Field Operations Document Submission & Tracking Automation
Centralized document submission and tracking automation using Power Apps, Power Automate, SharePoint, and AI Builder to streamline field operations.
Business Process Challenges
The organization had distributed field operations teams that relied on manual document submission and processing. Field teams needed to submit documents, capture required information, and route submissions for review, while the central team needed visibility into document status and pending actions. The manual process made it difficult to consistently capture information and maintain centralized tracking.
Key Challenges:
- Manual document submission and follow-up activities
- Limited centralized visibility into submission status
- Time-consuming manual data entry
- Difficulty consistently capturing required document information
- Manual routing and notification activities
- Limited visibility into pending and completed submissions
Our Strategic Approach
Softree Technology developed a centralized document submission and tracking solution using Microsoft Power Platform, AI Builder, and SharePoint Online. Power Apps provides a structured submission experience, while SharePoint provides centralized document storage and tracking.
Key Approach:
- Power Apps Canvas App for digital document submission
- SharePoint Online for centralized document storage and tracking
- AI Builder for automated document data extraction
- Power Automate for workflow orchestration and routing
- Automated notifications for reviews, pending actions, approvals, and completion
- Centralized status tracking through SharePoint and Power Apps
- Microsoft Entra ID for authentication and controlled access
How we delivered it.
Explore the Solution Through visuals
What changed for the client.
The solution transformed the manual field operations document process into a centralized digital workflow. By combining document submission, automated data extraction, workflow routing, and status tracking, the organization gained a more structured and manageable approach to document operations.
Key Outcomes:
- Reduced repetitive document-processing activities
- Faster document data extraction and entry
- More efficient document submission and routing
- Reduced manual follow-up activities
- Improved visibility into pending and completed submissions
- More consistent document processing through standardized workflows
- Centralized management of operational documentation
The numbers behind the rollout.
The full integration layer.
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Bengaluru
11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli · Bengaluru, Karnataka 560087, India
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