SA Heat · Heat Exchange
Digitising a heavy-industry manufacturer's entire operation - from first enquiry to final invoice - on Microsoft Dataverse and the Power Platform.
The problem
When an industrial operation runs on paper, growth caps itself
SA Heat is an industrial heat-exchange business that manufactures, repairs, refurbishes, ultrasonically cleans and supplies heat exchangers for major industrial customers, across in-house and supplied product lines.
When we began, the operation ran largely on paper: manual job sheets, documents created by hand, evidence captured inconsistently, and little real-time visibility for management. They needed to digitise these workflows end to end - and gain a single, trustworthy view of operations and profitability.
What we solved
One platform, end to end
Guided commercial pipeline
Every piece of work travels through one structured pipeline - enquiry to quote to job to purchase order - with guided process flows for manufacturing, repair, ultrasonic cleaning and supply.
All-in job costing & inventory
Cost is tracked end to end, from raw material through stock to the job, giving real-time gross-profit visibility on every job and FIFO stock allocation.
Asset lifecycle & service
Every unit is tracked across its whole life with auto-updated service history, automatic workshop check-in and check-out, and graduated reminders per product line.
Operations & oversight
A visual planning board schedules and assigns tasks across the team, photos upload from mobile into the right folder, and weekly KPI scorecards refresh through the day.
Built to last
Reusable components, centralised error handling and role-based notification routing - running across dev, test and prod under a managed release process.
Results
What the platform unlocks day-to-day
- 01
Real-time gross-profit visibility on every job.
- 02
Automated quotes and POs with controlled approvals.
- 03
Live KPI dashboards on jobs, on-time delivery and workload.
- 04
Compliance evidence captured at source by default.
- 05
Accurate asset register with auto follow-up that drives repeat work.
Behind the build
Built to last, shipped in sprints
One Dataverse hub, seven solution layers
A single model-driven app on Microsoft Dataverse runs the business, organised into seven layered Power Platform solutions - web resources, security, tables, variables, dashboards, automations and applications - for clean, structured releases.
Automated end to end
Around 30 Power Automate cloud flows drive job numbering, status transitions, document generation and reminders, with Power BI dashboards and a canvas Planner Board keeping management and staff in the loop.
Built to last
Reusable components, centralised error handling, role-based notification routing, and SharePoint and Outlook integration keep the system maintainable as it runs across dev, test and production in two-week sprints.
Ready to transform your business?
Let's discuss how we can deliver similar results for you.