SharePoint, Power Platform tools(Power BI, Power Apps and Power Automate)
Case Study
Enhancing Business Processes for a Leading Consulting Firm
Optimizing SharePoint, Automation, and Reporting for Efficient Operations
A Germany-based consulting firm specializing in leadership development programs and team workshops aimed to streamline its business processes using SharePoint and Power BI. The project focused on enhancing system functionalities, automating key operations, and improving financial reporting.
Key Implementations
Optimized SharePoint System: Modified existing SharePoint with new lists and added features to enhance usability.
Process Automation: Implemented Power Automate to autogenerate project and offer numbers, improving efficiency.
Advanced E-Invoicing: Enabled electronic invoice generation in XRechnung and ZUGFeRD formats using an XML Generator Tool, ensuring compliance and streamlining invoicing processes.
Data-Driven Financial Insights: Developed Power BI reports covering profit, turnover, and cost planning for better financial management.
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