Case study · Orchard Operations Suite
From Excel-heavy operations to intuitive apps across the business.
This was not one large system. Core operational record-keeping moved away from Excel, paper and ad-hoc process into focused, task-specific Power Apps — one workflow at a time — with Power Automate handling approvals, routing and handoffs where it mattered.
Sanitized reconstruction. Colors and layout match the delivered app; data is fictional.
Operational records depended on Excel and paper
Planning, packing-floor checks, quality inspections, HR requests and expense approvals all ran through spreadsheets, printed forms or email threads. Each process had its own workaround, and none of them gave the business a clear operational view.
One workflow at a time, not one big platform
Each app was designed around the job a specific team performs — a planner, a packing-floor operator, a quality inspector, an HR user or a finance reviewer — rather than forcing every role into one oversized system.
Structured Microsoft 365 data behind simple interfaces
SharePoint and Dataverse hold the structured data behind each app, while Power Automate handles approvals, routing and recurring handoffs so people are not chasing status by email.
The pattern expanded across the business
The same approach — map the real workflow, ship a focused app, automate the handoff — repeated across planning, packing, quality, HR, safety and finance/admin.
Planning
Picking Planner and Fruitlet Forecast bring the weekly harvest schedule and forecast into one planning view instead of a rebuilt spreadsheet every week.
Packing operations
Packing Ops – Checkup runs the AM/midday/PM cycle of cool-room, defrost, sanitation and pH/ORP checks on the packing floor.
Quality monitoring
QC Orchard Inspections structures pre-picking, during-picking, pre-packing and exporters pre-packing checks. Hydro-Cooler Checks separately tracks water, pH, ORP and temperature control points.
Photo evidence
ORP chlorine level
Incoming fruit temp
Outgoing fruit temp
Ambient temp
Cool room temp
Internal operations
HR self-service covers leave requests, calendars, policies and courses. Expense capture and approval replaced a paper receipt register with structured mobile capture and review.
Receipt
Sanitized reconstruction. Colors and layout match the delivered app; data is fictional.
Also part of the wider suite
- Workplace Health & Safety — structured injury, incident and near-miss reporting with photo evidence and printable PDF output.
- Safety toolbox, policies, risk assessments and emergency contacts as a single reference point.
- Machine maintenance planning and orchard resource planning.
Have several small processes stuck in spreadsheets?
Book 30 minutes. We say whether a focused proof makes sense and which process to start with.