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Strategic Impact
Our Approach
Requirements & Data Field Mapping
The existing manual submission process was documented in detail, including all data fields required per location, validation rules, and the downstream reporting structure. This mapping drove the automation design.
Automated Collection Flow Build
A Power Automate flow was built to send structured monthly submission requests to each franchise location, capture responses, validate completeness, and trigger follow-up reminders for outstanding submissions.
Centralized Aggregation & Reporting
Validated submission data was automatically aggregated into a central SharePoint list, enabling the operations team to access consolidated figures without manual compilation.
Exception Handling & Late Submission Logic
The workflow included escalation logic for late or incomplete submissions, routing alerts to the regional manager responsible for each affected location.
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Pilot, Roll-Out & Documentation
The automation was piloted across a subset of locations to surface edge cases before full deployment. User documentation was delivered to both the corporate team and franchise operators.
BabyBots Impact Assessment
The Impact
The corporate operations team eliminated the manual effort of chasing monthly submissions across dozens of locations. Sales figures arrive validated, consistently formatted, and centrally accessible by the scheduled reporting date. The operations team shifted from data collection to data analysis.
- Monthly sales collection Power Automate flow with structured submission form
- Input validation and completeness checking logic
- Late submission escalation and reminder routing
- Centralized SharePoint aggregation list
- Operator and corporate team documentation
Project Journey
Project Timeline
Phase 1
Franchise Sales Collection — Requirements & Data Mapping (Phase 1)
Documented the existing manual sales submission process across franchise locations, mapped data fields, and designed the automated collection workflow.
Phase 2
Franchise Sales Collection — Automation Build (Phase 2)
Built the Power Automate flow to collect monthly sales submissions from franchise operators, validate inputs, and aggregate results into a central reporting structure.
Phase 3
Franchise Sales Collection — Testing & Go-Live (Phase 3)
Piloted the automation across a subset of locations, resolved edge cases, and rolled out to all franchise operators with user documentation.
Brick & Mortar / Food Service
Franchise Sales Collection Automation for a National Food Service Operation
The automation was piloted across a subset of locations to surface edge cases before full deployment. User documentation was delivered to both the corporate team and franchise operators.
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BabyBots is an enterprise technology partner with expertise across process automation, AI systems, data intelligence, and platform architecture.
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