Automation of project activities for an energy company

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Link to original post in RU

The project management activities for the company ETS-Project have been automated on the Totum platform.

ETS-Project is a company specializing in the development of project documentation in the fields of construction, industry, and energy. The company works with a large number of clients and projects, which requires efficient management of time, resources, scope, and budget.

Prior to the project, project management was mainly done in Excel spreadsheets.

Objectives:

• Scope management
• Schedule management
• Budget management

Motivations:

• Inefficient use of time and resources
• Limited transparency and project control
• Limited ability to track progress
• Project delays leading to income loss

Implementation idea:

A unified platform for project management that aggregates data from related systems.
Direct integration with third-party systems' databases and information transmission in a unified interface.
Consists of configurable pages tailored to business needs.

Work conducted:

1. Developed a Project card with tables for managing Contracts, Acts, Key Participants, and Work Volumes:

(Project card)

(Table "Contracts")

2. Developed a Report to help plan project invoicing:
   
   (Table "Marginal Profitability Report")

3. Implemented integration module with Active Directory. This allows centralized user management, domain login and password authentication for employees, and data security and confidentiality.
   
   (Table "Contacts")

4. Developed integration module with the project management system JIRA. This enables users to create projects in Totum and transfer data between the systems:
   
   (Table "Acts" - JIRA releases)

In turn, the Totum platform will receive data on the progress of task completion from Jira, including data on epics, stories, and releases. This allows tracking the entire project execution process in real time and making timely conclusions about which tasks are being completed on time and which ones may be delayed.
Additionally, on the Totum platform, it is possible to configure reports on the time spent by engineer-performers on completing their tasks. This allows monitoring which employees are most productive and which ones may require additional assistance or training.

In the next stages of the project, the development of a module for integration with the 1C Platform is planned.

What are the results?

• Project management in a unified system: Totum provides a unified project management system that allows seeing the entire project as a whole, not just its individual parts. This facilitates control over the project and enables timely response to emerging issues.
• Improved control over tasks and processes: Totum allows controlling tasks that need to be performed and tracking processes related to each task. This allows for more accurate resource planning and task deadline management.
• Enhanced communication and collaboration: Totum enables easy information exchange among project participants and facilitates monitoring the contribution of each participant to the project. This promotes closer collaboration and increased transparency.
• Report generation and analytics: Totum allows generating project progress reports and analyzing data related to the project. This provides a more comprehensive understanding of the project and enables better management of it.

Translated by GPTChat