Due to its benefits, low cost, and continuous delivery of new features, we continue to find Microsoft 365 • Automate & Embed – for monday.com by David Simpson Apps to be baseline configuration across all of our PMO solutions.
– Juan Pyco, Managing Director and Founder at SAVVY
Client: Confidential
Region: USA
Industry: FinTech / Healthcare
Use Case: PMO / Project Lifecycle Management
Delivery Timeline: 3 weeks
The Challenge
Client required the ability to centralise project management for a project portfolio of around 50 projects per annum, with primarily hybrid delivery approaches for vendor technology, and in-house physical infrastructure, events, and process improvement initiatives.
Prior to engagement client managed all projects and reporting primarily on Excel spreadsheets in SharePoint; from project request, through business case development and selection, to project delivery and back-testing.
Solution
Centralised PMO with monday work management to streamline Project Lifecycle Management from project request to back-testing, and serving as collaboration and real-time reporting hub.
Testimonial
Layering Microsoft 365 • Automate & Embed by David Simpson Apps over our client’s PMO solution allowed the client to seamlessly:
- Have users collaborate on Microsoft 365 / Office documents they will continue to use, directly from their monday.com interface (i.e. contracts, NDAs, and business case templates)
- Streamline and increase compliance to their business case development standards in Excel for each project type, retrieving templates into monday.com from a single and administered SharePoint repository.
- Include Excel data from other business areas into the PMO reporting suite on monday.com
- Have in-sync and restricted project repositories for each project, accessible from both Microsoft 365 and monday.com
Due to its benefits, low cost, and continuous delivery of new features, we continue to find Microsoft 365 • Automate & Embed – for monday.com by David Simpson Apps to be baseline configuration across all of our PMO solutions.
This is a guest post by Juan Pyco, Managing Director and Founder at SAVVY, an expert monday.com certified partner.
