Robotic Process Automation

Robotic Process Automation

Achieving Operational Excellence in manufacturing through Power Platform development
CLIENT

Anand Mando E-Mobility Pvt. Ltd

INDUSTRY

Manufacturing

SERVICES

Power BI Consulting, Business Intelligence

TECHNOLOGIES

Power Platform Development, Sharepoint

Anand Group is a leading group of automotive manufacturing companies with a country-wide presence and several business verticals. It has a significant market presence in the aftermarket and international markets and provides automotive systems and parts to over fifty businesses.

The

Challenge

The Friction of Paper in a Digital World

Transforming Manual PDF Processing into Intelligent Pricing Automation

For a leading global manufacturer, efficient supply chain management hinges on accurate and timely data. However, a critical process was still chained to manual labor: the daily updating of product prices and Purchase Order (PO) numbers based on vendor-supplied PDF files.

Each day, dozens of new or updated price lists arrived as PDFs. Analysts were forced to:

  • Manually open each PDF.
  • Visually locate key data points (Price, PO Number, Order Details).
  • Type that information into an Excel price master.
  • Manually compare the new price against the existing record to spot changes.

This process was slow, prone to transposition errors, and generated zero real-time visibility. It was a classic “human firewall” bottleneck, consuming valuable time and delaying critical pricing decisions.

The client needed a unified, secure, and intelligent system that could effortlessly transform static PDFs into dynamic, actionable data.

The

Solution

A Custom, End-to-End Power Platform Workflow

At Codeplateau, we approached this challenge not as a simple data extraction task, but as an opportunity to build a custom, scalable data engine. We leveraged our expertise as a leading power platform development company to construct a seamless, multi-layered solution using Power Apps, SharePoint, and Power Automate. 

  1. The Human Gateway (Power Apps UI)

We started with the user experience. Our expert power apps developers engineered a clean, intuitive interface that serves as the single point of entry. 

  • Secure Upload: Users simply drag-and-drop their PDF files directly into the Power App. 
  • Automatic Tagging: Upon upload, the app automatically captures crucial metadata (Upload Date, Time, and User ID), ensuring a robust, tamper-proof record from the start. 
  1. The Secure Foundation (SharePoint Storage)

All uploaded files are instantly and securely archived in a centralized SharePoint Document Library. SharePoint acts as the secure, auditable file repository, maintaining version history and supporting the metadata captured by the Power App for compliance tracking. 

  1. The Digital Brain (Power Automate & RPA)

The moment a file lands in SharePoint, a Power Automate flow is triggered—this is the RPA engine that drives the intelligence: 

  • Intelligent Extraction: The flow employs advanced data extraction techniques (often including AI-powered components like AI Builder for enhanced accuracy) to identify and pull the PO Number, Price, and other order details directly from the PDF structure. 
  • Data Synchronization: The extracted data is immediately mapped to the central Excel price master, stored securely on SharePoint. 
  • Real-Time Validation & Update Logic: The flow performs an immediate, rules-based check: 
  • If the PO Number exists, it verifies the price. If the price is different, the record is automatically updated with the latest value and flagged. 
  • If the PO Number is new, a new entry is created. 
  1. The Strategic Insight Layer (Power BI Integration)

To turn data into strategic advantage, we deployed the final piece: the visualization layer. Building on our power bi consulting services foundation, we connected a dashboard directly to the updated price master. This gives leadership and procurement teams real-time strategic clarity: 

  • Price Change Tracking: Instant visualization of current and historical price variances by vendor, product, and date. 
  • Process Efficiency: Visibility into the automation’s performance (e.g., number of PDFs processed, number of exceptions). 
  • Proactive Negotiation: Empowering procurement teams with data to spot unfavorable price trends and optimize vendor contracts. 

The

Result

Real-Time Data, Zero Friction

From Manual Chaos to Real-Time, Zero-Touch Automation

Codeplateau transformed a time-intensive, error-prone manual process into a real-time, zero-touch operation.

Key Impact Metrics

Metric Before Codeplateau (Manual) After Codeplateau (Automated) Impact
Data Entry 100% Manual 0% Manual Eliminated Errors
Price Change ID Hours or Days Instantaneous Real-Time Visibility
Data Centralization Fragmented Spreadsheets Single SharePoint Source Enhanced Security & Audit
Employee Focus Copy-Pasting Data Strategic Analysis Value Reclaimed

The Value Multiplier

This project underscored that true automation is about empowering people, not replacing them. By eliminating the frustration of manual data entry, the manufacturer’s team can now leverage the data instantly to make informed decisions.

We didn’t just automate a workflow; we delivered a competitive edge, proving that the right power platform development company can turn a daily grind into a strategic asset.

Ready to Transform Your Operations?

Ready to harness the Power Platform to solve your most complex data extraction and reconciliation challenges? Let’s talk about how our power apps developers and Power BI consulting services can drive your digital transformation.

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A leading US bank

A leading US bank

Predictable ROI with Custom Salesforce Integration for a Major US Financial Institution
CLIENT

ABC Capital

INDUSTRY

Financial Services

SERVICES

Salesforce Development, Legacy System Integration

TECHNOLOGIES

Salesforce Service Cloud, Custom API/MuleSoft, Legacy Core Banking System

The

Challenge

The bank’s ability to scale was hampered by a deeply entrenched, bespoke core banking system. When they introduced Salesforce for client relationship management, the legacy system created an immediate integration crisis:
  1. Slow Client Onboarding: Critical client documents, identity verification (KYC), and compliance checks lived in the legacy system. This required Loan Officers and Relationship Managers to manually cross-reference data, stretching the client onboarding process from days into weeks. 
  1. Compliance Risk: Fragmented data silos made generating unified audit trails impossible, drastically increasing regulatory risk and vulnerability to non-compliance fines. 
  1. Wasted Time & Cost: The IT department spent over 60 hours per week running manual batch scripts to synchronize client and transaction data, drastically increasing the custom Salesforce development cost through reactive maintenance. 

This operational friction threatened scalability and compliance. The bank urgently needed a reliable Salesforce implementation partner in US that could seamlessly integrate their core systems to mitigate risk. 

Codeplateau's

Strategic Solution

We engaged as their dedicated remote Salesforce integration partner US, utilizing Financial Services Cloud (FSC) best practices and following a disciplined, four-phase approach focused on security, data integrity, and compliance efficiency: 

Phase 1: Data Health Audit and Strategy (Targeting: Legacy System Integration) 

We performed a deep audit of the core banking system’s data schema and identified its API limitations. This phase established a compliant technical roadmap and produced a tailored Salesforce legacy system integration checklist US to ensure all regulatory requirements were met and project risk was minimized. 

Phase 2: Secure Custom Middleware Development 

Recognizing the sensitivity and complexity of financial data, we engineered a scalable, secure, and custom middleware solution. This layer facilitated guaranteed, bi-directional, real-time data sync between the core banking system and Salesforce Financial Services Cloud (FSC), ensuring a unified 360-degree client view. 

Phase 3: FSC and Loan Origination Workflow Automation 

We customized the FSC instance to align precisely with their lending and servicing workflows. We automated complex steps within loan origination and implemented automated compliance check triggers. This Salesforce solution for financial workflows was critical to ensuring high data integrity and quick user adoption. 

Phase 4: Compliance-Focused Change Management and Training 

Success depends on trust. We created focused training for Relationship Managers and Compliance Officers, teaching them how the integrated platform actively reduces risk and shortens loan cycle times, dramatically improving internal adoption rates. 

III. Quantifiable Results

By solving the mission-critical integration puzzle and providing expert Salesforce consulting and development services, Codeplateau delivered rapid, measurable value: 

Metric Before Integration After Integration (6 Months) Improvement
Relationship Manager Efficiency (Time Saved per Week) 8 hours (on data validation/manual entry) 0 hours 100%
Average Client Onboarding Time 3.5 weeks 4 days 77% Reduction
Data Integrity Rate (Compliance Score) 80% 99.8% 19.8% Increase
Total Cost of IT/Compliance Audits High (due to manual scripting) Reduced to Standard Monitoring 30% Annual Savings

Related Case Studies

Anand Group

Anand Group

Achieving Operational Excellence in manufacturing through Power Platform development
CLIENT

Anand Group

INDUSTRY

Automotive Manufacturing

SERVICES

Power Platform development

TECHNOLOGIES

Power BI desktop, Power Apps

Anand Group is a leading group of automotive manufacturing companies with a country-wide presence and several business verticals. It has a significant market presence in the aftermarket and international markets and provides automotive systems and parts to over fifty businesses.

The

Challenge

Each company and the manufacturing unit at Anand Group generate a large amount of data that is reported to management daily. The team manually entered the data on Excel sheets and created on-paper reports to measure criteria like production quality, safety, incident reports, productivity analysis, and other key performance indicators. Preparing reports using this method was tedious and prone to human errors. Furthermore, the management team received the reports the next day, which resulted in lost time in making crucial production decisions. The company recognized this gap and searched for a way to improve operational efficiency. They decided to go paperless in their reporting process and store their data on a consolidated system. All levels of the organization, including floor supervisors and senior management, needed access to the data. 

The

Solution

The management team of the Anand group of companies met our team at Codeplateau, and we were pleased to provide our Power BI development services to enhance operational efficiency for the manufacturing company. Power BI is a business analytics tool developed by Microsoft that lets users visualize and share insights from their data. Our expert Power BI developers created interactive and visually attractive dashboards that analyzed the data generated to produce meaningful insights. These dashboards were user-friendly, straightforward, and could be shared and accessed effortlessly on an LED screen.

ACTION

Steps

To develop Power BI dashboards for the client, our team at Codeplateau
A. Gathered and understood the client’s requirements: The client company had data for 102 key performance indicators, which needed to be analyzed and represented visually. To achieve these objectives, data needed to be visualized and presented on an LED screen to be viewed by everyone in the organization.
B. Designed Power BI dashboards: The developers used Microsoft Forms to digitize the data from Excel reports. To save the data on the centralized system, they used Microsoft SharePoint. For the customer, our team developed individual dashboards for each performance metric. The dashboards included interactive visuals like colour-coded graphs, bar charts, and pictures instead of cold numerical data. The developers designed the dashboards in a lucid format. All the employees at Anand Group could now view the visual reports from Power BI on a TV screen. They made this possible through the Power BI robot, a system that retrieves visuals from Power BI software and displays them on the screen with periodic data updates in real-time.
C. LED Installation at the Shopfloor by the customer: As a result, the workforce at the manufacturing units can not only view but also easily understand the meaning of data in terms of any undesired outcomes or production/ delivery delays and decide an appropriate course of action. Moreover, this level of transparency increases personal accountability among employees, resulting in better productivity outcomes.
Some of the Key Performance matrices visible in the reports were:
  • Safety Indicator
  • Safety and quality control
  • Delivery Indicator
  • Productivity Analysis
  • Shopfloor Analysis
  • Sustainability Roadmap

The

Result

Thanks to the sleek and efficient Power BI system, all individual companies and units at Anand Group can now access their exclusive dashboard displaying statistics to reflect production efficiency, machine downtime, and resource utilization. Decision-making for the management is now hassle-free, as they can pinpoint any lags or discrepancies in any of the indicators and take prompt action. The employees on the production floor can also view important data related to production, delivery, and safety, be informed of any incidents, and take appropriate actions. Consequently, with this new system implemented, Anand Group experienced increased productivity, improved efficiency, and lower chances of downtime. Due to the client’s growing need for additional dashboards, our original engagement with them has continued, and our data analysts are still providing support. The ongoing collaboration has led to a more streamlined and proactive approach to monitoring and managing operations, ultimately resulting in further improvements in overall performance. The client’s continued satisfaction and success are a testament to the value our data analytics services bring to their organization. If you’d like to know more about our services, let’s get in touch – we’d be happy to hear from you.

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Healthconnect

Healthconnect

Making doctor appointments easy through mobile apps
CLIENT

HeathConnect

INDUSTRY

Healthcare

SERVICES

Mobile App development

TECHNOLOGIES

Android app development

Healthconnect is a comprehensive health management application designed to streamline the process of scheduling doctor appointments. The app offers two primary modes of consultation: video calls and physical meetings. Patients can easily select their preferred mode, ensuring flexibility and convenience. The intuitive user interface simplifies the booking process, making it accessible even to those with limited technological proficiency.

The

Challenge

Running an online doctor’s appointment booking portal faces challenges like ensuring user trust and privacy, complying with healthcare regulations, managing scheduling conflicts, and preventing technical downtime. It also requires secure payment gateways, a user-friendly interface, scalability to handle growth, proper doctor verification, handling medical emergencies, and providing efficient customer support. Addressing these issues through strong security, real-time systems, cloud scalability, and reliable support can help create a seamless experience for patients and doctors alike.

Patient

Experience

Healthconnect is designed with the patient in mind. To get started, patients need to create a profile on the mobile app by entering their personal details and insurance information. This comprehensive profile ensures that all necessary information is readily available for both patients and doctors, streamlining the booking process. The app provides detailed information about available doctors, including their specialties, helping patients make informed decisions about their healthcare. One of the standout features of Healthconnect is its ability to offer appointment booking based on the doctor’s availability and location. Patients can choose between in-person meetings or video calls, depending on their preference and convenience. For physical appointments, the app allows patients to search for doctors in their neighborhood, ensuring that they can find healthcare providers who are easily accessible. The patient gets an organized appointment calendar wherein he/she is able to access their previous/upcoming appointments. Every patient gets it’s unique confirmation code for check in they can check in through the mobile app. Once the patient checks in the booking is confirmed. After check in the patient needs to fill its medical history for doctor to know the background. There’s an additional option for patient for rescheduling the bookings as per requirement.

Doctor’s

Portal

Complementing the mobile app there is the Healthconnect web app for doctors. This robust platform allows doctors to manage their schedules efficiently. Doctors need to Login from their web portal. Every doctor has their own dedicated web sign in with their dedicated email & password. Through this web app, doctors can access patient profiles, view appointment calendars, and manage their availability. The system allows doctors to offer appointment slots based on their schedule, ensuring that they can efficiently manage their time and provide the best possible care to their patients. Doctors can view and update their availability, both time and location, ensuring they are accessible to their patients when needed. For video call appointments doctors get appointment calendar which help them identify their in person appointments and virtual appointments. For virtual appointments doctor get notified about the checked in patients and as per that a waiting room is generated virtually. The web app also provides doctors with detailed patient profiles, enabling them to review medical histories and prepare for consultations in advance. This integrated system ensures that doctors can provide personalized and informed care, whether the appointment is in person or via video call.

Payment

Gateway

The payment process on Healthconnect is designed to be straightforward and secure. For video call appointments, patients are required to make the payment while booking the appointment. This ensures that the consultation is confirmed and both parties are prepared for the scheduled time. For physical meetings, patients need to carry their insurance card to the appointment. Patients can make payments for their consultations directly through the app using various payment methods, including credit/debit cards, net banking, and digital wallets. This integration with insurance details ensures that the billing process is smooth and hassle-free.

Features and

Benefits

Patient Convenience: Healthconnect offers a user-friendly interface that allows patients to book appointments with just a few taps. The choice between video and physical consultations ensures flexibility, catering to various patient needs and circumstances.
Comprehensive Doctor Profiles: Patients can view detailed profiles of doctors, including their specialties, experience, and patient reviews. This transparency helps patients make informed decisions about their healthcare.
Real-Time Scheduling: The doctor’s web app is integrated with the mobile app, ensuring that appointment slots are updated in real-time. This feature reduces the chances of double booking and enhances overall efficiency.
Secure Communication: Healthconnect prioritizes patient confidentiality and data security. All video calls are encrypted, and patient information is securely stored, adhering to industry standards and regulations.

Streamlined Booking and Comprehensive

Care

Healthconnect’s dual-platform approach ensures that the appointment booking process is streamlined for patients and doctors alike. Patients benefit from the ease of booking appointments and the flexibility of choosing the type of consultation that best suits their needs. Doctors, on the other hand, have a powerful tool to manage their schedules and patient interactions effectively. This synergy not only enhances the patient experience but also improves the overall efficiency and quality of care provided.

The

Result

Healthconnect is a comprehensive solution that brings significant improvements to the process of booking doctor appointments. By combining a user-friendly patient mobile app with a powerful doctor web app, Healthconnect ensures that healthcare services are accessible and efficient. The integration of a secure payment gateway further enhances the user experience, making Healthconnect a standout platform in the healthcare industry. By offering a user-friendly mobile app for patients and a powerful web app for doctors, Healthconnect is helping the way healthcare appointments are managed. With its detailed patient profiles, location-based doctor searches, and integrated payment systems, Healthconnect is set to become an indispensable tool in the healthcare industry.

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WayHome

WayHome Mobile App

Practical web and mobile apps for accommodation needs

CLIENT

WayHome

INDUSTRY

Travel & Tourism

SERVICES

Web & Mobile app development

TECHNOLOGIES

Android app development

WayHome is a specially designated website for the people searching for and selling of flats. The specialty of Way Home is you can also find the roommate through this website. WayHome is an Australian client and wanted to help the people out to find the best roommates and houses for their users.

The

Challenge

Both the teams of the CodePlateau Technology, mobile application developers and website developers collaborated with each other well enough to deliver the same functionalities in both web and app. Also, the room mate concept was well executed by both the teams and introduced to the client.

The

Solution

Codeplateau ideated and designed the app which helps manage staff shifts efficiently, staff can publish their availability, admin can schedule the shifts considering availability of the shifts

The

Result

The roommate concept was new to the users as well after the launch of the website. But eventually after knowing the feature a lot of people started using the app and the website to get the partners also with the same interest. Roommate concept became the highlight of the mobile app as well as the website with loads to positive reviews in the feedback.

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ST Risk

ST Risk

Efficient data management with customized app
CLIENT

ST Risk

INDUSTRY

Security/ Database management

SERVICES

Mobile App development

TECHNOLOGIES

Android App development

ST Risk is the organisation taking care of data management working for different companies. It a Pune based company with multiple other business support options serving in PAN India. The company majorly serves business via collecting the data and managing them in the database.

The

Challenge

ST Risk being a data management company, they needed a mobile app developed. To match the standard and stay in the competition they wanted the customized mobile app. The challenge in the app was to manage the large quantity of the data through the app and transfer it to the database.

The

Solution

The mobile application team has figured out the solution to the requirements. Developed an app which was connected to the backend and creates a data base. Also, the application simplified the data collection process for the executives while collecting it. This app is a proper customized mobile app which was specially designed for ST Risk

The

Result

ST Risk was totally satisfied with the product and especially the team members as the work was simplified than previous. The management of the data collected was directly transferred to the database so misplacement of data was not a case.

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LGR

LGR Mobile App

Streamlining administration with tailored mobile app
CLIENT

LGR

INDUSTRY

Healthcare

SERVICES

Mobile App development

TECHNOLOGIES

Android app development

LGR healthcare is a UK based nursing firm who is into old age care services, has more than 500 staff working for different customers of old age homes.

The

Challenge

Managing the shift of hundreds of customers with hundreds of staff was very tedious task, it required team of executives to be on the phone all the time

The

Solution

Codeplateau ideated and designed the app which helps manage staff shifts efficiently, staff can publish their availability, admin can schedule the shifts considering availability of the shifts

The

Result

With the app coming to effect, Admin costs decreased by 60%. The impact of last-minute shift cancellations was reduced drastically. The invoicing has not become a matter of a few clicks

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Laundryness

laundryness Mobile App

Effortless customer service with CRM-integrated mobile app
CLIENT

Laundryness

INDUSTRY

Service provider

SERVICES

Mobile App development

TECHNOLOGIES

CRM integration

Laundryness defines itself very well that it’s an laundry service providding mobile application. The client have entered into the digital world holding the updated and simplest way with a perspective to match the most busy routine of every other person.

The

Challenge

People nowadays are very short patience, waiting for them is not an option. To overcome this situation main motive behind the client was to make an such a mobile application which is at the simplest form, operational wise. Also it should not have a mixture of all the services and minimal requirement list to complete the order process

The

Solution

To fullfill all the essential points of the client, team of CodePlateau mobile app developers gave the app the most unique design with the minimal steps and distinguishing slots for all of them. The unique point of the this app is that, user can choose and cutomize the pick up date and location according to his convience.

The

Result

As the app has been built with the latest technology and in combination with a CRM as ita backend to give the customer a hassel free service. Customer are loving the most attractive looks with a well define section of each and every category.

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Freedom From PCOS

Freedom From PCOS

Revolutionizing women’s health through innovative mobile app
CLIENT

FFP

INDUSTRY

Healthcare

SERVICES

Mobile app maintenance

TECHNOLOGIES

JWT authentication

Our client, Freedom From PCOS (FFP), developed a mobile app for women to reverse PCOS (Polycystic Ovary Syndrome) with a natural and holistic approach. PCOS is a hormonal condition that affects women of reproductive age. In this condition, women’s ovaries and their functioning are affected, resulting in imbalanced hormonal levels and symptoms affecting their overall health and lifestyle – sometimes even progressing into more complex diseases.

The Freedom From PCOS (FFP) mobile app used a combination of consultancy from experts in different aspects of healthcare to develop a well-rounded plan with instructions for the app users. With the help of this app, women could manage their lifestyle and health goals to improve symptoms and reverse PCOS.

While this commendable initiative from FFP had the potential to benefit thousands of app users, the mobile app encountered several technical challenges during its implementation – which could diminish its intended impact.

The

Challenge

Due to multiple bugs and performance issues, the app loading and response time was considerably slow. The users reported app glitches and inadequate app functioning. Due to frequent app crashes, the customers had to uninstall and reinstall the app and experienced technical issues while uploading their data.Due to these app performance issues, FFP customers could not experience the full benefits of the app despite having reported the benefits of the app in their fitness and PCOS reversal journey. FFP recognized this problem and searched for a mobile app development company to resolve existing issues and upgrade its app.

The

Solution

At Codeplateau, we offered an action plan to overcome the issues FFP was facing. To resolve these issues, The mobile app development team at Codeplateau took the following action steps: Gathered client requirements and issues: Our team took time to understand FFP’s functioning to highlight and pinpoint the exact causes that reduced the app performance. Tested the app for bugs: The mobile app development team implemented code refactorization to clean up the app. This process improves the design, structure and execution of the app while retaining its core functionality. Improved app performance and security: To strengthen the security profile of the mobile app, our team implemented JWT (also called JSON Web Token) authentication and authorization. JWT is an open, industry-standard method for representing claims securely between two parties. Rebuilt the app with new features: The mobile app development team added new features that enhanced the overall functionality of the app.

The

Result

After the improvements in the FFP app made by the mobile app development team at Codeplateau, the app experienced a significant boost in its performance in these areas:

  • Faster loading time
  • Enhanced capabilities
  • Free of app glitches and crashes
  • Increased usability
  • Updated versions
  • Increased data security
  • Increased app features

With a myriad of improvements in the overall functionality of the mobile app, FFP experienced a considerable surge in app users and enhanced customer experience with smooth navigation and no downtimes.

The app can now handle more than 10,000 users simultaneously without crashing and continues to improve women’s lives by guiding them towards managing their reproductive and overall health and well-being.

At Codeplateau, we are always glad to serve customers like FFP by enabling better mobile app functionality to widen their reach and drive immense social impact. As one of the best mobile app development companies in India, we take pride in our commitment to improve business outcomes for our clients while strategically utilizing the latest technologies and best practices.

If you are considering a mobile app development company in India to develop a new mobile app or enhance the functionality of your existing apps, get in touch with us to learn more about our services – we’ll be happy to help you!

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Fan Fair

Fan Fair Mobile App

Connecting the art community through an interactive mobile app
CLIENT

Fan Fair

INDUSTRY

Art & entertainment

SERVICES

Mobile app development

TECHNOLOGIES

Android app development

Fan Fair was a mobile app developed by the with a unique concept of sharing artwork by multiple artists on a single platform. This app showcases the artwork and also helps them to form a community within. Fun Fair basically acts as a social media to the artist group and help them grow. The mission of the app is to “Connect-Share-Grow”.

The

Challenge

Fun Fair client wanted a fully equipped mobile app which can help the artist to grow through this app which would act as a social media to them. The app should be fast enough to carry the load of the artworks which would be uploaded by the artist.

The

Solution

The Android team of CodePlateau developed an Android app as per the requirement of the clients regarding the artist’s perspective. Also, the team added some extra features which would also allow the musicians and the photographers to showcase their work like audio clips and photographs.

The

Result

The response for the Funfair was app was very good after the launch of it on the Playstore. Many of the artists have being engaged with the app and started displaying their work. Also, many of the communities was build within the short period of time. The client of Fun Fair was totally satisfied with the aa quality and the response received by the customers after the launch.

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