Client Results

Real businesses. Measurable results.

Every solution we build is custom to the client. Here's what Power Platform and Microsoft 365 looks like when deployed for real small and medium businesses.

Power Apps Field Service · 28 employees

Replacing Paper Work Orders with a Field Service App

A residential services company was managing 15–20 jobs per day using paper work orders, WhatsApp messages to technicians, and a spreadsheet updated manually each evening. The admin team was spending 3 hours daily on data entry, and jobs were regularly falling through the cracks.

Solution: Custom Power App for technicians (mobile), dispatch view for office, automated invoicing via Power Automate, and a Power BI daily operations dashboard.
3 hrs
Daily admin saved
0
Paper work orders
4 wks
To deploy
100%
Technician adoption
★★★★★

"The app paid for itself in the first month. My admin assistant was doing 3 hours of data entry every day. Now she does zero."

DM
David M.
Owner · Residential Services
Power Automate Professional Services · 18 employees

Automating Client Onboarding from 12 Emails to Zero

A marketing agency was onboarding new clients through a 12-step email process — collecting briefs, contracts, intake questionnaires, and account credentials through back-and-forth email threads. It was taking 3–5 business days to fully onboard a new client.

Solution: Power Automate flow triggered by contract signature in DocuSign. Automatically collects intake information via a Power App form, generates the onboarding folder in SharePoint, assigns team members in Planner, and sends a welcome email sequence.
5 days
→ Same day onboarding
20 hrs
Saved per month
3 wks
To build
$0
Extra licenses needed
★★★★★

"We didn't realize how much time we were losing to manual onboarding until we saw it automated. It's embarrassingly fast now."

KP
Karen P.
Operations Manager
Power BI Professional Services · 35 employees

Building an Executive Dashboard That Replaced Friday Reports

A consulting firm's leadership team was spending every Friday afternoon pulling together a weekly performance report from three separate spreadsheets — project tracker, QuickBooks, and their CRM. It took 3 hours to produce and was stale before Monday.

Solution: Power BI dashboard connecting project management data, QuickBooks financials, and Dynamics 365 CRM. Live executive scorecard with revenue, utilization, pipeline, and accounts receivable — updated automatically, always current.
3 hrs
Saved every Friday
Live
Data, always
4 wks
To deploy
1
Dashboard for all data
★★★★★

"For the first time I can open one screen on Monday morning and actually see how the business is doing. The Friday report is gone."

RT
Robert T.
CEO

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