01 / Representative solution
Performance & KPI Management
A representative Power Apps and SharePoint solution pattern for guided submissions, evidence, verification, corrective actions, automated rollups, reporting-period controls, and leadership reporting.
The operating challenge
Replace spreadsheet-driven performance reporting with a governed operating system.
Performance information was distributed across spreadsheets and manually consolidated across multiple domains. Evidence, independent verification, corrective actions, reporting periods, and leadership reporting needed to operate as one controlled process.
Solution architecture
The components work as one process.
- Guided Power Apps submission and review experience
- SharePoint-backed data model spanning seven performance domains
- Evidence management with independent verification
- Corrective-action ownership, status, and follow-up
- Automated rollups and reporting-period controls
- Leadership-ready reporting and traceability to source records
Delivery work
From requirements to a maintainable pattern.
- Mapped the existing spreadsheet process and decision points
- Designed the data, security, evidence, and reporting model
- Built guided experiences for contributors, reviewers, and leaders
- Introduced controls for verification, corrective action, and rollup consistency
- Prepared the solution for testing, documentation, adoption, and sustainment
Value illustrated
Why the pattern matters.
Qualitative outcomes from the representative pattern. No client-specific performance metrics are asserted.
- A single governed performance process
- Traceable evidence and review decisions
- Clear corrective-action ownership
- Less recurring manual consolidation
- More reliable leadership visibility
Technical portfolio
The capabilities behind the pattern.
Power Platform Applications
Power Apps, SharePoint-backed data models, Power Fx, Power Automate, Teams, Forms, and reporting combined into maintainable business applications rather than isolated experiments.
ExploreReporting & Executive Visibility
Dashboards, rollups, status models, exports, reporting-period controls, and leadership views that turn activity into a reliable operating picture.
ExploreGovernance & Information Management
Ownership, permissions, information architecture, standards, lifecycle, decision records, and documentation designed to protect the environment without making it impossible to use.
ExploreServices
Scope a solution for your environment.
Power Platform Consulting
Connect applications, automation and reporting around a sound data model and an operating plan that lasts beyond the first release.
ExplorePower Automate Consulting
Connect the handoffs between people and systems, with defined rules, reliable status and a plan for the work that does not go as expected.
ExploreStart a conversation
Bring the friction. Build the right next move.
Start with the process, the idea or the problem you need to solve. W.I.S.E. can help define a practical scope.