Elevator Audit Reporting for e-Formalize

From Week-Long Delays to Real-Time Insights

The Challenge

Technical reports used to take days to finalize, with high risk of error and limited control over historical records.

Non-conformity reports were created manually using paper or spreadsheets
No standardization or centralized storage of audit data
Delays in generating and delivering reports to stakeholders
Lack of historical tracking and structured data for analysis

The Solution

We developed Formalize, a digital platform that streamlines elevator inspection reporting, improves accuracy, and delivers real-time data for analysis.

Built a Power Apps solution to standardize non-conformity reporting
Automated PDF generation and email delivery using Power Automate
Stored all data securely in SharePoint for traceability and audits
Enabled data analysis and insights through Power BI dashboards

With Formalize, BD Soft cut report generation time from 7 days to under 1 hour and enabled data-driven insights through Power BI.

Results

Requests per month
~100

Time to finalize reports
Reduced from 7 days to < 1 hour

Time to launch
6 months

Visibility & decision-making
Real-time dashboards via Power BI

Tools Used

Power BI

PowerApps

Power Automate

SharePoint

Dataverse

Excel

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