IT support for
small businesses.

The challenge

The company’s schedule had outgrown its Google Sheet. The team needed a clearer view of crew assignments and the months ahead, with essential information easier to find.

The solution

Planner brings crew, two-week, and three-month views together within Flow. Team members can enter and monitor tasks themselves, giving the scheduler more time for other responsibilities while keeping the information she needs readily available.

Confidence in each assignment

Visibility into double bookings, vacations, unavailable staff, and subcontractor assignments helps the scheduler plan with confidence. Proficiency checks help prevent assigning someone to work they aren’t qualified to perform.

The result

The scheduler is already managing 50% more projects while gaining time for other responsibilities. Clearer visibility and shared task management give the team room to grow.

The challenge

The legacy ERP expects delivery days and dates to remain fixed from Monday through Friday. During the holidays, the business may be closed on a weekday and open for weekend deliveries. Staff had to move orders, adjust picking dates, and turn critical business processes on and off at the right times. Preparing for each holiday took a few hours, followed by another 5–10 minutes of manual work every day during the holiday period.

The solution

Automation was added to the existing business system to move orders, set the correct picking dates, and toggle production modes and other critical processes according to the holiday delivery schedule.

The result

The entire holiday setup now takes 5–10 minutes. After that, the orchestration handles the scheduled changes, removing the manual weekend toggles and their potential failure points. No one has to miss time over the holidays to manage this process.

The challenge

After upgrading to new packing stations, the business discovered that orders could only be sorted by customer. The packing workflow, however, was organized by product for efficiency. Packers needed to know which customers had ordered the product currently being packed, which meant remembering more than 150 orders or opening and closing each order individually.

The temporary workaround

A supervisor manually updated a whiteboard about an hour before packing began. It gave the team a product-first view, but the information quickly became outdated as work was completed and late orders arrived.

The solution

A Power Query-driven workbook pulls orders from Microsoft Dynamics 365 Business Central and organizes them into tabs by product group, then sorts each tab by product and delivery route. It refreshes every five minutes, so the team can print an up-to-date packing list throughout the day or display the dashboard in the packing room for a near-real-time view of every packable order.

Better staging by route

Using the delivery route as the priority lets packers stage products for the same route on the same racks. That makes completed orders easier to verify and reduces the risk of cases being missed during loading.

The result

The dashboard saves at least one hour of supervisor time each day, gives packers a clear view of the work still ahead, and reduces the opportunities for mispacked products and missed cases.