Case Studies and Examples

Real results from businesses using our automation and catalogue services

Power AutomateAzure Document IntelligenceTeamsSharePoint

Automated Invoice Processing

Problem

Manually processing 200+ invoices per week, taking 15 hours and causing frequent data entry errors.

Solution

Built a Power Automate flow that extracts invoice data using Azure Document Intelligence, routes approvals through Teams, and updates their ERP system automatically.

Result

The entire process now runs automatically with minimal human oversight.

Hours Saved

12 hours/week

Error Reduction

95%

Time Reduction

From 3 days to 2 hours

ShopifyPDFHTMLEmail TemplatesAutomation

Shopify Catalogue Generator

Problem

Spent 8 hours weekly creating custom PDF catalogues for different customer segments, often with outdated product information.

Solution

Developed a custom Shopify integration that generates branded catalogues in HTML, PDF, and email template formats on-demand with live product data, pricing, and images. Includes built-in code editor for email template customization.

Result

Sales team can now generate customer-specific catalogues in any format in under 2 minutes, and marketing team can customize email templates directly.

Hours Saved

32 hours/month

Time Reduction

From 8 hours to 2 minutes

Power AutomateSharePointTeamsIntegration

Customer Onboarding Automation

Problem

Manual customer onboarding process took 2-3 days and required coordination across 4 different systems, leading to delays and missed steps.

Solution

Created an end-to-end Power Automate workflow that triggers on new signups, creates accounts in all systems, sends welcome emails, schedules onboarding calls, and tracks progress in SharePoint.

Result

Onboarding now completes automatically in under 1 hour, with 100% consistency.

Hours Saved

10 hours/week

Time Reduction

From 2-3 days to 1 hour

Impact

100% consistency

Power BIPower AutomateAzureReporting

Automated Reporting Dashboard

Problem

Weekly production reports required manual data collection from 5 different systems, taking 6 hours and often containing errors.

Solution

Built automated data connectors and a Power BI dashboard that refreshes daily, pulling data from ERP, quality systems, and production logs.

Result

Executives now have real-time visibility, and the reporting process is fully automated.

Hours Saved

24 hours/month

Error Reduction

100%

Time Reduction

From 6 hours to real-time

Power BISales AnalyticsReportingDashboard

Sales Performance Dashboard

Problem

Sales managers spent 4 hours weekly compiling sales reports from multiple stores, making it difficult to identify trends and opportunities in real-time.

Solution

Created a comprehensive Power BI dashboard connecting to POS systems across all stores, with automated daily refreshes and interactive drill-down capabilities.

Result

Sales teams now have instant access to performance metrics, trends, and comparisons across stores and time periods.

Hours Saved

16 hours/month

Time Reduction

From 4 hours to real-time

Impact

Real-time insights

SharePointTeamsPower AutomateCompliance

Document Approval Workflow

Problem

Document approvals were tracked in email threads, causing delays, missed approvals, and compliance concerns.

Solution

Implemented a SharePoint-based approval workflow with Teams notifications, automatic routing based on document type, and audit trails.

Result

Approval times reduced by 60%, with complete visibility and compliance tracking.

Time Reduction

60% faster approvals

Impact

100% audit trail compliance

ShopifyPDFHTMLEmail TemplatesAutomationMulti-channel

Multi-Channel Product Catalogue System

Problem

Needed to generate different catalogues for online, print, email campaigns, and B2B channels, each requiring manual updates when products changed.

Solution

Created a Shopify-powered system that generates multiple catalogue formats (HTML for web, PDF for print, email templates for campaigns) automatically from a single product database. Includes code editor for email template customization.

Result

All catalogues stay synchronized and update automatically when products change. Marketing team can quickly customize email templates for campaigns.

Hours Saved

16 hours/month

Time Reduction

From 4 hours to 5 minutes per catalogue

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