Case Studies

automation case study: automating invoice approval with Power Automate

Client; Mid-sized Manufacturing Company
Industry; Manufacturing
Challenge; Manual invoice approval process causing delays, errors, and lack of visibility.

The Problem

The client’s finance team was spending hours every week manually routing supplier invoices for approval via email. This led to:

  • Delayed approvals and missed payment deadlines

  • Frequent errors due to manual data entry

  • No clear audit trail of who approved what and when

The Solution; Power Automate flow

We implemented a Power Automate flow that:

  • Automatically triggers when a new invoice is uploaded to a SharePoint folder

  • Extracts key details (vendor, amount, due date) using AI Builder’s form processing

  • Routes the invoice to the appropriate approver based on predefined rules in Microsoft Dataverse

  • Sends automatic reminders if approvals are delayed

  • Logs all actions for full visibility and compliance

The Results

  • 80% reduction in approval time

  • Zero missed payment deadlines in the first 3 months

  • Full audit trail for internal and external reviews

  • Finance team saved 15+ hours/week, now focused on analysis rather than admin

RAG case study: enhancing internal knowledge access with RAG

Client; Regional Financial Services Firm
Industry; Financial Services
Challenge; Slow and inconsistent access to internal policy and regulatory documents.

The Problem

Customer support and compliance teams at the firm were struggling to quickly locate relevant information across thousands of internal documents — including policies, procedures, and regulatory updates. This led to:

  • Delayed responses to clients and regulators

  • Risk of providing outdated or incorrect information

  • Reduced staff productivity and morale

The Solution: Microsoft-Powered RAG Architecture

We deployed a Retrieval-Augmented Generation (RAG) solution using Microsoft technologies:

  • Azure OpenAI Service (GPT model) for generating natural language responses

  • Azure Cognitive Search to index internal policy documents, procedures, and FAQs

  • Azure Blob Storage to securely store and manage document data

  • Power Apps for a simple, internal user interface

How It Works

  1. The user asks a question in plain language (e.g., “What’s our KYC policy for new SMEs?”).

  2. Azure Cognitive Search retrieves the most relevant internal documents.

  3. Azure OpenAI reads the retrieved content and generates a precise, easy-to-understand response.

  4. Citations and links are included so users can trace the source.

The Results

  • Response times reduced by 70% for internal queries

  • Consistent and compliant answers drawn from approved documents only

  • Improved confidence among support and compliance teams

  • Minimal training required — simple, chat-like interface via Power Apps

Technologies Used

  • Azure OpenAI (GPT model)

  • Azure Cognitive Search

  • Azure Blob Storage

  • Power Apps

  • Azure Functions (for orchestration)

Power Apps case study: digitizing field inspections with Microsoft Power Apps

Client; Utilities Company
Industry; Energy & Utilities
Challenge; Paper-based field inspections causing delays and data entry errors.

The Problem

The client’s field engineers were conducting inspections using paper forms. These forms were later manually entered into Excel back at the office, leading to:

  • Delayed reporting and slow response times

  • Frequent errors during manual data transcription

  • Lack of real-time visibility for management

The Solution: A Custom Power App

We built a custom mobile Power App that allows engineers to complete inspections digitally on tablets or smartphones, even while offline.

Key Features

  • Easy-to-use digital form with dropdowns, photos, and checklists

  • Integration with Microsoft Dataverse to store data securely

  • Automatic sync with SharePoint and Power BI for real-time reporting

  • Offline functionality using Power Apps’ local caching features

The Results

  • 100% elimination of paper forms

  • Inspection data now available instantly for office staff and managers

  • 40% faster inspection cycles

  • Reduced admin overhead and improved data accuracy

  • Easy scalability for other field teams and workflows

Technologies Used

  • Microsoft Power Apps (Canvas App)

  • Microsoft Dataverse

  • SharePoint Online

  • Power BI (for reporting)

  • Azure AD for secure user access