demand planning, and benefits realization workflows across technology and business units.
Technology:
Integrated schedules from Primavera P6 and local .mpp files into Microsoft Project Online, creating a single source of truth.
Replaced vendor and resource spreadsheets with Microsoft Teams + Power Apps request forms backed by Dataverse, enforcing governance rules at the point of entry.
Integrated financial actuals from SAP S/4 HANA via Azure Data Factory into a Data Lake, enabling near‑real‑time cost tracking.
Automated stage‑gate approvals and risk escalations using Power Automate, surfacing actions in Outlook and Teams.
Delivered executive portfolio, benefits, and capacity dashboards in Power BI, secured with Azure AD groups and row‑level security.
Intake & Governance – Power Apps captures project requests in Dataverse; Power Automate triggers approvals secured by Azure AD.
Scheduling – Project Online synchronizes schedule data to Dataverse.
Financials – Azure Data Factory pulls actuals from SAP S/4 HANA into Dataverse.
Collaboration – Teams surfaces tasks and status for project teams.
Reporting – Power BI reads the unified Dataverse model to deliver real‑time executive dashboards.
Impact
The client now operates a data‑driven PMO that links strategy, funding, and execution in one Microsoft cloud workspace. Real‑time insights allow leaders to pivot investments within hours instead of weeks.
20% improvement in on‑time milestone delivery across active initiatives.
60% reduction in manual reporting effort.
20% increase in resource utilization accuracy through centralized demand/capacity planning.
Single, audit‑ready portfolio taxonomy eliminated duplicate project codes and reduced compliance findings.
Leadership gains a real‑time “single pane of glass” portfolio view, supporting quicker reprioritization of the capital plan.