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Browse CodeScale portfolio projects across Power Apps, Power Automate, web development, cloud solutions, and custom business systems.

Explore published CodeScale project work across business automation, Power Platform apps, SharePoint workflows, web portals, cloud-connected systems, and custom software delivery.

Automotive Dealer & Vehicle Service Management System For Mitsubishi Motors

<h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">1. Application Overview</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>The <span class="15" style="font-family: &quot;Times New Roman&quot;;">Mitsubishi Parts &amp; Order Management App</span>&nbsp;is designed to help users search for parts, review related item information, select required parts, and manage orders through a centralized application.<o:p></o:p></p><p>It provides users with an application to:<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Search the parts database using item and reference numbers.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>View detailed information about available items.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Access specifications, documentation, and other references associated with items.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Select required parts and enter vehicle and item-related information.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Specify quantities for selected items.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Create and manage temporary orders.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Add, modify, or remove items before an order is processed.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Submit orders for further processing in Business Central.<o:p></o:p></p><p>Overall, the application simplifies the process of <span class="15" style="font-family: &quot;Times New Roman&quot;;">finding the correct parts, capturing required information, preparing an order, and submitting it for processing</span>.<o:p></o:p></p></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">2. Parts Search and Selection</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>The application provides users with the ability to perform an advanced search within the parts database.<o:p></o:p></p><p>Users can search using:<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Item Number<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Reference Number<o:p></o:p></p><p>The search functionality helps users locate the required part and review its available information before selecting it.<o:p></o:p></p><p>Once the required item is identified, users can select it and continue with the order preparation process.<o:p></o:p></p><p><span class="15" style="font-family: &quot;Times New Roman&quot;;">Search Item/Reference Number → Review Results → Select Required Item</span><o:p></o:p></p></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">3. Item Information and References</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>Users can review detailed information associated with each item, including information such as its description, category, available quantity, price, supplier, and location.<o:p></o:p></p><p>The application also provides access to additional references associated with an item, which can include:</p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Specifications<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Documentation.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Related item information.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>File attachments.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Links to external resources.</p></h2><h2>This allows users to access both the item information and its supporting references while identifying and selecting the required part.<o:p></o:p></h2><h2><br></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">4. Item and Vehicle Information Entry</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>After selecting an item, users can enter additional information required for the selected part.<o:p></o:p></p><p>The application supports information including:<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>VIN.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Model Code.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>PNC Number.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Quantity.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Item Number.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Description.<o:p></o:p></p><p>The entered information is associated with the selected item and used as part of the order preparation process.<o:p></o:p></p><p>This allows users to capture the relevant vehicle and part information before adding the item to an order.<o:p></o:p></p><p><br></p></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">5. Order Management</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>The application provides a temporary order area where users can prepare and manage an order before it is processed.<o:p></o:p></p><p>Users can:<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Add selected items to an order.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Review the items included in the order.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Change item information where required.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Modify quantities.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Remove items that are no longer required.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Maintain customer and order-related information.<o:p></o:p></p><p>l<span style="font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span>Track the order while it is being processed.<o:p></o:p></p></h2><h2>This temporary order process allows users to review and adjust their selected items before the order moves forward for final processing.</h2><h2><br></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">6. Order Processing</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>Once the required items have been selected and the order information has been completed, the order can be sent to <span class="15" style="font-family: &quot;Times New Roman&quot;;">Business Central</span>&nbsp;for further processing.<o:p></o:p></p><p>After an order has been successfully processed, it is removed from the temporary order area.<o:p></o:p></p><p>This allows the application to act as the user-facing workspace for preparing parts orders while Business Central handles the subsequent order processing.<o:p></o:p></p><p><br></p><p></p></h2><h2><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;">7. Overall Application Workflow</span><span style="font-family: &quot;Times New Roman&quot;; font-size: 18pt;"><o:p></o:p></span></h2><h2><p>The application workflow begins when the user searches the parts database using an <span class="15" style="font-family: &quot;Times New Roman&quot;;">Item Number or Reference Number</span>&nbsp;to locate the required part. The user can review the item's available information and associated references, including specifications and documentation, before selecting the required item. After selection, the user enters relevant information such as the <span class="15" style="font-family: &quot;Times New Roman&quot;;">VIN, Model Code, PNC Number, quantity, item number, and description</span>&nbsp;and adds the item to a temporary order.&nbsp;The user can continue adding items and can review, modify, or remove selected items before the order is processed. Once the order is complete, it is submitted to Business Central&nbsp;for further processing. This provides users with a complete workflow for searching parts, reviewing item information, selecting required items, preparing an order, and submitting it for processing.&nbsp;The Mitsubishi Parts &amp; Order Management App&nbsp;therefore provides users with a centralized and structured way to locate parts, review relevant information, prepare orders, and send completed orders for further processing.<o:p></o:p></p><p>&nbsp;</p></h2>

Industry: Automotive / Motor Vehicle Manufacturing & Distribution

Technology: PowerApps, Power Automate, SharePoint

Investor Operation System For Axiom

<h2><b>1. Application Overview</b><b><o:p></o:p></b></h2><h3><p>The <b>Axiom Investor Operations App</b>&nbsp;is designed to manage the operational lifecycle of investor Certificates within investment Structures.<o:p></o:p></p><p>It provides operations users with a centralized application to:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Manage Structures and their associated Certificates.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Prepare and process Certificates for closing.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Import Certificate information from external sources.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Manage scheduled and unscheduled payments.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Submit payments for approval and process approved payments.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Manage Certificate maturity and related payments.<o:p></o:p></p><p>Overall, the application manages the journey of a Certificate from onboarding and closing through payment processing and maturity.<o:p></o:p></p></h3><h2><b>2. Structure and Certificate Management</b><b><o:p></o:p></b></h2><h3><p>Users can view investment <b>Structures</b>&nbsp;and access the Certificates associated with each Structure.<o:p></o:p></p><p>Within a Structure, users can:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->View, add, and edit Certificate information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Filter Certificates based on their closing stage.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Identify Certificates that are ready for closing.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Prepare Certificates for processing.<o:p></o:p></p><p>Certificates progress through:<o:p></o:p></p><p><b>Draft → Ready to Close → Closed</b><o:p></o:p></p><p>This allows users to clearly track the current stage of each Certificate.<o:p></o:p></p></h3><h2><b>3. Certificate Closing</b><b><o:p></o:p></b></h2><h3><p>Once Certificates are ready, users can initiate the <b>Close All</b>&nbsp;process to process eligible Certificates together.<o:p></o:p></p><p>The relevant Certificate information is sent to <b>IDA</b>&nbsp;for processing, after which the Certificates move to the Closed stage.<o:p></o:p></p><p><b>Prepare Certificates → Ready to Close → Close All → IDA → Closed</b><o:p></o:p></p></h3><h2><b>4. External Data Import</b><b><o:p></o:p></b></h2><h3><p>The application supports importing Certificate information through <b>CSV files received from Parvis and Atlas One</b>.<o:p></o:p></p><p>Users can:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Upload and preview imported data.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Compare imported data with existing Certificate information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Match imported records with existing Certificates.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Update existing information or add new records.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Choose whether existing information should be overwritten.<o:p></o:p></p><p>This reduces manual data entry when Certificate information is received from external sources.<o:p></o:p></p></h3><h2><b>5. Payment Management</b><b><o:p></o:p></b></h2><h3><p>The application supports both <b>Scheduled and Unscheduled Payments</b>.<o:p></o:p></p><p>For scheduled payments, users can review the current and proposed payment amounts and decide whether to <b>Pay or Cancel</b>&nbsp;the payment.<o:p></o:p></p><p>For unscheduled payments, users can select the relevant Structure and payment Class and enter the required payment amount.<o:p></o:p></p><p>Payments that proceed are submitted for approval through <b>Microsoft Teams</b>. Once approved, users can launch <b>Zumrails</b>&nbsp;to process the payment and then mark it as <b>Paid</b>&nbsp;in the application.<o:p></o:p></p><p><b>Review/Create Payment → Submit → Approval → Zumrails → Mark as Paid</b><o:p></o:p></p></h3><h2><b>6. Maturity Management</b><b><o:p></o:p></b></h2><h3><p>The application manages Certificates reaching maturity.<o:p></o:p></p><p>Users can review the Certificate's <b>Principal and Profit</b>&nbsp;information and prepare a <b>Maturity Proposal</b>. For profit-participating Certificates, the required Profit amount can be entered as part of the proposal.<o:p></o:p></p><p>The proposal is submitted for approval, and once approved, the maturity payment can be processed through <b>Zumrails</b>&nbsp;and recorded as completed.<o:p></o:p></p><p><b>Review Maturity → Prepare Principal/Profit Proposal → Approval → Zumrails → Complete Payment</b><o:p></o:p></p></h3><h2><b>7. Overall Application Workflow</b><b><o:p></o:p></b></h2><h3><p>The application workflow begins with the user selecting an investment Structure and reviewing its associated Certificates. Users can add or update Certificate information and prepare completed Certificates for closing. Once Certificates are ready, they are processed through the closing process and sent to IDA, after which they move to the Closed stage. Where required, Certificate information can also be imported from Parvis or Atlas One and matched with existing records.<o:p></o:p></p><p>The application then supports payment activities, where users can review scheduled payments or create unscheduled payments and submit them for approval. Once approved, payments can be processed through Zumrails and subsequently marked as Paid in the application. When a Certificate reaches maturity, users can review its Principal and Profit information, prepare a Maturity Proposal, submit it for approval, and process the approved maturity payment through Zumrails.<o:p></o:p></p><p>Overall, the application provides a complete operational workflow covering <b>Certificate management, Certificate closing, external data imports, payment processing, approvals, and Certificate maturity</b>.<o:p></o:p></p><p>&nbsp;</p></h3>

Industry: Investment Operations / Investor Administration

Technology: PowerApps, PowerAutomate, SharePoint

Patient Data Synchronization & SharePoint Integration

Designed and implemented an automated synchronization workflow for Apex Orthopedics to keep patient information synchronized between clinical systems and Microsoft SharePoint. The solution automatically retrieves newly created or updated patient records, maps the required data fields, stores them in SharePoint lists, and sends real-time notifications to relevant staff. The automation eliminates manual data entry, improves data accuracy, and provides a centralized repository for patient information, enabling efficient reporting and operational workflows.

Industry: Healthcare / Orthopedic Care / Sports Medicine / Musculoskeletal Healthcare

Technology: Power Automate, SharePoint

Legal Case & Client Management System For Law Office Of Micheal R. Johnson

<h2><b>1. Application Overview</b><b><o:p></o:p></b></h2><p>The <b>GE Court Date Management App</b>&nbsp;is designed to help users manage and maintain <b>court date records</b>&nbsp;through a centralized application.<o:p></o:p></p><p>It provides users with an application to:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Enter and maintain court date information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Select relevant attorneys and judges.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Associate court dates with the appropriate client and matter.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->View existing court date records.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Update existing records when information changes.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Delete records when required.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Support related PDF generation and email functionality.<o:p></o:p></p><p>Overall, the application provides a structured way to <b>capture, manage, and maintain court date information and its related legal references</b>.<o:p></o:p></p><h2><b>2. Court Date Management</b><b><o:p></o:p></b></h2><p>The primary function of the application is to manage <b>court date records</b>.<o:p></o:p></p><p>Users are provided with a form where they can enter court date details and maintain existing information.<o:p></o:p></p><p>The application supports the complete record management process, allowing users to:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Create new court date records.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->View existing court date information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Update court date records.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Delete records when required.<o:p></o:p></p><p>This provides users with a centralized location for maintaining court date information instead of managing individual records separately.<o:p></o:p></p><h2><b>3. Attorney and Judge Selection</b><b><o:p></o:p></b></h2><p>While entering or updating court date information, users can select relevant information such as:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Attorneys.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Judges.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Other related reference information.<o:p></o:p></p><p>The application provides dropdown selections for this information, helping users associate each court date with the appropriate attorney, judge, and related details.<o:p></o:p></p><p>Court date information can also be associated with the relevant <b>Client and Matter</b>.<o:p></o:p></p><p>This allows court date records to maintain the appropriate relationship with the legal matter and client to which they belong.<o:p></o:p></p><p>Together with attorney and judge information, this helps maintain organized court date records with their relevant legal references.<o:p></o:p></p><h2><b>5. PDF and Email Support</b><b><o:p></o:p></b></h2><p>The application process also includes <b>PDF generation and email functionality</b>.<o:p></o:p></p><p>These capabilities support the handling and communication of court date information as part of the overall process.<o:p></o:p></p><p>The provided work plan confirms that PDF generation and email functionality are part of the application testing scope; however, it does not provide further detail on the exact PDF content, recipients, or email process.<o:p></o:p></p><h2><b>6. Overall Application Workflow</b><b><o:p></o:p></b></h2><p>The application workflow begins when a user enters a new court date or accesses an existing court date record. The user enters the required court date information and selects the relevant <b>attorney, judge, client, matter, and other applicable details</b>. The record can then be created and subsequently viewed, updated, or deleted as required. The application also supports related PDF generation and email functionality as part of the court date process.<o:p></o:p></p><p>Overall, the application provides users with a centralized and structured way to <b>enter, organize, maintain, and manage court date records together with their associated legal information</b>.<o:p></o:p></p><p>&nbsp;</p>

Industry: Legal Services / Law Practice / Personal Injury & Civil Litigation

Technology: PowerApps, Power Automate, SQL Server

Investor Management System For Axiom

<h2><b>1. Application Overview</b><b><o:p></o:p></b></h2><p>The <b>Axiom 150 App</b>&nbsp;is designed to replace Axiom's existing Excel-based process for managing investment Structures and investor participation.<o:p></o:p></p><p>Axiom creates investment Structures for its clients and invites eligible investors to participate in those Structures. The application provides a centralized way to manage the process from <b>Structure creation and investor selection through document signing, investor payments, and regulatory reporting</b>.<o:p></o:p></p><p>The application enables users to:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Create and manage investment Structures.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Select investors for participation in a Structure.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Generate investor information for digital signing.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Track whether investors have signed investment documents.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Close the investor signing process.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Calculate and manage investor bonus and repayment amounts.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Generate payment files for investors.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Manage investors sharing the same bank account.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Generate information required for <b>45-106F1 regulatory filing</b>.<o:p></o:p></p><p>Overall, the application manages the operational journey of a Structure from its initial setup through investor participation, payments, and regulatory reporting.<o:p></o:p></p><h2><b>2. Structure Management</b><b><o:p></o:p></b></h2><p>Users can create <b>new Structures</b>&nbsp;and access existing Structures within the application.<o:p></o:p></p><p>When creating a Structure, users can capture key information such as:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Client and contact information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Structure type.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Structure number.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Investment amount.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Bonus amount and payment date.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Closing date.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Financing information.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Financing and repayment dates.<o:p></o:p></p><h2>The application automatically presents the next available Structure number when a new Structure is created, while existing Structure information can also be accessed and edited when required.<o:p></o:p></h2><h2><b>3. Investor Selection and Document Sending</b><b><o:p></o:p></b></h2><p>Once a Structure has been created, users can select the investors who will be invited to participate in it.<o:p></o:p></p><p>The application generates a list of active investors and allows users to exclude specific investors where required. Users can also see the total number of investors selected for the Structure.<o:p></o:p></p><p>After the final investor list has been prepared, the application can generate a <b>CSV file</b>&nbsp;containing the selected investors. This file is used for sending investment subscription documents through digital signing software such as <b>OneSpan or DocuSign</b>.<o:p></o:p></p><p>Investors included in the generated file are then tracked as pending until their signing decision is recorded.<o:p></o:p></p><p><b>Select Structure → Generate Active Investor List → Exclude Investors if Required → Generate CSV → Send Documents for Signing</b><o:p></o:p></p><h2><b>4. Investor Signing Management</b><b><o:p></o:p></b></h2><p>The application allows users to track whether invited investors have signed the investment documents.<o:p></o:p></p><p>Users select the relevant Structure and review the investors whose documents were sent for signing.<o:p></o:p></p><p>For each investor, the user records whether the investor:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font:7.0pt Times New Roman">&nbsp;</span><!--[endif]--><b>Signed</b>&nbsp;the documents, or<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font:7.0pt Times New Roman">&nbsp;</span><!--[endif]--><b>Did Not Sign</b>&nbsp;the documents.<o:p></o:p></p><p>The Structure's signing process can only be closed once a signing outcome has been recorded for every investor.<o:p></o:p></p><p>This ensures that the investor participation process is completed before the Structure proceeds to the payment stage.<o:p></o:p></p><p><b>Select Structure → Review Investors → Record Signed/Not Signed → Complete Signing → Close Structure</b><o:p></o:p></p><h2><b>5. Investor Payment Management</b><b><o:p></o:p></b></h2><p>Once a Structure has completed the signing process, the application supports the calculation and management of payments to participating investors.<o:p></o:p></p><p>Investors who signed the documents may be entitled to a <b>Bonus Amount</b>. Where an investor has an outstanding financed amount, part or all of the Bonus may first be applied toward repayment.<o:p></o:p></p><p>The amount ultimately payable to an investor is therefore based on the applicable <b>Bonus Amount and Repayment Amount</b>.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->The application allows users to:<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Select a closed Structure.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->View investors eligible for payment.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Review how much each investor will receive.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->View the total payment amount for the Structure.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Identify whether investors for the Structure have already been paid.<o:p></o:p></p><p><!--[if !supportLists]-->l<span style="font-style: normal; font-variant: normal; font-size-adjust: none; font-language-override: normal; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: &quot;Times New Roman&quot;;">&nbsp;</span><!--[endif]-->Generate the required payment CSV file.<o:p></o:p></p><h2>The application also supports custom payment amounts when an additional or different payment needs to be made to investors.<b><o:p></o:p></b></h2><h2><b>6. Combined Investor Payments</b><b><o:p></o:p></b></h2><p>The application supports situations where multiple investors use the <b>same bank account</b>.<o:p></o:p></p><p>Users can switch to a combined payment view, where investors sharing the same bank account are grouped together for payment purposes.<o:p></o:p></p><p>Users can also return to the separate investor view when required.<o:p></o:p></p><p>This helps prepare payment information appropriately before the payment file is generated.<o:p></o:p></p><h2><b>7. 45-106F1 Regulatory Reporting</b><b><o:p></o:p></b></h2><p>The application supports preparation of information required for the <b>45-106F1 filing</b>&nbsp;with the securities commission.<o:p></o:p></p><p>Users can select a Structure that has already been closed and generate an Excel file containing the required information.<o:p></o:p></p><p>The generated information can then be used with the securities commission's 45-106F1 reporting spreadsheet.<o:p></o:p></p><h2>This provides a structured way to prepare the required investor and Structure information for regulatory filing.<o:p></o:p></h2><h2><b>8. Overall Application Workflow</b><b><o:p></o:p></b></h2><p>The application workflow begins with the creation of a new investment <b>Structure</b>, where the client, Structure type, investment amount, bonus information, financing details, and other relevant information are recorded. Once the Structure is established, active investors are selected and a final participation list is prepared. Investor information is then generated for digital signing through <b>OneSpan or DocuSign</b>, and the application tracks whether each investor signs or declines the investment documents.<o:p></o:p></p><h2>After all investor signing outcomes have been recorded, the signing process can be closed and the Structure can proceed to investor payments. The application determines the applicable Bonus and Repayment amounts, calculates the amount payable to each eligible investor, and prepares the required payment information. Investors sharing a bank account can also be grouped where required. Once the Structure is closed, the application can additionally generate the information required for the 45-106F1 regulatory filing. This provides a complete operational workflow covering Structure setup, investor selection, document signing, investor payments, and regulatory reporting.<o:p></o:p></h2><p>The <b>Axiom 150 App</b>&nbsp;therefore provides Axiom with a centralized and structured way to manage investment Structures and investor participation, replacing the existing Excel-based process with a controlled application covering the process from <b>Structure creation through investor signing, payments, and regulatory reporting</b>.<o:p></o:p></p>

Industry: Business Consulting & Financial Advisory

Technology: PowerApps, Power Automate, SharePoint

AI-Powered CSV Generator & FTP Upload Automation For Koczwara Vertrieb

<h2><b>1. Application Overview</b><b></b></h2><p>The <b>Automated Order-to-CSV System</b>&nbsp;is designed to automate the processing of customer orders received in PDF format and convert them into structured CSV files for further order processing.</p><p>The system enables users to:</p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Automatically process incoming customer order PDFs. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Extract relevant customer and order information. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Identify ordered items and quantities. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Generate standardized CSV files suitable for SAP import. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Automatically deliver completed CSV files to the client’s sFTP server. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Handle unmatched items and processing exceptions. </p><p>Overall, the system reduces manual order processing by managing the complete journey from <b>receiving a customer order PDF to generating and delivering an SAP-ready CSV file</b>. </p><h2><b>2. Order Data Extraction</b><b></b></h2><p>When a customer order PDF is received, the system automatically reads the document and extracts the required order information.</p><p>The extracted information includes:</p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Customer details. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Order number. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Order date. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Item codes. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Item descriptions. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Quantities. </p><p>The system supports different order layouts, including single-page and multi-page PDFs, and prepares the extracted information in a consistent format for further processing. </p><h2><b>3. Item Code and Barcode Matching</b><b></b></h2><p>After the order information has been extracted, the system matches the customer’s <b>item/article codes</b>&nbsp;with the corresponding <b>internal barcodes</b>.</p><p>The system can:</p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Match customer item codes with internal barcodes. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Standardize item codes before matching. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Identify items where no matching barcode is available. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Flag unmatched items for review. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Continue processing valid items even when some items cannot be matched. </p><p>This ensures that customer item references are converted into the internal barcode information required for further order processing. </p><h2><b>4. CSV Generation</b><b></b></h2><p>Once the order information has been extracted and item codes have been matched, the system generates a standardized <b>CSV file</b>.</p><p>The CSV contains the required order information, including:</p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Customer. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Order Number. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Item Code. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Quantity. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Barcode. </p><p><!--[if !supportLists]-->·&nbsp;<!--[endif]-->Description. </p><p>Non-item information, such as notes, headers, and delivery fee lines, is excluded from the output. The final CSV is prepared according to the required format so that it is suitable for <b>SAP import</b>. </p><h2><b>5. Automated CSV Delivery</b><b></b></h2><p>After the CSV file has been generated, the system automatically uploads it to the client’s designated <b>sFTP server</b>.</p><p>The file transfer is checked for successful completion, and failed transfers can be retried.</p><p>This allows completed order files to reach their required destination without users manually transferring each generated CSV. </p><h2><b>6. Exception Management</b><b></b></h2><p>The system manages situations where an order or individual item cannot be processed successfully.</p><p>Failed document processing can be identified and retried, while item codes that cannot be matched with an internal barcode can be flagged as <b>Unmapped</b>.</p><p>Where possible, valid order information continues to be processed even when individual items cannot be matched, preventing a single exception from stopping the entire order. </p><h2><b>7. Overall Application Workflow</b><b></b></h2><p>The workflow begins when a <b>customer order PDF is received</b>. The system extracts the required customer, order, item, and quantity information from the document and prepares it for processing. The customer item codes are then matched with their corresponding internal barcodes. Once the order information has been prepared, a standardized <b>CSV file suitable for SAP import</b>&nbsp;is generated and automatically delivered to the client’s <b>sFTP server</b>. If an order cannot be processed or an item cannot be matched, the system identifies the exception while allowing valid information to continue through the process.</p><p>The <b>Automated Order-to-CSV System</b>&nbsp;therefore provides an automated and structured process covering <b>customer order receipt, order data extraction, item and barcode matching, CSV generation, and final file delivery</b></p><p>&nbsp;</p>

Industry: Business Process Automation / Document Processing / Data Extraction & Integration

Technology: Power Automate

Hotel Operations & Guest Service Management System For Eko Hotels & Suites

Develop a Microsoft PowerApps Canvas application to streamline hotel operations and guest service management. The solution enables hotel staff to manage reservations, guest check-ins and check-outs, room assignments, housekeeping schedules, maintenance requests, event bookings, and customer service requests through a centralized platform. Integrated with Microsoft Power Automate, the application automates booking confirmations, guest notifications, housekeeping workflows, maintenance approvals, and operational reporting. With role-based access, responsive dashboards, and real-time visibility into hotel operations, the system enhances operational efficiency, service quality, and the overall guest experience

Industry: Hospitality / Hotels & Resorts / Luxury Accommodation & Conference Services

Technology: PowerApps, PowerAutomate, SharePoint

Appliance Service & Field Technician Management System For Power Point Domestic Appliance Specialist

Appliance Service & Field Technician Management System https://powerpointglos.co.uk/ PROJECT SUMMARY: Develop a Microsoft PowerApps Canvas application to streamline appliance repair and field service operations. The solution enables service teams to manage customer requests, schedule engineer visits, assign technicians, record repair activities, track appliance service history, capture photos and service notes, manage parts used, and generate professional service reports. Integrated with Microsoft Power Automate, the application automates work order assignments, customer notifications, appointment reminders, and reporting. With role-based access, responsive dashboards, and offline capabilities for field engineers, the system improves operational efficiency, service quality, and customer satisfaction.

Industry: Home Appliance Repair & Maintenance / Appliance Sales & Installation / Field Service Management

Technology: PowerApps, PowerAutomate, SharePoint

Inspection Management App For Strenex

Develop a Microsoft PowerApps Canvas application to digitize equipment inspections and preventive maintenance processes. The solution enables technicians to select machines and maintenance intervals, automatically generate inspection checklists based on predefined service intervals, record task responses, update inspection statuses, add notes, and capture supporting media. The application also includes an administrative panel for managing machines, service intervals, task templates, and user roles. Built on Microsoft Dataverse, the solution supports offline data collection with future synchronization capabilities, role-based access control, and a responsive interface to improve maintenance efficiency, compliance, and asset reliability.

Industry: Industrial Maintenance / Manufacturing / Engineering / Asset Management

Technology: PowerApps, PowerAutomate, SharePoint.

Facility Maintenance & Work Order Management System For Transcend Maintenance Services, Inc.

Develop a Microsoft PowerApps Canvas application to streamline facility maintenance and commercial cleaning operations. The solution enables teams to manage customer sites, schedule cleaning and maintenance visits, assign work orders, track service completion, record inspections, upload photos as proof of work, and generate service reports. Integrated with Microsoft Power Automate, the application automates work order assignments, notifications, approvals, recurring maintenance schedules, and reporting. With role-based access, responsive dashboards, and real-time job tracking, the system improves operational efficiency, workforce productivity, and service quality.

Industry: Facilities Management / Commercial Cleaning / Janitorial & Building Maintenance Services

Technology: PowerApps, PowerAutomate, SharePoint

HubSpot Visit Synchronization Support For We Facilitate Change

Designed and implemented an automated integration between HubSpot and Microsoft SharePoint using Power Automate. Whenever a new event or activity is created in HubSpot, the workflow automatically captures the event details, stores them in a SharePoint list, and sends real-time notifications to relevant users. This automation eliminates manual data entry, ensures centralized record management, improves data accuracy, and enables teams to stay informed through instant notifications and synchronized event tracking

Industry: Change management / consulting

Technology: PowerAutomate, SharePoint

Referral & Patient Management App For Endo Enzo

Develop a Microsoft PowerApps Canvas application to streamline dental clinic operations and patient referral management. The solution enables clinics to manage patient records, specialist referrals, appointments, treatment plans, clinical documentation, medical images, and follow-up care through a centralized platform. Integrated with Microsoft Power Automate, the application automates appointment reminders, referral workflows, document generation, notifications, and reporting. With role-based access, responsive dashboards, and secure patient data management, the system enhances operational efficiency, collaboration, and patient care.

Industry: Healthcare / Dental Care / Endodontics & Microsurgery

Technology: PowerApps, PowerAutomate, SharePoint

Hospitality Operations & Property Management System For Amber hospitality

Develop a Microsoft PowerApps Canvas application to streamline hospitality and serviced apartment operations. The solution enables staff to manage property listings, reservations, guest check-ins/check-outs, housekeeping schedules, maintenance requests, customer communications, and corporate bookings through a centralized platform. Integrated with Microsoft Power Automate, the application automates booking workflows, notifications, approvals, document management, and reporting while providing role-based access, responsive dashboards, and real-time operational visibility to improve guest experience and operational efficiency.

Industry: Hospitality / Serviced Apartments / Corporate Accommodation / Property Management

Technology: PowerApps, PowerAutomate, SharePoint

Construction Project Cost & Contract Management System For Mersa

Develop a Microsoft PowerApps Canvas application to streamline construction project cost management, contract administration, and commercial operations. The solution enables project teams to manage project estimates, budgets, contracts, procurement activities, progress reporting, change requests, risk registers, and cost forecasts through a centralized platform. Integrated with Microsoft Power Automate, the application automates approval workflows, notifications, document management, reporting, and dashboard analytics. With role-based access, real-time project visibility, and responsive interfaces, the system improves commercial control, project governance, and decision-making throughout the construction project lifecycle.

Industry: Construction / Infrastructure / Quantity Surveying / Cost & Contract Management Consulting

Technology: PowerApps, PowerAutomate, SharePoint

Property Investment & Client Management System For Realty Finds

Develop a Microsoft PowerApps Canvas application to streamline property investment and client management operations. The solution enables consultants to manage property listings, investment opportunities, client enquiries, property sourcing, site visits, project progress, and document management through a centralized platform. It also automates lead tracking, client communications, approvals, task management, reporting, and notifications using Power Automate. The application provides role-based access, responsive dashboards, and real-time visibility into investment pipelines, improving collaboration and operational efficiency across the property acquisition process.

Industry: Real Estate / Property Investment / Property Consultancy

Technology: PowerApps, PowerAutomate, SharePoint

Clinical Site & Student Placement Management System For Sacramento Ultrasound Institute

Develop a Microsoft Power Platform solution to streamline clinical site and student placement management for healthcare education providers. The application centralizes organizations, clinical sites, academic programs, students, cohorts, and placements while automating onboarding workflows, compliance tracking, rotation assignments, and site capacity management. Built on Microsoft Dataverse, the solution includes role-based dashboards for administrators and coordinators, Outlook email integration, communication and visit logging, automated validation to prevent overbooking, and comprehensive reporting to improve operational efficiency, collaboration, and compliance throughout the student placement lifecycle.

Industry: Healthcare Education / Clinical Education / Higher Education / Healthcare Administration

Technology: PowerApps, PowerAutomate, SharePoint

Private Aviation Operations & Flight Management System For Elit'Avia

Develop a Microsoft PowerApps Canvas application to streamline private aviation operations, including aircraft management, flight scheduling, charter requests, maintenance tracking, crew coordination, and customer service management. The solution enables users to manage aircraft availability, schedule flights, assign crews, record maintenance activities, capture operational data, upload supporting documents, and generate automated reports. Integrated with Power Automate, the application automates notifications, approval workflows, PDF report generation, and operational tracking while providing secure role-based access, responsive user interfaces, and offline capabilities for field operations.

Industry: Business Aviation / Private Aviation / Aircraft Management & Charter Services

Technology: PowerApps, PowerAutomate, SharePoint

Secure Document Shredding & Service Management System For Marshall Shredding

Develop a Microsoft PowerApps Canvas application to streamline secure document shredding service operations. The solution enables staff to schedule and manage customer service visits, record shredding requests, track on-site service activities, capture service details and proof of completion, upload photos and supporting documents, generate Certificates of Destruction and PDF service reports, and automate customer notifications. The application supports offline data collection, role-based access, workflow automation, and reporting, improving operational efficiency, compliance, and service traceability for secure document destruction services.

Industry: Secure document shredding, hard-drive destruction and e-waste disposal

Technology: PowerApps, PowerAutomate, SharePoint

Home Renovation Project & Site Inspection Management System For TriCoast Renovations

Developed a Microsoft PowerApps Canvas application to streamline home renovation project management and on-site inspections. The solution enables field teams to create and manage renovation visits, capture customer and property details, record inspection findings, update work progress, manage materials and service tasks, upload photos and supporting documents, and generate professional PDF reports. The application supports offline data entry with automatic synchronization, responsive mobile-friendly interfaces, automated notifications, and workflow automation using Power Automate to improve project tracking, communication, and operational efficiency.

Industry: The company specializes in kitchen, bathroom, basement, interior renovations, home additions, and complete residential renovation project management.

Technology: PowerApps, PowerAutomate, SharePoint

Field Service Visit Management System For MSCQLD

Develop a Microsoft PowerApps Canvas application to digitize and streamline field service operations. The solution will enable technicians to create service visits, select customers and locations, record service charges, manage customer assets, capture refill/product usage, perform automatic pricing and total calculations, upload attachments as proof of service, and generate professional PDF service reports. The application will support offline data entry with automatic synchronization when connectivity is restored, provide a responsive multi-step user interface, and automate workflows using Power Automate for reporting and notifications.

Industry: Field Services / Industrial Services / Equipment Maintenance & Service Management

Technology: PowerApps, PowerAutomate, SharePoint

Visit Management System For EPC Groupe

A scalable, responsive Audit & Visit Management System that digitizes inspections, automates notifications and reporting, manages improvement actions, and provides secure, role-based access with multilingual and offline support.

Industry: Mining & Civil Explosives / Chemical Manufacturing. The company provides drilling and blasting solutions, civil explosives manufacturing, mining services, quarry operations, infrastructure support, demolition, and engineering solutions.

Technology: Microsoft PowerApps, Sharepoint, PowerAutomate

CEn-Calc Power Apps Licensing, Consultant and Organization Management Updates For Sustainable Footprint

Enhanced a Power Apps solution for CEn-Calc, focusing on consultant-owned administration, organization/user setup, client selection navigation, license status behavior, and usability fixes.

Industry: Environmental Consulting / Sustainability Consulting (Energy Efficiency, Carbon Footprinting, ESG, ISO Management Systems, ESOS, EPC, Sustainability Strategy, and Compliance Services)

Technology: Microsoft Power Apps; Power Platform; role-based navigation; admin panel; licensing logic; UI/UX refinements

Medical Device Distribution & Sales Operations Management System For Catch Medical

Developed a Power Apps-based surgery case management solution around an Ancillary Surgery List, role-based access, dashboards, and notification workflows for a Catch Medical production tenant.

Industry: Healthcare / Medical Devices & Pharmaceuticals Distribution (Orthopedics, Cardiology, Spine, Dental, Transfusion, and Pharmaceutical products).

Technology: Microsoft Power Apps; SharePoint Lists; Power Automate; Microsoft 365 permissions; role-based access control

Quote System Planning and PDF Generation Scope. for Kortek

Earlier discovery covered a quoting system with PDF generation, cover-page customization, price-list management, and future integration options.

Industry: RDM (Research Development and Manufacturing)

Technology: Power Platform; SharePoint; PDF generation planning; admin panel/pricelist planning.

Pipedrive to SharePoint Client & Contact Synchronization for Kortek

Built and tested synchronization between Pipedrive and SharePoint so client and contact records could be kept aligned across both systems.

Industry: RDM (Research Development and Manufacturing)

Technology: Microsoft Power Automate; SharePoint Lists; Pipedrive API/custom connector; JSON mapping; webhooks/scheduled sync

REN Connect

Enterprise business connectivity platform that streamlined cross-department workflows and approvals.

Industry: Information Technology

Technology: Power Apps, Dataverse, Power Automate

Court Date Management

Court scheduling and case timeline app with automated hearing reminders for legal teams.

Industry: Government and Public Sector

Technology: Power Apps, SharePoint

Compliance Management Portal for BWB Conforma

Corporate website and client portal with structured content and lead generation flows.

Industry: Manufacturing

Technology: Laravel, MySQL, Tailwind CSS

Finance Billing App

Invoice workflow automation with approval routing, audit history, and monthly reporting.

Industry: Finance and Banking

Technology: Power Automate, SharePoint, Power Apps