The Microsoft Power Platform, combining Power BI, PowerApps, and Flow, offers an abundance of opportunities to digitally transform your operations. With all of the functionality available, the ways in which you can improve the way you access and automate your data seems limitless. In fact, it can be a bit overwhelming. It can be difficult to take in the capabilities, see where they might add significant value and understand how you can implement them in your organization.
When trying to determine how you can leverage the
How can the Microsoft Power Platform ...
Improve staff effectiveness?
Do you have users that require access to data from multiple systems to do their daily work? As your employees service your prospects and customers, they may be accessing and updating data in multiple locations. You might be tracking sales in CRM software, marketing in marketing automation software, customer service in ticketing software, and accounting in ERP software. In order to provide exceptional service, you might be working in many or all of these systems.
Having multiple systems might be a necessity, but it can lead to poor business decisions from a lack of data visibility or inaccurate (or inconsistent) data, wasted time from duplicate data entry, and low employee satisfaction when tasks that should be easy are onerous and repetitive. For example, your sales team may want to know whether a customer has outstanding customer service issues or invoices before connecting with them. Do they need to go to multiple systems to get that data? Do they even have access to those systems? If some of this sounds like your organization, then the Power Platform can help.
Through Flow, PowerApps, and the Common Data Service (CDS), you can determine how best to display ticketing system or ERP data directly in your CRM. Your sales rep can look at a customer in your CRM and see those outstanding tickets and invoices.
Enhance decision oversight?
Do you have business processes that lack effective oversight and approval? At many stages in the customer lifecycle, key decisions are made with the customer. Often times, customer-facing employees do not possess the comprehensive knowledge to make appropriate decisions every time. For example, an employee trying to close a sales deal might heavily discount one area to get the deal without understanding the downstream impact of that discount to your organization. With the Power Platform, specifically Microsoft Flow, you can build review and approval into your business process. Based on triggers from your CRM (or other data source), a manager can receive notification of a quote and approve or reject the quote before it gets to the customer.
Optimize operational reporting?
Do you spend hours compiling data from multiple sources to obtain operational reporting? Do your operational reports differ from your counterparts in other departments due to different data sources? The time it takes to compile operational reports can be a large portion of management’s time that could be spent on business strategy, customers, or prospects. The time it takes to reconcile reports when data from one report comes from your CRM and data for another report comes from your ERP is also a wasted effort.
Automate transactions and notifications?
Do you spend time on repetitive tasks moving data between systems, sending notifications, etc.? The power of Flow is that it performs these tasks automatically for you freeing up your time for more important things. Perhaps you post to Yammer every time a sales deal is won, update multiple calendars for specific events, or move files to different locations to provide user access. All of these things can be automated with the power of Flow.
With over 250 templates available, there is a chance that there will be very little effort in building the Flow too! Flow and Power BI work together as well, so if one of your repetitive tasks is to alert people on particular data then Flow can do that for you.
These are just a few of the ways that the Power Platform can transform your operations. If you are interested in exploring any of these or finding other uses for Power Platform in your organization, then