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Power Platform Project Task: Business Process Automation

A mid-sized manufacturing company is facing inefficiencies in handling customer orders and inventory management. The current processes involve multiple spreadsheets, emails, and manual interventions, leading to errors, delays, and poor visibility of operations.

To resolve these issues, the company is considering Microsoft Power Platform to automate workflows, centralize data, and improve operational efficiency.

Why Power Platform?

The company is considering Power Platform because of:

Low-code/no-code development for fast application building.

Seamless Integration with Microsoft 365, Dynamics 365, and other applications.

Automation Capabilities to reduce manual effort.

Data Centralization using Dataverse for secure data storage.

AI and Analytics with Power BI for deeper insights.

Scalability and Security to protect business data.

Understanding the Business Needs

Each team member has a unique challenge, and Power Platform offers targeted solutions:

John Smith (Operations Manager): Needs real-time visibility into customer orders.

Sarah Johnson (Customer Service): Wants a unified view to manage customer inquiries more effectively.

Michael Brown (IT Admin): Focused on keeping the system secure and compliant.

David Lee (Finance): Requires tracking tools for order payments and financial reporting.

Karen White (Inventory Manager): Needs automated stock level tracking to avoid over/under-stocking.

Chris Adams (Sales Executive): Wants fast access to customer purchase history to close deals quicker.


πŸ” Business Justification – Why Power Platform?

The company wants to understand why Power Platform is the best solution for this business problem.

Check out my Sales Pitch for Microsoft Power Platform, where I break down:

  • The current challenges faced by the company
  • How Power Platform addresses each pain point
  • Specific tools (Power Apps, Power BI, etc.) mapped to business needs
  • Tangible benefits like time savings, reduced errors, and faster order fulfillment

πŸ“Š View my Sales Pitch Presentation Slides

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