The challenge
What was getting in the way
Procurement teams across three regions handled new project requests manually and differently. The result was delay, inconsistent handoffs, and no dependable view of project volume or team utilization.
Pharmaceutical / Healthcare
Agile Procurement Intake
Johnson & Johnson
A standardized intake-to-delivery system that replaced fragmented regional handling with one measurable workflow.
Power AutomateMicrosoft FormsSharePointPlannerPower BI
The solution
What was built
A regionalized but standardized Agile Intake Process connected Microsoft Forms, SharePoint, Excel Online, Planner, and Power BI through Power Automate.
- Structured request capture through Microsoft Forms
- Automated creation and routing of project records
- Planner-based Kanban handoff for execution
- Power BI reporting for throughput, demand, and capacity
- Regional tailoring without losing a common operating model
50%Reduction in project intake time
3 regionsStandardized on one foundation
Real timeVisibility into pipeline and utilization
System flow
How the pieces connect
A simplified architecture view. Production details vary by environment, identity model, data policy, and operating constraints.
Request
Microsoft FormsStructured intake→
Orchestrate
Power AutomateValidation and routing→
Record
SharePoint + ExcelOperational data layer→
Execute
Microsoft PlannerKanban project handoff→
Measure
Power BIThroughput and capacityRelated work
More systems in the same problem family
Start with one workflow
Bring me the process that is slow, manual, or difficult to scale.
In 20 minutes, we can map the bottleneck, identify what is worth automating, and decide whether a proof of value makes sense. No pitch deck required.
Book a complimentary workflow audit →
Can’t find a suitable time on the calendar? Message me on WhatsApp and I’ll do my best to arrange a time that works.
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