Over the years, we have seen too many clients enter and store data in a single Excel workbook or SharePoint list that is often unsecure or inaccessible to colleagues.
When a report needs to be distributed to stakeholders, an analyst manually exports data, refreshes or creates a new PivotTable or visual, and copies the data into a PowerPoint presentation.
The team then must prepare the report for presentation and distribute the file to stakeholders.
This process can take hours to complete, creating unnecessary risks and process inefficiencies. What if the analyst becomes inundated with requests? What if a report is needed while they are out of the office? What if someone inadvertently deletes cells while working in the spreadsheet or compromises the accuracy of the data?
The Tria Power Platform Solution System solves these issues and saves our clients countless manual labor hours, delivering tools that efficiently manage and update crucial data and data visuals.
Tria Federal’s team of system and integration design experts works with clients to optimize and connect their existing Microsoft Power Platforms, improving how those tools meet mission needs.
Microsoft Power Platform is a group of Microsoft products that includes applications such as Power Apps, Power BI, and Power Automate. Power Platform products are easy to access and use in all government sectors and integrate seamlessly with your existing datasets.
These tools, when intertwined through the steps described below, can greatly increase efficiency in data reporting.
To understand the client’s needs and desired outcomes, Tria team members first assess the current data–capture methods and reporting structures. While minimal changes are typically required for existing databases, we want to ensure that data is well organized before implementing other parts of the solution system. This step is also a great opportunity for leaders to add new data points to capture in the future or remove outdated data points.
We then use Power Apps to create a customized interface that allows clients to easily enter new submissions and modify existing data in their database(s). Power Apps are more efficient, secure, risk-free than direct use of an Excel or SharePoint list-based database, enabling two-way automatic communication between the app and the database.
Tria uses Power BI to create customized and personalized dashboards that visually engage the user and help drive decision–making. The dashboards’ engaging and interactive visuals help tell stories that provide a better understanding of the data. These dashboards automatically sync with a database on a customizable cadence and are viewable as a weblink once published, allowing clients to grant direct viewing access to relevant stakeholders. The dashboards can be downloaded in Excel, PowerPoint, and PDF formats.
For complex requests that go beyond the scope of what Power Apps and Power BI are naturally capable of, Power Automate can provide additional automation support. For example, Power Automate can create a “flow” that automatically generates a snapshot of a dashboard and distributes it in PowerPoint format to specified stakeholders via email at a set frequency.
The Tria Power Platform Solution System has been deployed for numerous teams across multiple federal agencies, saving our clients hundreds of labor hours per year and increasing reporting efficiency, accuracy, and accessibility. This system is highly customizable and flexible; the opportunities are truly endless.
If you’d like more information about Tria’s Power Platform Solution System, send us a note.
Joseph Hall is a senior consultant at Tria Federal.
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