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Large Kuwaiti IT systems integrator · Digital platforms

An innovation team's Excel tracker becomes a role-based portfolio and KPI platform.

  • Workflow
  • Role-based access
  • KPI scorecard
  • Dynamics 365
  • Excel migration
Triage queue listing submissions to progress, pass on or decline, on demo data
  • 11 daysfrom first commit to pre-production hardening
  • 8initiative phases, each change approved by the Director
  • 5intake routes, including a public idea page
  • 65commits
Before

The innovation function tracked its work in an interim Excel workbook. It is measured on weighted KPIs, and the weights needed to change without code changes.

It also needed role-specific views with strict boundaries, structured intake from project managers and business-unit heads, an audited lifecycle approved by the Director, and a line of sight from vendor to marketing to pipeline. A shared workbook can't provide any of that.

What we built
Gated initiative lifecycle
From Concept to Live, plus Parked and Killed. Only the Director approves a phase change, and every change is audited.
Structured intake
Four submission forms for project managers and business-unit heads, plus a public page for ideas.
One triage queue
Progress, pass on or decline each submission, with a five-day service target.
Weighted KPI scorecard
The Director edits weights and targets without code changes. Other roles see counts, not the scorecard.
From vendor to pipeline
Vendors, offerings, marketing and the CRM pipeline linked, with a CSV import of CRM opportunities.
Director's weighted KPI scorecard with targets and progress
KPI scorecard: weights and targets the Director can change without code.
Pipeline page with a CSV import of CRM opportunities
Pipeline: CRM opportunities linked to initiatives, offerings and vendors.
Integration

Pipeline figures come straight from the CRM

  1. existing systemExcel trackerthe original portfolio data
  3. we builtPortfolio platforminitiatives, intake, triage, scorecard
  5. existing systemDynamics 365 CRMopportunity stage, value and date
SystemDirectionMethodWhat flows
Dynamics 365 CRMinCSV import, matched on the opportunity IDOpportunity stage, value and date, linked to initiatives, offerings and vendors
Excel trackerinOne-off migrationThe starting portfolio data
IdentitybothSDKSign-in, roles and invitations
File storageoutSDKVendor logos
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