The Company manages servers and IT systems for numerous clients as part of regular maintenance cycles. This process generates maintenance reports, which are reviewed internally and then forwarded to the respective contacts at the client.
As the number of systems under management grew, it became increasingly important to be able to manage maintenance reports and process statuses centrally and transparently. The goal was therefore to create a solution that provides a clear overview of maintenance cycles while remaining flexible enough to accommodate future expansions.
In addition to In addition to the structured management of maintenance reports, the maintenance of master data for customers, contacts, and servers was also to be standardized. At the same time, there was a desire to create a technical foundation that could eventually be used as part of an internal employee app for other business processes.
To map the maintenance process in a structured way while also creating an expandable platform, a solution based on the Microsoft Power Platform was developed.
The existing maintenance process was analyzed, and the individual steps—from the receipt of a maintenance report to its transmission to the customer—were documented in a structured manner.
A central data model in Microsoft Dataverse ensures consistent master data for customers, servers, and maintenance orders.
Operational use is handled through a Power Apps application that provides a centralized overview of maintenance reports and their statuses.
Recurring tasks such as sending emails or performing backend cleanups are handled using Microsoft Power Automate .
A role-based model that clearly defines responsibilities has been implemented using Microsoft Security Groups.
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