Limitations of Current Excel Version:

• Static pivot tables updated weekly, causing up to 5 days delay in actionable insights.

• Manual data entry prone to errors, leading to 15-20% data inaccuracies.

• Difficult to collaborate on shared workbooks, resulting in 30% slower decision-making.
  
  

Power Platform Upgrade:

• Power BI: Connect live to your CRM (e.g., Dataverse or SharePoint list) to visualize sales by rep, region, product, and more, enabling real-time insights and reducing reporting time by 70%.

• Power Automate: Schedule automated data refreshes and email snapshots to sales leaders, saving 8+ hours per week on manual reporting.

• Add-on: Enable drill-down analysis by team or rep using filters and trendlines, improving data-driven decision accuracy by 25%.

Limitations of Current Manual Paper Process:

• Operators log data on paper, causing delays of 2+ days before data entry and analysis.

• Paper forms are prone to 30% higher error rates due to illegible handwriting and missed entries.

• Data consolidation is time-consuming and labor-intensive, increasing administrative workload by 50%.
  
  

Power Platform Upgrade:

• Power Apps: Operators submit data instantly via mobile or desktop, reducing data entry delays by 90%.

• Dataverse: Centralized digital storage improves data integrity and accessibility, cutting errors by up to 85%.

• Power BI: Real-time dashboards provide continuous visibility on throughput, downtime, and quality, enabling 30% faster issue resolution and improving operational efficiency by 20%.

Limitations of Current Manual Word Checklist Process:

• Onboarding checklists updated manually for each new hire, causing delays of 1-2 days in task assignment.

• Manual tracking results in up to 25% of tasks being overlooked or delayed.

• Lack of real-time status visibility makes it difficult to identify bottlenecks, extending onboarding time by 15-20%.

• No automated reminders, increasing follow-up efforts by 30% for HR and managers.

• Inconsistent onboarding experience due to manual updates and varied checklist versions.
  
  

Power Platform Upgrade:

• Power Apps: Assign onboarding tasks digitally and monitor completion in real time, reducing delays by 90%.

• Power Automate: Automatically trigger alerts for overdue tasks and send welcome emails, cutting follow-up time by 70%.

• Power BI: Visualize onboarding timelines and identify bottlenecks, enabling a 20% faster onboarding process and improving new hire satisfaction.

Limitations of Current Manual Invoice Data Scraping with Excel:

• Data extracted manually from invoices, leading to processing delays of 3-5 days per batch.

• High risk of human error, causing 15-25% inaccuracies in data entry.

• Labor-intensive and repetitive, consuming 10+ hours weekly for data entry staff.

• Difficulty handling large volumes or diverse invoice formats, limiting scalability.

• Lack of real-time visibility into invoice processing status, delaying financial reporting by up to a week.
  
  

Power Platform + AI Builder Upgrade:

• AI Builder: Automate invoice data extraction with AI-powered form processing, reducing manual entry errors by up to 90%.

• Power Automate: Streamline workflow by automatically transferring extracted data into Dataverse or Excel, cutting processing time by 75%.

• Power Apps: Provide staff with an interface to review and validate extracted data quickly, improving accuracy and speed.

• Power BI: Deliver real-time dashboards tracking invoice processing status, enabling faster financial insights and reducing reporting delays by 50%.

Limitations of Current Excel and PowerPoint Process:

• Finance data downloaded manually and compared in spreadsheets, causing 2–4 days delay in monthly reporting.

• High risk of copy-paste or formula errors, leading to 10–20% data inaccuracies.

• Time-consuming to update visuals in PowerPoint for each reporting cycle, taking 5+ hours per cycle.

• Static reports limit interactivity and deep-dive analysis, slowing down decision-making.

• Difficult to track trends across projects or cost centers without building new reports each time.
  
  

Power Platform Upgrade:

• Power BI: Connect directly to your finance system (or upload monthly files) for near real-time access, reducing reporting lag by up to 80%.

• Power Automate: Automate file ingestion and refresh schedules, saving 3–5 hours per month and eliminating manual steps.

• Power BI: Use slicers and drill-throughs to analyze by cost center, project, or month—enabling faster insights and 25% more accurate variance analysis.