Solution Scenarios
Explore common business challenges and how our automation, analytics, and integration solutions can address them. Each scenario demonstrates our approach to solving real organizational problems.
Automated Procurement Workflow
Streamlined multi-step procurement approval process reducing cycle time significantly. Integrated with existing ERP systems and automated email notifications at each approval stage.
Scenario
Organizations often struggle with manual paper-based procurement processes that cause delays, lost documents, and lack of visibility into approval status across departments.
Solution
Custom PowerApps solution with automated routing, digital signatures, and real-time status tracking integrated with SharePoint and Dynamics 365.
Executive Dashboard & KPI Tracking
Real-time executive dashboard consolidating data from 12+ source systems into unified KPI views. Automated daily refresh with drill-down capabilities for department-level analysis.
Scenario
Leadership teams commonly spend excessive time manually compiling reports from disparate systems, resulting in outdated data and inconsistent metrics across the organization.
Solution
Power BI dashboard with automated ETL pipelines, custom DAX measures, and role-based security for different organizational levels.
Inventory Management System
Mobile-first inventory tracking application with barcode scanning, real-time stock levels, and automated reorder triggers. Integrated with existing warehouse management system.
Scenario
Many organizations face challenges with manual inventory counts leading to stockouts, overstocking, and inability to track inventory movement in real-time across multiple locations.
Solution
PowerApps mobile app with barcode integration, SQL database backend, and Power Automate flows for reorder notifications and stock alerts.
Customer Service Analytics Platform
Comprehensive customer service analytics tracking ticket volume, resolution times, customer satisfaction, and agent performance across multiple channels.
Scenario
Service organizations often lack visibility into quality metrics, customer pain points, or agent productivity when data is scattered across ticketing systems, phone logs, and email.
Solution
Integrated Power BI solution pulling data from Salesforce, phone systems, and email platforms with predictive analytics for volume forecasting.
Employee Onboarding Automation
End-to-end onboarding workflow automating equipment requests, access provisioning, training assignments, and new hire documentation across HR, IT, and facilities departments.
Scenario
New employee onboarding can take weeks when manual coordination across departments leads to frequent missed steps and poor new hire experience.
Solution
Power Automate workflows integrated with SharePoint, Active Directory, and ServiceNow for automated task routing and status tracking.
Budget Planning & Forecasting Tool
Collaborative budget planning tool with scenario modeling, variance analysis, and automated consolidation of department budgets into institutional view.
Scenario
Annual budget processes can extend for months when organizations face version control issues, manual consolidation errors, and limited ability to model different scenarios.
Solution
Excel-based planning templates with Power BI consolidation dashboard, automated variance calculations, and what-if scenario modeling.
Field Service Management App
Mobile field service application for technicians to access work orders, update job status, capture photos, collect signatures, and log time from the field.
Scenario
Field operations become inefficient when technicians must return to the office daily to pick up paper work orders and submit completed paperwork, causing delayed updates.
Solution
PowerApps mobile solution with offline capabilities, GPS tracking, photo capture, and real-time sync with Dynamics 365 Field Service.
Sales Performance Analytics
Sales analytics platform tracking individual and team performance, pipeline health, win/loss analysis, and revenue forecasting with AI-powered insights.
Scenario
Sales leadership may struggle to identify at-risk deals, top performers, or accurate revenue forecasts when data is locked in CRM systems with limited reporting capabilities.
Solution
Power BI solution with Salesforce integration, custom KPIs, predictive analytics for deal scoring, and automated weekly performance reports.
Compliance Document Management
Centralized compliance document repository with automated version control, expiration tracking, approval workflows, and audit trail for regulatory requirements.
Scenario
Compliance documents stored in shared drives without version control can lead to missed renewal dates and inability to prove document review for audits.
Solution
SharePoint document library with custom metadata, Power Automate expiration alerts, approval workflows, and compliance reporting dashboard.
Grant Management System
Comprehensive grant tracking system managing applications, awards, spending, reporting requirements, and deliverables across multiple funding sources.
Scenario
Organizations managing numerous active grants in spreadsheets risk missed reporting deadlines, budget overruns, and inability to track deliverable status effectively.
Solution
PowerApps solution with automated deadline reminders, budget tracking with alerts, deliverable checklists, and funder reporting templates.
Supply Chain Visibility Dashboard
End-to-end supply chain dashboard tracking supplier performance, inventory levels, order status, and logistics with predictive analytics for disruption risk.
Scenario
Without visibility into supply chain bottlenecks, supplier issues, or inventory risks, organizations take a reactive approach that can cause production delays.
Solution
Power BI dashboard integrating ERP, supplier portals, and logistics systems with AI-powered risk scoring and automated alerts for potential disruptions.
IT Service Desk Automation
Automated IT service desk workflows for common requests including password resets, software installations, access requests, and equipment provisioning.
Scenario
IT service desks can become overwhelmed with routine requests, leading to long resolution times and manual ticket routing that causes user frustration and staff burnout.
Solution
Power Automate flows with ServiceNow integration, self-service portal for common requests, automated routing based on request type, and chatbot for FAQs.
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