Work / Case 03 of 04 Power Platform / In daily use, rolling out

No one was counting anything.

There was no KPI system. Not a bad one. None. I pioneered one as a trial; it is in daily use and rolling out across the department.

01What is actually running
0
KPIs, across two clocks
0
Internal business partners
0
SharePoint lists of record
0
Power Automate flows

Eleven KPIs covering 122 internal business partners plus per-person activity. Capture runs through a Power App and SharePoint forms; seven lists hold the record, including an append-only audit trail and a monthly compliance snapshot that closes and stays closed.

Ten flows across two environments handle the daily compliance recompute, overdue alerts, approvals and scheduled refresh. A four-page Power BI report rebuilds at 07:30 and 13:30 every weekday, and a Copilot bot answers "how are we doing" with live numbers.

02One store, every surface Nothing keeps its own copy

Every surface reads the same lists. Nothing keeps its own copy.

In · capture
Power App
Canvas app, the daily entry point
SharePoint forms
For the fields that never needed an app
System of record · 7 lists
Append-only audit trail
Nothing is edited away
Monthly compliance snapshot
The month closes and stays closed
Role-locked manager metrics
Permission lives on the data
Out · surfaces
Power BI
Four pages, rebuilt 07:30 & 13:30, Mon–Fri
Copilot bot
Answers "how are we doing" with live numbers
Overdue alerts
Pushed to people, not waiting to be pulled
10 Power Automate flows Daily compliance recompute· Overdue alerts· Approvals· Scheduled refresh Two environments · every flow writes back to the same lists ↻

That was the decision that mattered. The moment a dashboard keeps its own extract, two people bring different numbers to the same meeting and neither can prove theirs. One system of record, and every app, flow, report and bot reads from it.

The second decision I'd defend: the app, the flows, the bot and the workspace are co-owned with a manager, and manager-only metrics are role-locked. A system only I can administer is a system with an expiry date on it. This one keeps running when I'm not there.

03What the four pages answer
P1 Every two years

Break-even audits

Which partners are past due, and by how long, with ageing in five bands, 0–90 days through 2+ years, plus the queue itself, oldest first.

P2 Annual

Rate reviews

The same question on a tighter clock: 730 days and 365 days against one list. A partner can be current on one and overdue on the other, which is exactly the case a single compliant/not-compliant flag gets wrong.

P3 Mixed cadence

KPI scorecard

Which of the eleven are on target, each measured against the interval it actually runs on. Monthly, quarterly, annual, or per request: one report, four clocks.

P4 Continuous

Team activity

Who is logging what: development hours, cross-training, department visits, check-ins and skip-level one-to-ones. The page that made the KPIs answerable rather than arguable.

Fig 01  Break-even audits — one of the four pages Dummy data — try the filters
04The rule

A percentage is a scoreboard. A queue is a morning's work.

Every compliance page ends in a list sorted oldest first. "Ten percent overdue" tells you how the team is doing and nothing about what to do next. The number is for the meeting; the list is for Tuesday. The counts in each zone are my employer's and aren't here. This is the rule, not the reading.

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