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Service 04

Reporting & Portfolio Analytics

PEX reports, dashboards and management views that give portfolio leaders a clear, trusted picture — and hold up under executive scrutiny.

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Focus areas

PEX reportingDashboardsKPIsBI integration

What we deliver

Scope we cover.

Delivered hands-on, inside your environments and within your governance.

Reports and dashboards

01
  • PEX report design and development
  • Portfolio, program and resource dashboards
  • Governance and portfolio review packs
  • Report performance optimization

Data foundations

02
  • Indicator and KPI definitions
  • Data quality rules and exception reports
  • Calculated fields that support reporting

Analytics integration

03
  • Data extracts for BI and data platforms
  • Alignment between platform and external reporting
  • Reconciliation across sources

When teams bring us in

Common starting points.

The outcome

Reporting that leaders rely on in governance meetings — built on data definitions everyone agrees on.

  1. 01

    Leadership asking questions the current reports can't answer

  2. 02

    Reports that are slow, inconsistent or rebuilt by hand each cycle

  3. 03

    Portfolio reviews that depend on spreadsheet workarounds

  4. 04

    A move to a central BI platform that needs clean Planisware data

How we work

A delivery approach built for enterprise governance.

Consistent, transparent and designed to leave your team stronger than we found it.

  1. 01

    Discover

    We start with your environment, objectives and constraints: what works today, what doesn't and what matters most.

  2. 02

    Assess

    We review the relevant configuration, scripts, data and integrations so the work is scoped accurately.

  3. 03

    Deliver

    Hands-on delivery in your environments, with regular checkpoints and changes managed through your governance.

  4. 04

    Enable

    Documentation and knowledge transfer, so your team can own and support what we deliver.

Related services

Have a Planisware challenge?

Whether you're implementing, optimizing, upgrading or simply need experienced delivery capacity, let's discuss where we can help.

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