Custom Solid Wood Door Manufacturer Automate Order Intake Process using PowerApps and PowerAutomate RPA

Overview


VNB assisted a Customer Solid Wood Door Manufacturer Automate Order Intake and Measurement Details Process leveraging Microsoft PowerApps and PowerAutomate RPA

Customer Profile

Customer is a leading manufacturer of custom solid wood cabinet doors and drawer fronts. Based in Houston, Customer is committed to excellence by serving their clients with value, innovation, and many years of industry experience.

Customer Situation


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Customer’s sales team had a requirement to go digital with their order intake process. The current tool/aid for collecting order and measurement details was based on a MS Excel sheet and Customer was looking at a more modern capability to help with Orders intake and processing. The application will be used by their sales and customer service teams to take new orders and help service existing orders, update their client of order delivery and/or will call etc.

VNB Solution


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After reviewing the MS excel workbook used for order capturing VNB’s App and Integration team did a detailed assessment of the client’s end to end requirements relating to their Order processing. VNB recommended Microsoft Power Apps based solution for the requirement and provided a user-friendly design of the application. The seed data from the excel related to Door and Drawers and distinct parts was collated into a Dataverse based data repository. All door and drawers seed data, Orders along with Customer details is stored in Dataverse too. Customer was using a custom csv generated of their Excel workbook to import order details into their on-premises existing desktop application SuperDoor which was used to provide Estimates and building Doors and Drawer. VNB envisioned, designed, and implemented a Microsoft Power Platform powered Ops platform for the Customer which consists of a Canvas App and a Model Driven App based Administration app. These apps help in Order intake and processing to back end for the Customer sales and customer service teams. Using Power Automate Desktop RPA (Desktop Flow) based automation these Orders were added into SuperDoor back-end system. The Ops platform has enabled the Customer’s sales and customer service teams to do the following: • Intake Order details, • Enter measurement details along with Door material, parts, and components information. • Generate estimates. • Send customer notifications and SMS. • Export Orders into SuperDoor.

The solution brought numerous benefits to the client, including but not limited to:

  • Taking orders and measurement details via paper and then entering these orders into MS Excel was a tedious and time-consuming process for the Customer teams. Customer got a modern app powered by Microsoft Power Platform to digitize their Ordering business process. This led to an overall ease of doing business and improved over all satisfaction of the end clients of the Customer. The project can be easily considered a complete Digital Transformation for the Customer’s Ordering business process and now boasts of a low-code modern app, Robotic Process Automation integration with a legacy desktop application and automation for manual tasks including end client notifications.
  • Microsoft PowerApps provides designer view which is extremely easy to understand by business users and operations teams.
  • VNB provided Customer team training on PowerApps usage along with user manuals. The team feels: PowerApps are easier to use, build, maintain and carry out any updates if required.
  • PowerApps based solution is easy to use for the users who are already working with Microsoft 365. They have a good integrated experience on the app along with the other M365 apps in use in the organization.

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