Home > Case Studies > PowerApps Solution for Tracking Due Diligence Field Exams

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 Microsoft Access 2013 for managing and tracking due diligence field exams and was seeking a modern, feature-rich replacement.

Industry

Financial

Technology

Power Apps, SQL Server

Employees

51 – 200

Challenge

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

Solution

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

Result

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.

Conclusion

For many years, Microsoft Access was a solid choice for 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.

Want to learn more?

This is just one of the many solutions IncWorx has delivered for our customers.

To learn more about this or other solutions we’ve delivered, please contact us today.

[wpforms id="1422"]
<div class="wpforms-container wpforms-container-full" id="wpforms-1422"><form id="wpforms-form-1422" class="wpforms-validate wpforms-form" data-formid="1422" method="post" enctype="multipart/form-data" action="/case-studies/powerapps-due-diligence-exam-tracking/page/3" data-token="65181dfbca9af42ad92c701b9142c24a"><noscript class="wpforms-error-noscript">Please enable JavaScript in your browser to complete this form.</noscript><div class="wpforms-field-container"><div id="wpforms-1422-field_0-container" class="wpforms-field wpforms-field-name" data-field-id="0"><label class="wpforms-field-label" for="wpforms-1422-field_0">Full Name <span class="wpforms-required-label">*</span></label><input type="text" id="wpforms-1422-field_0" class="wpforms-field-large wpforms-field-required" name="wpforms[fields][0]" required></div><div id="wpforms-1422-field_1-container" class="wpforms-field wpforms-field-email" data-field-id="1"><label class="wpforms-field-label" for="wpforms-1422-field_1">Email <span class="wpforms-required-label">*</span></label><input type="email" id="wpforms-1422-field_1" class="wpforms-field-large wpforms-field-required" name="wpforms[fields][1]" required></div><div id="wpforms-1422-field_3-container" class="wpforms-field wpforms-field-phone" data-field-id="3"><label class="wpforms-field-label" for="wpforms-1422-field_3">Phone <span class="wpforms-required-label">*</span></label><input type="tel" id="wpforms-1422-field_3" class="wpforms-field-large wpforms-field-required wpforms-masked-input" data-inputmask="&#039;mask&#039;: &#039;(999) 999-9999&#039;" data-rule-us-phone-field="true" name="wpforms[fields][3]" required></div><div id="wpforms-1422-field_2-container" class="wpforms-field wpforms-field-textarea" data-field-id="2"><label class="wpforms-field-label" for="wpforms-1422-field_2">How can we help you? <span class="wpforms-required-label">*</span></label><textarea id="wpforms-1422-field_2" class="wpforms-field-small wpforms-field-required" name="wpforms[fields][2]" required></textarea></div><div id="wpforms-1422-field_15-container" class="wpforms-field wpforms-field-html" data-field-id="15"><div id="wpforms-1422-field_15"><p style="padding-top: 10px; padding-bottom: 10px; font-family: 'Open Sans', sans-serif; font-size: 10px; color: #333333;">By clicking the button below, you are agreeing to our <span style="text-decoration: underline;"><span style="color: #000000;"><a style="color: #000000; text-decoration: underline;" href="https://www.incworx.com/privacy-policy">Privacy Policy</a></span></span>.</p></div></div><div id="wpforms-1422-field_7-container" class="wpforms-field wpforms-field-hidden" data-field-id="7"><input type="hidden" id="wpforms-1422-field_7" name="wpforms[fields][7]" value="PowerApps Solution for Tracking Due Diligence Field Exams"></div><div id="wpforms-1422-field_9-container" class="wpforms-field wpforms-field-hidden" data-field-id="9"><input type="hidden" id="wpforms-1422-field_9" name="wpforms[fields][9]" value="100.27.44.5"></div><div id="wpforms-1422-field_10-container" class="wpforms-field wpforms-field-hidden" data-field-id="10"><input type="hidden" id="wpforms-1422-field_10" name="wpforms[fields][10]"></div></div><div class="wpforms-field wpforms-field-hp"><label for="wpforms-1422-field-hp" class="wpforms-field-label">Comment</label><input type="text" name="wpforms[hp]" id="wpforms-1422-field-hp" class="wpforms-field-medium"></div><div class="wpforms-submit-container" ><input type="hidden" name="wpforms[id]" value="1422"><input type="hidden" name="wpforms[author]" value="2"><input type="hidden" name="wpforms[post_id]" value="6943"><button type="submit" name="wpforms[submit]" class="wpforms-submit " id="wpforms-submit-1422" value="wpforms-submit" aria-live="assertive" data-alt-text="Sending..." data-submit-text="Submit">Submit</button></div></form></div> <!-- .wpforms-container -->