Business Scenario

Buyer faced inefficiencies in managing shop floor documentation. Their existing process relied on fillable PDFs, which required manual handling and slowed down approvals. The company needed a modern solution to digitize forms, improve workflow transparency, and ensure timely decision-making.

About the Buyer

Based in Statesville, Buyer is a leading midsize design and manufacturing company specializing in scientific furniture. With over 100 years of expertise, Buyer remains a global leader in producing high-quality laboratory furniture.  

How ITeXchange helped

ITeXchange engaged SharePoint experts to analyze existing forms and gather requirements, then digitized them with PowerApps. Dashboards and reports were built in Power BI and integrated into SharePoint for easy team access. A centralized approval workflow with advanced search was introduced to streamline form submission and management.

Value Delivered

  • Focused discussions with the Buyer's business team to refine and streamline their requirements.
  • Intuitive forms reduced data entry, while streamlined workflows removed bottlenecks.
  • Time-stamped digital records ensured compliance and improved coordination across teams.
  • Customized dashboards with advanced search and filter options enabled efficient form request management.

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