Construction
Accounting Performance Tracking & Collaboration
Management cockpit for multi-site accounting teams - Construction Group
Power BISharePointPower AutomateMicrosoft TeamsMicrosoft Lists
Context
In a multi-site context, an accounting department sought to structure its production monitoring processes, improve collaboration between teams, and move away from reliance on heavy and unstable Excel files. The need: to create a centralized, collaborative and scalable tool for supervising accounting tasks (entries, validations, closings).
Challenges to address
- xHeavy and unstable Excel files for tracking
- xLack of visibility on accounting task progress
- xDifficult collaboration between sites
- xTeams with limited digital tool training
Solutions implemented
- +Analysis of multi-site accounting team operations
- +Digitalization of procedures with Microsoft 365
- +Creation of task tracking tool with Power BI + SharePoint + Power Automate
- +Automation of reminders, validations and reporting
- +Delivery of 2 training sessions on Teams, SharePoint, Lists & Power BI
- +Provision of templates and documentation to ensure team autonomy
Results achieved
Reliability
Reliable accounting production processes
Real-time
Work progress status visible at all times
Collaboration
Better cross-site collaboration
Autonomy
Autonomous teams trained on Microsoft 365 tools