Case Study: BDO Canada LLP achieves better project investment decisions and IT efficiency with Microsoft Power BI

Top accounting firm improves project investment decision-making, IT efficiency with portfolio management solution

BDO Canada LLP, a leading accounting and advisory firm, needed to modernize how its nearly 100-person IT organization tracked projects, allocated resources, and made investment decisions after its internally built tool no longer followed best practices. The PMO selected Microsoft Project Online for portfolio and resource management and incorporated Microsoft Power BI reporting within its Office 365 environment to provide clearer, enterprise-level visibility.

By deploying Project Online with Microsoft Power BI-enabled dashboards and Office 365 integrations, BDO centralized schedules, automated notifications into Teams, and made resource reporting fast and consistent. Within months the IT department could run resource reports in a few quick steps, prioritize projects using cost‑and‑benefit analysis before resourcing, and identify schedule risks—saving hours to days of work for project teams and improving strategic alignment across the firm.

BDO

Kim Watt

Chief Information Officer