Project Management Flows

Business Case

An IT firm in the United States needed to develop a solution that would work with a variety of project management systems. The firm wanted to create a solution that would make working with some of the most well-known Project Management Tools (for example PlanGrid, Bluebeam, Procore, and so on…) easier. The company sought to create a solution that interacted with project management software and synchronized them with other systems such as Box.com, Egnyte, One Drive, Dropbox, SharePoint, and so on.

Project management flow technology logo
Project Management flow case study

Technical Objectives

  • Communication with Project Management Tools is possible
  • Creating custom procedures to automate tool synchronization

 

Technology Used

Our solution was based on the following technologies:

  • Office365 Power Automate
  • Azure Functions
  • PowerShell/Azure CLI
  • ARM Templates

 

Benefits

  • Sync between the source and target systems was automated
  • There is no need for manual involvement to make the entire process work
  • This can be utilized as a document backup solution regularly
  • Notifications in real-time

Our Solution

We built bespoke connections for Power Automate to consume APIs from Project Management Tools.

We also created actions and trigger events as a result of this. Custom Actions made it possible to read data from third-party tools, while triggers ensured that the source and target systems were in sync in real-time.

To make the solution easier and smoother, we designed Azure functions to handle file activities.

We created Power Automate Flows once we had the above collection of items ready. These flows were set up to run whenever there was a change in the Project Management tool. Flows were in charge of keeping Project Management tools and target systems like Procore, SharePoint, and others in sync.