Case study: Power Platform
How Vertex streamlined inventory adjustment approvals for a global consumer goods leader
Automating Inventory Accuracy and Approval Workflows with Microsoft Power Platform
Case Study at a Glance
Client
A global consumer goods manufacturing leader managing large-scale inventory operations across multiple plants worldwide.
The Problem
Manual inventory adjustment approvals were time-consuming, error-prone, and lacked transparency. Frequent quantity mismatches between vendor shipments and recorded data, combined with fragmented workflows and limited visibility, caused operational inefficiencies and delayed decisions.
The Solution
Vertex developed a Power Platform–based solution integrating inventory adjustment and mismatch management into a single, unified application. The system automated discrepancy detection, routed approvals based on variance thresholds, and provided real-time alerts, all secured within SharePoint Online.
The Result
- Approval processing time significantly reduced with automated workflows
- Improved inventory accuracy and audit compliance
- Real-time visibility and alerts for quicker issue resolution
- Scalable and reusable solution deployable across 100+ manufacturing sites
- Enhanced decision-making through Y–Y Analysis and data-driven insights
Client Overview
A multinational consumer goods manufacturer managing vast inventories across multiple global plants. The company required a scalable and secure solution to handle frequent inventory discrepancies, ensure timely approvals, and maintain real-time visibility across operations.
The Challenge
The existing onboarding process was manual, time-consuming, and error-prone. HR required a dynamic application that could:
Approval processes were inconsistent, with random email approval failures leading to delays and inefficiencies.
Business Impact
Vertex implemented a Power Platform–based solution that eliminated manual bottlenecks and improved accuracy in requisition approvals.
What We Delivered
- A managed PowerApps solution with data stored in SharePoint Online
- Dynamic requisition form for new hire or replacement requests
- Custom approval workflow with deep links in approval emails, ensuring requests opened directly in PowerApps
- Three-level approval process, with mandatory manager approval and optional Plant/BU Director approvals
- Azure AD dynamic groups to manage access and membership seamlessly
Technical Highlights
- Microsoft PowerApps – Delivered a modern, user-friendly interface for adjustment creation and review
- Microsoft Authentication – Ensured secure access and data integrity
- Microsoft Power Automate – Automated approval routing and data transfer
- Y–Y Analysis Framework – Identified root causes of recurring discrepancies for preventive measures
- SharePoint Online – Enabled centralized, secure data management
Business Benefits
Challenges
- Smoothly migrating inventory data from SAP to SharePoint
- Driving adoption across plant teams and ensuring user readiness
Achievements
- Enhanced system security with robust authentication controls
- Delivered an intuitive UI improving user compliance and efficiency
- Seamlessly connected Power Platform tools for continuous workflow optimization
Unique Value Provided by Vertex
- Unified Integration: Combined inventory adjustment and mismatch tracking in one platform connected to SAP
- Customizable & Modular: Built as a scalable PowerApps template deployable across multiple sites
- Continuous Improvement: Embedded Y–Y Analysis for long-term performance optimization
- Industry Differentiation: Delivered a future-ready solution exceeding standard automation practices
Client Feedback
“The solution has an intuitive and simple UI that enhances inventory adjustment compliance. It’s easy to use, and the backend ensures a proper audit trail.”
— Inventory Adjustment Application Team, Manufacturing Plant (Client)
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