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Power Platform • Automation
Lifecycle Operations Platform
A connected Power Platform solution replacing spreadsheet and inbox handoffs with a single request, approval, and document lifecycle that operations leaders can see end to end.
- Client
- Multi-site operations business
- Industry
- Operations and field services
Note. Portfolio concepts shown here are anonymised and representative of the kinds of intelligent business systems Aqlyst delivers. Client names, screenshots, and measured results are published only with written approval.
Challenge
The situation
A process that existed only in email
Requests, approvals, and supporting documents moved through personal inboxes and shared spreadsheets, leaving no reliable audit trail and no way to measure cycle time.
No shared view across sites
Each site tracked work differently, so consolidated reporting required manual collection and reconciliation every period.
Change was risky
Existing automations had been built directly in production by different people, with no source control and no safe way to test a change.
Approach
How we worked
- Model the process once, properlyWe mapped the real flow including the exceptions people worked around, then designed a Dataverse model that represented the process rather than mirroring the old spreadsheets.
- Environment strategy and ALM firstDevelopment, test, and production environments with managed solutions, source control, and pipelines were established before feature work began.
- Reusable components across sitesShared components and business rules meant site-specific variations became configuration rather than separate applications.
- Reporting designed with the modelPower BI was designed alongside the data model, so operational reporting did not require a later extraction layer.
Solution architecture
How the system fits together
A Dataverse-centred operating system: applications and portals on top, automation in the middle, and governed deployment through managed pipelines.
Experience
- Model-driven app
- Canvas app for field use
- Microsoft Teams
Automation
- Power Automate
- Approvals
- Document generation
Data
- Dataverse
- Business rules
- Role-based security
Insight
- Power BI
- Operational dashboards
Lifecycle
- Managed solutions
- Pipelines
- Source control
Delivered
What was built
- Request and approval applicationA model-driven application covering intake, routing, approval, exception handling, and completion with role-based access.
- Automated document generationPower Automate generates and files the required documents against the record, replacing manual assembly and re-keying.
- Operational reportingPower BI reporting over Dataverse for volume, cycle time, and bottleneck visibility across sites, from one model.
- Managed delivery lifecycleSource-controlled managed solutions and deployment pipelines so changes reach production through test rather than around it.
Outcomes
What changed
Figures are published only once the client has approved them. Where a value reads “Illustrative”, the improvement is real but the number has not been cleared for publication.
- Process cycle time
- Not yet approved for publication
- Manual document handling
- Not yet approved for publication
- Audit trail coverage
- Every request from intake to completion
Technology stack
- Power Apps
- Power Automate
- Dataverse
- Power BI
- Microsoft 365
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