Case Studies

PowerApps Solution for Tracking Due Diligence Field Exams

This commercial finance industry customer provides debt solution services to companies across all industries. The customer had been utilizing a Microsoft Excel-based timesheet system and was seeking a new mobile-friendly solution with advanced management and reporting capabilities.

Technologies Supported

  • Power Apps
  • SQL Server

The Challenge

A Need for a Modern, Feature-Rich Solution for Performing, Managing and Tracking Field Exams

The customer recognized the need for a modern, feature-rich solution for performing, managing and tracking field exams. Their intention was to create an intuitive, web-based solution and to bring consistency and a common backend system to this and other disparate applications throughout the organization. Upon completion, the customer would realize the following main benefits:

  • Cloud-based version accessible from anywhere
  • Consistency across organization-wide applications
  • Common database backend for advanced management and reporting
  • Reconciliation of data issues/inconsistencies
  • Decommissioning of the legacy Microsoft Access application and related support
Power Apps tracking app

The Solution

Create a Modern, Updated Version of the Application

IncWorx performed a thorough analysis of the customer’s existing Microsoft Access field exam solution. We developed and executed the plan to create a modern, updated version of the application leveraging PowerApps and SQL Server.

Some highlights of the solution include:

  • PowerApps canvas app with robust features and an intuitive interface
  • SQL Server database for storing field exam data
  • Enhanced search and retrieval of field exams
  • Role-based access to field exams
  • Custom solution for reconciliation of data issues/inconsistencies
discussing due diligence

The Outcome

Modern Features, Tighter System Integration and Stronger Data Integrity

Upon completion of their new field exam solution using PowerApps and SQL Server, the customer was able to successfully decommission the Microsoft Access solution and take advantage of new modern features along with tighter system integration and stronger data integrity.

The Conclusion

Realizing the Benefits of an Integrated Solution Available From Anywhere

For many years, Microsoft Access was a solid choice for the rapid development of forms with a database backend, but today’s businesses often require more than Access can offer. Real-time data accessible from anywhere, better integration with other cloud-based tools, and advanced modern features are just a few reasons companies are making the move to PowerApps. Our customer engaged IncWorx to develop the solution, and everyone from field examiners to managers are now realizing the benefits of their new, modern solution.

Let’s Build a Platform that Works for You

IncWorx’s Microsoft technology stack provides the infrastructure and software necessary to maintain and grow your business. Combining Azure, SQL Server databases and SQL Server Integration Services packages provided this customer with a secure and robust data processing platform that will ensure the growth of their business for years to come.

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