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Case Study · Refrigeration & HVAC · Power Apps · Workflow Automation · Australia

Beijer Ref returned to Inlight IT for a series of Power Apps that kept proving their value

Beijer Ref operates in refrigeration, HVAC and climate technology, with industrial, branch, sales, customer service, finance and manufacturing workflows that depend on accurate information moving between teams. Several of those processes had outgrown the email, spreadsheet and PDF handling they were still running on, and each one needed structure rather than another generic automation programme.

Each Power App was a separate engagement. The first solved a specific manual process and paid back enough in time and cost efficiency that word spread across Beijer Ref's divisions, and another team arrived with the next workflow worth structuring. The applications were delivered one at a time, around real business processes, with structured data capture, defined workflow logic, controlled access and a more supportable operating model behind each one.

MANUAL WORKFLOWSTRUCTUREPOWER PLATFORM WORKFLOW / STRUCTURED BUILD SPREADSHEETSTRUCTURED DATA APPROVALS · LOGIC · ACCESS BEIJER / REFRIGERATION & HVAC / POWER APPS A SERIES OF APPS / ONE PLATFORM DISCIPLINE
Engagement at a glance

Beijer Ref — a series of Power Apps for internal workflows

A real engagement sequence showing how structured applications spread across divisions.

Client
Beijer Ref
Industry
Refrigeration, HVAC and climate technology
Location
Australia
Starting point
Internal configuration, approval and manufacturing workflows running through email, spreadsheets, PDFs and informal approvals
Engagement type
A series of Microsoft Power Apps, each delivered as a separate engagement, built on Power Apps and Power Automate
Delivery scope
Multiple workflow domains: assembly configuration, customer configuration, credit approvals and manufacturing change requests
Outcome
Recurring internal process friction turned into structured, supportable applications on reusable Power Platform discipline
Key project stats

A series of engagements and one delivery discipline

Series
of Power Apps delivered

Each application was delivered as its own standalone engagement, built around a real internal business process.

Multi
workflow domains

Assembly configuration, customer configuration, credit approval and manufacturing change requests.

Repeat
client returns

Beijer Ref came back engagement after engagement as word spread across divisions.

1
reusable discipline

Power Apps and Power Automate delivered on one engineering-led, reusable set of data, workflow and access patterns.

Operating context

Internal business processes are often where automation delivers the fastest practical value

Industrial and commercial organisations often run important workflows through email, spreadsheets, PDFs and informal approvals long after the process has become too important for manual handling.

Beijer Ref's use cases had the shape where Power Platform consistently works: repeatable submission, structured data capture, approval or review logic, internal ownership and a clear before-and-after delta.

The value was not in adopting a platform. It was in turning recurring internal friction into applications people could rely on.

Why this work mattered

Beijer Ref needed practical applications for real internal processes, not a generic automation programme

Power Platform works best when the process is internal, structured and aligned to Microsoft 365 identity and workflow patterns. The risk in this kind of work is treating it as a transformation programme rather than as discrete, well-scoped applications.

01

The work had to stay practical, one workflow at a time

Beijer Ref's engagements stayed scoped to discrete, well-defined applications around real processes — not a transformation programme that had to justify itself before delivering anything.

02

Each app had to earn the next one

The applications were not commissioned as a suite. Each one had to deliver enough value in time and cost efficiency that another division saw the point and brought the next workflow forward.

03

The processes were structured, but not yet supportable

The workflows already existed; they were simply held together manually. The work was to give each one structured data capture, defined logic and controlled access, so it could be operated and supported rather than remembered.

04

Reusability mattered as much as any single app

Because the engagements continued, the patterns established early — data structure, workflow logic, access control, supportable handover — carried into each subsequent build, which is what made the later apps faster and more consistent.

05

The applications had to fit the Microsoft 365 environment

Each build needed to align to Microsoft 365 identity and workflow patterns, so access, approvals and ownership worked with the environment the business already ran on.

What Inlight IT delivered

A series of Power Apps, delivered as separate engagements, across configuration, approval and manufacturing workflows

Inlight IT supported Beijer Ref with a series of Power Apps, each delivered as a standalone engagement as different divisions identified workflows worth structuring. Every build followed engineering-led Power Platform discipline: Power Apps and Power Automate built around a defined process, with structured data capture, workflow logic, controlled access and a supportable operating model.

01

A structured application for assembly configuration requirements

An application that captured assembly configuration requirements in a structured form, replacing the manual handling the process had outgrown.

Included
Structured data captureDefined submission flowRequirement capture formsWorkflow logicControlled accessSupportable handover
02

A tool to support customer-specific configuration requests

A tool that gave customer-specific configuration requests a structured path, with the information captured consistently rather than assembled from email and memory.

Included
Structured request pathConsistent information captureCustomer configuration recordsWorkflow routingControlled accessSupport documentation
03

A structured approval workflow for credit application handling

An approval workflow that gave credit application handling defined stages, ownership and an auditable path through review and sign-off.

Included
Defined approval stagesReview and sign-off logicAuditable approval pathOwnership per stageControlled accessSupportable operation
04

A controlled workflow for manufacturing change requests

A controlled workflow for manufacturing change requests, so changes followed a defined process with the right approvals rather than informal coordination.

Included
Defined change processRequired approvalsStructured change recordsWorkflow logicControlled accessOperational handover
05

Reusable Power Platform discipline that built up naturally

Across the engagements, a reusable body of Power Platform discipline accumulated, so each new application started from established patterns for data, workflow, access and support.

Included
Reusable data patternsWorkflow logic patternsAccess control patternsSupport and handover patternsFaster subsequent buildsConsistent operating model
Delivery approach

Each engagement followed the same practical path from workflow to supported application

Select a stage to trace how each engagement moved from manual workflow to supported application.

Market context

Internal workflows tend to stay manual well past the point they should have been structured

Industrial and commercial organisations often keep important workflows in email, spreadsheets, PDFs and informal approvals long after the process has become too important for manual handling. The first structured application usually pays for itself quickly, which is why automation tends to spread once a business sees one workflow done properly — exactly the pattern Beijer Ref followed across its divisions.

Series

Separate engagements, each commissioned on the value the previous application had already proved.

Multi

Multiple workflow domains moved out of email, spreadsheet and PDF handling into structured applications.

Repeat

Beijer Ref returned repeatedly as word spread between divisions about what the first apps had paid back.

1st

The first structured application usually pays for itself quickly — the pattern that started the sequence.

Beijer Ref engagement sequenceInlight IT delivery record
What changed for the client

Beijer Ref kept coming back because the model kept working

Each Power App engagement helped a different part of Beijer Ref move a manual or semi-manual process into a structured application. The strongest signal was not any single app, but that word spread across divisions and the engagements continued.

O·01

Recurring friction became a structured application

Each engagement turned recurring internal process friction into an application that could capture, route and report the work reliably.

O·02

The model spread across divisions

Because each app paid back, other teams brought their own workflows forward, and the relationship continued one engagement at a time.

O·03

Reusable discipline made each build easier

The data, workflow, access and support patterns established early carried into each subsequent application.

O·04

Applications, not citizen-developed forms

Each workflow moved into a supportable operating model, owned and maintainable rather than dependent on the person who built it.

O·05

Approvals gained defined stages and an auditable path

Credit application handling moved through defined review and sign-off stages with clear ownership instead of informal approval.

O·06

Manufacturing changes followed a controlled process

Change requests moved through a defined process with the right approvals rather than informal coordination.

Net position

The value was not in building screens. It was in delivering each engagement well enough that the next one was worth commissioning.

Project outcomes

Power Platform delivered as business applications, not citizen-developed forms

Outcome 01

A series of Power Apps, a series of engagements

Each application was delivered standalone as divisions identified workflows worth structuring.

Outcome 02

Multiple workflow domains covered

Assembly configuration, customer configuration, credit approval and manufacturing change.

Outcome 03

Word spread across divisions

Each app paid back enough that the next team came with the next workflow.

Outcome 04

Structured data and logic

Every build used structured data capture, defined workflow logic and controlled access.

Outcome 05

Reusable Power Platform discipline

Delivery patterns built up naturally across the engagements.

Outcome 06

Supportable operation

Each app moved into a supportable operating model, not an orphaned form.

Technology and service scope

The work connected Power Platform build, workflow design and supportable application ownership

Power Platform build

7
  • Microsoft Power Apps
  • Power Automate
  • Microsoft 365 alignment
  • Structured data capture
  • Defined workflow logic
  • Per-engagement scoping
  • Reusable build patterns

Workflow and approvals

7
  • Approval workflow design
  • Defined review stages
  • Auditable sign-off paths
  • Credit application handling
  • Manufacturing change control
  • Configuration request handling
  • Workflow ownership

Data and access

7
  • Structured submissions
  • Consistent information capture
  • Controlled access
  • Identity-aligned permissions
  • Data structure patterns
  • Reporting considerations
  • Access review

Application lifecycle

7
  • Supportable operating model
  • Application ownership
  • Documentation and handover
  • Maintainable applications
  • Lifecycle support
  • Pattern reuse across engagements
  • Ongoing improvement
Practical next step

Have a manual process that should become a structured application?

We confirm whether a custom application is the right answer, then scope and build it — with structured data capture, defined workflow logic, controlled access and a supportable operating model behind it.

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