Case Study

Project & Task Management Software

Our client wanted a centralized digital platform to seamlessly track client projects, manage specific feature deliverables, and monitor daily employee tasks in one place. They were struggling to maintain a clear view of their workflow across different sources and needed a unified system to handle everything from high-level summaries to specific project details. To solve these workflow bottlenecks, they partnered with us at Artesian Software Technologies to design and build a modern solution.

Our team built a robust Project and Task Management application using Microsoft Power Apps, with SharePoint acting as the primary database. This custom tool empowers project managers to easily allocate team resources, track exact financial estimates for specific features, and monitor ongoing development milestones using an interactive, visual task board.

App Platform

Power Apps (Canvas)

Data Source

SharePoint Online

Automation

Power Automate

Custom UI

Code Components

Cloud Ecosystem

Microsoft Power Platform

The Challenge

  • Scattered Project Data: Tracking was split across different platforms, making it hard to manage Upwork and direct clients together in one view.

  • Hidden Project Costs: Tracking features outside the main system created budget blind spots, making it hard to match the actual work with the project's fixed or hourly rates.

  • Poor Team Visibility: Managers lacked a quick, integrated way to see which team members were assigned to which projects.

  • Disjointed Task & Client Data Tracking: Without a central system, it was hard to track tasks, client details, fixed or hourly billing, and see if clients came from Upwork or direct channels.

  • Disconnected Project Deliverables: Managing specific deliverables alongside the main project tracking system was disjointed, making it hard to monitor ongoing milestones.

Our Solution

  • Real-Time KPI Dashboard: A centralized portal delivers instant high-level oversight using dynamic KPI tiles that track Total, Active, and Inactive projects, along with live Upwork and direct client metrics.

  • Complete Project Overview Screen: A detailed "View Project" interface displays critical details like assigned team members, dates, and project managers in one structured layout.

  • Detailed Feature & Budget Tracking: A dynamic tracking section allows managers to itemize specific deliverables alongside exact hourly rates and estimated prices.

  • Agile Kanban Task Boards Screen: An interactive, visual task board features standard agile columns (To Do, In Progress, Completed, Verified, Closed) to manage daily work effortlessly.

  • Smart Employee Task Filters: Dynamic dropdown menus instantly filter the entire task board so managers can quickly check a specific employee's active workload.

Business Impact

  • 100% of Projects Unified: All client management, feature tracking, and team assignments are now smoothly consolidated into a single Power Apps ecosystem.

  • 40% Better Budget Controls: By linking costs directly to specific features, managers gained much tighter control over individual project profitability.

  • Full Team Accountability: The visual task boards and employee filters make everyone's daily progress and individual responsibilities completely transparent.

  • Instant Portfolio Visibility: Executives get an immediate, clear breakdown of the whole project pipeline, active workloads, and client acquisition channels.

  • Streamlined Daily Workflows: The visual boards allow the team to manage daily development milestones quickly, seamlessly allocating resources and reducing delays.

Client Testimonial

Before the Artesian team stepped in, we were juggling our whole business on chaotic spreadsheets and endless email chains. Now, every single task, project detail, and cost is centralized in one custom app. That new Kanban board by itself has completely changed the way we tackle our daily work! — Project Manager (Software Development Agency)

Project Screenshots

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