UC-084
Portfolio KPI Cockpit and Auto-Reporting
Maintains a standing portfolio cockpit of cost per foot, NPT and action-closure KPIs and pushes scheduled executive reports off it.
14-18Build Duration
4-14xIndicative ROI
The Challenge
Executive reporting is rebuilt manually each month from PIMS, Excel, and SharePoint, resulting in delayed reports and inconsistent numbers. Lean project teams spend valuable time consolidating data instead of managing project performance.
How It Works
- Ingests PIMS records, well cost data, NPT logs and action registers from Excel and SharePoint.
- Computes cost per foot, NPT and action closure on one definition across every field and well.
- Executives and asset leads get a live cockpit and a scheduled pack on the reporting cycle.
What It Removes
- Rebuilding the same board pack every month
- KPIs that disagree between two spreadsheets
- Month-end lag before anyone sees a trend
Input Data RequirementsPIMS records, well cost data, NPT logs, action registers, Excel trackers, SharePoint reporting folders
Output FormatLive portfolio KPI cockpit, scheduled executive report pack, trend alerts on cost per foot and NPT
“The same numbers turn up in the board pack and on the dashboard, and I did not rebuild either one.”