In fast-paced project environments, real-time access to documents and schedules is non-negotiable. At New Benefits Marketplace, multiple departments relied on fragmented platforms to manage project documents. This scatter led to critical inefficiencies—updates weren’t synchronized, teams weren’t aligned, and stakeholders struggled to make informed decisions on time. The need for a centralized and collaborative solution was urgent.
Too Many Platforms, Too Little Clarity
It started with something simple—teams couldn’t find the right document. Then it snowballed. Project schedules were hidden across drives, outdated files surfaced during meetings, and no one could tell which version was correct.
Conversations began with, “Where’s the latest file?” instead of, “How do we move forward?” Stakeholders grew increasingly frustrated with the lack of real-time data, and internal collaboration took a hit.
Teams spent more time locating files than actually using them, leading to decision-making delays and frequent mismatches in project progress.
Power BI + SharePoint: A Dynamic Duo for Document Centralization
To address the fragmentation, we engineered a unified solution by tightly integrating Power BI with SharePoint—turning disjointed folders into a seamless system of record.
First, SharePoint folders were restructured to serve as dynamic data sources. Power BI then pulled project schedules directly from these folders, updating visuals in real-time.
We customized Power BI’s query logic to handle various file structures, ensuring compatibility and clean data ingestion.
This meant every stakeholder—no matter their department—had access to a single version of the truth, right from their dashboard. The result? Real-time visibility, consistent documentation, and empowered teamwork.
SharePoint became the go-to hub for project documents, eliminating fragmented access points
Real-time data sync ensured always-up-to-date dashboards
Custom Power BI queries minimized data discrepancies during ingestion
Teams accessed and analyzed project timelines in one place, increasing operational synergy
One Hub to Rule Them All
Centralizing documents with Power BI and SharePoint wasn’t just about convenience—it was a game-changer. The integration unlocked real-time collaboration, streamlined communication, and cut down inefficiencies. Teams now work smarter, not harder.
20% Drop in Errors
100% Access from a Single Hub
Faster Decision-Making
Elevated Team Efficiency
MS Power Automate
MS SharePoint
MS Power Apps
Power BI
Partner with Reveation Labs today and let’s turn your business goals into tangible success. Get in touch with us to discover how we can help you.
