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Power Platform · Customer story

Wicked Point LLC

62% faster approvals in 8 weeks

Softree stood up Power Apps, Dataverse, and Power Automate with ALM guardrails so Wicked Point could ship low-code solutions fast without losing control of data or approvals.

62%Faster approval cycles
8 wksProduction go-live
85+Daily active users
Wicked Point LLC hero

Project overview

Wicked Point LLC

Softree stood up Power Apps, Dataverse, and Power Automate with ALM guardrails so Wicked Point could ship low-code solutions fast without losing control of data or approvals.

Project type
Microsoft Power Platform
Industry
Professional Services
Region
North America
Duration
8 Weeks
Team size
4 engineers + 1 solution architect
End users
85+ staff

The Client Challenge

Intake lived in email and spreadsheets — leadership could not see bottlenecks until month-end, and makers had no safe path to production.

When every team owns a different spreadsheet

Sales, delivery, and finance each tracked work in separate files. Compliance reviews meant exporting CSVs and reconciling by hand — a process that could not scale with new Virginia contracts.

  • Duplicate customer records across CRM exports and local trackers.
  • Discount exceptions stalled for days in personal inboxes.
  • Personal flows connected to production without review or documentation.
Wicked Point LLC — project context

Shadow spreadsheets

Critical KPIs were trapped in files that could not be audited, shared securely, or refreshed automatically.

Approval sprawl

Discount and scope exceptions waited days in inboxes with no SLA tracking or escalation path.

Ungoverned makers

Personal flows connected to production data without review, documentation, or lifecycle management.

Our approach

We deployed a three-environment ALM model, solution-aware pipelines, and a connector catalog before opening the tenant to citizen developers.

Governance that accelerates — not blocks

Softree paired environment strategy with reusable solution layers so Wicked Point could pilot in days and promote with audit trails.

  • Dev / Test / Prod with DLP policies aligned to business units.
  • Managed solutions for intake, routing, and leadership analytics.
  • Maker office hours and a SharePoint playbook for guardrails.

Solution overview

How we delivered

We deployed a three-environment ALM model, solution-aware pipelines, and a connector catalog before opening the tenant to citizen developers.

Power Platform operations dashboard

Power Apps

Integrated Power Apps layer in the enterprise architecture.

Power Automate

Integrated Power Automate layer in the enterprise architecture.

Dataverse

Integrated Dataverse layer in the enterprise architecture.

SharePoint

Integrated SharePoint layer in the enterprise architecture.

What we built

What We Delivered

Deliverable 01

Intake canvas app

Role-based mobile forms with offline-friendly capture.

Deliverable 02

Approval hub

Adaptive Teams cards, escalations, and SLA timers.

Deliverable 03

Dataverse core

Accounts, projects, and immutable approval history.

Deliverable 04

Executive dashboard

Power BI with drill-through by region and service line.

Deliverable 05

ALM pipeline

Solution checker gates and automated export/import.

Deliverable 06

Maker playbook

Naming standards, connector catalog, and review checklist.

The outcome

What changed for the client

Outcomes leadership can see in the first quarter

Approval SLAs are visible in Power BI, and plant managers receive Teams cards when exceptions need attention — no more inbox archaeology.

We had a very positive experience working with Softree Technology. The developers were responsive and delivery was on time — the final product was exactly what we wanted.

Results

Results & Business Impact

58%

Manual processing reduced

99%+

Data accuracy in Dataverse

99.5%

Flow success rate

11

Shadow IT apps retired

Reference tech stack

Microsoft Power Platform ecosystem

Governed low-code components integrated with Azure — built for enterprise scale and plant-floor reliability.

Power Apps

Enterprise integration layer

Power Automate

Enterprise integration layer

Dataverse

Enterprise integration layer

SharePoint

Enterprise integration layer

AZ

Azure AD

Enterprise integration layer

We had a very positive experience working with Softree Technology. The developers were responsive and delivery was on time. We appreciate the attention they gave our project and their great communication.

Wicked Point LLC

Natasha Adams

Operations Lead · Wicked Point LLC · Virginia

FAQ

Frequently Asked Questions.

question 01

How long did governance take before users could build?

Question Answer:

Environments, DLP, and ALM were live in week two. Citizen developers started pilot apps in week three with solution checker enforced on every export.

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question 02

Can this scale to additional regions?

Question Answer:

Yes — the Dataverse model and solution layers were designed for regional configuration without forking the core apps.

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Build faster with a reliable offshore engineering partner.

Partner with Softree to accelerate product delivery, modernize enterprise systems, and scale with confidence.

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What we offer

Enterprise Integration
Cloud Architecture
AI & Automation
Microsoft Solutions
Offshore Engineering

Offices

  • Bengaluru

    11th Floor, Prestige Tech Park, Platina 2 · Outer Ring Rd, Kadubeesanahalli · Bengaluru, Karnataka 560087, India

  • Cuttack

    PLOT 5C/1283, SECTOR-10, CDA · Cuttack, Odisha 753014 · India

  • San Francisco

    San Francisco, CA 94108 · United States

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