Compliance Reporting and Financial Dashboards
Reporting and Financial Dashboards
CLIENT
Portland Community College (PCC)
LOCATION
Portland, Oregon
TEAM SIZE
8-member sprint team
INDUSTRY
Government, Construction, Education
Challenge
Portland Community College manages complex construction programs involving multiple internal teams, general contractors, and subcontractors. PCC needed a centralized and governed way to integrate construction, financial, and compliance data from disparate systems while ensuring accuracy, transparency, and regulatory compliance.
Key challenges included integrating data from eBuilder (Trimble), ERP systems, Google Sheets, and LCP Tracker across multiple organizations, delivering real-time financial and compliance dashboards for project managers and stakeholders, and enforcing strong data governance and access controls for sensitive construction and financial information, including FERPA-related considerations.
Solution
Logic Intelligence designed and implemented a unified data analytics solution using Microsoft Power Platform to deliver real-time compliance and financial visibility across PCC’s construction projects.
The solution integrates data from multiple internal and external systems into a standardized analytics model and provides interactive dashboards for budget tracking, cost analysis, and compliance reporting. Automated workflows streamline approvals, data refreshes, and exception handling, while role-based security ensures that users only access data appropriate to their role and contractor level. The platform enables PCC staff and contractors to manage compliance data through user-friendly applications while maintaining strict governance and auditability.
Services
Logic Intelligence provided end-to-end delivery services, including project and program management, data integration, analytics design, and platform implementation. Services included requirements gathering with cross-functional stakeholders, agile sprint execution, and stakeholder communication across departments and external partners. Logic Intelligence also led data governance and security design, automated workflows for compliance and reporting, migration of legacy reporting processes to modern cloud services, and user training to build capacity in self-service analytics, data literacy, and governed reporting practices.
Technologies Used
Microsoft Power Platform
Power BI
- Interactive financial and compliance dashboards for budget tracking, cost analysis, and contractor reporting
- Semantic data models to standardize measures across projects
- Row-level security to restrict access by role, project, and contractor level
Power Automate
- Automated data refresh schedules for real-time reporting
- Approval workflows for change orders and compliance submissions
- Notifications and alerts for missing or invalid compliance data
Power Apps
- Custom compliance management application for PCC staff and contractors
- Validation rules to ensure data integrity before ingestion
- Role-based access for sensitive financial and compliance information
Tableau
- Tableau was used to support existing and legacy visualization needs, enabling continuity for stakeholders familiar with Tableau-based reporting. Tableau dashboards were integrated alongside Power BI to ensure consistent access to financial and compliance insights during the transition to a unified analytics platform.
Data Governance and Security
- Role-based security across Power BI and Power Apps
- Automated data quality checks and exception handling
- Centralized data dictionary and governance guidelines to ensure consistent usage
Business Outcomes
Logic Intelligence delivered a scalable and governed analytics solution that provides PCC with real-time financial and compliance visibility across construction projects. The platform reduced manual processes through automation, improved data accuracy and accessibility, and strengthened governance for sensitive data. PCC staff and contractors now have self-service tools for reporting and compliance management, enabling faster decision-making while maintaining strong security and regulatory compliance.