Boosting Efficiency at Copeland with SharePoint, Power Apps & Power Automate
Copeland, a global leader in HVAC and refrigeration solutions, embarked on a digital transformation initiative following a major corporate acquisition. The organisation needed to realign its internal communication platform, SharePoint Intranet, with a new brand identity and enhance employee engagement through streamlined workflows and improved usability. This transformation aimed to unlock greater efficiency through Microsoft 365.
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Zelite partnered with Copeland to deliver a modernised SharePoint Intranet site along with a suite of customised Power Apps workflows. The engagement began with an in-depth requirement analysis to understand Copeland’s specific business and operational needs. Zelite proposed a solution that combines user-centric design, robust architecture, and Power Automate solutions to support scalable and efficient intranet capabilities.
SharePoint Intranet Site Revamp
- New Brand-Aligned Design: Revamped site interface reflecting Copeland’s updated post-acquisition identity with consistent logo, colors, and typography.
- Responsive Layout: Optimised for seamless access across desktop, tablet, and mobile devices.
- Enhanced UX: Redesigned navigation structure for improved user experience and intuitive access to resources.
Power App Workflows
These Power Apps workflows automated key internal operations and increased transparency across departments:- Material Inward Flow
- Tracked and acknowledged materials received at the security desk.
- Included document upload, Active Directory-based selection, and email notifications via Power Automate.
- Admin capabilities to manage supplier and cost center data.
- Domestic Dispatch Requisition Form (DDRF)
- Streamlined internal dispatch request submission with role-based approvals.
- Implemented conditional logic for courier handling and invoice/challan generation based on GST inputs.
- Automated email alerts to users and administrators.
- Spot Award Recognition
- Enabled managers to nominate team members for exceptional performance.
- Multi-level approval system involving BU leaders and site administrators.
- Auto-publishing of recognised awards with system-generated notifications.
- Improved Operational Efficiency: Automated manual workflows, reducing turnaround time for material handling and dispatch operations.
- Brand Consistency & Engagement: Unified visual identity across the intranet and enhanced employee engagement through an intuitive UI.
- Scalable & Secure Platform: Delivered a scalable solution with 99.9% uptime, GDPR compliance, and role-based access controls.
- Streamlined Employee Recognition: Boosted employee morale through a transparent and trackable Spot Award system.
Copeland’s new SharePoint-based intranet, delivered by Zelite, successfully aligns with the company’s brand vision and digital strategy. With modern design principles, smart workflows, and scalable architecture, the platform supports collaboration, transparency, and recognition within the organisation. This case study demonstrates Zelite’s ability to combine technical expertise with strategic execution, helping enterprise clients unlock value from Microsoft technologies.
