Success story
Boosting Efficiency in Solar Proposals with Workflow Management
Challenge
AMPYR is an energy company created specifically to work within a competitive renewables’ world. They are an industry leader designed to make renewable energy more competitive, more stable, more certain and more secure for everyone.
The AMPYR team is made up of highly specialised individuals from AGP Group and Hartree Partners. s.
AMPYR Energy, a prominent player in the solar unit installation sector, grappled with an intricate document management process.
Purchase orders, invoices, and contracts are paramount to their operations, but the systematic approval from multiple stakeholders transformed these pivotal documents into a logistical nightmare.
The conundrum wasn’t just the number of documents; it was the intertwined chain of email correspondences. With countless Back-and-Forths, tracking the real-time status of a document became a daunting task.
The crux of the problem? Identifying bottlenecks, determining document location, and understanding pending action items were obfuscated amidst a sea of communication.
What TMotions did?
Recognizing the intricacies of AMPYR Energy’s operations, TMotions proposed an innovative solution harnessing the capabilities of Power App. This platform wasn’t just about document management; it was about defining a seamless workflow tailored to AMPYR’s specific needs. Here’s what we implemented:
- Tailored Workflows:
Designed to funnel documents methodically from one department to another, ensuring no overlap or confusion. - Review and Upload Capabilities:
Empowered stakeholders with a user-friendly interface to scrutinize, download, or upload relevant documents, streamlining the review process. - Dynamic Document Status: Integrated a real-time status check, allowing stakeholders to easily identify the document’s current phase, be it under review, approved, or pending further information.
- Hold and Query Features:
Recognizing that not all documents are immediately actionable, we incorporated a ‘hold’ feature. Stakeholders could momentarily pause the workflow, flagging documents that required additional information or clarification. - Real-time Notifications:
An essential feature that kept every stakeholder in the loop. Whenever a document progressed to a new stage or was placed on hold, instant notifications ensured all relevant parties were promptly informed.
Value Delivered
With the Power App solution in place, AMPYR Energy witnessed a transformative change in their document management approach. The labyrinth of chain emails was replaced by a structured, transparent, and efficient workflow. Key benefits included:
- Enhanced Transparency: Every stakeholder could, at any point, check the document’s status, eliminating guesswork and unnecessary communication.
- Expedited Approval Process: With clear pathways and real-time notifications, document approvals were faster, reducing downtime and ensuring timely project execution.
- Reduced Errors: The structured flow minimized the chances of oversight or document misplacement, ensuring consistent accuracy in operations.
- Scalable Solution: As Ampy Energy continues to grow, the Power App solution is scalable to accommodate increasing document loads and more complex workflows.
- Stakeholder Empowerment: With a clearer understanding of the process and real-time updates, stakeholders felt more in control and aligned with the company’s objectives.
Other Success Stories
Campaign
Haymarket brand Campaign,is the world’s leading business media brand serving the marketing, advertising and media communities
learn more
AUR Direct
AUR is an independent retail supermarket group trading under the “FoodWorks” brand, has several retail stores panning across all the major states.
learn more