Customer
UK Asset Management
Services
Power Apps
Industry
Finance
Organisation Size
30
The Challenge
The client required the ability to reorder staff listings and apply filters as needed. Additionally, they wanted the staff directory to follow a specific design that aligned with their organisation’s aesthetic. Although SharePoint offers an out-of-the-box personnel web part, it didn’t fully meet these needs. It became clear that a custom solution was necessary, one that could leverage the company’s existing directory and utilise our expertise as Power Platform specialists to develop a tailored front-end interface using Power Apps.
Our Approach & Solution
In terms of flows we started with trying to separate our intended solutions into manageable blocks which would then in turn translate into separate power-automate flows; this would enable increased efficiency and maintainability. We then created a separate flow to contain business logic (orchestration); and divided the remaining solution using triggers, functions and processes. Communication between those working on the Power App and those working on the integration was important as this ensured the impact of changes made by each team were clearly understood such as where the flows would be dependent on actions carried out on apps. Given the time constraints of the project it was important we allocated our resources efficiently, we achieved this by evaluating each scenario and establishing which tool would best benefit the process.
The Outcome
We were able to successfully replace the existing integration with an enhanced front-end system and automation using the Power Platform. We had to implement the solution 6 weeks prior to the intended timescale due to the existing automation failing. Even given the time constraints of the project and frequent changing deadlines, we were able to cover additional scenarios and changes, as well as effectively problem-solve to deliver more than the initial scope (in some instances days before they were required). We were able to identify potential issues and bottlenecks early on in order to prevent foreseen potential complications that were not accounted for within the initial scope. We worked collaboratively as a team, ensuring the work we delivered on different aspects of the solution functioned in tandem. Effective communication with the client was integral in ensuring we understood the main pain-points in order to deliver more than the initial intended solution within the clients budget. The client was impressed with our work and we are currently discussing possible enhancements and additional work to further optimise their systems and processes whilst continually providing support to the existing solution.
