Case Study:
Streamlining Standard Operating Procedures Governance
Challenge
A major Consumer Packaged Goods manufacturer needed a reliable way to manage the annual review of nearly 1,000 Standard Operating Procedures (SOP). Constant changes in formulations, equipment, and regulatory expectations made their manual process slow, inconsistent, and difficult to audit.
Solution
A unified SOP governance platform using SharePoint and Power Automate. The system centralizes every SOP, automates departmental review cycles, and enforces a consistent, accountable workflow process.
Key Features
Automated review and approval notifications
Guided actions: review, approve, revise, retire
Full lifecycle tracking (owner, status, department, reference number)
Review history and upcoming deadlines
Audit‑ready visibility for leadership
Impact
The organization now operates with a disciplined, compliant, and fully traceable SOP process. Leadership gains confidence that every procedure guiding manufacturing operations is current, accurate, and properly controlled.
Case Study:
Rapid Objectives and Key Results Solution
Challenge
A major technology company’s Product Team was retiring their existing Objectives and Key Results (OKR) app. The organization needed a fast, reliable interim solution to maintain visibility and alignment. An in‑house replacement wasn’t expected for 2 year, leaving a multi‑year gap with no structured way to track parent–child OKRs.
Solution
Forte Design delivered a lightweight but powerful OKR tracking tool built on a single SharePoint list, enhanced with targeted JSON formatting and a custom Power Apps form. This approach allowed us to simulate hierarchical OKR relationships within one unified structure—no separate lists, no complex architecture.
Key Features
Parent–child OKR simulation using JSON‑driven visual hierarchy
Custom Power ApThe organization now has a secure, easy‑to‑use OKR solution that bridges the gap until the official replacement arrives. Teams retain continuity, leadership maintains visibility, and the business avoids a multi‑year disruption in strategic tracking.
ps form for clean data entry and guided updates
Automated workflows that:
Manage item‑level permissions
Send scheduled reminders
Maintain secure, consistent access
Simple, intuitive interface designed for quick adoption
Impact
The organization now has a secure, easy‑to‑use OKR solution that bridges the gap until the official replacement arrives. Teams retain continuity, leadership maintains visibility, and the business avoids a multi‑year disruption in strategic tracking.
