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Project Goals
Advanced Search
Implement a powerful search system to quickly find conservation cases based on various criteria (e.g., region, status, species)
Custom PDF Record Previews
Provide an easy way to generate PDF previews of case records for offline access and reporting
Multi-Step Case Tracking
Track cases across various stages of conservation efforts, from initial research to post-intervention monitoring
Automated Case Archiving
Use Power Automate to automatically archive cases once they are completed or no longer active, ensuring that data storage remains organized and manageable
Challenges
Managing Large Volumes of Data
The Bull Trout Conservation Group needed a way to efficiently manage and track large volumes of case data, each with multiple stages and varied details
Data Access and Security
Sensitive conservation data needed to be securely stored and accessed, ensuring that only authorized personnel could modify case details or access certain records
Efficient Reporting
The system needed to facilitate the generation of custom reports in PDF format, providing users with a streamlined process for creating document previews and finalized case records
Automation of Archiving
The platform had to include automated case archiving to keep data organized and prevent unnecessary storage of inactive cases
Solutions
PowerApps
The frontend was developed using PowerApps, allowing team members to interact with the platform through an intuitive, user-friendly interface. The app provided functionalities like multi-step case tracking, where each case could be monitored through various phases of conservation efforts
Dataverse
Dataverse was used as the backend to securely store case data, volunteer records, and related documents. Its relational database capabilities allowed for complex data relationships to be tracked and easily accessed
Advanced Search
A custom search functionality was implemented in PowerApps to allow users to filter and search for cases based on specific criteria, such as case type, location, species, and status
Custom PDF Record Previews
The system enabled users to generate PDF previews of case records, which could then be reviewed or shared offline. This was particularly helpful for field workers who needed access to case details during site visits
Conclusion
The Bull Trout Conservation Group's Case Management System successfully streamlined the management of conservation cases, from initial research through to post-intervention monitoring. By leveraging PowerApps, Dataverse, and Power Automate, the system provided the team with an intuitive interface, automated workflows, and powerful data management capabilities. This not only improved the group’s efficiency but also helped them better manage their data and resources, ensuring more effective conservation efforts
By leveraging AI models, secure access controls, and an intuitive user interface, this solution empowered Nestlé employees to access relevant information quickly, ensuring they could make data-driven decisions and improve overall operational efficiency
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