Elevator Audit Reporting for e-Formalize

From Week-Long Delays to Real-Time Insights

The Challenge

  • Client: e-Formalize Ego LTDA |
  • Industry: Facilities Management

Technical reports used to take days to finalize, with high risk of error and limited control over historical records.

  • Non-conformity reports were created manually using paper or spreadsheets
  • No standardization or centralized storage of audit data
  • Delays in generating and delivering reports to stakeholders
  • Lack of historical tracking and structured data for analysis

The Solution

We developed Formalize, a digital platform that streamlines elevator inspection reporting, improves accuracy, and delivers real-time data for analysis.

  • Built a Power Apps solution to standardize non-conformity reporting
  • Automated PDF generation and email delivery using Power Automate
  • Stored all data securely in SharePoint for traceability and audits
  • Enabled data analysis and insights through Power BI dashboards

With Formalize, we cut report generation time from 7 days to under 1 hour and enabled data-driven insights through Power BI.

Results

Requests per month
~100

Time to finalize reports
Reduced from 7 days to < 1 hour

Time to launch
6 months

Visibility & decision-making
Real-time dashboards via Power BI

Tools Used

Power BI
PowerApps
Power Automate
SharePoint
Dataverse
Google Analytics 4
Excel
Typebot
Adobe PhotoShop

Contact

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