Automating sales promotions with a Power Apps solution
A global consumer-electronics brand's promotional-sales process ran on manual, disconnected steps that slowed revenue. We built a Power Apps + Dataverse solution with automated approvals, a mobile approval app, and SOX-ready audit tracking.
The challenge
A global consumer-electronics brand ran its promotional-sales process across a variety of disconnected mediums. The complex, manual steps — combined with growing sales — held the team back and affected the bottom line.
Our approach
Sales and IT defined the desired future process, and through a series of workshops we aligned those requirements to Microsoft 365 technology, using an agile, iterative approach so the business could engage and give near-real-time feedback.
We built a Power App on Dataverse that standardizes the process for internal and external sales partners, integrates Power Automate for approval notifications, and includes a mobile canvas app so leadership can approve while traveling. It can duplicate previously successful promotions with minimal re-entry and provides full audit tracking for SOX compliance.
Outcomes
- ✓Standardized data and enhanced reporting
- ✓Automated approvals and a streamlined business process
- ✓Faster approval turnaround and increased speed to revenue
- ✓Full SOX-compliant audit tracking
Microsoft technology
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