A workspace and add-ons based on Microsoft 365

Automation of company processes and services, and document storing based on SharePoint, Power Apps, Power Automate, Teams

Functional capabilities

A complex system of record-keeping and inventory goods and materials based on the Power Automate and SharePoint platforms 

PowerApps add-on «Inventory»

  • view the listing of all goods 
  • a quick search of the required equipment with a barcode/QR-code scanner 
  • equipment removal from the warehouse 
  • request for equipment ordering 

PowerApps add-on «Ordering» 

  • setting tasks about new orders in Planner 
  • making an order for the required goods 
  • monitoring the history of each piece of equipment 
  • record-keeping of goods and a list of suppliers 

Database in the SharePoint lists 

  • managing and editing lists 
  • establishing the connection to the company applications 

A system for automatically generating of Safety Passports and Technical Passports by attributes 

  • an automatic generating of documents in PDF with the required structure and in different languages according to the template (background, fonts, formatting, text blocks, tables, etc.) 
  • verifying for duplication
  • a structured storing of the generated documents 

A single document storage equipped with a security model, search service, and support of barcode/QR-code scanner 

Developed the architecture of document storage based on the Hub sites infrastructure, configured content types, document Retention policies and Sensitivity label 

Module for setting work in Teams: calendar for the employees’ working time planning, integrated with Outlook

The «Absence Calendar», which allows to record and visualize days with the employees’ absence

Integration module for the Zoho CRM 

Contracts uploading into CRM to the appropriate channel, which is automatically created in Teams by the preset criteria

Implementation results

  • Established a unified space for the employees’ cooperation and fast access from Teams to the required information
  • The time for searching for the required equipment, which is needed to get from the warehouse or order from the supplier, was reduced 2-3 times due to the built-in search both by the name or by the barcode
  • Established a triple-level system of equipment record-keeping 
  • Convenient monitoring of the equipment availability and its quantity in the warehouse due to the visualization of equipment coming to an end 
  • A simplified and systematized procedure of equipment issuing from the warehouse to employees with the system of issued items record-keeping 
  • A simplified procedure of ordering the required equipment from suppliers due to the functionality of making orders and changing their status
  • Totally automized the process of generating technical documentation 
  • Implemented a structured storing of documents in the cloud with a convenient search