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Development of an Integrated Project and Portfolio Management (PPM) SaaS Platform with Multi-Methodology Support
  1. case
  2. Development of an Integrated Project and Portfolio Management (PPM) SaaS Platform with Multi-Methodology Support

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Development of an Integrated Project and Portfolio Management (PPM) SaaS Platform with Multi-Methodology Support

tatvasoft.com
Information technology
Real estate
Health & Fitness
Hospitality & leisure
Telecommunications
Energy & natural resources
Other industries

Key Challenges Identified

The client required a unified platform to manage diverse project types (agile, waterfall) across multiple industries (real estate, healthcare, telecom, etc.), with real-time progress tracking, resource optimization, and integration with legacy tools like MS Project. Stakeholders needed timely, role-based insights to improve decision-making, while ensuring scalability and cross-industry adaptability.

About the Client

A global SaaS company headquartered in Madrid, Spain, specializing in enterprise project management tools that combine SaaS capabilities with traditional project management functions.

Project Goals

  • Create a unified SaaS platform for managing projects, programs, and portfolios across methodologies
  • Enable real-time tracking of project status, risks, and resource allocation
  • Support hybrid project management frameworks (Scrum, Kanban, Waterfall)
  • Enhance stakeholder communication and transparency through dynamic dashboards
  • Provide robust reporting and analytics for organizational growth planning
  • Ensure seamless integration with existing tools (MS Project, Jira, Slack)
  • Achieve multi-currency, multi-language support for global operations

Core System Functionalities

  • Integrated project/portfolio management with synchronized Kanban boards
  • Dynamic Gantt charts for timeline planning and visualization
  • Resource allocation and conflict resolution with availability sorting
  • Risk/issue management with mitigation planning and impact analysis
  • Real-time dashboards with customizable KPIs and earned value metrics
  • Multi-methodology task management (agile/waterfall)
  • Document management with external storage integration
  • Time tracking and budget forecasting with cost/revenue analysis
  • Role-based access control and user management
  • Third-party reporting tools for trend analysis and forecasting

Technology Stack

Microsoft .NET Framework
C#
Telerik Controls
Microsoft SQL Server
Azure Cloud Services
AWS Infrastructure
.NET Charting Libraries

External System Integrations

  • Slack for team notifications and progress reporting
  • MS Project (.mpp file import)
  • Jira Portfolio Connector for development tracking

Non-Functional Requirements

  • High scalability for global enterprise adoption
  • Real-time data synchronization across distributed teams
  • Enterprise-grade security with role-based access
  • Multi-language and multi-currency support
  • Cross-browser compatibility and responsive design
  • 99.9% platform uptime SLA

Expected Business Impact

The platform will enable organizations across industries to streamline project execution, reduce operational risks by 40%, improve resource utilization by 35%, and accelerate decision-making through real-time analytics. The SaaS model ensures rapid deployment across enterprises, while hybrid methodology support future-proofs the solution for evolving project management practices.

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