Summary:

A delivery organization needed consistent project reporting without spreadsheet drift. Matsyaa implemented Dataverse as the source of truth and delivered Power BI dashboards for real-time visibility.  

Context:

Multiple Excel trackers created inconsistent metrics and manual reconciliation. Limited governance and audit trail for reporting changes. Stakeholders needed near real-time delivery visibility.   

Challenge:

• Multiple Excel trackers created inconsistent metrics and manual reconciliation 

• Limited governance and audit trail for reporting changes 

• Stakeholders needed near real-time delivery visibility  

What We Delivered:

• Dataverse data model for project status, milestones, risks, and financial tracking 

• Data capture workflow aligned to delivery cadence 

• Power BI dashboards for portfolio and project views (drill-downs, filters, KPIs) 

Outcomes:

• Single source of truth for project reporting 

• Reduced manual consolidation and improved reporting reliability 

• Faster stakeholder updates via dashboard-first reporting  

Tech Stack:

• Microsoft Dataverse, Power BI, (optionally Power Automate depending on workflow) 

  
  

If your project reporting still depends on spreadsheets, we can convert it into a governed Dataverse + Power BI model in a short, sprint-based engagement.