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Case Study — Workflow Automation

In-House Shipping Scheduler and Dashboard.

A vendor quoted $10,000 to $20,000 for a scheduling solution. We built it for nothing using tools the organization already owned, and delivered real-time shipping visibility to an entire warehouse operation in the process.

Industry
Manufacturing / Distribution
Engagement Type
Workflow Automation
Departments Impacted
Shipping, Warehouse, Operations Planning
Additional Software Cost
$0
Vendor Quote Replaced
$10,000 to $20,000
Client
Midwestern Manufacturer (name withheld)

The right solution is not always the most expensive one. Sometimes the tools you already pay for can do exactly what a vendor wants to charge you tens of thousands of dollars to build. You just need someone who knows how to use them.

Results at a Glance

$0
Additional Software Cost
Built entirely on Microsoft Power Apps and SharePoint, tools the organization already licensed
$10K+
Vendor Quote Avoided
External vendors quoted $10,000 to $20,000 for a comparable scheduling solution
Live
Real-Time Dock Visibility
Shipping, warehouse, and operations can see dock door schedules in real time from any device
3
Departments Now Coordinated
Shipping, warehouse management, and operations planning all working from a single shared system

The Challenge

Coordinating inbound and outbound shipments across a busy warehouse dock was being managed almost entirely through verbal communication. Supervisors relayed schedules by phone and in person. Dock teams received information piecemeal. Operations planners had no reliable visibility into what was moving and when.

The consequences were predictable. Shipments were missed or delayed because the right people did not have the right information at the right time. Dock doors were double-booked. Supervisors spent a significant portion of their day chasing scheduling information rather than managing their teams. Operations planning was effectively flying blind when it came to shipping activity, which created downstream problems in production sequencing and warehouse floor management.

The operation had looked at external solutions. Vendors were consulted and quotes came back in the $10,000 to $20,000 range for purpose-built scheduling tools. The cost was hard to justify, particularly when the organization was already paying for a Microsoft 365 environment with capable tools sitting largely unused.

Before and After

Before
  • Schedules communicated verbally by phone and in person
  • No single source of truth for dock door assignments
  • Double-bookings and missed shipments a recurring problem
  • Supervisors spending significant time chasing schedule information
  • Operations planning had no visibility into shipping activity
  • Warehouse team received information inconsistently and late
  • Vendor quotes of $10K to $20K for a solution deemed too costly
After
  • Single dashboard showing all scheduled shipments in real time
  • Dock door assignments visible to all teams simultaneously
  • Double-bookings eliminated through shared scheduling logic
  • Supervisors freed from information-chasing to focus on team management
  • Operations planning informed by live shipping schedule data
  • Warehouse team always working from current, accurate information
  • Delivered at zero additional software cost using existing Microsoft 365 licenses

The Solution

The answer was already in the building. The organization held active Microsoft 365 licenses that included Power Apps and SharePoint, two tools more than capable of delivering exactly what the operation needed. The gap was not in the software portfolio. It was in knowing how to use what was already there.

A shipping scheduling application was built in Microsoft Power Apps, backed by a SharePoint list as the data layer. The application gives supervisors and dock staff a shared interface for scheduling inbound and outbound shipments, assigning dock doors, and viewing the full schedule in real time across any device on the network. Changes made by one user are immediately visible to everyone else, eliminating the information gaps that verbal coordination had created.

The dashboard view gives operations planning the live shipping visibility they previously lacked, allowing production and warehouse floor activities to be coordinated around actual shipping schedules rather than assumptions. The entire system runs on infrastructure the organization was already paying for, with no new licenses, no new vendors, and no ongoing subscription costs.

Technology

Microsoft Power Apps SharePoint Microsoft 365 Real-Time Dashboard Dock Door Scheduling Multi-Department Workflow

What This Demonstrates

This project is a clear example of one of the most overlooked opportunities in operational improvement: the tools that organizations already own and pay for are frequently capable of solving real problems, but only if someone takes the time to understand the problem deeply and then design a solution that fits it.

The instinct when facing an operational gap is often to go looking for new software. Vendors are consulted, quotes come back, budget conversations get difficult, and nothing changes. What gets missed in that process is a hard look at what the organization already has and what it can do.

In this case, the Microsoft 365 environment the organization was already running contained everything needed to build a robust, multi-user, real-time scheduling system. The investment was time and expertise, not additional software spend. The result was a solution that fit the operation, ran on familiar infrastructure, and cost nothing beyond what the organization was already paying.

That is the kind of outcome that is only possible when the work starts with the problem rather than a product catalog.

Project Lead

Matt Crosson

Owner and Operator of Top Shelf Systems and Engineering, a Michigan-based consultancy helping organizations connect their systems and engineer smarter workflows. Hands-on, vendor-neutral, and focused on building solutions that work across the entire operation, not just around it.

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