An automated Power App for seamless team collaboration.
- Industry: Information Technology (IT)
- Country: UK
The goal is to streamline and automate the process for the sales & other teams by developing a Power App that allows them to input and select relevant details for each input. This data entry will trigger a Power Automate flow that automatically creates a dedicated Microsoft Teams channel with the selected team’s members so that all the relevant teams could work on the same channel.
The core challenges
- Time consuming process: Manual processes are prone to human errors, such as incorrect data entry, missed steps in creating channels or folders, and inconsistent naming conventions. These errors could lead to chaos within the team.
- Higher risk of errors:The original reports were likely difficult to read, visually cluttered, or lacked a clear information hierarchy. To address this, we redesigned the dashboard to focus on simplicity, clarity, and intuitive navigation, improving usability and encouraging user adoption.
- Challenges in collaboration: Without automated processes, collaboration among team members could be hampered by disorganized or hard-to-find information. This could lead to communication breakdowns and a lack of coordination within the team.
- Difficulty in tracking and management: Manually managing lists, tasks, and deadlines would make it harder to track progress, assign responsibilities, and ensure accountability. This could lead to missed deadlines or overlooked tasks.
- Inconsistent execution: Without automation, there is a risk of inconsistent execution across different sales initiatives. Some teams might follow different procedures, leading to a lack of standardization in how information is organized and accessed.
Solution The solutions work together to enhance the value, effectiveness, and user experience, while also addressing the project's challenges.
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Centralized data entry via power apps: We developed a user-friendly Power App where the sales team can enter and select the necessary details for each sales initiative. -
Automated team channel creation with power automate: We have created a Power Automate flow that triggers upon data submission in Power Apps. -
Automated sharePoint list and folder management: The Power Automate flow will also generate a SharePoint list to track start and due dates, assign tasks, and manage responsibilities. -
Automated workflows: We implemented Automate workflows for Team’s channel creation, creating files in SharePoint and team’s channel and improving process efficiency.
Integration. Equipped with a variety of data source.
This system offers a diverse and comprehensive range of features. We have integrated different types of features and workflows.
- Centralized Data Entry via Power Apps
- Automated Teams Channel Creation
- Automated Folder Creation in Teams
- Automated Folder Creation in SharePoint
- Structured Data Storage
- Scalable Automation Workflow
Customization.
To ensure the Auto teams builder aligns perfectly with our unique requirements, we customized several features.
SharePoint integration to check the progress of work item
Integrated SharePoint to check the progress of each work item in the progress tracker list.
Customized workflows
Developed workflow with Power Automate to create a dedicated Teams channel, generate a SharePoint list to track key dates and task assignments, and establish corresponding folders in both Teams and SharePoint for document management.
Enhancement. By adding useful features.
To elevate this system and provide an enhanced user experience, we have incorporated a range of features empowering users to improve the user experience.
Dynamic form fields in power apps based on user input
Adjusts the form fields in Power Apps dynamically based on the user’s input, making the data entry process more intuitive and relevant to the specific context of the sales initiative.
Cross-Team collaboration features
Facilitates collaboration between different teams by integrating communication and file-sharing features, ensuring that all relevant parties can work together efficiently.
Advanced search capabilities
We enhanced search functionality within Teams and SharePoint to quickly locate relevant documents and conversations.
