ramsac's New Starter Portal Implementation with Microsoft Power Apps
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Explore how Pragmatiq worked with ramsac to implement a New Starter Portal that streamlines processes and enhances the client experience using Microsoft Power Apps, delivering improved efficiency and better outcomes for their onboarding operations.
Background & Challenges
Background:
ramsac provides IT Support, Managed Services, and Cybersecurity solutions with a proactive 24-hour service, simplifying technology management. Their services range from designing new infrastructures to migrating services to the cloud and enhancing cybersecurity.
Challenges:
- Manual communication: Dependency on lengthy email threads for managing new user setups.
- Lack of structure: Process inefficiencies due to non-standardised requests and ambiguous information.
- Client complexity: Clients required clarity on information needed for requests, adding complexity.
- Integration requirement: Portal needed seamless integration with existing support and ticketing systems.
The Solution & Implementation
Discovery and Planning:
Pragmatiq collaborated closely with ramsac to understand their specific process needs and design a bespoke Power App to meet their requirements.
Execution:
- New starter portal: Implemented using Microsoft Power Apps to streamline new user request processes.
- Customer-facing portal: Clients interact with data through a user-friendly portal; back-end data managed in a model-driven app accessible to ramsac.
- Standardised processes: Defined and standardised request processes within the portal.
- Guided form submission: Clients guided through structured questions ensuring clarity and completeness of requests.
- Dynamic form adjustment: Forms adjust based on client parameters, tailoring questions for specific needs (e.g., telephony system).
- Automated workflows: Power Automate triggers email summaries consolidating key information into the ticketing system for prompt action.
- Request cloning: Clients can clone previous requests, saving time and improving user experience.
The Outcomes
- Efficiency gains: Portal eliminates manual email communications, enhancing overall operational efficiency.
- Enhanced professionalism: Structured request processes improve professionalism and client satisfaction.
- Scalable platform: Customisable for future needs, potentially integrating additional Microsoft applications for enhanced business operations.
Get in touch today and book a free discovery call to find out how our bespoke solutions can streamline your organisation’s processes.
