A digital service provider automates their project updates and daily status reports using Power Apps| PreludeSys

About the client

The client operates as a digital service provider that specializes in insightful digital strategies and delivers high-performing e-commerce websites to clients for a competitive advantage in their industry. Situated in Ohio, USA, they have been in the industry for over 15 years, serving industries such as retail, healthcare, manufacturing and distribution, and professional services.


Client challenges
  • To provide detailed daily project updates to customers, including activity metrics and plans, to enforce a streamlined reporting system.
  • To create automatic reporting and analysis processes to reduce manual effort and enable periodic project progress tracking.
  • To enhance efficiency and direct communication, simplify communication workflows by eliminating manager verification before client updates.
Solution
  • Power Apps and Power Automate Integration: We seamlessly integrated Power Apps and Power Automate to develop a user-friendly interface for data management.
  • SQL Server Data Storage: Optimized data management by utilizing SQL Server, ensuring secure and efficient storage of vital project information.
  • Approval Workflow Automation: Automated approval workflows by leveraging the Power Automate feature.
  • Integration with Office 365: Integrated Power Apps and Office 365 with Power Automate, enhancing collaboration and communication within the project team.
  • Clone Functionality Implementation: We implemented a clone functionality, enabling users to duplicate previous data effortlessly and save valuable time.
  • Integration with OneDrive for Business: Integrated with OneDrive for Business to facilitate document management, which enabled users to upload, review, and approve documents with ease.
Results at a glance
Improved team organization and efficiency, allowing for better collaboration with customers Automate redundant tasks that enhanced overall effectiveness of project management Effectively created Dashboards that provided insights across
different dimensions of project data
Benefits
  • Power Automate streamlines repetitive tasks, reducing manual effort and minimizing errors, enhancing operational efficiency.
  • By integrating Power Apps and Office 365, Power Automate enables efficient communication, data management, and collaboration, increasing productivity.
  • By automating workflows, Power Automate saves time and reduces costs associated with manual tasks, allowing resources to be allocated more effectively for improved business outcomes.
Technology

Power Apps