See What You Get
This is a complete team management platform — not just a roster with status badges.
The scorecard shows 6 key metrics: Billable, Bench, PTO, Roll-Off 90D, Active Certs, and Expiring 30D — with deployment percentage tracked against your target. Below it, the Member Directory gives you a searchable, sortable, filterable roster with role, status, allocation, engagement end date, and certification badges per member.
A slide-in drawer shows the full member profile: certification strip across the top, editable meta fields (role, status, allocation, engagement dates), engagement assignment dropdown with customer domain, and tabbed content for Certifications, MS Learn activity, and Skills Gaps. Edit inline — changes save directly to the platform.
Configure multi-source sync: Partner Center for certifications and designations, Entra ID for team roster, and training reports for MS Learn activity. Run manually or schedule syncs. Import new members by email — PIE looks them up in Partner Center, enriches from Microsoft Graph, and creates their profile automatically.
PIE maps every team member's certifications to Solutions Partner designation requirements and Advanced Specialization prerequisites. See which certs your org is missing, which team members should earn them, and enroll directly into CERTIFY — 10 days to exam ready. Skills gaps aren't just flagged — they're actionable.
6-Metric Scorecard
Deployment ring tracks target vs. actual. Six cards: Billable, Bench, PTO, Roll-Off 90D, Active Certs, Expiring 30D — click any to filter the directory.
Searchable Directory
Full roster with role, status, allocation, engagement end date, and cert badges. Search by name, cert, or role. Filter by Billable, Bench, or PTO. Sort any column.
Detail Panel Drawer
Click any member — slide-in drawer shows cert strip, editable profile fields, engagement assignment, customer domain, allocation %, and tabbed cert/learning/gap views.
Engagement Assignment
Assign members to client engagements with customer domain, allocation percentage, start/end dates, and engagement status (pipeline, active, at-risk, complete).
Multi-Source Sync
Partner Center for certs + designations. Entra ID for roster + roles. Training reports for MS Learn activity. Configure sync preferences and run manually or scheduled.
Import by Email
Add team members by email list. PIE looks them up in Partner Center, enriches from Microsoft Graph (name, role, office), and creates profiles automatically.
Skills Gap Analysis
Maps certs to Solutions Partner designations and AdvSpec prerequisites. Shows which certs are missing, who should earn them, with direct CERTIFY enrollment.
Roll-Off & Expiry Alerts
Engagement end dates flagged at 30/60/90 days. Cert expirations surfaced before they lapse. Plan staffing moves and renewals before they become emergencies.
Archive & Data Retention
Bulk archive members with full retention history. Per-row or select-mode archiving. Restore archived members anytime. Complete audit trail of all changes.
Magic Link Onboarding
Generate self-onboarding links for new team members. They complete their own profile — certifications, skills, availability. No admin data entry required.
Auto-Derived Status
Member status auto-derives from engagement data: active engagement → Billable, ended/none → Bench, override available. No manual status toggling.
Branded XLSX Export
One-click branded Excel report with deployment metrics, certification coverage, skills gaps, and full member roster. Professional format ready for leadership review.