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Automating Report Generation

Period
Domain
Team
Tech
2024 - Present
Risk Management
3 engineers
Azure, Power Apps, Power Automate, Dataverse, MS Word, React

Project Description

Our client, a mid-sized company based in Germany, approached us with a need to streamline their report generation process. A large department in the company was tasked with producing detailed Word reports manually, which was time-consuming and resource intensive. To address this, we implemented a comprehensive solution using Microsoft Power Platform, specifically a Model-Driven App. This solution enabled administrators to configure different report types, while other employees could quickly generate reports by simply inputting necessary parameters. The automation of this process has significantly improved efficiency and reduced operational costs for the client.

Automating Report Generation

Problem

The client’s reporting process was manual and inefficient, requiring employees to spend excessive time creating Word reports from scratch. This manual process left room for errors, delayed report generation, and strained resources. The client needed a solution that would automate the report generation process, reduce time spent on manual tasks, and maintain high accuracy and consistency across reports.

Solution

We implemented a Power Platform-based solution that leveraged a Model-Driven App. This application allows administrators to pre-configure different report templates and types, ensuring flexibility and ease of management. Employees can then use this system to quickly input the required parameters, generating reports in minutes rather than hours. The solution not only automated the process but also eliminated manual errors, increasing report accuracy. As a result, the client saw a significant reduction in the time and cost associated with report generation, allowing their team to focus on higher-value tasks.

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Key Results

  • Automated the generation of detailed reports.
  • Configured flexible report templates.
  • Improved report accuracy by eliminating human errors.
  • Reduced report generation time from hours to minutes.
  • Achieved seamless integration with existing workflows using Microsoft Power Platform.

Automating Report Generation

Period
Domain
Team
Tech
2024 - Present
Risk Management
3 engineers
Azure, Power Apps, Power Automate, Dataverse, MS Word, React
Automating Report Generation

Project Description

Our client, a mid-sized company based in Germany, approached us with a need to streamline their report generation process. A large department in the company was tasked with producing detailed Word reports manually, which was time-consuming and resource intensive. To address this, we implemented a comprehensive solution using Microsoft Power Platform, specifically a Model-Driven App. This solution enabled administrators to configure different report types, while other employees could quickly generate reports by simply inputting necessary parameters. The automation of this process has significantly improved efficiency and reduced operational costs for the client.

Problem

The client’s reporting process was manual and inefficient, requiring employees to spend excessive time creating Word reports from scratch. This manual process left room for errors, delayed report generation, and strained resources. The client needed a solution that would automate the report generation process, reduce time spent on manual tasks, and maintain high accuracy and consistency across reports.

Solution

We implemented a Power Platform-based solution that leveraged a Model-Driven App. This application allows administrators to pre-configure different report templates and types, ensuring flexibility and ease of management. Employees can then use this system to quickly input the required parameters, generating reports in minutes rather than hours. The solution not only automated the process but also eliminated manual errors, increasing report accuracy. As a result, the client saw a significant reduction in the time and cost associated with report generation, allowing their team to focus on higher-value tasks.

...
...
...
...
...

Key Results

  • Automated the generation of detailed reports.
  • Configured flexible report templates.
  • Improved report accuracy by eliminating human errors.
  • Reduced report generation time from hours to minutes.
  • Achieved seamless integration with existing workflows using Microsoft Power Platform.