Major State Agency: Case Study

Major State Agency Recovers 24 Hours Per Month Across a $14.5B Capital Portfolio

Managing 400+ active projects across six divisions, 20+ state agencies, and 67 counties, Major State Agency had a reporting problem: every monthly summary required manual extraction, agency by agency compilation, and hours of staff time with no real-time visibility in between. OnIndus designed and deployed a three dashboard Power BI architecture, each purpose-built for a distinct leadership audience that turned fragmented data into on-demand portfolio intelligence.

THE CHALLENGE

Major State Agency was managing one of the most complex government capital portfolios with no infrastructure for real-time visibility, no standardized reporting, and no procurement intelligence. Leadership was flying blind across a $14.5B program.

No executive visibility

Project cost, schedule, and change order data required manual monthly extraction no dynamic portfolio view across 400+ active projects.

24 hrs/month lost to reporting

Separate agency reports had to be compiled manually for every stakeholder meeting 2 to 3 hours per agency per cycle.

No procurement intelligence

Bid responsiveness, estimate accuracy, rebid rates, and award trends were invisible. No way to proactively manage bid quality or processing efficiency.

No A&E fee benchmarking

No standardized view of professional services fee percentages, making it impossible to assess whether fees were competitive or aligned to project scale.

THE SOLUTION

OnIndus engaged with the state agency in a focused six-month engagement, designing and deploying three purpose-built Power BI dashboards connected to e-Builder ( Trimble Unity Construct) each serving a distinct leadership audience with deep drill-down capability and direct hyperlink navigation to live project records.

Executive Overview Dashboard CS

Executive Overview Dashboard

A statewide, self-service portfolio dashboard surfacing real-time KPIs Design/Construction on Budget and on Schedule, change order rate with eight interactive slicers across Division, Agency, Region, County, and Project Type. All data cards drill down to project-level detail.

Portfolio Update Dashboard

A consolidated project lifecycle view used by Portfolio Managers in agency stakeholder meetings. Replaced manually compiled agency reports with a single dynamic dashboard covering Pre-Design through Closeout, fee benchmarking, change order tracking, and upcoming milestones.

Bidding & Procurement Dashboard

A dedicated procurement analytics dashboard for the Bidding leadership team, surfacing bid responsiveness, estimate accuracy, rebid rates, bidder interest trends, award processing time, and bottleneck identification across statewide contract activity.

CUSTOMER TESTIMONIAL

The Portfolio Update Dashboard has been a game-changer for our team. What previously required hours of manual effort to compile for each agency is now available on demand saving us 24 hours every month and allowing our team to focus on what matters most.

Design Project Manager, Major State Agency

THE RESULTS

Recovered Monthly
0 hrs

Manual reporting effort eliminated per month

Portfolio Managed
$ 0 B+

On-demand executive visibility, first time ever

Time to Value
0 mo.

Three production-grade dashboards delivered

From reactive to on-demand

For the first time, State Agency executive leadership gained real time, self service access to portfolio performance filterable by Division, Agency, Region, and County without waiting for manually compiled monthly summaries.

From invisible to actionable

The Bidding Dashboard surfaced procurement patterns that had been invisible for years bid responsiveness, estimate accuracy, and rebid trends enabling the department to begin optimizing cost management based on real procurement data.

From fragmented to standardized

Portfolio managers replaced ad hoc, agency by agency report prep with a single, dynamic stakeholder tool recovering 24 staff hours per month and redirecting that capacity to higher-value program management.

KEY PROOF POINTS

Government portfolios require multi-audience dashboard design one dashboard cannot serve an Executive, a Portfolio Manager, and a Procurement Director equally well. Three purpose-built dashboards drove adoption.

Quantifying the cost of manual processes is the most compelling ROI story. The 24 hours per month recovery gave State Agency a concrete, defensible measure of value in a budget scrutinized environment.

Procurement data is an underutilized strategic asset in public capital programs. State Agency had years of untapped intelligence sitting in bidding data. Surfacing it changed how procurement leadership made decisions.

Focused, time-boxed engagements can deliver transformational impact. A 6 month, clearly scoped engagement was enough to fundamentally change how a statewide government agency manages and communicates capital performance.

Download the Full Case Study

Explore the transformation story, dashboard architecture, and measurable impact delivered across major state agencies.

ABOUT THE CLIENT

The State Agency is the central shared-services agency, supporting the business operations of multiple state agencies. The Agency Capital Programs oversees design and construction of all non-highway capital projects spanning prisons, laboratories, office buildings, and treatment plants across a statewide portfolio authorized at over $14.5 billion in public improvements.

Join us for a complimentary consultation

We’ll walk you through our solutions and answer questions about solving your design and construction program management problems.