Insurance company – Power Platform case study

Insurance company – Power Platform case study

Insurance company – Power Platform case study
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Insurance company – Power Platform case study

Our customer is a company with over 100 years of experience and is oldest mutual insurer of automobiles in USA.

This company also offers home, marine, personal umbrella liability and life insurance products.

Customer has many locations nationwide with thousands of employees.

Challenges

Employess from whole country are ordering products that they need from central werehouse or copy center using overcomplicated and counter intuitive system that is split to two solutions, depending on type of item that employee wants to order.

The same system is used to manage werehouse and copy center. Because system is split to different solutions, is counterintuitive and hard to use, it takes very long time to train employes how to use it.

Simple tasks like adding new items to the system require user to go to different sections of the application, which is counterintuitive and takes extra time.

Because of unefectivness of old system company stakeholders chose to find a new application that will solve their challenges.

MERGING TWO APPLICATIONS

Old system was split into two applicationss. From one application user could order norlmal items (items that couldn’t be printed on demand) from werehouse.

From other application user could order items that could be printed in companys copy center.

In new system those applications had to be merged into one. But the orders needed to be differentiented according to the item type. Orders containing items that can be printed on demand should go to the copy center, and orders containing normal items should go to the werehouse.

SIMPLIFING OVERCOMPLICATED SYTEM

In old system different functionalities were split between different sections of the application.

Different properties of one item had to be changed in different places of the application. Also when adding new item, different fields of one item had to be set up in different places of application.

All functionalities regarding one task such as editing or adding new item had to be moved in one place of the application. Whole design and logic of the old system had to be rethinked and redesigned.

PROJECT ASSUMPTION AND REQUIREMENTS

To deliver the project successfully, Developico had to take into consideration the following factors: costs and complexity of the new solution.

Solution for workers that will be ordering items should be intuitive and be as familiar as possible.

Such application should have an straightforward interface resembling popular ordering applications (like Amazon for example) allowing to reduce the time of training on how to use the application for new users.

  • Items should have description, picture, ordering unit, information about available quantity
  • User should be able to order item to different locations, and have ability to view and reorder past orders.

The solution for werehouse and copy center employees should also be as intuitive as possible.

  • The solution should allow for managing orders, items, generating reports, and printing pick tickets.

The solution should be possible to implement within three months of the commencement of works (Solution should be ready at the start of 2021)

SOLUTION ARCHITECTURE

All employees that will use this application have Office365 licenses

architektura power platform - Insurance company - Power Platform case study

SharePoint

The database for all tabular data in the solution. The reasons behind the decision were that this solution generates no additional costs and can easly be integrated with Power Bi.

Power Apps

Platform to build the user interface and use form from any device.

There are two applications in the solution:

  • Ordering application – from its level office employees are able to order and view items and see their past orders.
  • Order fulfillment application – application for managing items, orders, printing pick tickets and viewing reports

Power Automate

Platform with part of the application logic, such as generating pick tickets in .pdf or processes for changing statuses of orders and itemst

    Power BI

    Reporting tool with various kinds of charts and data visualizations.

    It has excellent options for manipulating data charts, the possibility to drill down the data, and it can be embedded into PowerApps if needed.

    Such a report should at least:

    1. Show list of items
    2. Show list of transactions
    3. Show list of items that have to be ordered from Vendor
    4. Show list of transactions with Backorder status
    5. Show list of vendors
    6. Show list of controllers

    BUSINESS IMPACT

    The whole project has been delivered in 3 months from the start.

    The solution covers all business needs and requirements. It also brings modern UX that is very easy to learn for a new employee.

    It has a significant impact on the decreased time effort required for the project and human resources management.

    SharePoint stores all data (including photos and pick ticets in .pdf format) in a structured and secure way.

    SOLUTION SCREENSHOTS

    Ways we can help

    Developico can help you with almost everything related to Low-Code / No-Code apps.

    Long term support

    Developico Support Services which provides access to a dedicated team of specialists.

    Projects

    We can help you with creating an app or fix the one you already have.

    Trainings

    Courses. Workshops. Showing useful and simple tricks to improve the work on applications and helping you to better use the applications.

    Michal profilepic 768x512 1 e1635489763748 - Insurance company - Power Platform case study

    Michał Guzowski

    CEO

    Contact directly

    Low-Code Specialist

    CEO, Team Leader and Microsoft MVP. Doer. Constantly learning myself and how the world works. I love to tinker with teams and companies efficiency. Whether it’s mine or my customers. Understand to adjust.