Case Study : How Azure Logic Apps helped a customer automate their KPI reporting

How we assisted a customer using Azure Logic Apps to create a simple and scalable solution for sending email reports with CRM data to their managers.

Customer Profile

• The customer is a medium-sized recruitment business with 3 different teams.
• They use a Colleague to manage their leads, requirements and placements.
• Colleague uses a SQL database to store their CRM data and performs calculations on key performance indicators (KPIs) such as current contractors, candidate\contact telephone calls, number of interviews and placements made.
• They need to send regular email reports to their managers with the latest KPI stats from their CRM system.

Business Challenge

• Although Colleague provides all the KPI stats as part of the inbuilt reporting suite, the managers wanted to reduce the time to get to these stats.
• They needed a reminder to stay on top of their teams KPI targets.
• All users were showing in the KPI reports and not split out into teams.
• They had to manually collect the KPI stats for the end of week meeting.
• The customer wanted to automate their reporting process and make it more efficient, reliable, and scalable.

Solution Overview

• We needed to use the Colleague’s Teams feature in the admin setting to assign users the correct teams.
• We used Azure Logic Apps to create an automated workflow that performs the following steps:
  • Triggered by a recurrence schedule, the logic app connects to the SQL database and runs a stored procedure that queries the CRM data and calculates the KPIs for each team.
  • The logic app then loops through the results and creates a HTML table with the KPI stats for each manager.
  • The logic app then uses the Office 365 Outlook connector to send an email to each manager with the HTML table as the body.

Benefits

• By using Azure Logic Apps, the customer was able to achieve the following benefits:
  • They reduced the manual effort and time required to generate and send the email reports.
  • They increased the scalability and flexibility of their reporting process by using the built-in teams’ section on Colleague. They can now add users to teams or move existing user to new teams and the Logic App will automatically pick this up.
  • They enhanced the visibility and accountability of their reporting process.

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