How Nextant helped replace manual partner reporting with a secure digital portal that improved submission tracking, data quality, and visibility into project performance.
Client
Global enterprise organization
Platform
Microsoft Power Platform
Focus
Partner reporting & KPI tracking
01 — Overview
Bringing partner reporting into one secure experience
The client, a global enterprise organization, needed a more effective way to manage community projects and collect reporting information from external organizations. The existing process involved substantial manual effort and made it difficult to maintain consistent information, monitor submissions across reporting periods, and provide partners with a clear view of their projects and performance metrics.
Nextant developed an integrated self-reporting solution using Microsoft Power Apps and Microsoft Power Pages: an internal application for project and program oversight, and an external portal where authorized partners could securely submit, review, and manage the information associated with their projects.
The result was a centralized reporting experience that improved how project information was submitted, governed, tracked, and reviewed across internal teams and partner organizations.
02 — Challenge
Manual reporting, limited visibility
The team relied on a manual and effort-intensive process to collect project information from external organizations. Because submissions were not managed through a shared reporting experience, internal teams had limited visibility into submission status, project-level updates, KPI performance, and progress against forecasts.
Manual data collection
Gathering information from external organizations required significant coordination and administrative effort.
Inconsistent information
Differences in how information was submitted made it harder to maintain accurate and reliable project data.
Limited reporting visibility
Internal teams and partners lacked a centralized experience for reviewing submissions, monitoring key metrics, and tracking progress.
Partner experience
External organizations needed an easier, more professional way to access their assigned projects, submit information, and review previously reported data.
Access control and governance
The team needed role-based access, guided forms, and permission controls so users could only view or update the project information assigned to them.
The goal was to replace fragmented, manual reporting activities with a streamlined solution that would support both internal project management and external partner collaboration.
03 — Solution
One connected reporting experience, two complementary components
Nextant designed and developed an internal Power Apps application for project oversight and an external Power Pages portal for partner self-reporting. Together, they created a centralized environment where the team could oversee programs, projects, communities, users, and reporting information, while external partners securely interacted with the data assigned to them.
Internal · Power Apps
Project, program, community, and user views for centralized oversight and administration.
External · Power Pages
A secure partner portal to submit quarterly updates, review projects, and track KPIs.
01
Internal Project and Program Management
The internal Power Apps solution gave the team an overview of project, program, and community information, plus detailed project status through community and user views — showing who was associated with each project, their role, and how they interacted with the reporting process.
- Review general project, program, and community information
- Access detailed status for individual projects
- View users, roles, assignments, and project relationships
- Support centralized project and partner administration
02
Secure External Partner Portal
An external Power Pages portal gave authorized partners a secure login and an overview of their assigned projects and metrics. Permissions and guided forms controlled how users could read and write project data, supporting data quality and a consistent experience.
- Submit quarterly updates through guided online forms
- Review assigned projects and prior submissions
- Track submission status, KPIs, and progress against forecasts
- Correct or update information when permitted
03
Quarterly Submission and KPI Tracking
A centralized place to manage quarterly partner submissions and monitor key performance metrics over time. Partners could access detailed project information, while internal users reviewed reporting progress and compared results with forecasts — no longer depending on disconnected, manually collected updates.
04
Connected Automation and Reporting Foundation
Partner-submitted data was connected with internal project oversight and downstream performance visibility: Power Apps for internal management, Power Pages for the partner portal, Power Automate for workflow automation where needed, and Power BI as the foundation for reporting and KPI monitoring.
04 — Results and Impact
A centralized, secure, and scalable way to report
The self-reporting solution gave the Datacenter team and its external partners a centralized, secure, and more scalable way to manage recurring project reporting.
Reduced manual work
External organizations submit information directly through an online portal.
Improved data accuracy
Structured forms, role-based permissions, and controlled access standardize every submission.
Increased reporting visibility
Submission status, project updates, KPIs, and forecast progress live in one shared experience.
Stronger partner experience
Partners get secure, anytime access to their projects and previously submitted information.
More efficient oversight
Internal users gain project, program, community, status, and user-level views.
Timely data correction
Authorized users can update or correct information within the appropriate reporting controls.
Most importantly, the engagement replaced an effort-intensive reporting process with a connected digital experience that made project information easier to submit, review, track, and manage.
05 — Technologies Used
Microsoft Power Apps
Microsoft Power Pages
Microsoft Power Automate
Microsoft Power BI
Ready to streamline your partner reporting workflows?
Let’s talk about how Nextant can help you turn manual data collection into a connected, secure digital experience. Call us at +1 (281) 517-0900.
