Stewart Milne Group faced challenges with a platform used for online forms which was hard to update as processes evolved and wanted to make better use of the Microsoft technology stack they had invested in.
The project had a short timescale for completion and the company’s small internal IT team didn’t have the time to manage it themselves due to the volume of projects in place. Having made the selection of Power Platform as their platform of choice, SMG were looking for a Microsoft partner they could trust and work closely with and had business reputation and experience. Having provided training and Power BI services for a number of years SMG, AFB were perfectly situated to support them.
Various processes managed using these online forms required some degree of compromise within the third-party subscription platform previously in use. These forms were used on housebuilding sites for processes such as home inspection reports, snagging lists, and post-completion reports. These forms and their associated processes needed to be updated to better fit with current best practice and to simplify related work such as monitoring and logging completion of snagging list items and generating / storing PDF copies of reports whilst reducing admin overhead and manual entry. The business was tired of the duplication in those forms, they were clunky and repetitive.
The key challenges they faced were:
Following a design thinking workshop, we proposed establishing an automated system using SharePoint and Power Platform services.
The solution included:
Stewart Milne Group is soon to launch a fully automated, mobile device friendly suite of apps to allow on-site staff to undertake completion and post completion reports on properties soon to be or recently handed over to the customer, to capture and store signatures from the appropriate individuals, and to generate a PDF copy of each report in SharePoint for future reference. These solutions use SharePoint and Power Platform services, resulting in the following benefits:
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