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Retail · Warehouse Ops

Warehouse Tasking & Automation Layer

Legacy workflows relied on email, spreadsheets and manual updates, with weak visibility and governance. Sapnity implemented a reusable pattern combining SAP/D365, Power Platform and governance.

Core focus: Warehouse Tasks, Mobility · Region: Multi-region · Complexity: Medium–High

Warehouse Tasks, Mobility
10-DAY SPRINT
One-Workflow Automation Sprint

Turn one painful workflow into a production-grade Power App in 10 days.

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2-WEEK SCAN
SAP/D365 QuickScan

Identify 5–10 high-ROI automation candidates with effort and ROI bands.

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3-WEEK PACK
Power Platform Starter Pack

Stand up a governed Power Platform foundation using this pattern.

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Business Problem

Legacy workflows relied on email, spreadsheets and manual updates, with weak visibility and governance.

  • Process scattered across email, spreadsheets and chat groups.
  • No single source of truth on status, ownership or backlog.
  • Exceptions and escalations handled ad-hoc with limited auditability.
  • Reporting backward-looking and manually compiled for reviews.

Target State with Sapnity

We defined a target state around a single, governed workflow that can be rolled out, scaled and measured.

  • Power Apps standardises how work enters and flows through the process.
  • Dataverse holds a clean, governed data model for cases, SLAs and approvals.
  • Power Automate orchestrates notifications, approvals and system updates.
  • Power BI provides near real-time operational visibility and KPIs.

Implementation Blueprint

Sapnity delivers this pattern in an iterative, low-risk way.

  • 2–3 discovery workshops to map the as-is process and key variants.
  • Design of a minimum viable workflow and role-based UX in Power Apps.
  • Configuration of Dataverse tables for requests, approvals, SLAs and hand-offs.
  • Set-up of connectors and integration patterns to SAP, D365 or core systems.
  • Definition of SLAs, metrics and dashboards for operational governance.

Architecture Pattern

Each case uses a consistent reference architecture so that skills and governance can be reused.

End Users Power Apps UX Dataverse
Dataverse SAP / D365 / Core
Power Automate Approvals & Notifications
Power BI KPIs & Governance

Timeline & Approach

Typical first implementation runs 8–10 weeks from discovery to production, then becomes a template.

Phase 1 – Pilot
  • 2–3 weeks – discovery, UX, backlog.
  • 3–4 weeks – build, integrate, test.
  • 1–2 weeks – UAT, go-live, hypercare.
Phase 2 – Scale
  • Rollout to more regions or lines of business.
  • Layer in more rules, automation and self-service.
  • Formalise ownership in an internal automation CoE.

Indicative Impact

While exact numbers vary, clients consistently see:

Cycle time
25–40% faster
From request to closure.
Manual effort
30–50% less
Less chasing status and compiling reports.
Data quality
Higher
Structured data in Dataverse instead of scattered files.
Time to first value
8–10 weeks
From first workshop to production.

Tools & Platforms

  • Power Apps for workflow UX and guided forms.
  • Dataverse for governed data and relationships.
  • Power Automate for approvals, notifications and integrations.
  • Power BI for dashboards, KPIs and operational reviews.
  • SAP / D365 / Core systems depending on the client landscape.

Why Sapnity

Sapnity focuses on real-world patterns that you can reuse across dozens of workflows.

  • We ground designs in the reality of your SAP/D365 and regulatory context.
  • We start small but build with a portfolio and CoE mindset.
  • We leave you with patterns, documentation and guardrails – not just an app.