Business needs and issues
- Construction consulting manages complex projects & contracts multiple partners for tenders
- Projects’ single source of truth is Business Central which only some staff have access to
- A lot of manual paper forms and data entry across the business
- Very manual process each tender to
- send out tender documents to multiple contractors grouped by discipline
- create folder structures in SharePoint and folder in Shared mailbox for email filing
- generate invitation and rejection letters to individual contractors based on the tender
- Manual tracking of each contractor’s price points, feature comparison and tender submissions and ranking of suitability
- Manual duplicate data across Business Central, SharePoint and Excel spreadsheets
Solution:
Microsoft Power App and Power Automates integrating Business Central and SharePoint
- Complete digital transformation
- Multiple landscape Power Apps linked off a centralized SharePoint intranet hub
- Automatic data retrieval and population across folders, templates, emails and Business Central
- Each process flows into another automatically with minor admin check points along the way
- Staff and contractor experiences are completely seamless only being told the information they need to know when they need it
Outcomes
- Approximately 800 hours saved annually in time efficiencies (Admin team’s templates and data entry)
- Greater compliance (less chance of human error)
- Rich data insights and trends by digitally tracking contractor submissions and tender scores etc.
Screenshots
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