This short, 4 slide Powerpoint, shows an integrated system of front end Power Apps, centralized data storage utilizing SQL Server, centralized document storage using SharePoint, Power Automate flows undertaking massive operations in no time all to provide a multitude of Power BI reports, housed on the Service, providing a plethora of analytics and information at a moments notice. The system even pulls in Salesforce data directly into a Power BI report!

1. Implementation
Tracker
Education Tracker
Field Admin Tool
Membership
Management
Field Repository
Provisioning
User Manager
Perinatal Repository
SQL Server
for data storage
and retrieval
Facility & System Level
Assessment Reports
Internal Member Report
Membership Management
Membership Slides
Promo Data
Repository Report
Platform Member Crosswalk
Users Report
Perinatal
Assessment
Power BI Reports
Education
Tracker
Member Improvements
PowerApps Tools

2. Education Tracker
• Owner:
• Education webinar data is uploaded
• Each webinar file is saved to SharePoint
• SQL Data feeds BI Report Education Tracker
• 2100+ records loaded this year
• 11 Series, 29 Sessions loaded
• System & Facility Attendance Analysis
• User Analysis
• Series and Session Analysis and listing
• Scheduled Refresh twice a day
Field Assignment Tracker
• Owner:
• Field Assignments made in this tool
• Bill member for travel and Member Self Provisioning tracking
• Data added through this app appears in the following…
• Membership Management (App)
• Repository (App)
• Provisioning User Manager (App)
• BI Reports that provide Field Names and assignments
Membership Management
• Owner:
• All Contracts have data elements added
• Captures Onboarding Information
• Sends formatted data to analyst for loading into Dashboard tables
• Can refresh and open the following BI Reports from app
• Membership Management
• Membership Slides
• Preliminary build to capture Perinatal Contracts.
Provisioning User Manager
• Owner:
• Pulls in all User data from SQL that has been bulk loaded or
added by the Field Team in their Repository app.
• Provides the ability to look up any user in any facility and edits
information
• Can add users
• Provides the name of the user with an email button
• Can generate provisioning files for both SSO and non-SSO users.

3. Field Repository
• Owners: Field Team (6 total users)
• Consists of 6 main modules
• User Management
• Sub Option to Assign Educational Users (in Development)
• Issues/Concerns/Recommendations
• Success Stories
• Log Interactions (Calls/Site Visits)
• Sub Option to Edit existing Interactions (limited)
• Member Priorities
• Assessment Upload
• Can see the selected member’s profile
• Provides a link to open the Repository BI Report
Modules
• User Management
• 3100+ users
• Add/Update Users and provisioning options
• Member Priorities
• Set up to 4 priorities for the member based on program
Domains and measures
• Can reorder or change priorities
• Issue/Concerns/Recommendations
• No current entries
• Success Stories
• 1 entry
• Log Interactions
• Can log calls and site visits
• Document members, attendees, domains reviewed,
assessments discussed, networks reviewed and add notes.
• Call and Site Visit Count Analysis
• 300+ Calls logged
• Assessments Uploads
• Upload Excel based assessment
• Utilizes Power Automate
• Extracts data from Excel and places it into SQL
• Auto-generate an email back to the uploader with a link
to the BI report
• Process takes 3-5 minutes from Upload to email.
• 11 Assessments uploaded

4. Perinatal Repository
• Owners:
• Consists of 3 main modules
• Assessments
• Start New
• Continue Existing
• Edit Existing
• Upload Assessment (Coming soon)
• User Provisioning (Coming Soon)
• Project Plan (Coming Soon)
Modules
• Owners:
• Consists of 3 main modules
• Assessments
• Start New
• Continue Existing
• Edit Existing
• Upload Assessment (Coming soon)
• User Provisioning (Coming Soon)
• Project Plan
• 17 Assessments completed; each assessment is 500+
questions long
• Assessment reports are completed by an analyst and
use the data saved in SQL Server
There is much more detail that what’s been shared here, I could probably have a few more slides.
Plus I see great potential with this foundation of data, apps and reports.
and foresee many opportunities to standardize and simplify existing
processes and provide new options for reporting and analysis