problem:

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CDR Polymers employees manually processed job sheets containing manufacturing information and formulas. These sheets were scanned into PDF files, renamed manually, and stored in a job code folder within the SharePoint document library. This process was tedious, time-consuming, and prone to human error, creating inefficiencies in workflow management.

solution:

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By leveraging the AI Builder within the Microsoft Power Platform, Power Assist developed an intelligent solution to automate the job sheet management process.

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A custom AI model was trained to extract key information—such as the date, job code, and formula—from the job sheets. Employees continued scanning job sheets as usual, saving them to a designated SharePoint folder. This action triggered a Power Automate workflow to analyse the files using the AI Builder model, extracting the necessary data.

The workflow then renamed the files using a consistent format that included the date and formula, and saved them into folders categorized by job code. If a folder for a specific job code didn’t exist, the workflow automatically created it, ensuring organized and consistent file storage.

results:

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The new system transformed the way CDR Polymers managed their job sheets. The automated workflow eliminated human error and reduced the time spent on manual tasks. Employees now enjoyed a seamless and efficient process for scanning, renaming, and organizing job sheets, allowing them to focus on more valuable tasks. This streamlined approach improved accuracy, saved time, and ensured a smooth, error-free flow of information.