Case Study: Pinnacle Group digitizes audits and workflows with Microsoft Power BI and Power Platform

Helpdesk employee leads Pinnacle Group’s transition from paper to digital through Power Platform

Pinnacle Group worked with Microsoft Power BI and the wider Microsoft Power Platform to replace paper-based and Excel-driven processes that were slow, error-prone, and hard to manage. The company needed a better way to conduct health and safety audits, centralize profit center information, and capture employee innovation ideas in a more consistent, accessible format.

Microsoft Power BI, together with Power Apps, Power Automate, and SharePoint Online, helped Pinnacle Group build digitized apps that run on desktop, mobile, and within Microsoft Teams. The results included 3,300+ printed pages saved per year, 550 hours saved annually on audit note entry, 450 hours saved on task reconciliation, fewer outdated reports and emails, and a single source of truth for profit center data.

Pinnacle Group