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
The client had its legacy application built on a platform called Microsoft InfoPath that was scheduled to retire sometime in 2026. This created a major challenge for business teams. How? Because this system supported the required critical approval processes before new customer records could be added into SAP, primarily used by Customer Support and Sales teams. With InfoPath’s retirement drawing close, the client needed a strong replacement that preserved the existing user experience while also incorporating process enhancements introduced over the past five years. And what was the most required task? Maintaining continuity with existing workflows and minimizing disruption to business users.
Our Strategy
As the client was working on Microsoft InfoPath, which was scheduled to retire sometime in 2026, the main goal was to get a strong replacement that preserved the existing user experience while also incorporating process enhancements introduced over the past five years. That’s why a replica was built with similar functionalities to InfoPath, which modernized the backend and enabled extensibility via Canvas Apps.
Our Solution
A replica of InfoPath was created using Power Apps, SharePoint, and Power Automate. Its functionalities were pretty similar to InfoPath, where it modernized the backend and enabled extensibility via Canvas Apps. It needed less technical intervention as SharePoint served as both the data store and a configuration interface. SharePoint allowed business users to adjust workflows, approval matrices, and system behaviours in a system that they are comfortable with. Automated reminders and exception handling were built into the lifecycle of requests.
Business Outcome
- Automated Approvals: All manual steps were removed from the workflow after the solution was implemented. This automated self-sustaining approval and post approval process.
- Reduced Team Dependency: The business team gained direct control over process configurations, improving agility and reducing tech team dependency.
- High Operational Visibility: Custom SharePoint views provided real-time and increased operational visibility.
- Better User Adoption: Custom SharePoint views allowed administrators to control views and manage data, enhancing maintainability and user adoption.