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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’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.
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.
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