WD-40 were looking for a no-nonsense, efficient approach to manage and report across their portfolio of projects. Very much a Microsoft house, WD-40 looked across their Microsoft 365 environment to see what was available. CPS worked with WD-40 to guide the possibilities of:
- Planner (already in use)
- Project for the web
- Project Online
- Azure DevOps (already in use)
Project for the web was chosen as the solution that could quickly be made available and configured. CPS was selected to implement and provide an ongoing managed support service. One of the key success factors is adoption and the user experience delivered.
CPS delivered an end-to-end service, kicking-off a successful deployment that WD-40 are beginning to roll out across the organisation, beginning in the UK focusing on:
- Business analysis
- Technical delivery
- Adoption / training
These capabilities were deployed via configuration of the following toolsets:
- Project Plan 1 – Project for the web
- Project Plan 3/5 – Project Online
- Power BI Pro
- Power Apps
Project for the web was extended using a Power App to enable the capture of additional data, including:
- Business case details
- Project status to drive highlight reporting
- Project stage gate process
Power BI reporting report currently reports from Project for the web. This is soon to be augmented with data from Microsoft 365 Planner via a Power Automate integration, with data being stored in the Common Data Service (CDS).