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The Problem

The Solution

The Impact

Website: https://www.dalecarnegie.com/
Industry: Professional Training and Coaching
Location: USA
Technology: Application Development, Power Apps, Power Automate, SharePoint

Digitizing Vendor Management: Dale Carnegie Case Study

Digitizing the process of Vendor Management using PowerApps, Power Automate (Flow) and SharePoint: Dale Carnegie 

Dale Carnegie Background and History

For more than 100 years, Dale Carnegie has supported communities to prosper by improving the personal and financial well-being of the people and companies. To date, they have helped eight million-plus individuals with their training programs and online courses that offer people the knowledge, skills, and practices they need.  

Their Problem

Dale Carnegie used manual paper-based documentation for managing and tracking the vendors and their orders, which was difficult to maintain and affected their productivity. Tracking lacked visibility. For this reason, Dale Carnegie was looking for a solution that could consolidate all its data in one place and give them the flexibility to operate and manage everything in a single place. 

Our Solution

Evolvous saw a perfect chance to bring digital transformation to Dale Carnegie’s business. Our team designed and implemented a custom application using Microsoft Power Apps and SharePoint Online as backend databases to track and manage the new and old vendors and their orders. Our team delivered a complete, ready-to-go web-based vendor management system with an automated notification system leveraging Power Automate (Flow).

The application made it easy to add new purchase order requests and new vendors and itineraries such as – Vendor ID, dates, shipping details or any additional attachment; there is also an option to add sub-items on any purchase order. It also had filter functionality along with Permission settings for users where admins had the authority to add or remove vendors and approve or reject orders.  

The Impact

Dale Carnegie made an essential step towards digital transformation and improved experience. Now they can: 

  • Easily and efficiently manage the list of vendors (old and new). 
  • It significantly reduced the manual effort for document collection and processing, preventing delays or errors. 
  • Track accurately.  
  • All the data got stored centrally in SharePoint.  

Setting all the required components within a few weeks was possible because Microsoft technologies made it easy and intuitive and was a complete productivity-boosting solution. 

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