Anonymized engagement summary: a Power Platform change-request application inside Microsoft Teams, replacing spreadsheet tracking, for a consumer hardware company (2021)
Anonymized engagement summaryConsumer hardware company · 2021
Opening answer. A consumer hardware company tracked its change requests in a cloud spreadsheet tool. It wanted a workflow application inside Microsoft Teams to create, manage and approve them. After a first phase that produced a high-level design and a draft work breakdown structure, the company engaged EPC Group for phase 2 in 2021. Phase 2 covers building the custom Power Platform application, in iterations with the company's project team, with on-the-job knowledge transfer.
This is an anonymized engagement summary published under EPC Group's anonymized-engagement rule: the client is not named, no commercial terms are published, and every statement is EPC-reported. Named, documented engagements are in the Evidence Center.
Problem and scope
| Item | Scope |
|---|---|
| Organization | A consumer hardware company |
| Situation | Change requests tracked in a cloud spreadsheet tool |
| Objective | A custom workflow application that lives in Microsoft Teams for creating, managing and approving change requests |
| Phase 1 (completed) | High-level design and a draft work breakdown structure |
| Phase 2 | Custom Power Platform configuration and development of the application, built in several iterations with the final iteration including all deliverables; the company's project team involved from start to finish |
| Enablement | On-the-job knowledge transfer to the company's project team on the platform's features and best practices |
Not reported: the approval rules, user counts, the go-live date and any measured result.
Approach and artifacts
Design first, then build. A short design phase produced the high-level design and work breakdown that the company used to decide whether to go ahead. The build followed as a separate phase.
Put the process where people already work. Requests are created, managed and approved inside Teams instead of in a separate spreadsheet.
Build with the client's team. Iterations involve the company's project team throughout, so they understand both the process and the system design by the end.
What EPC Group delivered and what is not claimed
| Claim | Basis | Status |
|---|---|---|
| The company contracted EPC Group to build a change-request application in Teams after a design phase | EPC engagement record | Contracted (EPC-reported) |
| Application delivered, adopted, or measured results | Not reported | Not claimed |
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Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Related service: Power Platform Center of Excellence — Governance
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published October 25, 2026 · Project alias EPC-2021-ANON-HW-CRAPP · Published under the anonymized-engagement rule.