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Case Study

PowerApps Solution for Tracking Due Diligence Field Exams
Technologies Supported: Power Apps
Two professionals reviewing data on a shared screen, representing AI governance and cost oversight in the workplace

This finance company needed a better way to perform, manage, and track due diligence field exams than a patchwork of spreadsheets. IncWorx built a feature-rich Power Apps solution with tighter data integrity built in.

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

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
Woman reviewing field exam data on a computer monitor at her desk

The Results

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.

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.

The 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. Do not delay your opportunity to get more from your data with ETL development.

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