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Rewriting the Rulebook for Legal Project Management

A corporate legal team streamlined workflows and reporting with a customized Microsoft Project Online and Power BI solution from Trusted IT Group

Outcomes

Trusted IT Group’s customized solution transformed the legal department’s operations by streamlining workflows, accelerating project delivery, and enhancing visibility through Power BI dashboards. Standardized templates, optimized scheduling, and continuous training drove higher productivity and long-term adoption across the team.

TESTIMONIALS

Experience That Speaks for Itself

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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

Custom Project Management and Reporting Solutions
The Business Challenge
The Challenge Behind the Change

The legal department needed a structured yet flexible project management system that could adapt to its specialized workflows while improving reporting and collaboration.:

  • A customized project management platform suited to legal processes and requirements
  • Tailored templates and workflows aligned with legal project types
  • Specialized resource calendars to manage unique staff and workloads
  • Comprehensive reporting tools for tracking performance and guiding decisions
  • Ongoing training and support to maintain adoption and success
The Strategy
Turning Insight into Action

The consulting team collaborated with key stakeholders to understand the department’s challenges and adapt proven IT practices into a framework built for legal operations.

  • Leveraged existing project management standards from the IT department
  • Configured Microsoft Project Online to align with daily workflows
  • Customized fields, templates, and resource pools for accuracy and efficiency
  • Integrated Microsoft Power BI to deliver real-time performance insights
  • Focused on collaboration and clarity to strengthen adoption and results
project management standards
Microsoft Project Online
Solution
Building a Holistic Framework

The solution brought together technology, customization, and continuous support to create a system that fit the department’s exact needs.

  • Implemented Microsoft Project Online and Power BI for connected project management and reporting
  • Tailored workflows, templates, and calendars to mirror real legal processes
  • Demonstrated value through proof-of concept sessions to gain stakeholder confidence
  • Delivered managed services, mentoring, and training to support both administrators and project managers
  • Established a sustainable framework that evolved with the department’s long-term goals
Ready to Redefine Project Management?

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Lessons Learned

This project reinforced that effective transformation starts with understanding existing strengths. By building on proven IT frameworks and tailoring them to fit legal operations, the department achieved lasting adoption and measurable results. The key takeaway: customization and ongoing support turn technology into a long-term advantage, not just a quick fix.

Redefine Project Management
PPT Sofware

Let’s Talk About Your Project Management Goals

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    Streamline complex workflows with tailored templates designed for legal operations.

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    Gain real-time visibility through integrated Power BI dashboards and performance tracking.

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    Enhance team collaboration by aligning tools,resources, and reporting in one platform.

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    Improve decision-making speed with data-driven insights that support strategic planning.

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    Ensure long-term success through continuous training, mentoring, and managed support services

Reach out now for consulting on
project management services!