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Powering Smarter Projects with PPM Express

Invatron transformed project visibility and collaboration by uniting Microsoft Planner data into one intelligent, analytics-driven platform.

Outcomes

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    Location

    Mississauga, Ontario, Canada

Trusted IT Group provided unified project visibility, automated reporting and streamlined collaboration that drove faster, smarter project delivery.

TESTIMONIALS

What Success With PPM Express Looks Like

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Paola Bobbio

Senior Project Manager, Invatron

We are currently using PPM Express as our Portfolio Management Platform. The reports and dashboards provide valuable consolidated information at different levels, and the beauty of this is that it’s just connecting information we already have and getting all the possible value from it.

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Marc Zukerman

Director, Project Management Office & Service Delivery - Hearst Technology Services

Trusted IT has been a true partner in our delivering services to Hearst businesses. Their managed service has allowed our PMO to concentrate on improving our processes, increase our efficiencies and focus on project delivery. They have advised us to use our own tools to our advantage and provided a health check for how we are performing.

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Dianna Walters

Lead Project Portfolio Manager - Enterprise Project Office Mercy

My organization has been working with Trusted IT for several years to optimize and support Microsoft Project Online. Not only has Trusted IT provided exemplary service, they have also been a valued partner, delivering creative solutions and offering excellent service for all of our support, technical and reporting needs.

There has not been a challenge we have given Trusted IT that they could not meet. I highly recommend this partner and have no reservations about their knowledge and capabilities.

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Delivery, Project & Operations Leader

Manufacturing and renewable resources company

Problem was resolved within 10 minutes and after sending my email I received a ticket and access to a portal to review my open ticket.

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PMO Governance Manager

Global financial markets infrastructure company

TIG did what was asked and quickly. Thanks as always!
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Victor Chen

Business Analysis Manager - Merchants Fleet

Timely turnaround on my question and provided accurate steps to resolve my issue.
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David Spreen

Project Manager - Mercy

Responsiveness and knowledge are exceptional.
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Bernie Figueroa

Sr Project Manager - Vertical Bridge

The team assigned came on and was able to adapt quickly to the ask. We really appreciate the help.
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Martin Bragg

Sr Infrastructure Solutions Consultant - UMC

I liked what you all have done with your PPM solution. Keep up the awesome work.
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Frank Bacchus

Sr Consulting Program Manager - Sevens Institute of Technology

Much interaction and great content.
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Sr Project Manager

National utility company

Joao was very knowledgeable and resolved the issue in 5 min. He followed up with me to schedule a time to go through the issue and get it done.
 

30%

less time spent on project administration and reporting

 

100%

visibility across all portfolios and teams

 

24/7

access to automated, data-driven project insights

Powering Smarter Projects with PPM Express
The Business Challenge
When Growth Outpaced Visibility

As Invatron’s solutions and client base expanded, managing multiple projects in Microsoft Planner became increasingly difficult. The system no longer supported the company’s need for unified oversight, financial clarity, and streamlined reporting:

  • Reporting tools were too limited for portfolio-wide visibility
  • No built-in budgeting or cost management capabilities
  • Manual status updates slowed executive decision-making
  • Data remained fragmented across multiple projects
  • Teams lacked real-time insights to guide priorities and resources
The Strategy
A Smarter Way to Manage Growth

Invatron adopted PPM Express to bring clarity and structure to its expanding portfolio of projects. By connecting directly with Microsoft Planner, the platform delivered the visibility and automation the team needed to move faster and work smarter.

  • Integrated multiple Microsoft Planner projects into one consolidated portfolio view
  • Leveraged Power BI to deliver real-time analytics and executive-level insights
  • Automated daily and weekly updates to reduce manual reporting
  • Added budgeting and cost management for more accurate planning
  • Improved overall visibility, empowering teams to focus on results, not routine
Transforms Project Visibility with PPM Express
PPM Express
Solution
The Solution That Connected It All

PPM Express became the single platform  inking Invatron’s many moving parts. By unifying project data from Microsoft Planner and layering it with analytics, the company turned fragmented information into clear, actionable insight.

  • Brought together all projects under one centralized portfolio view
  • Delivered automated reports and dashboards for executives and teams
  • Transformed raw project data into daily, data-driven insights
  • Enabled better control over budgets, resources, and timelines
  • Simplified collaboration, keeping every team aligned on progress and priorities

Mississauga, Ontario, Canada

Invatron Systems Corp.

Invatron is a technology company providing Fresh Item and Scale Management software for supermarket chains worldwide. Its flagship solutions, Periscope and E-Plum, power operations in over 20,000 stores, helping retailers enhance sales, reduce waste, and improve margins across their fresh food departments.

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From Data to Direction - Clarity Starts with One Step

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Lessons Learned

For Invatron, visibility became the foundation of control. By connecting Microsoft Planner data through PPM Express, the company discovered that the right tools don’t replace existing systems: they amplify their value. With a single source of truth and automated insights, Invatron turned complexity into clarity, showing that sustainable growth begins with smarter information management.

Microsoft Planner
PPT Sofware

Let’s Talk About Your Project Portfolio Management Goals

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    Gain unified visibility across every project to makefaster, more confident business decisions.

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    Simplify complex reporting with automateddashboards that highlight progress, risks, andoutcomes instantly.

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    Improve budget accuracy through clear cost tracking and integrated financial oversight.

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    Empower collaboration by connecting teams and aligning priorities in one shared workspace.

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    Turn project data into actionable insights that drives marter strategy and consistent performance.

Reach out now for consulting on project portfolio management services!