
So365 In Action
Real-World Success Stories
Discover how organisations are transforming their operations with Microsoft 365–native solutions from So365.
The Client
The client is a UK-based company specialising in the refurbishment of military, industrial, and commercial buildings, which has successfully completed over 3,000 contracts both domestically and internationally. Their expertise includes roofing, cladding, asbestos removal, and comprehensive building overhauls, ensuring minimal disruption to ongoing activities.
The Challenge
The client faced several challenges in managing their health and safety and accident reporting processes. They relied on paper forms and manual workflows that were time-consuming, error-prone, and inefficient. They lacked visibility and accountability of the health and safety and accident data across their projects and sites. They needed a solution that would enable them to streamline their processes, improve their compliance, and enhance their performance.

Our Solution
Our collaboration with the client involved the development of a suite of mobile applications aimed at streamlining their operations and improving efficiency.
Mobile App Development
Unified App Design
We designed a single mobile app that consolidated the functionality of multiple existing apps. This approach reduced the need for users to switch between different apps and provided a seamless user experience.
Modern Controls and Performance Optimisation
The app was developed using modern controls to enhance performance and ensure it runs efficiently on mobile devices. We aimed to create screens with minimal controls to render faster and consume less memory.
User-Friendly Navigation
The app featured two main screens, "Projects" and "Personnel," each with a searchable gallery of active projects and personnel. Quick links were provided for easy access to frequently used features.
Health & Safety Reporting
Power Apps and Power Automate Integration
We developed a customised solution using Power Apps and Power Automate to streamline the client’s health and safety and accident reporting processes. This solution allowed staff and contractors to capture and submit information from their mobile devices, triggering notifications, approvals, and actions based on the submitted data.
Improved Compliance and Performance
The automated solution provided better visibility and accountability of health and safety data across the client’s projects and sites, enhancing compliance and overall performance.
Key Deliverables
Mobile App
A unified mobile app with modern controls and optimised performance, featuring screens for projects and personnel.
Health and Safety Reporting Solution
A Power Apps-based reporting tool integrated with Power Automate for automated workflows and notifications.
Ongoing Support and Maintenance
Continuous support for the developed Microsoft 365 components, including SharePoint sites, Power Apps, and Power Automate workflows.
Microsoft 365 Technologies Used
SharePoint
Used for creating and maintaining data lists, reporting capabilities, and direct data management.
Power Apps
Used to develop the mobile app solution.
Power Automate
Implemented workflows to automate processes and improve efficiency.
Outcomes
Enhanced Operational Efficiency
The unified mobile app streamlined the client’s operations, reducing the need for multiple apps and improving user experience.
Improved Health and Safety Compliance
The automated reporting solution provided better visibility and accountability, ensuring compliance with health and safety regulations.
Conclusion
The mobile app development for the client has significantly improved operational efficiency and health and safety compliance. The unified app streamlined processes, while the automated reporting solution enhanced accountability. Continuous support ensures ongoing improvements, aiding the client’s business growth and commitment to high-quality projects.