Specialist Engineering Firm

How Appetite for Business transformed SharePoint and Power Platform for a major engineering firm.

Overview

Customer

Specialist Engineering Firm

About

A leading asset lifecycle and engineering technology company delivering sustainable solutions across multiple sectors and industries.

Sector

Energy

Org. Size

500

Service

Power Platform development, SharePoint migration, and workflow automation to modernise financial processes and improve system reliability.

Key Goals

Improved Invoicing Speed

Seamless System Reliability

Reduced Administrative Burden

"The team at Appetite for Business made us feel reassured and confident throughout the process. Their communication was excellent, the team truly understood our needs, and they kept us ‘in the know’ right throughout the project."
Office Administrator, Engineering Firm

Challenges

A specialist engineering firm faced significant challenges with their existing systems during a critical migration project. Legacy SharePoint-based solutions for financial processes such as invoicing, expense approvals, and payment runs were malfunctioning post-migration. These issues led to inefficiencies, particularly during high-demand periods. With limited internal resources and technical expertise, the team needed external support to rebuild these systems on the Power Platform. Having had a subpar experience with a previous vendor, the team was initially hesitant but recognized the need for expert assistance.

Solutions

Appetite for Business stepped in with a structured approach, starting with a comprehensive two-day workshop to understand the firm’s requirements and scope out the project. They proposed a solution centered on Power Apps and the Power Platform to modernize the financial workflows, ensuring they were robust, user-friendly, and scalable. Regular weekly meetings and open communication channels ensured transparency and alignment throughout the project. Appetite for Business’s ability to address technical challenges and provide timely solutions made the transition seamless.

Outcomes

The project resulted in modernized, efficient financial processes that restored operational flow. Issues with glitchy legacy systems were resolved, enabling faster invoice processing and better management of project finances. The improved system reduced administrative burdens and gave the team confidence to troubleshoot minor issues independently. Appetite for Business’s support not only resolved immediate challenges but also laid the foundation for future scalability and potential training in advanced Power Platform capabilities.

Who We Help?

Whatever, your situation we can help you to de-risk and accelerate your M365 adoption.  

For Owners

Small team? At capacity? Don’t know where to start? Work with us and always be in the know with data at your fingertips. Save yourselves the stress so you can digitally transform your organisation and processes. Hold on to and develop talent. Identify areas for more efficiency. Stay secure and compliant and move the business forward.

For IT

Juggling with strategy and small in-house team? With a specialist partner like us we can help simplify management, achieve compliance and guide you on best practice governance and strategy, keeping data secure whilst giving people access to the insights they need.

For Finance

Overseeing a global business? Let us help you go from data to insight to action. Free up cash flow by identifying efficiencies, removing legacy systems and removing bottlenecks. Increasing real time visibility, measuring metrics, mitigating risk and achieving better compliance and transparency.

For HR

Worrying about upskilling or reskilling your talent pipeline to meet changing technology needs and digital skills shortage? Let us help you to boost productivity, knowledge sharing and wellbeing in remote workers. Deliver a best-in-class employee experience from onboarding to offboarding. Provide better access to employee voices to guide, transform and evolve.

Sectors We Have Worked In

With experience and clients across a wide range of sectors and industries, we understand the challenges you face.  

Energy/Renewables 

We have core domain experience in this area,  providing solutions that have transformed the way our customers manage their businesses and use their data to extract maximum value. 

Construction  

We know how important it is to support construction companies who want to rapidly digitize their processes to support off site workers and remove manual processes, avoid delays, and drive project efficiencies. 

Professional Services  

We have been trusted by customers to streamline and secure operations and develop bespoke responsive apps within Microsoft 365 to increase productivity and deliver differentiating services.

Transport & Travel  

We understand the pressure to streamline operations, reduce costs and increase efficiency. Appetite for Business provide M365 development and support services to improve efficiency and QHSE audit and compliance.

Pharmaceutical  

From regularly working with pharma organisations, we understand the challenges to support collaboration, productivity, and paper lite initiatives to streamline processes, increase visibility and comply with regulations. 

Public Sector   

We are on the UK Government G-Cloud framework.  We can support you with process transformation, employee engagement and digital working practices with a variety of solutions.  

Healthcare  

From advisory and best practice around large digital transformation programmes to out of the box and bespoke digital solutions we can help you adopt modern working practices. 

Not for Profit  

Every penny counts.  So, we help you do more with less, from licensing to better information access, tracking data for metrics and creation of dashboards all to ensure regulatory compliance.

Partners

Our Services

Discover our range of Microsoft services. Customised, comprehensive and client-centric.

Strategy

Plan a Microsoft 365 strategy that lays the foundation for future growth, innovation and success.

Skills

Educate and empower your workforce with the skills to harness the full potential of Microsoft technologies.

Software

Customised Microsoft solutions designed to improve collaboration, automation and optimise efficiency.

Security

Safeguard your data with 24/7 monitoring and proactive protection that helps you sleep at night.

Support

Receive unparalleled assistance and expert guidance that keeps your Microsoft ecosystem running smoothly.