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Port of New Orleans Digital Platform Management

Project Overview
Royal was contracted by the Port of New Orleans to move its existing Salesforce.org platform to our customized Salesforce based RoyalVUE platform. RoyalVUE is our digital solutions platform, and serves as a single system of engagement, connecting people and data in real-time and across multiple devices. RoyalVUE provides an end-to-end view of organizational performance, enables clients to optimize and prioritize activities, and fosters real-time collaboration and problem-solving.

Project Work and Royal Solutions
Our team met with each of the Port’s Departments to analyze their current process, identify any inefficiencies, discuss enhancements, and create a roadmap for each process. Once the discovery phase was complete, Royal’s team configured, applied thorough testing, and deployed the platform. In conjunction with deployment, all Port Departments were provided in-depth user training.

A few of the departments and processes that the Royal team addressed through the RoyalVUE platform include:

Engineering
• Capital Improvements Program (CIP) – moved away from excel spreadsheet tracking and into Salesforce for full transparency to track fiscal year projects and budget for board review/approval.
• Asset Management – now tracks ongoing projects and maintenance and views historical data.
• Forecasting – manages engineering budget for upcoming and ongoing projects.

Construction Management
• Project Management –manages the initiation, planning, execution, monitoring, and completion for an end-to-end view.
• Scheduling – plans initial baseline schedules and manages construction activities to ensure compliance with project deadlines.
• Field Inspections – ensures construction is adhering to project specifications.
• Quantity Tracking – compares initial input of bid estimates to actual construction progress, which allows for streamlined invoice approval and overall construction budget management.
• Change Order Management – provides the ability to track additional items separately or together with the initial construction budget.

Real Estate
• Inspections – provides the ability to examine properties and ensure they adhere to permit documents to better manage Port assets.
• Property Management –tracks ongoing permits and maintenance and allows the ability to view historical data.

Sustainability
• Grants Management – allows for management of the grants received and the ability to export reporting for agencies where required.
• Metric Tracking – tracks Port usage to move towards net zero.

Contracting 
• Contracts – manages different types of contracts across many clients.
• Task Orders – tracks individual task orders to ensure contract compliance and budgeting.
• Lease Agreements – manages Port properties to ensure tenants are adhering to permitting and lease agreements.

Grants
• Funding Management – tracks all Port funding sources by department and allows managing multiple funding sources by project or program.

Permitting
• Complete Paperless Process Overhaul – moved away from paper permits with wet signature into a fully paperless system that allows for streamlined process and increased transparency.
• Approval Process – includes all approval parties based on the types of permits.