Technical Portfolio

TrackIT

A project governance, task management, defect tracking, and reconciliation system developed to support a $25 million pension-system replacement project.

TrackIT brought project plans, assignments, requests, defects, decisions, documentation, reconciliation work, and vendor activity into one coordinated management environment.

The Business Need

OCERS was replacing its existing PensionGold pension administration system with V3, a new platform being implemented with an external vendor team.

The project involved internal staff, vendor analysts, Microsoft Project schedules, SharePoint documentation, defect tracking, data-conversion work, reconciliation activities, requests, decisions, and thousands of individual project tasks.

Managing those elements independently made it difficult to maintain a single operational view of project status, ownership, dependencies, risk, and progress.

What I Built

I developed TrackIT as a role-based ASP.NET application that connected the major operational components of the pension-system replacement project into one project-management environment.

TrackIT synchronized project-plan information maintained in Microsoft Project and SharePoint, integrated project users and security information, connected to project documentation, and exchanged defect information with SmartBear.

The system provided both OCERS and vendor team members with tools for task assignment, request management, defect tracking, decisions, status reporting, data-conversion work, and reconciliation.

Key Capabilities

Project & Task Control

Track assignments, planned and actual dates, progress, deadlines, project leads, status, and related project activity.

Request & Decision Management

Create, assign, track, and report project requests and decisions alongside the tasks and work they affected.

Defect Management

Integrate SmartBear defect information with project tasks, ownership, severity, status, reporting, and implementation work.

Data Conversion & Reconciliation

Support structured data-conversion, batch-processing, record-conversion, and reconciliation activities associated with migration from PensionGold to V3.

Connecting the Project Ecosystem

TrackIT did not replace the specialized tools already supporting the project. It connected them.

Project Planning Microsoft Project / SharePoint

↔

TrackIT ASP.NET / SQL Server

↔

Defects & Project Data SmartBear / Project Repositories

Project Governance

My TrackIT

Personalized access to tasks, weekly status reports, requests, new work, and project notes.

Project Management

Central management of tasks, requests, defects, decisions, assignments, progress, and project reporting.

Project Administration

Manage attributes, notifications, project leads, user access, and SmartBear integration.

Conversion & Reconciliation

Organize the structured work required for data conversion, batch processing, record conversion, and financial reconciliation.

Data & Integration

SQL Server served as the application's primary database, while TrackIT synchronized and integrated information from the broader project environment.

Project-plan information was maintained through Microsoft Project and SharePoint. User and security information was integrated from IT Central, the Personnel Data System, and Active Directory. Project specifications, policies, test information, and supporting documentation were maintained in SharePoint, while SmartBear provided specialized defect-management functionality.

Technology

ASP.NET VB.NET SQL Server T-SQL Telerik UI AJAX jQuery SharePoint Microsoft Project SmartBear Active Directory

Selected Screens

Examples showing project execution, defect management, and data-conversion reconciliation within TrackIT.

TrackIT project task and request dashboard

Project Execution Dashboard

A consolidated view of open tasks, requests, project-plan activity, planned and actual dates, assignments, progress, and work requiring attention.

Defect Management

SmartBear defect information brought into the project management environment for reporting by severity, status, assignment, and lifecycle.

SharePoint reconciliation workspace supporting TrackIT

Data Conversion & Reconciliation

Structured SharePoint workspaces supported reconciliation plans, converted data, test results, financial reconciliation, queries, training, and project documentation.

Broader Value

Creating One Operational View of a Complex Project

TrackIT's value was not simply task tracking. It created a common operational view across project planning, vendor activity, defects, requests, decisions, documentation, conversion, reconciliation, and day-to-day execution.

By connecting those elements, project participants could see how individual work related to the larger implementation and management could better understand ownership, progress, dependencies, and risk.

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