Test Kit Manufacturer Optimizes Order Management & Supply Chain Process with Power Platform

A leading national test kit manufacturer receives orders for its kits from providers and practices all over the country. Managing that volume of orders, the shipping details behind them, and the reporting on top of them had become fragmented, which led to inefficiencies and manual errors.

• Inefficient order management across a nationwide customer base
• Inadequate tracking of shipping and financial data
• Manual data entry errors from emailed and manually documented PDFs
• No consolidated reporting or forecasting tools

Kumo Partners implemented a comprehensive Power Platform solution made up of five connected pieces:

• Unified order management app (Power Apps): a one-stop shop for managing orders from practices and providers countrywide, from order initiation through processing and final dispatch.
• Provider & practice portal (Power Pages): a dedicated portal where providers and practices place and track orders, with role-based access that secures data and respects the provider–practice hierarchy.
• Automated PDF data extraction (AI Builder): orders that arrive as emailed PDFs are read automatically and fed straight into the order database in Dataverse. No more manual data entry.
• Shipping & finance integrations (Power Automate): UPS and USPS integrations track every package for full transparency to clients, and a QuickBooks Online connection gives instant insight into financial metrics.
• Real-time analytics & forecasting (Power BI): dashboards with predictive analytics help the company prepare for future demand.

With the new system in place, the company has seen a significant boost in operational efficiency. The team can manage orders, view crucial data, and track shipments without the old friction. Automated data entry has slashed manual errors, and the Power BI dashboard keeps leadership informed and proactive.

The whole organization now runs in a more streamlined, data-driven way, setting the company on a path of sustainable growth while it keeps delivering top-notch service to its clients.