A Growing Industrial Engineering Firm Automates Workflows to Increase Data Storage: A Case Study

Client: Mechanical and industrial engineering firm with clients in highly-regulated industrial, energy, and aerospace industries

Client's Goals: A storage solution that would allow users to maintain email workflows while making better use of budget resources

Our Team's Role: Utilize Microsoft Flow to create and automate workflows and tasks across multiple applications and services

An industrial engineering company specializing in the production of precision-expanded metals and polymers is known for providing custom solutions for prominent aerospace brands and companies in regulated industries, where quality and precision are paramount. After adopting Microsoft Dynamics 365 to manage complex data and automate manual processes in a scalable, cloud-based environment, they encountered a challenge within the new CRM application when it did not provide sufficient space for email and attachment management, resulting in rising data storage costs. Citrin Cooperman’s Digital Services Practice provided a custom solution to automate workflows across applications.

Challenges

• After running email through the Microsoft Dynamics 365 CRM tool, client started seeing a significant increase in storage costs.
• Client experienced a lack of adequate storage space for the increase in emails and email attachments.
• Client needed to maintain email workflow while managing budget resources.

Citrin Cooperman's Approach

• Citrin Cooperman recognized the potential to leverage Microsoft Flow, an integration tool for automating workflows across multiple applications and services.
• Redirected the email workflow to "send and store" emails and attachments within a SharePoint library, which offers a more affordable storage pricing structure compared to CRM storage.

Results

• Implementation of the CRM tool connected with SharePoint, enabling efficient integration between the two systems.
• Integrated the SharePoint library directly within the email interface, ensuring a smooth and native user experience without disrupting existing processes.
• SharePoint reduces reliance on CRM storage, leading to an almost 50% increase in cost savings and optimized data management.