Case Studies

SharePoint Dashboard

SharePoint 2010 Enterprise Portal

Posted in Business Intelligence, Digital Workplace Solutions, SharePoint


DMC recently completed the initial implementation of a SharePoint 2010 Portal and Dashboard Solution for Fusion, a low volume contract manufacturer serving industrial OEMs.   Phase 1 establishes a company Intranet with features that improve and facilitate company communication, as well as provide Enterprise Search and Key Performance Indicator (KPI) Dashboard features. 

SharePoint Dashboard

Fusion Financial Dashboard

SharePoint Dashboard

Fusion Fixed Bid Dashboard


Fusion did not have an Intranet to facilitate collaboration and communication among employees, and they did not have an automated way of assembling Key Performance Indicator (KPI) data for the company, projects, and employees.  DMC’s SharePoint 2010 Portal and Dashboard Solution (Phase 1) addresses these issues and provides Fusion with a platform to improve collaboration and standardize business processes in future phases.

Phase 1 includes many capabilities that rely on out-of-the-box SharePoint features, along with several custom configurations and custom-coded web parts.

Wishing Wall – The out-of-the-box SharePoint list feature was configured to track employee suggestions for improving the business and company culture (i.e. digital suggestion box).  Wishes cannot be viewed by other users until approved by management.  The Wishing Wall list was configured in a way that allows employees to submit wishes anonymously.

Employee Profile - The out-of-the-box SharePoint list feature was configured to provide a central location where employees can go to learn more about their co-workers.  The inclusion of preferences related to reward types allows the Employee Profile list to provide management with insight to create personalized incentive programs for each employee to be more successful in their job role.

Financial KPI Dashboard - A custom web part was implemented to create a Financial Key Performance Indicator (KPI) dashboard to track Fusion’s overall financial health, including Revenue, COGS, EBITDA, Overhead, and many additional financial data points.  This data is available in real-time and tracked on a weekly basis.  Financial data can be viewed in both grid and chart formats.

Fixed Bid Cost Reporting Dashboard - A custom web part was implemented to track the financial performance of Fusion’s fixed bid projects.  A project’s financial performance can be viewed in real-time by work order number and includes a Red-Yellow-Green profitability indicator and a breakdown of costs by labor type, service, and material categories.

Time & Materials Billing Dashboard - A custom web part was implemented to provide easy and real-time access to the billing history of time & materials projects.  The dashboard includes invoice details and a view of work-in-progress details.

Weekly Scorecard Dashboard - A custom web part was implemented to measure weekly performance against company revenue goals.  This dashboard includes Red-Yellow-Green indicators that assess whether or not weekly revenue goals are achieved.

Hourly Worker KPI Dashboard – A custom web part was implemented to track attendance, punctuality, and the punch card accuracy of hourly employees.  Individual performance is shared across the organization, which provides employees with insight into how well they perform relative to other employees.    

The next implementation phase will focus on automating the project quoting process by using SharePoint workflow technology, as well as providing workers on the floor with instant electronic access to machine setup sheets.

Learn more about DMC's SharePoint consulting services.

Customer Benefits

  • A centralized search center allows all employees to instantly locate documents stored in SharePoint and on network drives, which saves everyone time and makes them more productive.
  • SharePoint dashboards give real-time insight into the financial performance of the company and individual projects, which affords management the luxury of making strategic adjustments before it’s too late.
  • Easy to use portal features, such as company calendars, announcements, strategic plan reference, and wikis have improved and opened up communication across the organization.


  • Microsoft SharePoint 2010 (Foundation)
  • Microsoft Search Server 2010 (Express)
  • Microsoft .NET Framework 3.5
  • Microsoft Windows Server 2008
  • Microsoft SQL Server 2008
  • Intuit QuickBooks Enterprise 10.0