DC Startup Week 2018 Presentation by Tammie Harrison-- Have you ever daydreamed about what life would be like if you could clone yourself, or have your own personal assistant? In this workshop, you will make a simple version of the system that I used in a previous role to transform myself from a beleaguered IT asset manager overwhelmed by countless requests, to the confident administrator of an automated system managing over a million dollars of IT procurement requests across the globe. Image what this technology could do for you! In this workshop you will learn Microsoft tools: SharePoint for data management, Power BI for data visualization, PowerApps for user-interfaces and Flow for automation.

1. Data Management, Data Visualization and Process
Automation to Streamline Everything!
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Microsoft’s
Magic Toolbox
Tammie Harrison

2. Microsoft’s
Magic Toolbox
Welcome! Toolbox Build App Run app Thank you!
Thanks for coming! Tool Overview Step-by-step See it in action! Keep in touch!
High-level overview of
the tools and how we
will be using them
today.
Introduction of the
workshop presenter,
Tammie Harrison, and
the goals for the
session.
Create a Power App
connected with
SharePoint lists and
flows and Power BI
dashboards.
Test out your app. If
we have time, we can
discuss application of
these tools to your
business processes.
Sign up for my email
newsletter.
Agenda
www.magictoolbox.strikingly.com
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3. Icons by Freepik and Maxim Basinsky on FlatIcon.com
IT PROCUREMENT &
ASSET MANAGEMENT
Goal:
-Single, accurate, easily
reportable source of data
-Replace frustration and anxiety
with an enjoyable user experience
• Multiple spreadsheets
• Multiple emails
• Duplicate data entry
• Inaccurate data
• Difficult to get an overall
understanding of requests in
real-time
Challenge:
Multiple data sources

4. DEPLOYMENT DATA REPORTING - Recommended
• Single data source
• Customized,
automated email
alerts
• Accurate, real-time
data
• Easy access to prior
data (through
versioning) to track
stages, lifecycle
• Efficient, cost-
effective data
management

5. Status:
En route
to field
office
Status:
Received
at field
office
Status:
En route
to HQ
Status:
Received
at HQ
Status:
Reassigned
Status:
Decommissioned
DEVICE TRACKING – New process
Record asset number
and serial number in
a database
Update status of a single record

6. SharePoint Power BI Power Apps Flow
Data Management Data Visualization User Interface Automation
Produce data
visualizations with
Power BI to simplify
reporting and enable
data-driven decision
making.
Store and manage
data in SharePoint
lists, using calculated
columns and views
filtered by user.
Connect the user
interface with
automations that run
in the background to
send emails and
update SharePoint
lists.
Craft a user-friendly
experience to allow
team members to
easily interact with
and visualize their
data.
*I am not a representative of Microsoft. This is a presentation of my personal
approach to using Microsoft tools and not a sponsored document.*
Toolbox

7. Diagram from Microsoft site

8. IT Procurement Request
Team member requests
technology tool.
Manager receives an email with a
link to approve the request.1. 2.
How:
Power App to SharePoint List
How:
SharePoint List to Flow to Outlook
Managers view their IT budget
spend in real-time.
3.
Power App to SharePoint List to Flow to Power BI
How:
Single source of requests

9. IT Procurement Request
Team member requests
technology tool.1.
How:
Power App to SharePoint List
1. Request form.

10. IT Procurement Request
Manager receives an email with a
link to approve the request.2.
How:
SharePoint List to Flow to Outlook
2. Email approval

11. IT Procurement Request
Managers view their IT budget
spend in real-time.
3.
Power App to SharePoint List to Flow to Outlook
How:
3. Real-time budget vs. actuals visibility

12. https://powerapps.microsoft.com/en-us/communityplan/

14. 1. Click “Site Contents”
on the left menu bar.
2. Click “New.”
3. Click “List.”
Start new list

15. Add Columns

16. 1. Trigger: When an
item is created on
your list.
2. Action: “Send email
with options” to the
approver to approve
or reject the request.
3. Condition: If the
request is approved…
Create Flow
Continued on next
slide…

17. 1. (If the condition is
approved): Update
status of item to
“Approved.” Make
sure that all the
other fields are
copied from the item
that was created.
Create Flow
Continued from
previous slide…

18. 1. Insert->Button
2. “On Select” formula:
SubmitForm(Form1); Navigate('Thank you',ScreenTransition.Fade)
Form1:
1. Insert->Forms->Edit
2. Default Mode=New
1. Insert->Label
2. Edit Text
1. Insert->Label
2. Text=User().FullName
1. Insert->Image
2. User().Image
1. Insert->Label
2. Fill color=blue

20. Microsoft’s Magic Toolbox:
Data Management, Data Visualization and Process Automation
to Streamline Everything!
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Thank you for attending!
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