Transforming administrative processes using Power Platform is important because Working with numbers can be challenging and often goes unappreciated; as an economist, I understand this all too well.
Many of our tasks are monotonous and repetitive. If you, like me, enjoy solving puzzles and sudokus, you might find pleasure in this aspect, but it only happens occasionally due to the abundance of work and the scarcity of time.
Power Platform Microsoft assists with data-related tasks in your daily activities as an accountant, administrator, or similar roles. It helps you on creation of dashboards, custom apps, and flows, all without the need for extensive programming language expertise.
We will show you some tools that can transform administrative processes using Power Platform and its AI capabilities.
First of all here are the main softwares related with Power Platform.
Microsoft Power Plarform tools
Power BI
Power BI stands for Power Business Intelligence. It’s a data visualization platform primarily used for business intelligence purposes.
With Power BI, you can transform data from multiple sources into actionable insights through static and interactive data visualizations.
Whether your data comes from an Excel spreadsheet or a collection of cloud-based and on-premises hybrid data warehouses, Power BI helps you create coherent, visually immersive, and interactive insights.
This aids us as economists in analyzing the displayed data and, based on it, making the best and most informed decisions in real time.
Power Apps
Power Apps is a suite of tools that lets you create custom business applications without coding. It’s ideal for solving business problems, improving productivity, and connecting customers and products by creating our owns apps.
Power Pages
Power Pages is a Microsfot Power Platform low-code Software as a Service (SaaS) platform for creating, hosting, and administering modern external-facing business websites.
Copilot Studio (Power Virtual Agents)
Nowadays Power Virtual Agents is out of Power Platform but it was in the past.
This tool assists in creating chatbots that can converse with various roles within an organization, such as customers, workers, investors, and more.
Some examples working as economist with Power Platform
We are going to deal with some procesess using Power Platform, there will be easyly ones in order to began step by step.
Power BI task working as a controller
If you possess data regarding actual and budgeted figures in an Excel format similar to the one above, you can employ Power BI to construct a dashboard that displays and manages the data through various visualizations.
You can create a useful dashboard from a basic Real and Budget statement in just a few steps.
You can easily transition from this Excel spreadsheet:
To this BI dashboard, including a Q&A field based in AI (refer to the right) in which you can ask a question about your data.
Power Automate task working as an accountant
Managing invoices can be a tedious task, often involving archiving and organizing them, especially since they are frequently sent via email.
Power Automate is advantageous because it enables the creation of a workflow for tasks such as automatically saving an attached document from an incoming email, attaching an invoice or other document, into a designated folder that was created beforehand.
Another example:
- We can utilize AI to identify the type of email received from a client, automatically store the email in a dedicated folder, extract key data, generate a summary, and provide notifications about the summarized content.
And a last one:
- It is also possible to manage the approval request process through various methods, such as email or Teams. Imagine creating a flow to solicit and obtain approval for holidays or work permissions.
Power Apps task working as a finacial analist
In this scenario, an application could be developed using Power Apps to streamline the process of analyzing data from Balance Sheets and Profit and Loss statements.
It could be something similar to this solution creating by us at Creativity Spark:
This is an example of how to create a simple app, allowing you to start understanding and working on app creation with Power Apps.
Other examples:
- Develop an application to manage employees’ expenses incurred while representing the company on business trips, with clients, and other related activities.
- A system to clock in and out for recording workers’ time.
Copilot in Power Platform
As outlined in the post, Power Platform facilitates the creation of dashboards, custom apps, and flows, all without the need for extensive programming language expertise.
Copilot is an AI assistant developed by Microsoft, designed to assist in generating various types of content. It is integrated into many Microsoft tools, including the Power Platform.
You can learn and practice about working with Copilot in Power Apps in this post from our blog.
If you have an idea in mind and need assistance to develop it, Creativity Spark is here to help. Don’t hesitate—book a call with us right now: Click here.