DIGITIZE TRAVEL EXPENSE REPORTS WITH POWERAPPS

In our daily work, customers come to us time and again with requests to make their day-to-day work more efficient. This use case was no exception, in which one of our customers, a large listed private equity company, approached us with a request to digitize the process of "travel expense reporting". Here we show you how we did it.

THE INITIAL SITUATION

The travel expense form was entered by hand into a digital Excel spreadsheet by our client's employees and printed out. After some manual approval steps by several persons (cost originator, possibly assistant who entered it for the cost originator, supervisor) in the form of signatures, the paper form was sent to the accounting department. There, the data was again manually entered digitally into SAP and finally processed by the accounting department. So far, so good.

WHAT CAN WE IMPROVE?

The first words that catch the eye are "by hand", "printed", "some manual" approval steps and finally "digitized again manually". Printing is an avoidable step. Any printed paper should be reconsidered in this day and age. The advantages? Time saving, cost saving, papers get misplaced quickly or they get coffee rings and of course better for the environment. So let's get started...
The travel expense form should be digitized and the data automatically written to SAP. Employees and supervisors should be notified by mail when there is something to approve digitally.

THIS IS HOW WE DID IT

We found a complete Microsoft environment at our customer. Therefore, our solution was also solved only with Microsoft services. Data capture with PowerApps, workflows with Flow and data storage on an Azure SQL database.

Since we had already used SharePoint and various PowerApps, we decided to implement the "travel expenses" process with PowerApps as well. The data input and view is done with PowerApps via SharePoint in the browser. The app can thus be accessed directly via SharePoint. The emails are sent via Microsoft Flow and the data ends up in an Azure SQL database. There they are fetched by the SAP service provider. The data is loaded from the customer's SQL database into the SAP database.

SQL DATABASE FOR LARGE DATA SETS

Of course, developing new workflows sometimes presents us with challenges. That's what happened with this project, with processing the amount of data. SharePoint lists are good for fast data storage, so they were used at the beginning. However, as the project progressed, it became apparent that quite a large amount of data was coming up. We therefore switched to an SQL database, as these process large amounts of data better and the SAP service provider can pick up the data more easily.

ADVANTAGES

So let's look again at what all was done:

The paper process has been replaced, everything runs digitally and automated. The manual process for entering data in SAP has been abolished. What has this finally brought?

  1. No more paper consumption → cost-saving and more environmentally friendly
  2. Everything digital (quick access if you are looking for something - everything stored in one place)
  3. Easier and faster for all employees
  4. Great help for accounting
  5. Saves time and costs

CONCLUSION

The feedback received from the customer was positive across the board, especially the accounting department was very pleased 🙂 Positive feedback from the customer and visible improvements naturally make us the happiest. New solutions inspire us for further new solutions for other problems or processes that could be rethought.

Windows Cloud Day 2025

Munich | Microsoft

Microsoft hosted the first Windows Cloud Day - and we were there!

Nobody wanted to miss out on the chance to immerse themselves in the world of Windows 365 and Azure Virtual Desktop and experience how these ground-breaking solutions are changing the way we work.

We were particularly pleased to be able to open the event with an exciting keynote speech on the workplace of the future together with Rene Kloss from Deutsche Vermögensberatung AG. He gave us deep insights and impressively demonstrated how he has succeeded in integrating innovative processes into the world of work. 🚀

This is what awaited the participants:

👉🏼 Experience the future of Windows in the cloud: The latest innovations and strategic visions for modern working were presented.

👉🏼 Learn about best practices: Experiences of other Microsoft customers and their successful implementation of Windows 365 and Azure Virtual Desktop were shared.

👉🏼 Networking with a wide range of industries: There was a lively exchange with other participants and Microsoft about challenges and solutions.

👉🏼 Exclusive 1:1 meetings with Microsoft: many took the opportunity to have personal discussions with experts.

At our - anything but normal - qntm.vis stand, we presented interactive technologies such as Apple Vision Pro showcases and the Crate to make real-life projects tangible. We showed how potential can be exploited and how modern tools can be integrated into everyday working life. 🤞🏼

The event didn't take place just anywhere - but in the special "Hive Munich", the intelligent space for real hybrid events at Microsoft's German headquarters in Munich. 💡

Impressions

The IT for Insurance 2024 trade fair congress

Insurance Forums Leipzig

Impressions

The IT for Insurance 2023 trade fair congress

Insurance Forums Leipzig

Impressions

Product information

Detailed information on all insurance products, including tariff options, scope of cover, conditions and exclusions.

Comparative data between different products to make it easier for sales staff to provide advice.

Frequently asked questions for each product to answer common customer queries directly.

Sales training documents

Sales training documents

Materials typically used in sales training, such as needs analysis guides and sales strategies.

Knowledge databases on typical sales arguments and benefit communication for customers.

Contract terms and processes

Complete contract conditions and explanations of specific contract clauses to provide precise information in the event of questions about the insurance contract.

Processes and guidelines for applications, contract amendments and claims notifications.

Insurance law basics

Legal framework conditions, guidelines and compliance requirements for the insurance industry, so that the avatar provides legally compliant answers.

Rules and regulations on data protection (GDPR/DSGVO) and other relevant legal topics.

Personalized recommendations

Personalized recommendations

Through the use of AIsupported analyses and machine learning, the avatar can make individual sales recommendations that are based on the profile and the preferences of the preferences of the respective customer. This enables customized advice and increases the probability that customers accept the accept the offer.

Consistent communication and compliance

Consistent communication and compliance

The avatar can ensure that all sales representatives in in accordance with the compliance guidelines communicate and provide the correct information and pass on the correct information. This minimizes the risk of errors or misunderstandings misunderstandings and increases the quality and consistency of customer communication.

Continuous improvement through data analysis

Continuous improvement through data analysis

An AI avatar learns continuously from interactions, so that its answers and recommendations more precise and helpful over time. more helpful over time. This data provides valuable insights into the typical questions and needs of the sales team and can be used for the optimization of training measures or for the development of new products be used.

Cost and time efficiency

An AI avatar takes the pressure off the sales support teams, who are otherwise often recurring questions are confronted with recurring questions. This reduces workload and saves resources that can be used for more strategic tasks can be used for more strategic tasks. Overall, this reduces operating costs and efficiency is increased.

Reduction in induction time for new employees

Reduction in induction time for new employees

Knowledge transfer and onboarding

New sales representatives can use the avatar to quickly obtain information about products and processes themselves. This reduces the training effort and enables faster familiarization.

Consulting expertise

Consulting expertise

Customized answers

The avatar can sales representatives detailed product information, legal legal information and sales arguments, which strengthens their strengthens their expertise. This improves the relationship of trust with the customer is improved, as the consultant always has the the right answer at all times and can provide comprehensive advice.

Information transfer

Information transfer

Automated FAQ processing

The avatar answers standard questions about products, services, tariffs and conditions in within seconds.

Fast access to information

The AI avatar can immediately access comprehensive information and answer frequently asked questions. questions. Sales representatives therefore not have to wait for feedback from from colleagues in sales support colleagues, but receive information in in real time.

Availability and scalability

24// Support

The avatar is available to sales representatives at any time and answers questions questions even outside business hours.

Efficient use of resources

The internal sales team not be constantly available, as the avatar acts as the "first point of contact" and answers basic questions independently.

Situation

In insurance sales, sales representatives depend on reliable, up-to-date information in order to provide their customers with comprehensive and competent advice. For complex or specific questions, they often have to call on the support of internal departments, which leads to delays. This makes sales more inefficient and customers experience longer waiting times for important answers or offers.

Complication

This dependence on sales support creates frequent bottlenecks, as not every consultant has all the information or answers to individual customer inquiries at their fingertips. This leads to frustration and dissatisfaction for both sales representatives, who are unable to help their customers immediately, and customers, who expect quick and accurate advice. Such delays can lead to missed business opportunities and a diminished customer experience.

Solution

An AI-based avatar for sales support offers a solution by acting as a digital assistant that can answer basic questions directly and in real time. Thanks to its continuous availability and immediate access to all relevant information, the avatar relieves the burden on sales representatives and ensures fast and consistent customer advice. This solution promotes efficiency, strengthens employees' advisory skills and improves customer satisfaction by creating a modern, technology-based experience in insurance sales.

Everything you need to know about you need to know about Power Creator Day 2024.

Aschaffenburg am Main - KOM4TEC Office.

Timetable

KOM4TEC - PCD 24 - Aschaffenburg - Schedule

Impressions

Transformation & Business Development

How do you work with other departments and external partners to ensure that transformation projects are implemented seamlessly and successfully?

Regular short meetings on the current status are just as important as the exchange in the chat and in Teams channels. When it comes to our partners, we rely on modern tech start-ups that support us with innovative technology.

What skills and qualifications are particularly important for your unit?  

Active listening is probably the most important skill in our unit. Our philosophy is that any technical topic can be learned quickly if there is a fascination for it. A basic technical understanding or enthusiasm for technology and modern technologies such as generative AI or virtual reality is also an important prerequisite.

What does a typical working day in your unit look like?

Every day is different for us and that's exactly what we love. We often spend time in workshops, meetings with the teams and clients to ensure a smooth flow in our consulting approach.

Gerrit, Business Development Manager

Sales

How do you work with other departments to ensure that the solutions offered meet the customers' needs and are implemented successfully?

We promote exchange and collaboration through regular meetings and workshops where representatives from different units and customers discuss current projects and develop joint strategies. By setting common objectives with OKR, we ensure that all departments are working towards the same goal. Transparent communication is important to us, which is why we use various platforms to share information in a timely manner. Our customer-centric approach enables us to regularly obtain feedback from customers and involve them in the development process. We also form interdisciplinary teams to develop innovative solutions.

What is a typical working day like in the Sales unit?

A sales day often revolves around our customers - they are the focus. We conduct both on-site and virtual meetings to understand their needs, present solutions and gather valuable feedback. These conversations are crucial to building strong customer relationships and ensuring our solutions meet their expectations.

In addition to customer meetings, we also have regular internal meetings and jour fixes to discuss current projects, customer inquiries and the pipeline. This allows everyone to stay up to date, give feedback and plan the next steps. We also work closely with other departments, such as the marketing team, to ensure that our sales strategies and marketing campaigns are perfectly aligned.

Which skills and qualifications are particularly important in the unit?

In addition to technical skills in business administration, soft skills are also crucial. Flexibility and empathy are important in order to correctly identify the needs of customers and provide them with optimal support.

Good analytical skills are also necessary in order to develop sustainable strategies to increase sales. Personal responsibility and the ability to both inspire and deal with rejection are also essential.

Due to upcoming business appointments in other cities / countries, you should also be able to travel and be business fluent in English.

Thomas, Senior Manager Sales & Delivery

Modern Workplace

Which skills and qualifications are particularly important in the unit?

As a Modern Workplace Consultant, you will play a central role in the transformation of work environments in companies by introducing modern tools, technologies and working methods. This requires a combination of technical, strategic and communication skills.

What do you particularly like about being a Modern Workplace Consultant at KOM4TEC?

The combination of technical innovation, customer focus, variety and personal development makes the role of a Modern Workplace Consultant particularly exciting. You work with the latest technologies and solutions for the modern workplace. This offers the opportunity to always be at the cutting edge of technology and to develop innovative solutions for our customers. Our field of work is very varied, as we work in different sectors and with different teams, which means we are constantly evolving.

How is professional development promoted to ensure that you are always up to date?

Professional development is our top priority! This includes internal and external training courses, which can be booked via our own PowerApp, as well as flexible e-learning courses. Mentoring and coaching from experienced colleagues also promote individual growth. Regular feedback and development meetings help us to reflect on our progress and set goals. We also maintain an overview through weekly know-how transfers and regularly attend trade fairs to gain new perspectives.

Benedikt, Lead Consultant New Work

Digital Business Solution

What skills and qualifications are particularly important in the unit? important?

  • In-depth understanding of the Microsoft 365 suite is required.
  • Experience with the Microsoft Power Platform, in particular Power Apps & Automate and Azure services. Preferably also certifications.
  • Experience in programming languages (JavaScript, TypeScript, C#, and PowerShell)
  • Ability to model, process and analyze data effectively, especially with Azure Data Factory and Power BI.
  • Ability to communicate complex technical information clearly and comprehensibly
  • Experience in project management
  • Strong analytical and problem-solving skills

What does a typical project cycle look like looks like in your unit, from the first customer inquiry to the final implementation?

A typical project cycle begins with an initialinitial exchange with the customer and a needs needs analysis. We then plan the project, form a team and create a detailed schedule. In the implementation phase, we develop M365 and Azure solutions, integrate them and carry out tests. After testing and optimization, we train the users and roll out the solution. Finally, we evaluate the project in the final meeting and offer aftercare and support to ensure long-term success.

Which successful project has stuck in your mind in particular and why?

Every project we tackle is unique and presents us with new, exciting challenges. But one particular project is firmly anchored in my memory. It was particularly impressive to see how we were able to not only automate but also significantly simplify traditional, time-consuming work steps by using new technologies.

In this project, we developed an automated workflow to centralize data processing. Through Power Apps, Power Automate and Power BI, we increased operational efficiency and employee satisfaction. The project illustrates how technological innovation can improve business operations and create opportunities for growth.

It's always great to see how we can use our expertise and passion for technology to make such significant improvements for our clients.

How do you stay you up to date with the latest developments to ensure that your solutions are always innovative and competitive?

In our fast-moving industry, it is crucial to always have your finger on the pulse. Our approach to ensuring that our solutions remain innovative and competitive is based on a robust system of continuous learning and improvement.
We have set up special working groups for the various products that are dedicated exclusively to tracking and analyzing developments and trends. These teams are at the heart of our knowledge management and ensure that we are always up to date with the latest technologies and methods.

We also attach great importance to regular knowledge exchange meetings. In these meetings, our experts share their specialist knowledge with the entire team, discuss new ideas and work together to develop solutions that move us and our customers forward.

Not forgetting attending industry trade fairs, which provide a valuable platform for exchanging ideas with other experts and making new contacts.

Maximilian, Senior Consultant Cloud Architecture

Infrastructure

What skills and qualifications are particularly important in the unit? important?

In our unit, in-depth specialist knowledge of the Microsoft 365 infrastructure as well as a strong affinity and curiosity for IT infrastructure topics are crucial. The ability to work in a team, a sense of responsibility and an analytical approach are equally important in order to solve complex tasks efficiently.

How do you promote the professional development of the team?

We promote the professional development of our team through targeted training and courses with manufacturers, including certifications, as well as through the transfer of expertise within the unit. In addition we support in-depth study of focus topics through special competence areas.

What form does the cooperation with other units take to ensure that the projects are implemented seamlessly and successfully?

Collaborative tools give us a unified view of projects. Regular jour fixe and feedback rounds and clear roles and responsibilities we create clear communication Cooperation with other unitss.

Which successful project has stuck in your mind in particular and why?

One particularly successful project was the introduction and migration to Exchange Online, during which we successfully converted several thousand mailboxes. This led to a reduction in maintenance costs, an increase in productivity and employee satisfaction as well as a drastic increase in the scalability and availability of the email service.

Michael, Lead Consultant Infrastructure

BI / Analytics

Which skills and qualifications are particularly important in the unit?

It is important to us that our consultants work effectively as a team with different stakeholders and analyze complex data to support strategic decisions. Additionally, technical understanding, knowledge of Microsoft Azure, problem solving skills, business understanding and project management experience are an advantage.

How do you do you promote the professional development of the team?

We promote the professional development of our team members through regulare, targeted further training, active participation in relevant trade fairs and support for independent further training with Microsoft certifications. We also organize regularly organize organize joint coworkingdates, where we work together as a team on complex topics. topics together as a team. These collaborative sessions promote the exchange of knowledge and enable team members to learn from each other and develop solutions together.

What does a typical working day in your unit look like?

A typical day in our unit is varied and dynamic, characterized by different projects and tasks. The exacte depends heavily on the projects. Depending on the project, the day begins with meetings internally or at customercustomers or the implementation of upcoming project topics. Once a week, we meet as a team in the as a team in the office and discuss upcoming topics and usually use this also to go out for a meal togetherto strengthen team cohesion.

Michael, Lead Consultant BI Analytics

Easier than ever before.

Just write to us 😉

We look forward to seeing you!

Infrastructure - Microsoft Endpoint Configuration Manager

Are you looking for a simple and effective solution for your endpoint management? Then you've come to the right place. We are your partner when it comes to managing your IT devices securely and efficiently. With our customized solutions, we take your IT infrastructure to the next level. Take a look at how our services can make your everyday life easier and optimize your IT processes!

Infrastructure - Mobile Device Management (MDM).

Our MDM solutions give you full control over all mobile devices in your company. From setup and management to security - we ensure that your mobile devices always meet the highest security standards and that your company data is protected. With our support, you are ideally equipped to meet the challenges of the mobile working world.

Infrastructure - Windows Autopilot.

Windows Autopilot revolutionizes the provisioning and management of end devices. We'll show you how you can use Autopilot to provision and configure new devices in a matter of minutes, without any manual intervention. Automated workflows and seamless integration with your existing systems ensure that your employees are ready to go immediately.

Infrastructure - Microsoft Intune.

With Microsoft Intune, you can bring your endpoint management strategy to the cloud. Intune enables seamless management of PCs, mobile devices and applications from a central console. Our experts will help you get the most out of Intune to enforce policies, protect data and maximize the productivity of your employees - no matter where they are.

Everything you need to know about you need to know about Power Assistants Day 2024.

Aschaffenburg - KOM4TEC

Timetable

KOM4TEC - Power Assistants Day 2024 - Time Table

Impressions

Everything you need to know about you need to know about Power Creator Day 2022.

Hamburg - Microsoft Office.

Timetable

KOM4TEC - PCD 22 Agenda

Everything you need to know about you need to know about Power Creator Day 2023.

Frankfurt am Main - Microsoft Office.

Timetable

KOM4TEC - PCD 23 Agenda

Impressions

Everything you need to know about you need to know about Power Creator Day 2024.

Frankfurt am Main - Microsoft Office.

Timetable

KOM4TEC - PCD 24 Agenda

Impressions

Research and preparation

  • Easy data access with pipelines, Lakehouse and notebooks
  • Apache Spark and Python
  • Data Wrangler as a component of notebooks

Experiment and ML model

  • Setting up experiments to test hypotheses
  • Building ML models based on Azure Synapse ML
  • Use of notebooks with Apache Spark and Python

Gain insights

  • Storage of forecasts in OneLake
  • Provision of the latest forecasts in Power Bl via Direct Lake connection

Data science process

Dataflow Gen2

Data pipeline

OneLake Shortcut

Data
Warehouse

  • Data acquisition with Dataflow or data pipeline

  • Shortcuts from OneLake, Azure Data Lake etc.

  • T-SQL Read/Write

SQL endpoint of the Lakehouse

  • Automatically generated from Lakehouse

  • Compatible with SQL Server Management Studio and Azure Data Studio

  • T-SQL Read-Only

Dataflow Gen2

Data pipeline

OneLake Shortcut

Event streaming

  • Capture, transformation and routing of real-time events

  • No-Code Experience

KQL Database

  • Preferred data storage for event streaming
  • Fast storage and retrieval of data
  • Basis for Power BI reports

Dataflow Gen2

Data pipeline

OneLake Shortcut

Lakehouse

  • Storage for structured and unstructured data
  • Basis for BiaData transformations and analyses
  • SQL endpoint and basis for evaluations

Notebook

  • Interactive compute for transformation of BiaData
  • Development of machine learning
  • models and Apache Spark
    applications
  • Python, R and Scala

Single Source of Truth.

In Microsoft Fabric OneLake, data from various sources is stored in a central system, which offers numerous advantages such as

  • Data consistency and high data quality
  • Increasing efficiency and productivity
  • Improved collaboration within the company
  • Facilitated data integration and analysis
  • Cost reduction
  • Compliance and security

Citizen Developer.

The user-friendliness of the tool offers the following advantages

  • Intuitive interface
  • Simple automation and data integration
  • Good collaboration and cooperation
  • Faster development cycles
  • High flexibility and scalability
  • Advanced AI components

More Flexibility.

A powerful, integrated and user-friendly platform that enables companies to manage their data efficiently, carry out in-depth analyses and make well-founded decisions. This makes a significant contribution to optimizing business processes and increasing competitiveness. Special advantages

  • Seamless data integration through simple data pipelines
  • Flexible processing of structured and unstructured data
  • Quick adaptation to changes in the company
  • Consistent data management
  • Centralized data management
  • Scalable data warehousing and data science components
  • Powerful data analysis in real time

Design

According to your wishes we create report designs according to the latest information design and UX/UI standards.

Our goal is to enable optimal report usage with the appropriate story telling.

Kom4tec - BI Analytics - Implementation - Design - Laptop Mockup Design Report

Frontend

Our developers design customized reporting solutions.

Particular attention will be paid to the following:

 

Building Power BI Infrastructure

Create Power BI Reports

Workshops & Trainings

Kom4tec - BI Analytics - Implementation - Frontend - Laptop Mockup Business Figures

KPI's

With our broad expert knowledge in numerous business areas, we offer you holistic support in the development of key figures

Distribution

Retail, Wholesale, E-Commerce.

Controlling + Finance

Accounting, sales controlling, investment controlling.

Supply Chain Management

Logistics, purchasing, production.

Marketing

Websites, email marketing, social media campaigns.

Together with you, we define the necessary key figures and KPIs.

Backend

Our data engineering experts generate the right backdrop for your reporting.

With the Microsoft product range, we develop data warehouses, data lakes and data lakehouses according to the latest standards.

Among other things, we use.

Azure Data Factory

Azure Data Lake

Azure Data Bricks

Azure Synapse

Azure SQL

Kom4tec - Icon - Relief databases

SSIS, SSRS

KOM4TEC - Microsoft Fabric Logo

Microsoft Fabric

Central reporting

Single Point of Truth

For reporting, we create the basis for powerful data analyses.

At a glance

Create visualizations that draw attention to the essentials.

Clear

Easy to consume yet meaningful and accurate.

Customized design

According to the latest design standards and corporate identity guidelines - On all devices!

Enterprise Reporting & Self Service

One place

Meet your self-service BI and enterprise data analytics needs on a single platform.

Share

Create & share reports, apps and data models. Relieve IT resources with true self-service.

Gartner Magic Quadrant

Microsoft is ranked as a Leader in the March 2022 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms for the second year in a row

Data management

Your data management in an individual data warehouse, based on the Microsoft SQL engine. With Azure Data Factory, Azure Data Lake Storage and Microsoft SQL Servers, Microsoft provides a comprehensive modern data warehouse solution for companies of all sizes, whether in the cloud or on-premises. 

Benefit from established techniques like SSIS and SSAS and leverage cutting-edge solutions like Azure AI & Machine Learning.

Efficient and centralized storage

Relief of the operational databases

Reduction of dependence on manual processes of data evaluation

Consistent database for reporting applications

Consolidation and aggregation of data

Creation of a single point of truth

Architecture

Kom4tec - BI Analytics - Backend - Architecture

Azure Data Lakehouse

Azure Machine Learning Architecture

Kom4tec - BI Analytics - Backend - Azure Machine Learning Architecture

Microsoft Fabric

Data sources

Examples of Power BI data sources

Kom4tec - Azure Logo - BI Analytics Data Sources

Azure

Kom4tec - Microsoft Excel Logo - BI Analytics Data Sources

Excel

Kom4tec - Salesforce Logo - BI Analytics Data Sources

salesforce

Kom4tec - Google Analytics Logo - BI Analytics Data Sources

Google Analytics

Kom4tec - SAP Logo - BI Analytics Data Sources

SAP

Kom4tec - adobe analytics Logo - BI Analytics Data Sources

Adobe Analytics

Kom4tec - Asana Logo - BI Analytics Data Sources

Asana

Kom4tec - github Logo - BI Analytics Data Sources

Github

Kom4tec - IBM Logo - BI Analytics Data Sources.png

IBM DB2

Data sources

Examples of Power BI data sources

Kom4tec - Azure Logo - BI Analytics Data Sources

Azure

Kom4tec - Microsoft Excel Logo - BI Analytics Data Sources

Excel

Kom4tec - Salesforce Logo - BI Analytics Data Sources

salesforce

Kom4tec - Google Analytics Logo - BI Analytics Data Sources

Google Analytics

Kom4tec - SAP Logo - BI Analytics Data Sources

SAP

Kom4tec - adobe analytics Logo - BI Analytics Data Sources

Adobe Analytics

Kom4tec - Asana Logo - BI Analytics Data Sources

asana

Kom4tec - github Logo - BI Analytics Data Sources

Github

Kom4tec - IBM Logo - BI Analytics Data Sources.png

IBM DB2