Case studies are a powerful tool for consulting firms to showcase successful projects and highlight how their services create value for potential customers. However, creating this type of content requires extensive research, active listening, and coordination with multiple stakeholders.

Here’s a real example of how using Power Apps streamlined our research and communication efforts, significantly improving the content creation process.

The Old Process: Time-Consuming and Fragmented

Our previous process for creating case studies involved multiple tools and tedious manual steps:

• Data collection was done through Microsoft Forms, gathering details such as project information, client challenges, implemented solutions, and results.
• The marketing team had to manually copy and paste this information into different content formats, including:
  • Lead-facing slides for presentations
  • Word documents for the internal case study repository
  • Website articles for external audiences
• Frequent back-and-forth emails between the marketing team and submitters were necessary to fill in missing details, leading to communication delays and errors.
• The editing process was time-consuming, with content needing to be adapted to different formats and audiences.

The New Process: Seamless and Efficient with Power Apps

To solve these challenges, we built a custom Power Apps solution that transformed how case studies were created and managed. Here’s how the new process works:

• All-in-One Platform: The app consolidates the entire workflow—data collection, editing, and publication—in a single place, eliminating the need for multiple tools.
• Easy Submission: Submitters can easily upload photos, files, and video links directly within the app, ensuring that all required information is collected at once.
• Automated Slide and Document Creation: The app automates the generation of various content formats, reducing manual work for the marketing team.
• Built-In Editing and Communication: The editing process takes place directly within the app, and marketing teams can send automated email requests for additional information when needed.
• Centralized Repository: All published case studies are stored in the app, giving company-wide access to a comprehensive content library.

Streamline your communication process!

Power Apps, part of the Microsoft Power Platform, enables businesses to quickly build custom solutions without needing extensive coding knowledge. It’s a low-code, highly intuitive tool that empowers marketing teams and non-developers to streamline processes and create tailored solutions. This is just one example of how you can streamline your communication and data-gathering processes for research
and content development. Start simplifying your communication processes, creating more straightforward channels, and avoiding information loss and misinterpretation.