CAC 40 energy group, sales teams
Equipment requests, from phone to signed PDF
Replace equipment requests by email with a mobile application, from the request to the signed PDF form.
- Service
- Business applications
- Testimonial
- 1 review on Malt
Context
In a large industrial group, the sales teams submit equipment requests. Each one must be approved, then filed.
The problem
Requests came in by email. Approval and filing were done by hand.
What we built
An application designed for the phone first:
- a request in a few screens;
- approval on several levels;
- a PDF form, with e-signature;
- sync with the customer base and the product catalog of the sales management software;
- filing in the shared folders;
- on the home screen, counters: in progress, pending approval, rejected.
Result
In the client's words: “a fast delivery that matched our expectations”, and “regular visibility on the progress of the project”.
5.0 / 5 · 7 reviews on Malt
What the client says
We brought in Béné to automate an approval and filing process for equipment requests. Beyond a fast delivery that matched our expectations, Béné gave us regular visibility on the progress of the project. We will call on him again for other projects.
Translated from French
François-Joseph Marketing and Technical Director, CAC 40 energy group
For your IT team: Power Apps, Power Automate, Dynamics 365, SharePoint, E-signature
- Hosting: inside your Microsoft 365. If an outside tool is useful, it is named and you decide.
- Accounts: a service account of your own for the automations.
- Permissions: inherited from your Microsoft 365 groups, nothing separate to maintain.
- Licenses: announced before we start, with the exact cost.
- Handover: documentation, user guide, quick reference; no proprietary code.
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