Software Tracking System
Efficient software tracking is key to business success. Discover how we helped a software consulting company automate and optimize their software lifecycle management with PowerApps.The Challenges
A US-based software consulting company was using an outdated system to track their software inventory, licenses, and approvals. The system lacked automation and failed to cover the full lifecycle of software management, from license purchase to decommissioning. The challenges included:
- Manual Tracking: The process of managing software licenses, installations, and renewals was done manually, leading to inefficiencies and errors.
- Lack of Automation: Approvals for software licenses and purchases were not automated, which created delays and confusion.
- Incomplete Lifecycle Management: The system did not support tracking of the full software lifecycle, from procurement through to decommissioning.
- Reporting Issues: Generating reports for software inventory and usage was a cumbersome and time-consuming process.
Our Solution
To address the client’s challenges, we implemented a comprehensive solution using Microsoft Power Platform, which covered the full software lifecycle and automated key processes:
- Canvas Power App: A custom Canvas Power App was developed, providing a user-friendly interface for the software tracking system. This allowed the team to easily track software licenses, installations, renewals, and decommissioning.
- Cloud Flow (Power Automate): Automated approval workflows were created to streamline the process of software license approvals, renewals, and procurement. The system automatically triggered notifications and updates, ensuring timely actions.
- Dataverse Integration: Dataverse was integrated as the central data platform to securely store and manage software inventory, license data, and approval records. This provided a centralized, real-time perspective of all software assets.
- Excel Report Export Functionality: A seamless export function was built into the app, enabling the finance and IT teams to generate and export detailed software usage and inventory reports to Excel for analysis and compliance purposes.
Core Principles
The solution was designed with the following principles:
- Automation: Automating the approval process and software lifecycle management to save time, reduce errors, and ensure compliance.
- User-Friendly Interface: Offering an intuitive and accessible platform that enables the team to manage software assets efficiently with minimal training.
- Centralized Data Management: Leveraging Dataverse to provide a single source of truth for software inventory, license status, and approvals.
- Reporting Flexibility: Enabling users to easily generate and export reports for audit purposes, cost tracking, and resource planning.
The Result
By implementing the Power Platform, the software consulting company achieved the following results:
- Streamlined Software Management: The end-to-end software tracking system ensured better management of the entire software lifecycle, from procurement to decommissioning.
- Automated Approvals: The automated approval process reduced delays and ensured faster decision-making for software purchases and renewals.
- Improved Data Accuracy: With Dataverse as the central database, data was accurately tracked and updated in real-time, eliminating errors from manual processes.
- Efficient Reporting: The ability to export reports to Excel provided valuable insights into software usage, cost analysis, and compliance for management and auditing purposes.
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Success Stories
"The transition to PowerApps and the automation of our software tracking system has transformed our operations. We now have a streamlined, efficient process that saves us time and ensures we stay on top of our software inventory and license compliance."
— US Software Consulting Company
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