A Sharepoint and Excel learning kit comprised of a production-grade sales pipeline management system for small to mid-sized (50 user) teams. Featuring on-demand sync with Excel for visualization, and containing thorough documentation, it is a solid introduction to building a sustainable, governable two-tier application in the Microsoft ecosystem. The simple, three-table data model allows the exploration of these concepts without requiring a background in data structure management, while maintaining usefulness and stability when deployed in production.
Business Operations Professionals will find a robust set of pipeline management features:
- Dynamic Pipeline Dashboard - Stateless, visually rich sales funnel
- Risk Management - Quarterly Revenue-to-Risk calculations
- Fiscal Year Support - Customizable fiscal quarters and calendar systems
- Milestone Tracking - Deliverable management
- Document Library - Attach any document type to any record in the pipeline
- Commenting and user tagging - Office-style comments, user tagging, and actions
- Opportunity Health - User-defined, score-based opportunity health indicators
- Hyperlinked Navigation - Direct links to SharePoint records
- Multi-user Collaboration - SharePoint-backed team workflows
- Flexible Consumption Model - Stateless Excel or Power BI frontend
SharePoint Developer/Operators will enjoy:
- Easy Governance Controls - Protect sensitive data and comply with regulations using existing M365 governance policies
- Flexible Deployment Methods - Deploy from code in minutes with near-complete powershell automation
- Thorough Documentation - Read DevOps and code guide to understand the ground-up implementation
- Integrated IAM - Use regular M365 features for self-service or workflow-driven user management
- Bulk list management - Manage lists en masse
- Auditing tools - Audit and drift detection scripts
- Worry-free Licensing & Roadmap - MIT License, with a transparent, openly contributable issue backlog
Project Builders deploying on their own will learn:
- Excel functions - Excel formulas, conditions, logic, arrays
- Ready-made dataset - realistic sample data to test out modeling, visualization and summarization techniques
- Dashboarding - Visualizations, conditional formatting, array presentation
- Data Modeling - Data entity relationships
- Extract/Transform/Load - Environment-portable ETL using Power Query
- Form Construction - Form customization with JSON
- SharePoint Automation - PowerShell 7 PnP automation & authentication
- SharePoint Governance - Security, audit, drift reporting, DLP and governance controls
- BizOps guide is under construction, refer to the Quick Start
- Microsoft 365 with SharePoint Online
- Excel 365 with Power Query support
- SharePoint Site with list creation permissions
- CRUD permissions based on sharepoint list attributes
- All data stored in Microsoft 365 tenant
- Inherits organizational security policies
- Audit trails available through SharePoint
- GDPR compliance through Microsoft 365
(effectively tied to Sharepoint list scalability)
- Opportunities: 5,000 items (recommended)
- Concurrent Users: ~50 users per list
- Archive closed opportunities annually
- Consider dedicated SharePoint sites for scaleout and refined RBAC segmentation
Leverage the user persona to create user stories around bug and feature issues. Clear use cases will be prioritized, so be sure to fill out as many template prompts as you are able.
- Issue 7 - ETL will not work across DevOps and User-directed deployment
- (Workaround - mutliple dashboards)