Case Studies

Power Platform Case Studies

Explore the kinds of outcomes UK organisations achieve with Microsoft Power Platform, Copilot Studio, and AI Builder, across manufacturing, financial services, healthcare, legal, and education.

Average 75% Efficiency Gain
Average 10-Week Delivery
15+ Case Studies
Transportation11 weeks

UK Distribution Firm Replaces Legacy Access Database with Power Platform

UK Distribution and Logistics Firm

Challenge: The firm ran its entire order and delivery operation on a single Access database that had grown well beyond its safe limits. The file regularly hit the 2GB ceiling and corrupted almost every week, locking out the operations team for hours at a time. Only one person understood the tangled web of macros and queries behind it, creating a serious key-person risk. Because the database lived on a shared drive, drivers and depot staff had no way to access live delivery information away from a desk, and concurrent editing routinely produced clashing records. Reporting meant exporting to Excel by hand, so management decisions were always made on data that was at least a week old.

Eliminated, Weekly Access corruption and 2GB file limits removed entirely on Dataverse
22 hrs/week, Hand-keyed reconciliation and Excel exports fully automated
+14%, Live driver updates and exception alerts improved delivery performance
180, Whole workforce now edits safely at once, up from a practical limit of 8
Power AppsDataverseModel-Driven AppPower AutomatePower BIAzure AD

22 hrs

manual admin reclaimed every week

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Professional Services16 weeks

Code App Project Management System Replaces Legacy Tools for Consulting Firm

UK Management Consultancy

Challenge: The consultancy was running project delivery across 4 disconnected tools: legacy project management software, Excel, SharePoint, and a £95,000/year SaaS PSA tool. Project managers spent 7+ hours per week on status reporting, resource allocation was manual, and client-facing project health dashboards were produced 2 weeks in arrears.

55% less, Project managers reclaimed 4 hours per week per PM
£95,000, Third-party PSA tool licence fully replaced
Real-time, Client health dashboards moved from 2-week lag to live
+18%, Improved visibility drove better resource allocation decisions
Power Apps Code AppReactTypeScriptDataversePower AutomatePower BISharePoint

£95k

SaaS licence cost eliminated

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Manufacturing12 weeks

Manufacturer Launches Self-Service Client Portal with Embedded Power BI on Power Pages

UK Industrial Manufacturer

Challenge: The manufacturer's 180 trade customers were generating 400+ weekly inbound calls and emails requesting order status, delivery schedules, and quality certificates. Account managers were spending 60% of their time on reporting and status updates rather than sales. Three analysts spent 6 hours per week producing manual Excel reports that were outdated by the time customers received them.

60% reduction, Customers self-serve order and delivery information 24/7
18 hrs/week, Three weekly manual report runs fully automated
+22 NPS, Net Promoter Score improvement from 31 to 53
+40%, Account managers redirected from reporting to new business development
Power PagesPower BI EmbeddedPower BI Row-Level SecurityDataversePower AutomateCustom Connectors

60%

reduction in inbound customer service calls

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Higher Education14 weeks

Russell Group University Replaces Manual Admissions Processing with Power Apps Admissions Platform

UK Russell Group University

Challenge: The university's admissions team of 45 staff was processing 12,000 annual applications using a combination of spreadsheets, shared email inboxes, and a legacy on-premise system that could not integrate with current Student Records infrastructure. Offer letter turnaround averaged 18 days (above sector benchmarks) and the manual conditional offer tracking process was causing compliance gaps with national admissions reporting requirements.

18 days → 2 days, From application review to offer letter despatch
12,000 apps, Full cycle volume processed without seasonal temp staff
100%, Full admissions audit trail and reporting compliance achieved
65% reduction, Admissions officers redirected from data entry to applicant engagement
Power Apps CanvasModel-Driven AppDataversePower AutomatePower BIMicrosoft FormsSharePoint

89%

faster offer letter turnaround

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Further Education12 weeks

Further Education College Automates Admissions and Enrolment with Power Platform

UK Further Education College

Challenge: The college was processing 8,500 annual applications and re-enrolments via paper forms, scanning, and manual data entry into a legacy MIS. The September enrolment peak required 12 temporary staff, cost £48,000 per year, and still resulted in a 3-week backlog. Interview scheduling was managed via email, and the college had no visibility of application conversion rates or pipeline by subject area.

4 weeks → 5 days, September enrolment window compressed dramatically
£48,000 saved, Annual peak-period temporary staff requirement eliminated
Real-time, Principal and faculty heads get live pipeline by subject area
89%, Applicants rated the new digital journey as excellent or good
Power Apps CanvasPower PagesPower AutomatePower BIDataverseMicrosoft FormsCopilot Studio

£48k

annual temp staffing cost eliminated

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Financial Services10 weeks

UK Challenger Bank Deploys Copilot Studio Agent to Handle 70% of Customer Enquiries

UK Challenger Bank

Challenge: The bank's contact centre was handling 18,000 monthly customer enquiries, 73% of which were classified as routine (balance queries, transaction disputes, rate questions, account changes). Average handle time was 7.5 minutes, first-contact resolution was 64%, and the bank was facing CSAT scores of 3.1/5 due to long wait times and agent inconsistency.

70%, Routine enquiries resolved without human agent intervention
22,000 saved, Annual agent hours reclaimed and redeployed to complex cases
3.1 → 4.4, Customer satisfaction improvement within 90 days of launch
64% → 89%, Agent consistency eliminates repeat contacts
Copilot StudioAzure AI FoundryPower AutomateCustom ConnectorsPower BIMicrosoft Teams

70%

customer enquiry deflection rate

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Professional Services8 weeks

Management Consultancy Cuts IT Ticket Volume by 58% with Copilot Studio Service Desk Agent

UK Management Consultancy

Challenge: The consultancy's 3-person IT team was managing 1,200 monthly service desk tickets across 600 consultants, 65% of which were Level 1 issues (password resets, software access, VPN troubleshooting, device setup). Mean time to resolution was 4.2 hours, consultant downtime was estimated at £340,000 annually, and the IT team had no capacity for strategic infrastructure projects.

58%, L1 tickets resolved autonomously without IT team involvement
4.2 hrs → 28 mins, From ticket submission to resolution for deflected issues
£220,000 saved, Annual productivity cost of IT issues reduced dramatically
65% freed, Senior IT staff redirected to infrastructure and security projects
Copilot StudioMicrosoft TeamsPower AutomateAzure ADAzure AI FoundryITSM ConnectorPower BI

58%

IT ticket deflection rate

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Facilities Management13 weeks

Facilities Management Firm Replaces Legacy CAFM with Model-Driven App Asset Platform

UK Facilities Management Company

Challenge: The firm was paying £120,000 annually for a legacy Computer-Aided Facilities Management system that lacked mobile capability, had no Power BI integration, and required 3 days of manual data extraction for board reporting. Engineers on-site used paper job sheets, asset condition data was 6–12 months out of date, and the PPM (planned preventive maintenance) completion rate was only 61%.

£120,000 saved, Legacy CAFM system fully decommissioned
61% → 94%, Planned preventive maintenance compliance significantly improved
42% reduction, Better preventive maintenance reduces costly emergency call-outs
3 days → real-time, Manual data extraction replaced by live Power BI dashboards
Model-Driven AppDataversePower Apps MobilePower AutomatePower BIQR Code Integration

£120k

annual legacy system cost eliminated

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Insurance14 weeks

Model-Driven App CRM Transforms Insurance Broker Operations

UK Insurance Broker

Challenge: The firm was paying £180,000 annually for CRM platform licences, yet only 40% of features were being used. Brokers were duplicating client data across 3 systems, pipeline reporting took 2 days to compile manually, and the sales director had no real-time view of the 220-broker team's activity.

£180,000, Complete elimination of legacy CRM licensing costs
Real-time, Reduced from 2-day manual compile to live embedded Power BI
94%, Client records consolidated from 3 systems into one Dataverse source
97%, User adoption rate within 6 weeks of go-live
Model-Driven AppDataversePower AutomatePower BIAzure ADCustom Connectors

£180k

annual licence cost eliminated

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Retail11 weeks

UK Retailer Launches Supplier Portal on Power Pages with Embedded Power BI Analytics

UK Retail Group

Challenge: The retailer's buying and supply chain team was managing 340 active suppliers via email, quarterly Excel performance packs, and a £85,000/year supplier portal SaaS tool that 60% of suppliers found too complex to use. The team spent 3 days per quarter producing and distributing performance data, supplier queries consumed 2 FTE of account management time, and compliance certificate chasing was entirely manual.

72% reduction, Suppliers self-serve performance and order data 24/7
£85,000 saved, Third-party supplier portal tool decommissioned
3 days → automated, Performance pack production fully automated via Power BI
94% on-time, Up from 67% with manual chasing, automated reminders drive compliance
Power PagesPower BI EmbeddedPower BI Row-Level SecurityDataversePower AutomateEntra External IDPower Apps

72%

reduction in supplier query volume

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Legal10 weeks

UK Law Firm Deploys Copilot Studio Agent to Accelerate Legal Research and Due Diligence

UK Top-50 Law Firm

Challenge: The firm's 85 fee-earners were spending an average of 6.5 hours per matter on legal research, searching precedent documents, prior advice letters, matter archives, and external legal databases. 60% of this research was on topics the firm had previously advised on, but the institutional knowledge was locked in unstructured SharePoint archives across 8 practice groups. Junior associates were re-researching from scratch rather than building on existing firm IP.

65% reduction, Average research hours cut from 6.5 to 2.3 per matter
+30% per associate, Associates can handle significantly more matters monthly
82% of queries, Proportion of queries resolved from internal firm IP vs external research
4x improvement, Relevant prior advice surfaced that manual searches missed
Copilot StudioAzure AI FoundryPower AutomateSharePointDataverseEntra IDCustom Connectors

65%

reduction in legal research time per matter

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Financial Services14 weeks

FCA-Regulated Asset Manager Builds React Code App Compliance Management Platform

UK Asset Manager

Challenge: The asset manager was managing FCA compliance obligations, GDPR controls, MiFID II reporting, and 11 additional regulatory frameworks across spreadsheets and shared email. Compliance officers spent 45 hours per week on manual control testing and evidence gathering. Three near-miss regulatory breaches in 18 months (including one FCA supervisory letter) made the board mandate a technology solution with a 90-day implementation deadline.

91% reduction, Near-miss and actual breach rate drops from 3 per year to 0.3
70% reduction, Board pack and FCA submission preparation time cut dramatically
45 hrs → 12 hrs/week, Automated scheduling and evidence capture drives efficiency
100%, Full evidence trail available instantly for regulatory review
Power Apps Code AppReactTypeScriptDataversePower AutomatePower BIEntra IDCustom Connectors

91%

reduction in compliance breaches

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NHS9 weeks

NHS Trust Deploys Copilot Studio Clinical Support Agent Across 3,200 Clinical Staff

UK NHS Trust

Challenge: The NHS Trust's 3,200 clinical and operational staff were generating 2,800 monthly helpdesk and knowledge queries across a fragmented landscape of clinical guidelines, IT procedures, HR policies, and operational protocols. Nurses and clinicians were spending 25 minutes per shift searching for the right policy document or IT procedure. The Trust's helpdesk was understaffed relative to demand, with average ticket resolution times of 3.2 days.

68%, Queries resolved by agent without helpdesk ticket creation
14,000 annually, Clinical and operational time reclaimed from guideline searching
3.2 days → instant, Policy and procedure answers delivered in seconds
+34%, Staff more likely to check and follow correct procedure with easy access
Copilot StudioMicrosoft TeamsAzure AI FoundryPower AutomateSharePointPower BI

68%

helpdesk query deflection rate

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Utilities15 weeks

Water Utility Replaces Paper-Based Field Operations with Power Apps Mobile Platform

UK Water Utility

Challenge: The utility's 2,400 field engineers were working from paper job sheets and 8-year-old ruggedised MDTs (mobile data terminals) that were costly to maintain and lacked connectivity in rural areas. Job dispatch was managed by a 24-person control room via phone and radio. Average time from fault report to engineer attendance was 4.8 hours, first-time fix rate was 61%, and asset condition data was inconsistently captured, creating maintenance planning blind spots.

38% faster, Average time from dispatch to completion significantly reduced
61% → 84%, Engineers arrive with better asset history and diagnostic information
£160,000 saved, Annual MDT maintenance and software licensing eliminated
96% capture rate, Up from 54% with paper forms, drives better maintenance planning
Power Apps MobilePower AutomateDataversePower BIAzure IoT HubOffline SyncGPS Integration

38%

faster job completion time

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Manufacturing11 weeks

UK Manufacturer Deploys Copilot Studio Multi-Agent Platform to Transform Employee Onboarding

UK Precision Manufacturer

Challenge: The manufacturer was onboarding 280 new employees annually across 3 UK manufacturing sites. The process involved 14 separate manual tasks across HR, IT, Payroll, Health & Safety, and Line Management, taking an average of 6 weeks to complete. New starters frequently arrived to find IT access not provisioned, safety training not booked, or payroll data incomplete. HR was spending 18 hours per hire on coordination and chasing, and the company was losing an estimated £2,400 per hire in delayed productivity.

6 weeks → 12 days, New hires fully operational in under 2 weeks from start date
74% reduction, HR coordination time drops from 18 hours to 4.7 hours per hire
£2,400 → £800 saved, Delayed productivity cost dramatically reduced
98%, All 14 onboarding tasks completed on time vs 61% previously
Copilot StudioPower AutomateAzure ADDataversePower BIMicrosoft TeamsPower Apps

74%

reduction in HR admin time per hire

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Accountancy8 weeks

Accountancy Firm Automates Invoice Processing for 200 Clients with AI Builder

UK Accountancy Firm

Challenge: The firm were processing 14,000 monthly invoices across 200 SME clients using manual data entry into their clients' accounting platforms. Each invoice took an average of 4.2 minutes to process, consuming 980 staff-hours monthly. Data entry errors were running at 3.4%, causing monthly reconciliation work and client disputes. Junior staff were spending 70% of their time on data entry rather than advisory work.

85% reduction, Average invoice processing time cut from 4.2 min to 38 seconds
830 hours reclaimed, 980 monthly processing hours reduced to 150 (review only)
97.8%, AI Builder outperforms manual data entry error rate of 3.4%
35% reduction, Efficiency savings passed to clients via reduced monthly fees
AI BuilderPower AutomatePower AppsPower BIDataverseAccounting Platform Connectors

85%

reduction in invoice processing time

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Case studies are representative examples based on the types of projects we deliver and are not accounts of specific named clients.

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