KPI Tracker App Solution with Sharepoint

Overview

The Tony Blair Institute (TBI) required a robust, user-friendly, and scalable solution to track the impact and evidence of its worldwide projects. Logisam designed and implemented a custom KPI Tracker App leveraging SharePoint, Bootstrap, and SP.js to provide a seamless and intuitive user experience. The solution enables TBI teams to efficiently monitor project progress, manage evidence, and generate insightful reports to measure success across various initiatives.

Business Challenge of KPI Tracker App

TBI operates numerous projects globally, each requiring meticulous tracking of key performance indicators (KPIs), evidence, and impact reports. The organization faced several challenges:

Decentralized Data Management: KPI data was scattered across multiple spreadsheets and reports, making tracking cumbersome.
Lack of Real-time Insights: Teams struggled to access up-to-date project performance data.
Complex Reporting Processes: Generating reports for stakeholders was time-consuming and inconsistent.
Inefficient Planning: There was no structured planning tool integrated with KPI tracking.

To address these challenges, TBI sought a centralized, automated, and visually engaging KPI tracking system.

KPI Tracker App Solution

Logisam developed a SharePoint-based KPI Tracker App with an advanced UI built using Bootstrap and SP.js, ensuring a modern and responsive design. The solution offers the following key features:

1. Centralized KPI Management

A structured SharePoint list-based architecture for tracking KPIs, impact evidence, and project outcomes.
Categorization of KPIs based on regions, initiatives, and timeframes.
Role-based access control to ensure data security and integrity.

2. Intuitive User Interface

Bootstrap-driven responsive UI, providing a seamless experience across devices.
Dynamic dashboards displaying real-time KPI trends and project statuses.
Quick data entry forms optimized for ease of use.

3. Integrated Planner

Built-in task and milestone planner to assign responsibilities and deadlines.
Automated reminders and alerts to keep teams on track.
Gantt chart visualization for tracking project timelines.

4. Advanced Reporting & Analytics

Real-time Power BI dashboards integrated with SharePoint for dynamic reporting.
Automated report generation with export options (Excel, PDF, PowerPoint).
Drill-down capabilities to analyze project performance at different levels.

5. Evidence Management System

Secure document storage within SharePoint for project evidence.
Metadata tagging for easy retrieval and compliance tracking.
Automated linking of evidence to KPIs for seamless impact assessment.

Yes this is SharePoint ! Who said your SharePoint solution needed to be ugly

Results & Impact of KPI Tracker App

The SharePoint KPI Tracker App delivered significant improvements for TBI, including:

50% Reduction in Reporting Time: Automated data aggregation and reporting streamlined stakeholder communications.
Enhanced Data Accuracy: Eliminating manual spreadsheets reduced errors and improved data consistency.
Improved Decision-Making: Real-time analytics enabled teams to make informed strategic decisions.
Higher Team Productivity: The integrated planner and task automation improved project execution efficiency.

Conclusion

Logisam’s SharePoint-based KPI Tracker App revolutionized how the Tony Blair Institute monitors and reports project impact. With an intuitive UI, powerful planning tools, and real-time reporting, TBI now has a centralized and scalable solution to drive its global initiatives more effectively.

This case study showcases how SharePoint, when enhanced with modern UI frameworks like Bootstrap and SP.js, can be transformed into a powerful business intelligence and project management tool.