Managing a capital portfolio exceeding $400 million with no standardized program controls, no schedule compliance mechanism, and a Board reporting process built entirely on manual Excel spreadsheets, the University engaged OnIndus in a multi year partnership to transform how its capital program is governed, tracked, and reported. The result: 24 hours recovered per month, a fully automated Board report, and predictive cash flow forecasting across a growing portfolio.
University had never conducted a formal assessment of their PMIS maturity. No gaps, no roadmap, no clear path to improving data governance or reporting accuracy.
Project teams lacked standardized dashboards to monitor portfolio performance, individual project status, and team workload in a single view.
Capital project updates to the Board were compiled manually in static Excel spreadsheets, requiring significant effort and producing frequent naming and data discrepancies against records in Trimble Unity Construct.
Without a standardized schedule policy, project managers were not updating schedules consistently, creating gaps in milestone tracking and making cash flow forecasting unreliable.
There was no way to identify which project managers were falling behind on schedule updates, making proactive intervention by program leadership impossible.
OnIndus engaged with the University beginning in 2021 in a four phase, multi year partnership built on Trimble Unity Construct, with each phase delivering progressively more sophisticated program controls capability.
A comprehensive assessment of University's existing PMIS environment identifying capability gaps and delivering an actionable roadmap aligned to the College's data strategy and capital program objectives.
A Program Overview Dashboard, Project Summary Dashboard, and Team Workload Dashboard giving leadership and project managers real time visibility into portfolio KPIs within Unity Construct.
A standardized schedule policy designed from scratch alongside a Schedule Exceptions Dashboard that gave program leadership immediate visibility into which project managers were not updating schedules, enabling proactive intervention and accurate cash flow forecasting.
A growing self service video library covering contracting, change order management, and platform navigation, giving incoming project managers a structured onboarding resource and reducing knowledge loss from staff turnover.
We contracted OnIndus to build a project portfolio executive dashboard. The project was managed well. They possessed the required domain knowledge, and the final deliverable was delivered on time, on budget with excellent quality.
Director of IT, Major Research University
Director freed from individual PM status meetings
Real time visibility and predictive cash flow forecasting
Each phase compounding value on the last
The Director of Project Controls shifted from spending 30 minutes per project manager in individual status meetings to reviewing a single dashboard and engaging only the project managers who needed follow up, recovering 24 hours every month.
Board level capital project reports now pull live from Unity Construct, eliminating the data discrepancies and manual effort that had previously undermined confidence in reported figures.
A standardized schedule policy combined with automated compliance dashboards moved University from reactive tracking to forward looking cash flow management across a $400 million portfolio.
University's continued expansion of its OnIndus partnership since 2021 reflects sustained institutional trust and compounding ROI, with each phase building directly on the last.
Assessment before execution drives long term value. Starting with a structured PMIS assessment gave OnIndus and University a shared understanding of gaps and priorities, ensuring every subsequent phase was strategic rather than reactive.
Policy and technology must move together. Deploying schedule dashboards without a corresponding schedule policy would have produced limited impact. Governance design and technical delivery together drove real accountability.
Time savings at the leadership level are the most defensible ROI metric. The 24 hours per month recovered by the Director of Project Controls is a concrete, credible measure of value in any budget scrutinized environment.
Phased engagements compound value. A multi year, trust based relationship allowed OnIndus to elevate University’s program controls maturity from basic visibility to predictive forecasting in a way a one time engagement never could.
See how this $400M capital program saved 24 hours a month and transformed board reporting — download the complete case study.
Client is a prestigious Ivy League research university located in Hanover, New Hampshire. They are currently executing a long term capital program exceeding $400 million, including a $95 million 400 bed residence hall project. Managing a portfolio of this scale across multiple project phases, funding sources, and stakeholder reporting requirements demands rigorous program controls, data integrity, and real time visibility across all capital investments.
