Client
A globally recognized client, located in the USA, is a listed company on a public stock exchange. This multinational company creates products in three domains like Pharmaceuticals, MedTech, and Consumer Health. It has clients from many countries. Their teams work with different cultures and regions, bringing a sense of cultural diversity to the company. They also bring together science and tech to benefit people with better-quality health solutions.
Problem Statement
As the client’s legal applications were established for a limited set of functionalities, they no longer supported the current business processes as they had evolved. What made the workflows slow and error-prone was the manual tracking of Credit Notes by the sales teams and getting approvals based on ticket size and market-specific limitations. With the lack of flexibility and new features, the editing processes proved no worth when it came to offering multi-lingual support. This created inefficiencies and delays in managing approvals, ensuring accuracy, and maintaining consistency across markets. As there was no sort of automation, there was less visibility, reduced agility, and increased dependency on manual intervention.
Our Strategy
The strategy involved getting rid of manual tracking of Credit Notes by the sales teams, making the workflows error-free and fast while also providing multilingual support, as the existing applications lacked flexibility for new features to support the same. The idea was to have users from different regions work in their preferred language and, in turn, improve operational efficiency.
Our Solution
The client’s existing Power Apps solution was reviewed and fixed to support multilingual scripts. This helped users from different regions to work in their preferred language. With the implementation of Dynamic approval checks, the approvals automatically flowed to Sales Heads or Regional Heads based on the ticket size. This improved workflow accuracy, speed, and efficiency. PDF generation was added to the app to create official documents directly from the system. Automated reminders and update notifications were made possible with the introduction of New lifecycle stages. This solution modernized the application, aligned it with current business processes, and reduced manual follow-ups and language barriers.
Business Outcome
- Well-organized Data: System efficiency was increased, and data management was simplified by reducing SharePoint lists by 25%.
- Multilingual Support: Users could interact with the language of their choice, thanks to multi-lingual support.
- Quick Approvals: As the approval workflows were set up with the help of a central list, it reduced manual intervention and increased decision-making speed.
- Quick Reporting: Added PDF generation for instant snapshots, making communication with third-party distributors easy.