Access Just the Right Data for Portfolio Decisions
Your projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. teams already manage their work and collaborate using their favorite tools such as Smartsheet or Microsoft Project. You can connect those tools to Meisterplan through Microsoft Power Automate, a service that allows the creation of automated workflows between different tools.
With Power Automate, you can easily get the data you need into Meisterplan, or transfer changes from Meisterplan into external tools without having to duplicate data maintenance. You can then edit this data and notify stakeholders of changes in order to be sure that you make informed portfolio decisions.
Some of the Most Popular Power Automate Integrations Include:
Easily Create and Decide on New Projects
Simplify your demand management by connecting new projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks. and initiatives through Meisterplan’s Power Automate Connector. Next, use Meisterplan to evaluate and prioritize those demands against other new or active projects.
- Support project intake by directly connecting new project initiatives from tools like Microsoft Sharepoint
- Include exactly the data you need for portfolio and resource managementResource ManagementWhen it comes to resource management, the focus is on the optimal planning, coordination and monitoring of resources. The term “resources” includes things like employees, budgets, materials and time.
- Use Meisterplan to ensure your portfolio focuses on the highest priorities
Quickly Update Project and Resource Data
To make good decisions and ensure you have the capacity to meet commitments, you need a strategic, high-level view of your projectsProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks.. Your teams can continue to use their project managementProject ManagementProject management is the planning, steering, and monitoring of projects to achieve specific objectives within a given timeframe and budget. tools, while you simply sync the data you need in Meisterplan with the Power Automate connector.
- Update project data including financial data and milestonesMilestoneIn project portfolio management, a milestone marks an important point in a project’s progress that requires monitoring or decision-making. Milestones indicate project phases, marking the completion of objectives or the…
- Keep your resource planning data up to date by syncing roles, resourcesResourceResources are all the people, places and things that you need to complete projects. The most important resource? Employees, of course!, resource managers and allocationsAllocationAllocating describes the strategic process of identifying the correct resources for projects or individual tasks and assigning them accordingly.
- Include absences and role capacity in your updates
Collaborate across Tools
Improve cross-tool collaboration and communication by triggering automatic notifications and actions in your external tools.
- Notify all stakeholders of changes to a projectProjectA project is a time-limited undertaking with defined objectives and resources that delivers unique results and often includes complex tasks.
- Automatically update project data in your project managementProject ManagementProject management is the planning, steering, and monitoring of projects to achieve specific objectives within a given timeframe and budget. tools when you implement a change in your Meisterplan
- Set up custom workflows, like automatically adding new project members to the correct MS Teams Channel
With Meisterplan, we are able to implement our internal strategic projects with less than 10% deviation from the planned schedule.
The key quantifiable difference since we started using Meisterplan is that planning horizon has moved immediately from short term to long term, from 3 months to 18 months. And that creates more efficient communication, and better and more logical decision making.
Before working with Meisterplan, we consistently underestimated the people resources needed to achieve project outcomes. This made it difficult to set realistic timelines and complicated our planning efforts. Thanks to Meisterplan's expertise and support, we're now better positioned to plan with confidence and deliver results.
Meisterplan provides us with what we need for excellent strategic portfolio and resource management: All essential information on one screen to make sound decisions, and for teams to see what they need to work on and when. It is powerful yet so easy to work with, whether we apply waterfall, agile, or hybrid.
We successfully run 400 projects and 20 programs in our portfolio with Meisterplan. Although many have tried, you can’t manage that many programs and resources in Excel templates. But you can with Meisterplan.
The flow of our projects is highly dynamic, and Meisterplans' Scenario Modeling has greatly enhanced our ability to manage the swings whether upward or downward.
Before implementing Meisterplan, our resource management was a game of Excel bingo: timeconsuming, cumbersome, and error prone.
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