The Client
Our client is a leading vending and micro market service provider. They offer equipment rentals and office coffee services across multiple cities in California and manage over 9,000 assets across the cities.
Challenges Faced by the Client
Our client faced several key challenges in managing their asset portfolio effectively:
- Integration with Legacy Systems: Legacy systems with disparate data formats and structures posed challenges in seamlessly integrating and consolidating asset information.
- Geographical Distribution: Managing assets spread across diverse locations necessitated robust communication and synchronization capabilities to maintain data consistency.
- Manual Verification Errors: The reliance on manual asset verification processes, where agents physically recorded asset IDs and details during site visits, introduced the risk of errors and discrepancies in data collection.
- Incomplete Verification: The need for cross-verification of asset information during on-site visits often resulted in missed details or inconsistencies in the data.
Solutions
To address these challenges, UB Technology Innovations implemented an innovative Asset Management Approval System that leverages Microsoft Power Apps and Power Automate.
Asset Verification System
- Power Apps Integration: A custom-built Power Apps was developed for agents visiting asset locations. This app allowed agents to instantly scan Bar codes on assets to retrieve and update information.
- Internal Seed Application Integration: The Power Apps seamlessly integrated with the Client’s internal seed application. This integration ensured that all asset information collected by agents was verified and synced in real-time with the company’s central database.
- Approval Workflow: Once an agent entered new asset information into the Power App, it was automatically sent for approval through predefined workflows. This streamlined the approval process and ensured accountability.
- Automation with Power Automate: Power Automate bots were deployed to automate data synchronization between the Power Apps and the internal seed application. This reduced manual data entry and minimized errors.
Solutions Benefits
The implementation of these solutions yielded significant benefits for the client:
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- Cost Savings: Our Power Automate solution delivers substantial financial benefits by optimizing workflows and increasing operational efficiency, resulting in direct cost savings of $600,000.
- Improved Data Accuracy: By eliminating manual data entry errors and ensuring real-time data synchronization, the Client significantly improved the accuracy of asset information.
- Heightened Security and Compliance: Strengthened data security measures and automated compliance checks, ensuring adherence to regulatory standards, minimizing risks associated with audits and inspections.
- Improved Decision-Making: Real-time reporting and analytics empowered stakeholders to make informed asset utilization, allocation, and lifecycle management decisions.
- Optimized Resource Allocation: Insights gained from advanced analytics enabled proactive resource allocation for asset maintenance and upgrades, optimizing operational efficiency and reducing downtime.
- Cost Savings: Automating data synchronization and approval workflows reduced operational costs associated with manual processes.
- Scalability: The Power Platform’s scalable nature allowed the Client to expand the system as needed across its extensive network of assets and locations.
About Us
UB Technology Innovations, Inc. (UBTI) is a leading global technology solution provider with over 3 decades of experience across all industries, specializing in Capital Markets (Asset Management), Logistics, and Healthcare. We are the preferred Microsoft Solutions Partner backed by a world-class team of Microsoft Certified experts with rich experience in Azure Cloud Platform and Data Analytics.
Winner of the prestigious Azure
Synapse Hackathon 2021 award
One of the Top 10 winners of the
Microsoft’s Azure AI & ML Workathon
The client is a legal services firm that provides representation and advisory support across a range of personal and business matters. Serving individuals, families, and organizations, they are known for their client-focused approach and commitment to helping clients handle complex legal situations with confidence. With extensive experience in litigation, case management, and legal advisory services, the firm works closely with clients to develop informed strategies and deliver reliable counsel.