The Client

The client is a leading provider of assistive technology, offering products like stairlifts, hoist systems, and automatic door openers. They serve private individuals, care homes, and local authorities with professional installation and 24/7 support.

The Challenge

The client faced several challenges with their existing digital infrastructure, particularly with their legacy job tracking application. The issues included inefficiencies in tracking job progress, managing alerts, and handling management information. Additionally, there were problems with data consistency and the need for better automation and integration of their Microsoft 365 components.

Our Solution

Our collaboration with the client involved several key initiatives aimed at improving their digital infrastructure and operational efficiency.

The project included an initial development of a new Job Tracker App and subsequent follow-on developments to extend and enhance the solution.

Job Tracker App Development

Consultancy and Development Activities

We shadowed the client’s team to understand and document issues with their existing solution. This involved workshops to identify key warnings, alerts, and management information for a new dashboard.

Prototype and Implementation

A prototype Job Tracker App was built and tested, followed by enhancements based on feedback. The final app was installed into the live environment, supporting day-to-day business use cases.

Training and Support

We provided training for the client’s team on using the new Job Tracker App and offered 30 days of inclusive support post-delivery.

User Guide Development

A comprehensive user guide for the Job Tracker App was created, detailing the configuration, registers, templates, and various functionalities of the app. This guide ensured that the client’s team could effectively use and maintain the system.

Follow-on Developments

We continued to support the client with ongoing maintenance and development services, delivering enhancements to existing Microsoft 365 components and developing new ones to support their business growth and initiatives.

Some of the follow-on developments included:

• Enhanced Support for Purchase Order Management

  This included additional functionality to support the purchase order process.

  
  

• Inspections Support

  Enhancements to the solution to support inspections alongside service and warranty.

• Engineers App and Surveyors App

  Development of specific apps to support the work of the client’s engineers and surveyors.

Microsoft 365 Technologies Used

• SharePoint

  Used for creating and maintaining data lists, reporting capabilities, and direct data management.

  
  

• Power Apps

  Developed the Job Tracker App and other management apps to streamline operations.

• Power Automate

  Implemented workflows to automate processes and improve efficiency.

Outcomes

Improved Operational Efficiency

The new Job Tracker App and enhanced Microsoft 365 components streamlined the client’s operations, reducing manual processes and increasing automation.

Enhanced User Experience

The Job Tracker App User Guide empowered the team to effectively manage their systems, ensuring smooth and efficient operations.

Ongoing Support

Continuous support and maintenance ensured that the client’s systems remained functional and up-to-date, providing a reliable digital infrastructure for their business.

Conclusion

In conclusion, the collaboration has significantly benefited the client. The new Job Tracker App and Microsoft 365 enhancements have streamlined processes and increased automation, boosting operational efficiency. Ongoing support and maintenance ensure the client’s digital infrastructure remains reliable and supports business growth.