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Case studies

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Automation, AI and reporting projects delivered for organisations in care, legal, hospitality, finance and property, built inside their own Microsoft tenants.

Charities & care

A special-education and care provider Referral automation for a special-education and care provider Referral and consultation bundles arriving as PDFs and Word files are now read, classified and turned into a drafted internal assessment, ready for human review and approval. Read the case study → A national health charity HR analytics pipelines for a national charity Fortnightly manual extracts from the HR and payroll systems became automatic daily updates into one organised set of figures, with each manager seeing only their own teams. Read the case study → A national social-impact charity Corporate services source of truth for a social-impact charity Discovery workshops and two proof-of-concept applications on Power Platform gave corporate services a single view of its processes and data, designed to grow one function at a time. Read the case study →

Hospitality & travel

A cruise and package-holiday retailer Invoice-to-booking reconciliation for a travel retailer Around 500 bookings a day produced 1,000 to 2,000 supplier documents, each checked against the booking by hand. An AI extraction and matching pipeline now surfaces only the discrepancies. Read the case study → The Restaurant Group Applicant tracking for airport and station concessions Location-specific spreadsheets tracking identity checks, referencing, criminal record checks and airport clearance were replaced by a model-driven Power App that enforces each site’s sequence. Read the case study → A national café-bar operator Purchase order process for a national hospitality operator Purchase requests, supplier onboarding, GL-code validation and threshold-based approvals built on SharePoint, Canvas Apps and Power Automate, with exports to the finance system. Read the case study →

Financial services

3i Group Financial reporting migration for 3i Profit and loss, balance sheet, KPI and reconciliation reporting moved from a legacy BI tool to Power BI on a proper data model, with two reporting bases and manual-adjustment capability preserved. Read the case study →

Property

A London property management company Procurement approval workflows for a property management company Three paper-based procurement approval processes became digital workflows on Power Apps ahead of an audit, with automated notifications and a reporting dashboard. Read the case study →

Professional services

An executive search firm Candidate application portal for an executive search firm A manual, error-prone application process became a portal on Power Pages with automated document handling, grading workflows and GDPR-compliant data management. Read the case study →

Manufacturing

A global bathroom-products manufacturer with five sites One view of five phone systems for a global manufacturer Call data from five separate 3CX phone systems is pulled into one Azure data warehouse and reported in Power BI, replacing around ten hours a month of manual collection. Read the case study → A global bathroom-products manufacturer with five sites Call outcome tracking restored after a phone-system migration After moving from Avaya to 3CX the business lost wrap-up codes. A cloud-hosted companion app with Microsoft sign-in gave agents a way to record call outcomes again, with reporting across sites. Read the case study →

Telecoms

RSA Web, South Africa Near real-time call reporting for RSA Web Call data is extracted automatically from RSA Web’s 3CX phone system into its Azure data warehouse, giving support managers near real-time visibility of volumes and agent performance. Read the case study →

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