End-to-End Business Management System – Model-Driven Power App for an Industrial Services Company

Project Overview

A mid-sized company in the industrial services sector required a unified platform to manage business operations across sales, project delivery, and finance. I developed a custom Model-Driven Power App to streamline workflows, enforce data consistency, and reduce reliance on manual processes.

Key Contributions

• Data Model Design: Designed a scalable Dataverse schema representing Leads, Opportunities, Quotes, Projects, Invoices, Timesheets, Expenses, and Tasks—mirroring business operations.

• Application Development: Delivered a fully functional Model-Driven Power App with role-specific views, forms, and dashboards to support daily workflows.

• Automation with Power Automate: Created 23+ flows to automate key processes such as quote approvals, project status updates, invoice generation, and timesheet tracking.

• JavaScript Customisation: Integrated advanced JavaScript to handle dynamic business rules, field interactions, and form logic beyond native platform capabilities.

• Security Configuration: Implemented a layered security model with role-based access, ensuring proper segregation of data and responsibilities across departments.

• User Experience Optimisation: Focused on intuitive navigation and simplified form design to encourage adoption and reduce training overhead.

• Stakeholder Collaboration: Worked closely with business users to continuously align functionality with operational needs, delivering a highly tailored solution.

Outcomes

• A centralised, end-to-end solution managing all major business functions in one platform.
• Reduced manual tasks and enhanced data accuracy through automation and standardisation.
• Increased visibility and control across departments with custom dashboards and tracking.
• Stronger compliance and security through structured permissions and audit capabilities.

Balancing complex interdependencies between sales, project, and finance entities. Extending Power Apps with custom JavaScript without compromising maintainability. Creating scalable automation that could evolve with business growth. Ensuring data security and access control across diverse user roles.