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Project Dragonstone


The scale of the problem.

A two-stream Microsoft 365 automation initiative built for the EMEA Parts Operations division of a major automotive OEM. Delivered within the existing licence stack. Zero additional tooling cost.

0+

Service sites

0

Area managers

0 month

Design to deployment

£0

Additional tooling cost

01 — DRAGONSTONE

The problem

Manual at every step. At scale.

Every month, supervisors completed site audits in Microsoft Forms. When submitted, nothing happened automatically. Someone manually extracted responses, compiled a report, formatted it, and emailed it — for every site, across every region. Historical data lived across 2–5 Excel workbooks per region, stored on individual laptops. No cross-region view. No submission accountability. No audit trail.

FormsubmittedManualextractionManualformattingManualemailNoconfirmation

The manual process — before automation

0+

Hours lost per cycle

0

Disconnected workbooks

0%

Submission visibility

02 — THE PROBLEM

Stream 1 — Automate

Zero-touch from submission to report.

A Power Automate flow triggers on every new Microsoft Forms submission. It calculates scores across four categories, checks for duplicates using a composite Submission_Key, writes data to SharePoint, and delivers a formatted HTML audit report to the correct manager — automatically, every time, across all 250+ sites.

MICROSOFTFORMSPOWERAUTOMATESHAREPOINTSCORECALCULATIONEMAILREPORT

Stream 1 — zero-touch audit pipeline

0

Locations mapped

0

Manual steps remaining

0

Scoring categories

03 — STREAM 1

Stream 2 — Architect

One source of truth. Everything reads from it.

A unified SharePoint List replaced all regional workbooks as the single operational database. Power Query connects Excel for local analysis. A live Power BI dashboard surfaces performance data across three management tiers. A mid-month reminder flow flags outstanding submissions automatically on the 15th of every month.

POWERBIEXCEL365POWERAUTOMATEREMINDERFLOWSHAREPOINTSingle sourceof truth

Stream 2 — SharePoint as operational hub

04 — STREAM 2

The impact

1,060 hours. Back.

~0/yr

Hours reclaimed

£0

Additional tooling

0%

Manual aggregation eliminated

£0k max

Annual labour cost replaced

Conservative displacement analysis across both streams. Stream 1 alone accounts for ~1,000 hours per year — based on 17 minutes average report generation time across 250+ sites, 12 reporting cycles annually. Every error pathway from the manual process is structurally eliminated.

Before automation
After automation
Report generation
70 hrs
0 hrs
Data aggregation
4 hrs
0 hrs
Submission chasing
2 hrs
~0 hrs
Compliance reporting
2 hrs
0 hrs

Monthly hours — before and after.
After values represent automated processing time.

5 structural risks0 remaining

Every error pathway from the manual process
structurally eliminated

05 — THE IMPACT


Full case study

Every decision. Every number. Every technical choice explained.

The complete Project Dragonstone case study — architecture decisions, Power Automate build notes, Power BI technical choices, efficiency analysis, and lessons learned. Six pages.

Download case study

PDF · 6 pages · Free

06 — DRAGONSTONE