Case Study
Streamlining Workflows with Power Apps: A Detailed Case Study for Copeland
Copeland improved workflow automation by migrating from Nintex to Power Apps with Zelite Solutions. The migration involved analyzing workflows, developing new ones, and integrating with SharePoint, ensuring enhanced efficiency and user experience.
Industry
Manufacturing
Time Required
6 Month
Engagement Model
Fixed
Solution
Development of PowerApps
Current Phase
Live
Technologies
Power Apps, Power Automate, MS Office, SharePoint
Copeland , a global leader in manufacturing and technology, utilizes various internal workflows to manage daily operations. Initially, these workflows relied on Nintex, but limitations in functionality and user experience prompted them to seek a more robust solution.
Copeland encountered limitations with their existing Nintex workflows, including:
- Limited Automation Capabilities: Nintex offered restricted functionalities for complex workflows.
- User Interface Challenges: The Nintex interface was not as user-friendly as desired by Copeland ‘s employees.
- Integration Constraints: Integrating Nintex workflows with other applications proved challenging.
Zelite Solutions partnered with Copeland to migrate their Nintex workflows to Power Apps. The project scope encompassed the following key phases:
Requirement Analysis:
Zelite’s business analysts conducted a thorough analysis of existing Nintex workflows, including:- Detailed Requirement Gathering: Evaluating functionalities and user needs.
- Feasibility Study: Assessing the viability of migrating each workflow to Power Apps.
- Technical Specifications: Defining the technical requirements for the Power Apps development process.
- Functional Requirements Gathering: Identifying business goals and measurable success metrics for the migration.
- Migration Approach & Project Plan: Developing a detailed strategy and timeline for the migration process.
- Business Requirements Sign-off: Obtaining Copeland ‘s approval on the documented requirements.
Gap Analysis:
Zelite identified potential gaps between Nintex workflows and their achievable functionalities in Power Apps. A strategy to address these gaps was developed, potentially involving:- New Capability Identification: Defining any additional functionalities required in Power Apps to bridge existing gaps.
- Migration Approach Refinement: Tailoring the migration approach to minimize or eliminate identified gaps.
- User Validation: Confirming findings and the proposed migration strategy with key Copeland personnel involved in these workflows.
- Technology Stack: The development leveraged Power Apps and Power Automate for building and automating the workflows.
- Migration Approach: Since Copeland planned to use existing SharePoint lists and data, data migration was excluded from the project scope.
Zelite conducted comprehensive testing of the migrated workflows in Power Apps, focusing on:
- Module Testing: Verifying the functionality of each individual module within the workflows.
- Workflow Testing: Ensuring the overall flow and logic of the migrated workflows functioned as intended.
- Customization Testing: Validating the performance of any existing customizations within the workflows.
- Integration Testing: Confirming seamless integration between Power Apps workflows and any relevant applications.
- Issue Identification & Reporting: Documenting any potential issues encountered during testing.
- Re-testing: Verifying the resolution of reported issues after fixes were implemented.
System Integration Testing (SIT):
A collaborative effort between Copeland and Zelite to test the migrated Power Apps workflows in a simulated production environment, focusing on:- Integration Testing: Verifying the workflows functioned correctly when interacting with other applications.
- Issue Reporting: Documenting any issues identified during SIT.
User Acceptance Testing (UAT):
Copeland ‘s business users thoroughly tested the migrated Power Apps and Power Automate workflows to ensure they met their specific requirements. This phase involved:- Workflow Testing: Business users interacted with the workflows to validate functionality and user experience.
- Issue Reporting: Documenting any discrepancies or usability concerns encountered during testing.
- Deployment: The final, tested solution was deployed to Copeland ‘s production environment, ensuring a smooth transition from Nintex to Power Apps.
- Post-Go-Live Testing: Zelite monitored the migrated workflows in production for a period of 1-2 days, identifying and addressing any performance issues that might arise.
- Training & User Support: Zelite provided comprehensive training to Copeland ‘s employees on using the new Power Apps workflows, ensuring user adoption and maximizing the benefits of the migration.
By migrating their workflows from Nintex to Power Apps, Copeland achieved significant improvements:
- Enhanced Workflow Functionality: Power Apps empowered Copeland to create more robust workflows with advanced functionalities that were limited in Nintex. This allowed for more complex automation and logic within their processes.
- Improved User Experience: Power Apps offers a user-friendly interface with intuitive forms and controls. This streamlined user interaction with various processes, improving employee experience and satisfaction.
- Increased Efficiency: Automated workflows and seamless data integration with existing SharePoint lists reduced manual work and processing times, leading to increased operational efficiency.
- Reduced Costs: Migrating from Nintex to Power Apps potentially reduced licensing costs for Copeland , depending on their existing licensing agreements with Microsoft.
Zelite Solutions' successful migration of Copeland 's workflows from Nintex to Power Apps demonstrates the power and flexibility of the Power Platform. The project addressed the limitations of Nintex and empowered Copeland with a robust and user-friendly solution that streamlined internal processes, improved efficiency, and enhanced user experience. This case study serves as a testament to the potential of Power Apps for transforming business workflows and driving organizational success.
