Bauer Automate - Blog #Case Study

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Tue, 21 Apr 2026 13:33:57 -0600

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Case Study

Client: City of Winnipeg

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Case Study

Client: City of Winnipeg

Client Challenge

The client was struggling with disparate systems and manual processes for handling job evaluations and accessibility service applications. They conducted 3,000 job evaluations annually but relied on three separate systems for storing and managing data, resulting in inefficiencies, duplicated efforts, and lack of a unified view. Historical records needed consolidation to streamline workflows and improve transparency in decision-making.

Additionally, their accessibility service application process was complex, involving multi-step approvals and conditional workflows. The workflows were prone to errors and delays due to the limitations of their existing manual processes, impacting overall efficiency and user satisfaction.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Leveraging Documentation Tools for a Streamlined Start

We utilized tools like Scribe and Power Docu to create a minimum viable product (MVP) for documenting workflows and processes. These tools enabled quick generation of Word documents, Visio diagrams, and Excel summaries, providing a foundation for continuous improvement without delaying project timelines.

Unified Job Evaluation System

Built a centralized Power Platform solution to manage job evaluations.
Consolidated 7,000–8,000 historical records from three systems into a single, user-friendly interface.
Utilized SharePoint lists and a document set library to categorize and store related documents, ensuring compliance and accessibility for audits.

Advanced Workflow Automation

Developed 200+ step workflows for approvals and notifications.
Implemented conditional branching to handle complex scenarios, such as approval stages and status updates.
Incorporated Teams notifications and external email approvals, allowing stakeholders (e.g., Union Reps) to provide input seamlessly.

Transit Plus Accessibility Application

Created a streamlined solution for managing accessibility applications, including those for wheelchair-compatible vehicles.
Designed a multi-level approval workflow with conditional branching for user choices and approvals.
Integrated 350+ components, including database tables, workflows, and Power Apps, to ensure a comprehensive, scalable solution.

Results

100% Consolidation

of historical records into a
unified system.

350+ Solution Components

managed, ensuring scalability for

future applications.

20% Approval Time Saved

with integrated Teams and

email notifications.

35% Reduced
Processing Time

for job evaluations through

automated workflows.

40% Decrease in
Workflow Errors

with conditional branching and

automated notifications.

30% increase
in data accuracy

eliminating manual entry across

three different systems.

Summary

Unified Processes for Improved Efficiency

Consolidating historical records and workflows into a single system improved visibility, accuracy, and ease of use, enabling the client to manage evaluations and applications more effectively.

Scalable Automation for Complex Workflows

Automated multi-level workflows with conditional branching and external input capabilities streamlined approvals and reduced processing time for job evaluations and accessibility applications.

Rapid Documentation to Support Success

With tools like Scribe and Power Docu, the client achieved quick documentation of workflows and processes, setting a foundation for continuous improvement and better communication across teams.

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Tue, 24 Mar 2026 10:14:45 -0600

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Case Study

Client: Women in Need Society

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Case Study

Client: Women in Need Society

Client Challenge

WINS, a nonprofit, faced ongoing challenges with their Power BI reporting system, going through five consultants in 18 months due to high support expectations and limited budget. Their complex data environment led to performance issues, even causing their POS vendor to shut down their system. They needed a sustainable solution to simplify reporting and reduce maintenance efforts while ensuring timely insights.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Building a Stable Data Infrastructure

To address the performance issues, we developed a dedicated data warehouse for WINS. This allowed us to decouple their reporting needs from their live POS systems, ensuring better performance and stability. By creating a structured data environment, WINS could access their reports without overloading their operational systems.

Simplified Power BI Reporting

We restructured their Power BI environment to focus on a single, comprehensive report dashboard that caters to all their stakeholders. This dashboard provided key sales insights, product performance, and geographical sales distribution in an intuitive manner, allowing users to drill down into categories such as furniture, women's clothing, and housewares.

Automated Reporting

To reduce the manual effort required in generating insights, we implemented an automated reporting process. The system now generates and emails the dashboard to relevant stakeholders every morning, ensuring timely access to critical business data without additional operational overhead.

Enhanced User Experience

We introduced interactive features such as hover-over map breakdowns that allow users to see sales data correlated with external factors like weather conditions. This provided actionable insights to optimize inventory and sales strategies.

Results

5 Power BI consultants

consolidated into a single, stable support system.

50% Faster Report
Generation Times

minimizing delays in accessing

critical business insights.

30% Improvement in
Data Query Performance

improving data accessibility for all users.

80% Reduced
Operational Strain

on POS Systems.

30% Lower
Maintenance Costs

through simplified architecture.

Summary

Streamlined Operations

We transformed WINS' reporting processes by simplifying their data environment and moving them to a structured and automated Power BI solution, ensuring long-term sustainability without adding unnecessary complexity.

Improved Efficiency and Cost Savings

By developing a data warehouse and automating report distribution, WINS experienced faster reporting and reduced operational costs, ensuring their limited budget is utilized effectively.

Empowering Decision-Making

With improved reporting clarity and usability, WINS stakeholders can now make data-driven decisions with confidence, helping them better allocate resources and meet their community objectives.

Streamlining Procurement and Invoice Management for Public Organizations

Tue, 24 Mar 2026 10:00:18 -0600

Streamlining Procurement and Invoice Management for Public Organizations

Case Study

Client: City of Winnipeg

Streamlining Procurement and Invoice Management for Public Organizations

Case Study

Client: City of Winnipeg

Client Challenge

Public organizations face unique challenges in managing procurement projects, particularly when ensuring a fair and inclusive bidding process. This client, a city department, sought to evaluate vendor proposals competitively while adhering to equity goals, such as supporting indigenous, women-owned, and minority-operated businesses. They needed a system that would allow external vendors to register, submit bids, and self-identify their demographics while ensuring their claims were validated.

Another critical challenge was their complex approval workflows. Multiple departments were involved in managing bids, approvals, and contract renewals for projects over $10,000. Additionally, the organization struggled with manual invoice processing, which consumed valuable time and was prone to errors, leading to inefficiencies in accounts receivable management.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Centralized Vendor Management Portal

We developed an online application system to streamline vendor registration and bidding:

External vendors could register and submit bids through an intuitive portal.
Vendors could indicate their demographic details (e.g., indigenous-owned or minority-operated), which were validated internally by the city.
A centralized database ensured data integrity and provided seamless access for internal stakeholders.

Automated Approval Workflows

We implemented Power Automate workflows to manage project bids:

Requests for bid opportunities triggered automated workflows for approval by relevant departments.
Complex, multi-phase approvals were simplified with conditional logic to ensure compliance with organizational policies.
Notifications and tracking tools improved transparency throughout the process.

AI-Powered Invoice Automation

Using AI Builder, we automated the invoice processing system:

Emails with attachments were scanned, and key invoice details (e.g., invoice numbers, dates, amounts, tax, and line items) were extracted with over 80% confidence.
Verified invoices were automatically filed into the database.
An app allowed for manual review of invoices that did not meet confidence thresholds.

Document Tagging and Accessibility

We introduced tagging features to improve document management:

Tags were applied to project documents based on part numbers and work orders.
A search and print functionality enabled easy retrieval of related documents by project or job.

Results

25% Increase in
Vendor Participation

especially from minority-owned businesses.

80% Reduction in Manual
Data Entry

for invoice processing.

70% Reduction in
Procurement Processing Time

with automated workflows.

50% Improvement in Document Retrieval Time

with tagging and search features.

20% Increase in Successful
Bid Submissions

due to user-friendly portal design.

Enhanced
Inclusivity

by accurately tracking and verifying

diverse vendor demographics.

Summary

Simplified Procurement Processes

The client now manages procurement projects with streamlined workflows and reduced administrative burden, resulting in faster approvals and increased vendor engagement.

Automation Boosts Efficiency

AI-powered invoice processing and document tagging saved significant time and improved accuracy across accounts receivable and project management.

Enhanced Equity and Accessibility

The inclusive vendor management portal ensured fair representation and provided a scalable solution for validating and engaging diverse vendors.

Transforming Legislative Drafting with the Report Information System

Tue, 24 Mar 2026 09:39:40 -0600

Transforming Legislative Drafting with the Report Information System

Case Study

Client: City of Winnipeg

Transforming Legislative Drafting with the Report Information System

Case Study

Client: City of Winnipeg

Client Challenge

The City of Winnipeg required an efficient and centralized system to manage critical legislative documents, including draft bills and reports destined for the mayor's office or City Council. The process was fragmented, with multiple departments managing these drafts independently, leading to inconsistencies, inefficiencies, and delayed approvals. Additionally, there was a pressing need to publish finalized and approved documents seamlessly to a public repository to maintain transparency.

Managing such critical information across departments without duplication or miscommunication was a challenge, especially in ensuring that the system was adaptable to department-specific needs while maintaining a unified workflow.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Centralized Document Management System

Using Microsoft SharePoint Online, we created 20 identical libraries for each department, ensuring consistency while providing flexibility for departments to tailor their workflows. Each library was equipped with automated processes using Power Automate to manage document drafts, approvals, and publishing.

Streamlined Approval Workflow

We implemented an automated approval workflow that routed documents through predefined stages—from drafting to final approval. This ensured that no draft was overlooked, and all required sign-offs were obtained efficiently.

Public Publishing Automation

Once approved, documents were automatically transferred to a public repository, eliminating manual intervention. This ensured timely publication and transparency for all stakeholders.

Scalable Design

The system was designed to be scalable, allowing other departments to replicate and customize the solution as needed without requiring a complete rebuild. This approach empowered departments to manage their unique requirements while maintaining a unified governance structure.

Reporting and Insights

Once approved, documents were automatically transferred to a public repository, eliminating manual intervention. This ensured timely publication and transparency for all stakeholders.

Results

100% Consistency

in workflows across all departments.

75% Reduction in Errors

thanks to automated approval checks.

Increased Collaboration

with all departments using a unified yet customizable system.

20 Libraries Deployed

each identical but tailored to specific department needs.

80% Time Saved

in document management processes.

3x Faster Publishing

of approved documents to the public repository.

Summary

Scalable Design Empowers Teams

The system’s scalability allowed departments to replicate and customize the solution, proving the Power Platform’s ability to handle diverse organizational needs.

Automated Workflows Drive Efficiency

From drafting to publishing, automation ensured consistency and significantly reduced manual effort across all stages.

Transparency Through Timely Publishing

Approved documents were seamlessly published to the public repository, fostering trust and accountability with external stakeholders.

Data-Driven Decisions

Power BI dashboards provided actionable insights into document processing, enabling proactive management of bottlenecks.

A Unified Yet Tailored Approach

While maintaining uniformity across the organization, departments were empowered to adapt the system to their unique needs, demonstrating the Power Platform’s flexibility and scalability.

Digitizing Accessibility: Transforming City of Winnipeg's TransitPlus

Wed, 04 Mar 2026 10:43:20 -0700

Digitizing Accessibility: Transforming City of Winnipeg’s TransitPlus

Case Study

Client: City of Winnipeg

Digitizing Accessibility: Transforming City of Winnipeg’s TransitPlus

Case Study

Client: City of Winnipeg

Client Challenge

The City of Winnipeg’s TransitPlus program faced significant challenges in managing its transit accessibility services. With over 150,000 pages of medical records and 7,000 active customer files, their operations were highly manual, inefficient, and prone to errors. Data was stored in disconnected systems, creating silos that hindered coordination.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Back-end solution:

(For City of Winnipeg Staff)

We digitized over 150,000 pages of medical records and centralized them into a single, easily accessible database. This back-end system was designed to integrate seamlessly with external health sources, facilitating real-time data exchange. Additionally, we developed a foundation for future enhancements, such as integrating address-based bus stop identification.

Front-end Solution:

(Customer’s Experience)

We created an intuitive online portal and mobile app that simplified the application process for customers, allowing them to apply digitally or via paper forms, ensuring accessibility for all.

For paper applications, we implemented an AI-powered scanning system that digitizes forms, automatically extracting key data fields and entering them into the same centralized system as digital applications. When the AI is under 70% accurate on certain fields, it flags them for human review, ensuring accuracy and reducing potential errors.

This hybrid approach of AI automation and human oversight streamlined the process, minimized errors, and provided real-time status updates, enhancing transparency and customer satisfaction.

How They Connect:

The back-end database and front-end applications were integrated through Power Automate flows and a robust API, enabling real-time data synchronization. This connectivity ensured that the occupational therapists and doctors would pull accurate data from the centralized system while pushing updates seamlessly. This eliminated data silos and provided a unified view of the program’s operations.

Results

90% Increased
applicant satisfaction

by providing both online and

paper application options.

80% Reduction in application processing time

improving accessibility for users.

150,000 Paper Pages

and saving trees along the way.

70% Improvement in
Data Accuracy & Accessibility

for staff and external partners.

30% Reduction in administrative overhead,

saving time for staff.

Summary

Digitizing Data to Overcome TransitPlus Inefficiencies

The TransitPlus project revolutionized Winnipeg’s transit accessibility program by digitizing and centralizing medical records and customer data, overcoming operational inefficiencies.

Integrated Systems for Real-Time Access and Simpler Processes

An integrated system connected back-end databases with user-friendly front-end applications, enabling real-time data access and streamlined processes for applicants and staff alike.

Boosting Efficiency, Satisfaction, and Data Quality

The project delivered measurable improvements in efficiency, customer satisfaction, and data quality, laying the groundwork for future enhancements like AI integration and advanced features.

Streamlining Governance and Project Management with SharePoint and Power Platform Solutions

Fri, 06 Feb 2026 14:57:11 -0700

Streamlining Governance and Project Management with SharePoint and Power Platform Solutions

Case Study

Client: City of Winnipeg

Streamlining Governance and Project Management with SharePoint and Power Platform Solutions

Case Study

Client: City of Winnipeg

Client Challenge

The client faced significant challenges in centralizing governance documentation and managing project workflows. Their reliance on paper records and manual processes—such as emailing data and physically sharing forms—led to inefficiencies and increased risk of lost or inconsistent information. The lack of a cohesive digital workspace created bottlenecks in collaboration and project oversight. Additionally, while exploring digital transformation, the client struggled with adopting complex solutions without clear training and change management support, which resulted in abandoned tools after significant development efforts.

Our Solution

Bauer Automate’s Customized Solution for the Client’s Challenge

Centralized Governance Workspace

We developed a centralized SharePoint site to house governance documentation and project-related materials in one accessible location. The site enabled version control, search functionality, and permissions management, ensuring all stakeholders had the appropriate access to critical information while maintaining data integrity.

Rapid Development Showcase

We demonstrated the platform's agility by responding to an urgent client need: creating an online application form integrated with SharePoint in a single day. This solution processed a large influx of applicants efficiently, showcasing the Power Platform's ability to deliver timely and impactful results.

Digital Records and Workflow Program

We implemented a "Digital Records and Workflow" solution leveraging the Power Platform to digitize paper records and manual workflows. Key components included:

A SharePoint-based timesheet system to log and track time against projects.
Automated workflows using Power Automate for document approvals, task notifications, and status updates.
Project-specific SharePoint sites automatically created based on a structured template to organize project documentation and provide a sandbox for collaboration.

Project Management Toolset

To streamline project tracking, we built a project management tracker integrated with SharePoint. This included:

Conditional formatting in list columns to highlight key project statuses.
A custom Gantt chart designed with SharePoint column formatting and HTML, displaying timelines directly within the SharePoint interface.
Timesheet tools for tracking time entries against specific projects, enabling granular reporting on resource utilization.

Results

50% Faster
Project Onboarding

with automated SharePoint

site templates.

50% Reduction in Email Communication

replaced by centralized project

management and notifications.

25% Improvement in Task Completion Rates

through streamlined project

tracking tools.

80% Time Saved

on governance documentation

retrieval and updates.

90% Reduction in
Paper-Based Processes

by transitioning workflows to

digital platforms.

Summary

Centralized and Accessible Governance

The solution consolidated governance materials into a single, structured repository, enhancing accessibility and reducing confusion over outdated or misplaced documents.

Streamlined Project Tracking

Custom tools, including Gantt charts and time tracking systems, allowed teams to monitor milestones, manage resources, and resolve issues with greater clarity and efficiency.

Digitized Manual Processes

Paper-based workflows were replaced with automated Power Platform solutions, eliminating inefficiencies and aligning with the client's digital transformation goals.

Quick Adaptation to Client Needs

The ability to deliver rapid solutions, like the lifeguard application workflow, demonstrated the Power Platform's capacity to address urgent requirements effectively.

Long-Term Value with SharePoint

By creating reusable templates and integrating SharePoint with Power Automate, the solution ensured scalability and adaptability for future needs.

Bauer Automate - Blog #Case Study

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Streamlining Job Evaluation and Accessibility Services with Power Platform Solutions

Client Challenge

Our Solution

Leveraging Documentation Tools for a Streamlined Start

Unified Job Evaluation System

Advanced Workflow Automation

Transit Plus Accessibility Application

Results

100% Consolidation

350+ Solution Components

20% Approval Time Saved

35% ReducedProcessing Time

40% Decrease inWorkflow Errors

30% increasein data accuracy

Summary

Unified Processes for Improved Efficiency

Scalable Automation for Complex Workflows

Rapid Documentation to Support Success

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Simplifying Power BI for a High-Needs, Low-Budget Nonprofit

Client Challenge

Our Solution

Building a Stable Data Infrastructure

Simplified Power BI Reporting

Automated Reporting

Enhanced User Experience

Results

5 Power BI consultants

50% Faster Report​Generation Times

30% Improvement in​Data Query Performance

80% ReducedOperational Strain

30% Lower ​Maintenance Costs

Summary

Streamlined Operations

Improved Efficiency and Cost Savings

Empowering Decision-Making

Streamlining Procurement and Invoice Management for Public Organizations

Streamlining Procurement and Invoice Management for Public Organizations

Streamlining Procurement and Invoice Management for Public Organizations

Client Challenge

Our Solution

Centralized Vendor Management Portal

Automated Approval Workflows

AI-Powered Invoice Automation

Document Tagging and Accessibility

Results

25% Increase in​Vendor Participation

80% Reduction in Manual​Data Entry

70% Reduction in​Procurement Processing Time

50% Improvement in Document Retrieval Time

20% Increase in Successful​Bid Submissions

Enhanced​Inclusivity

Summary

Simplified Procurement Processes

Automation Boosts Efficiency

Enhanced Equity and Accessibility

Transforming Legislative Drafting with the Report Information System

Transforming Legislative Drafting with the Report Information System

Transforming Legislative Drafting with the Report Information System

Client Challenge

Our Solution

Centralized Document Management System

Streamlined Approval Workflow

Public Publishing Automation

Scalable Design

Reporting and Insights

Results

100% Consistency

75% Reduction in Errors

Increased Collaboration

20 Libraries Deployed

80% Time Saved

3x Faster Publishing

Summary

Scalable Design Empowers Teams

Automated Workflows Drive Efficiency

35% Reduced
Processing Time

40% Decrease in
Workflow Errors

30% increase
in data accuracy

50% Faster Report
Generation Times

30% Improvement in
Data Query Performance

80% Reduced
Operational Strain

30% Lower
Maintenance Costs

25% Increase in
Vendor Participation

80% Reduction in Manual
Data Entry

70% Reduction in
Procurement Processing Time

20% Increase in Successful
Bid Submissions

Enhanced
Inclusivity

90% Increased
applicant satisfaction

70% Improvement in
Data Accuracy & Accessibility

50% Faster
Project Onboarding

90% Reduction in
Paper-Based Processes