Technical Evaluation System
Empowering pharmaceutical innovation through automation. Learn how we streamlined workflows and enhanced process efficiency for a pharmaceutical client using Microsoft Power Platform.
The Challenges
A pharmaceutical client was managing their internal processes using manual methods in Excel and SharePoint. This resulted in inefficiencies, delays, and errors in their workflows. They sought to automate these processes and integrate them into the Microsoft 365 ecosystem using the Power Platform. The main challenges included:
- Manual Data Entry: Much of the data was manually entered into Excel and SharePoint, leading to human errors and inconsistent data.
- Lack of Integration: Disparate systems were used for tracking documents and data, making it difficult to create a unified view and report on important business metrics.
- Inefficient Document Approvals: The client’s document approval process was manual, using email and physical signatures, which slowed down the process.
- Reporting Difficulties: Generating and sharing reports from multiple systems was a time-consuming manual task.
Our Solution
To address these challenges, we developed a comprehensive solution leveraging Microsoft 365 and the Power Platform:
- Canvas Power App: We created a custom Canvas Power App that provided the pharmaceutical company with an intuitive, mobile-friendly interface to manage their business processes. The app integrated data from Excel, SharePoint, and other systems, making it easy for users to access and update information in real-time.
- Power Automate (Cloud Flow Platform): We automated key workflows such as document approvals, task assignments, and notifications. This eliminated manual processes and ensured that tasks were completed in a timely manner.
- SQL Server Data Integration: The solution integrated data from SQL Server to ensure that all information was consolidated in one place and that the app could handle complex queries and data management.
- DocuSign Integration: We incorporated DocuSign for secure, electronic signatures, enabling faster document approvals without the need for paper-based processes. This streamlined approval workflows and sped up decision-making.
- Excel & PDF Export Functionality: We added functionality to export data and reports to Excel and PDF formats, making it easy for the team to generate and share reports with stakeholders.
Core Principles
The solution was designed with the following core principles:
- Automation: Automating manual processes to reduce errors, save time, and improve workflow efficiency.
- Seamless Integration: Integrating multiple systems, including SharePoint, Excel, SQL Server, and DocuSign, into a cohesive platform that streamlined business operations.
- Real-Time Data Management: Ensuring that all data was updated and synchronized in real-time, providing accurate and up-to-date information at all times.
- Security and Compliance: Incorporating secure document approval via DocuSign to meet the client’s compliance requirements.
The Result
The pharmaceutical client saw significant improvements after implementing the Power Platform solution:
- Increased Efficiency: Automation of workflows saved the team time by eliminating manual tasks, leading to quicker decision-making and streamlined operations.
- Improved Accuracy: Real-time data updates and integration with SQL Server and SharePoint ensured that all information was accurate and current.
- Faster Approvals: The integration of DocuSign sped up the document approval process, reducing delays and improving compliance.
- Easy Reporting: With the ability to export data to Excel and PDF, the client could quickly generate detailed reports, enhancing communication with stakeholders and simplifying reporting tasks.
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Success Stories
"Adopting Microsoft 365 and the Power Platform has revolutionized our internal processes. Automating workflows and integrating all our systems into one platform has made our business operations faster and more accurate. The DocuSign integration has especially helped us streamline approvals."
— Pharmaceutical Client
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