Governed Power Platform estate — live in eight 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.
Business Process Challenges
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.
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.
How we delivered it.
Explore the Solution Through visuals
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.
The numbers behind the rollout.
The full integration layer.
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Offices
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San Francisco, CA 94108 · United States
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