{"id":13248,"date":"2021-02-08T08:00:05","date_gmt":"2021-02-08T16:00:05","guid":{"rendered":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/ecolab\/"},"modified":"2024-10-04T11:19:59","modified_gmt":"2024-10-04T18:19:59","slug":"ecolab","status":"publish","type":"power-apps","link":"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/ecolab\/","title":{"rendered":"Ecolab uses Microsoft Power Platform to create a unified HUB for Sales and Service teams"},"content":{"rendered":"<p>Headquartered in St. Paul, Minnesota, <a href=\"https:\/\/www.ecolab.com\" target=\"_blank\" rel=\"noopener\">Ecolab<\/a> has been providing water, hygiene, and infection prevention solutions around the globe since 1923. Servicing almost 3 million customer sites across over 170 different countries, Ecolab&#8217;s mission is to make the world cleaner, safer and healthier. From formulating powerful germicidal dishwashing rinse MikroKlene in 1930 (which is credited with helping to reduce the risk of dysentery in soldiers in World War II) to tapping into Wi-Fi sensors to provide customers with actionable insights in their systems, Ecolab boasts a rich history of technical innovation.<\/p>\n<p>This legacy of innovation is being continued by Lori Jarchow and the Digital Solutions team, who partnered with Microsoft to realize their vision for digital transformation. They used Microsoft Power Platform to connect the many disparate systems used by Ecolab&#8217;s Sales and Services teams. Their solution was a single \u2018HUB\u2019 that combines everything field representatives need into one unified experience. It consists of Power Apps mobile and desktop apps, Power Automate cloud flows, and Power BI reports, all built on Microsoft Dataverse with integration into Dynamics 365 and Azure services. The solution is deployed to over three thousand users across five continents and localized in fourteen languages.<\/p>\n<p>In this article, we find out more about how the HUB was envisioned and created, and how its use of Microsoft technologies has enabled the sales and service teams at Ecolab to save time, stay informed, complete tasks and view insights.<\/p>\n<p><iframe loading=\"lazy\" title=\"MBAS 2020: Ecolab - Sales and service transformation with Microsoft Power Platform\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/DYEhWMN7ZFA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><em>Watch the Ecolab presentation and demo at MBAS 2020 &#8211; <a href=\"https:\/\/aka.ms\/MBAS\/Ecolab\" target=\"_blank\" rel=\"noopener\">https:\/\/aka.ms\/MBAS\/Ecolab<\/a><\/em><\/p>\n<h2>Business scenario<\/h2>\n<p>Successful Sales and Service reps spend their days gathering, consuming, analyzing and acting upon information. They need to know everything about their customers, their customers\u2019 sites, orders in flight, their own sales performance and sales to budget goals, opportunities for follow-up, any flagged emergencies, and more \u2013 the sheer amount of information required is staggering. In many cases, however, gathering these details may require launching multiple websites or apps, each with its own user experience and set of instructions that new reps will have to become accustomed to through continual use and training. The inconsistency from one service to the next produces context-switching debt and reduces overall productivity.<\/p>\n<h2>Before Microsoft Power Platform<\/h2>\n<p>Such was the case with Ecolab\u2019s Sales team. Lori Jarchow, Ecolab\u2019s Digital Solutions Director, discovered that sales reps at Ecolab were spending more than 50% of their time on non-client facing, administrative activities. This meant that over half of their time was being spent <em>not<\/em> providing value to the customer, <em>not<\/em> engaging with potential leads, instead trawling through internally held data, incurring huge opportunity costs.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13279\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2.jpg\" alt=\"Slide showing a list of challenges faced by sales reps\" width=\"1898\" height=\"1046\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2.jpg 1898w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2-300x165.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2-1024x564.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2-768x423.jpg 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_challenges2-1536x846.jpg 1536w\" sizes=\"(max-width: 1898px) 100vw, 1898px\" \/><\/p>\n<p>Lori and her team discovered that this undesirable situation was mainly caused due to valuable information being gated behind multiple manual, disconnected, and time-consuming systems. Sales reps did not have instant access to important customer information while on the go. They often had to phone Customer Service or wait till they were back on their laptop to get this information. These were some of the key challenges they faced on a day-to-day basis:<\/p>\n<ul>\n<li>Suboptimal user experiences in many of the disparate applications, with unintuitive features and designs<\/li>\n<li>Highly manual processes comprised of time-consuming steps moving information between systems<\/li>\n<li>Many apps running in silos causing redundant steps with multiple sources of information<\/li>\n<li>Decentralized processes forcing users to remember where to go to access certain information<\/li>\n<li>Lack of consistency due to freeform tools with no standardized templates generating training overhead<\/li>\n<li>Inability to work offline, preventing field representatives\u2019 productivity where there is little or no connectivity<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13252\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Before-the-Power-Platform.png\" alt=\"Lori Jarchow quote - \u201cOur reps had a lot of different tools: they had Excel spreadsheets, they had CRM, they had a lot of random apps with different passwords and they never knew what to use for what.\u201d\" width=\"1388\" height=\"185\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Before-the-Power-Platform.webp 1388w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Before-the-Power-Platform-300x40.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Before-the-Power-Platform-1024x136.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Before-the-Power-Platform-768x102.webp 768w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/p>\n<h2>Microsoft Power Platform Solution<\/h2>\n<p>It was in November 2019 that Lori and her team started to envision the solution to this problem. Having recognized and identified the issues facing their colleagues, they theorized that a single point of entry for the Sales reps\u2019 information gathering would cause a huge reduction in the time taken to achieve their goals.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13258\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Vision.png\" alt=\"Quote by Lori Jarchow - \u201cOur vision was how do we bring this digital experience together, how do we help our reps plan their day, look at insights about their customers and not have them wonder how and when to use what tool, but have one place to go.\u201d\" width=\"1388\" height=\"185\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Vision.webp 1388w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Vision-300x40.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Vision-1024x136.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Vision-768x102.webp 768w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/p>\n<p>Ecolab had previously adopted Dynamics 365, with two Dynamics instances present: one for the water division and another for the food &amp; beverage division. Lori\u2019s team\u2019s first goal was to render the customer information from both instances into one seamless experience. It would transform the way they engaged with customers, providing a holistic approach to the customer which would allow field representatives to present to a customer as \u2018one Ecolab\u2019 instead of just a single sector of the company or a single part of the business, all through having \u2018one place to go\u2019 to access their data.<\/p>\n<p>The question became: <em>Could a Power Apps application be that \u2018one place\u2019 to go\u2019<\/em>?<\/p>\n<p>Having a strong existing partnership with Microsoft \u2013 which had previously seen Ecolab break into the worlds of Power BI, Dynamics 365 Field Service and even HoloLens \u2013 Lori and her team were able to take part in a joint Power Apps hackathon, to find the answer to this question. During the hack, the seeds of this solution started to take root and, convinced in Power Apps as the way forward, Ecolab kicked off the project in earnest that same month.<\/p>\n<p>Two months in and the team was already able to initiate a pilot run, releasing to 20 users across 2 different divisions in 2 different countries to complete initial testing. In another two months, the app had been fully launched to 2 divisions across the whole North American region, impacting 2,000 representatives. Today, the solution has reached 5 different continents, boasting over 3,000 users, and it is still growing. Ecolab continues rolling the solution out globally, adding more features and functionality, and enjoying the business benefits that have already emerged from the release of the product.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13259\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_stats.jpg\" alt=\"Graphic with stats - 3000+ users, 5 continents, 14 languages, 24 personas and 18 releases\" width=\"1166\" height=\"607\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_stats.jpg 1166w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_stats-300x156.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_stats-1024x533.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_stats-768x400.jpg 768w\" sizes=\"(max-width: 1166px) 100vw, 1166px\" \/><\/p>\n<p>Cumulatively, in 2020, there were 18 releases, customized for 24 personas and localized in 14 languages. Each of these personas, such as an Account Manager or a District Manager, are specific roles in specific regions. Access to the specific sections or tiles in the app are based on the persona that is accessing the system. The Power Platform solution is also deeply integrated with the existing Dynamics 365 Sales and Field Service deployments.<\/p>\n<h3>The HUB<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13260\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview.png\" alt=\"Screenshots of the HUB app\" width=\"1960\" height=\"897\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview.webp 1960w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview-300x137.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview-1024x469.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview-768x351.webp 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HubOverview-1536x703.webp 1536w\" sizes=\"(max-width: 1960px) 100vw, 1960px\" \/><\/p>\n<p>The HUB is the realization of Lori and her team\u2019s vision. It replaces the historic, incongruous mismatch of inconsistent systems with a single unified experience. The Power Apps mobile app is purposefully designed to be intuitive, user-friendly, and easy to navigate, with a header section displaying any emergency actions the user needs to be aware of, a static footer section so users can return to locations quickly and easily, and eye-catching tiles for users to navigate through to each section of functionality.<\/p>\n<p>Below is a summary of some of the many features incorporated in the application:<\/p>\n<ul>\n<li><strong>Notifications<\/strong>: Allows users to start their day by checking up on anything they may need to act on. Anything that is irrelevant for their day can be dismissed for a later date, or items can be marked as completed as users work through their \u2018to-do list\u2019.<\/li>\n<li><strong>Key Performance Indicators<\/strong>: Instead of having to waste time trying to find the relevant Power BI report in order to track their performance, users can now simply press a single button within the app to navigate to the Performance screen to quickly and easily view vital analytics and metrics.<\/li>\n<li><strong>Accounts<\/strong>: A Sales and Services rep can view and filter a list of accounts and, amongst other features, view, edit and maintain Opportunities related to each Account.<\/li>\n<li><strong>Order Tracking<\/strong>: A sub-section of the Accounts page allows the users to check the status of orders, the products within those orders, when those products are expected to arrive with the customers in comparison with when the customers have requested the items to arrive by \u2013 all in one single-glance overview.<\/li>\n<li><strong>Safety, Health &amp; Environment<\/strong>: Easy step-by-step instructions, that guide an employee in the event of suffering a work injury, vehicle accident, etc. Each section allows the user to call the relevant agencies required to assist them, and to find their location if they are in unfamiliar territory.<\/li>\n<li><strong>Sales Pipeline<\/strong>: Keeps users \u2018in-the-know&#8217; with regards to upcoming activities and business opportunities.<\/li>\n<li><strong>Scheduling<\/strong>: A list of Service visits that the user has scheduled so they can see at a glance where they need to go today or plan out activities throughout their week.<\/li>\n<li><strong>Alarms<\/strong>: From the home page the user can also see any alarms that they may need to handle. This surfaces information on what controllers at what customer sites need attention, and allow the Sales rep to determine whether or not they need to contact the System Assurance Centre (who control the remote alarms) or whether they can handle the situation with the customer directly.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13261\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1.jpg\" alt=\"HUB mobile app screenshots\" width=\"1721\" height=\"753\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1.jpg 1721w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1-300x131.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1-1024x448.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1-768x336.jpg 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_panel1-1536x672.jpg 1536w\" sizes=\"(max-width: 1721px) 100vw, 1721px\" \/><\/p>\n<p style=\"text-align: center\"><em>Screenshots of the mobile Power Apps solution<\/em><\/p>\n<p>In addition to the mobile version shown above, the team has also created a web version of the HUB, also built in Power Apps. This app surfaces the same information and actions in a user-friendly and intuitive interface that is optimized for a web browser running on a desktop or tablet device.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13262\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop.jpg\" alt=\"Screenshot of HUB app on desktop\" width=\"1743\" height=\"754\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop.jpg 1743w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop-300x130.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop-1024x443.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop-768x332.jpg 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_HUB_Desktop-1536x664.jpg 1536w\" sizes=\"(max-width: 1743px) 100vw, 1743px\" \/><\/p>\n<p style=\"text-align: center\"><em>Screenshots of the desktop version of the Power Apps solution<\/em><\/p>\n<h2>Solution architecture and implementation details<\/h2>\n<p>The data and functionality listed above is all surfaced in the depicted Power Apps canvas applications, but there is far more going on here than at first meets the eye. As previously identified, the Sales and Services team\u2019s data was historically strewn across multiple locations, and while the HUB provides a unified entry point for these different systems, in many cases the different systems are still in active use. The challenge then, was how to draw data from all these disparate elements into something the canvas apps could read and allow the user\u2019s actions within the app to either directly affect data stored elsewhere or to guide them to the correct location.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13271\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG.png\" alt=\"Solution architecture diagram for the Ecolab HUB\" width=\"1561\" height=\"895\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG.webp 1561w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG-300x172.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG-1024x587.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG-768x440.webp 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Ecolab_SolutionArchitecturePNG-1536x881.webp 1536w\" sizes=\"(max-width: 1561px) 100vw, 1561px\" \/><\/p>\n<p style=\"text-align: center\"><em>High level architecture diagram of the HUB solution<\/em><\/p>\n<p>The solution is elegant; data is flowed in through multiple routes to be displayed in the Power Apps canvas app. Power Automate cloud flows are used to bring change tracking information from the Dynamics 365 instances already present for Ecolab\u2019s water and food &amp; beverage divisions and create notifications with key dates in Dataverse. This, and other Dynamics data, is then consumed as read-only information by the application. Secondly, the application makes use of multiple APIs to obtain data, such as alarms data from the IoT controllers in the field, and order tracking data pulled on-demand from Ecolab\u2019s external orders application. Power BI dashboards embedded within the app are used to visualize key performance metrics. Thus, the app acts as an interface layer, allowing for a highly customized and streamlined mobile data-consuming experience for sales staff.<\/p>\n<p>Not satisfied with just feeding information <em>in<\/em>, however, Lori and her team wanted to also obtain useful analytics <em>out<\/em> from the application itself. By pushing all the telemetry data from the application into Azure Application Insights, Lori\u2019s team can look at adoption metrics, understand where people are struggling with the app, and determine where they need to make improvements, all just from the usage data.<\/p>\n<p>The following sections describe some of the integration points in additional detail.<\/p>\n<h3>Integration with Power BI<\/h3>\n<p>Ecolab had existing Power BI reports that were used to analyze the Sales and Services performances of individuals in their field team. As such, it only made sense to utilize this existing reporting within the application itself.<\/p>\n<p>Using the in-built ability to <a href=\"https:\/\/powerapps.microsoft.com\/blog\/power-bi-tile-in-powerapps\/\" target=\"_blank\" rel=\"noopener\">embed tiles from Power BI reports directly into a Power Apps canvas app<\/a> through the Power BI tile control, the team gave users quick and easy access to their vital analytics, all while retaining the single app experience. While these embedded tiles give a fantastic overview, for finer grain detail, the application makes use of the native OnSelect behavior of the Power BI tile control, automatically launching the user to the correct report in the Power BI mobile app to gain the full context and adjust slicers to see more data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13264\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_PBIIntegration1.jpg\" alt=\"Screenshots of Power BI integration\" width=\"1286\" height=\"749\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_PBIIntegration1.jpg 1286w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_PBIIntegration1-300x175.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_PBIIntegration1-1024x596.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_PBIIntegration1-768x447.jpg 768w\" sizes=\"(max-width: 1286px) 100vw, 1286px\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-13291\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HUB_PowerBIApp.jpg\" alt=\"\" width=\"500\" height=\"248\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HUB_PowerBIApp.jpg 748w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/HUB_PowerBIApp-300x149.jpg 300w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><br \/>\n<em>Top: Power BI tile running within Power Apps canvas app &#8211; clicking it launches the Power BI mobile app; <\/em><br \/>\n<em>Bottom: Power BI mobile app allows user to interact with the report.<\/em><\/p>\n<h3>Integration with external APIs<\/h3>\n<p>Ecolab\u2019s orders history is stored in an external application called \u2018Athena\u2019. To surface information from this application into the HUB, the development team created Custom Connectors to the Athena API which allowed the HUB application to make direct calls to the API. As a result, the last 45 days\u2019 worth of orders for a given account are retrieved by the API in real time and displayed in the Power App.<\/p>\n<h3>Integration with Dynamics 365 Field Service mobile app<\/h3>\n<p>Similarly, a pre-existing asset Ecolab had available was its Dynamics 365 Field Service implementation. Using out-of- the-box connectors to populate galleries of data, the Accounts and Opportunities sections in the HUB allow reps to view and filter a list of accounts, giving the ability to provide a custom, user-friendly view of all the data typically locked away in Dynamics.<\/p>\n<p>In order to enable the user to view additional details and edit an Opportunity, the application capitalized on the <a href=\"https:\/\/docs.microsoft.com\/powerapps\/maker\/canvas-apps\/functions\/function-param\" target=\"_blank\" rel=\"noopener\">Power Apps Launch() function<\/a> to deep link into the Dynamics 365 Field Service application.<\/p>\n<p>Since parameters can be included in a \u2018launch\u2019 call, opening any opportunity in the HUB will launch the user directly to the selected Opportunity record in the Dynamics 365 Field Service mobile application, thus simplifying and streamlining the end-to-end user experience.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13267\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1.jpg\" alt=\"\" width=\"1815\" height=\"919\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1.jpg 1815w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1-300x152.jpg 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1-1024x518.jpg 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1-768x389.jpg 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/Hub_D365Integration-1-1536x778.jpg 1536w\" sizes=\"(max-width: 1815px) 100vw, 1815px\" \/><br \/>\n<em>Left: Customer record in Power Apps canvas app;\u00a0<\/em><em>Right: The same record opened in Dynamics 365 Field Service app via deep linking<\/em><\/p>\n<h3>Deep linking into other native apps<\/h3>\n<p>It is not only other Microsoft or Power Platform applications that can be deep-linked via the Launch() function. The \u2018Call\u2019 feature in the Safety, Health &amp; Environment section taps into the native phone capabilities of the hosting device. With a single button click, the user can make a call directly from the canvas app without ever needing to find and enter the recipient\u2019s number, saving vital seconds in the case of emergencies.<\/p>\n<p>Similarly, the \u2018Find your location\u2019 feature opens the device\u2019s native maps application to pinpoint the users\u2019 location in the event they suffer an incident in unfamiliar territory. This automatically opens the maps application with a request for the longitude and latitude of the device\u2019s location, so that users can quickly and easily provide this information to emergency responders.<\/p>\n<h2>Impact and benefits<\/h2>\n<p>Ecolab have architected a complete transformation of the way their Sales and Services representatives interact with customer data:<\/p>\n<ul>\n<li>Access to the data is now centralized in one location where the users can go to access everything they need to efficiently plan and make the most of their day.<\/li>\n<li>Sales reps no longer waste time trying to remember which application to use for what data, and spend less time navigating between multiple tools or dealing with clunky interfaces as everything is now contained within the HUB as a single point of entry.<\/li>\n<li>Less training is required as new Sales and Services representatives need to learn just one intuitive tool.<\/li>\n<li>Representatives out in the field can access their information with offline compatibility, and users no longer need to go to or set up their laptops to consume information \u2013 it is instead at their fingertips, allowing them to provide a more agile service to their customers.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13254\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Impact.png\" alt=\"Quote by Lori Jarchow - \u201cThis experience is definitely creating efficiencies for the field, becoming more and more productive. And now they had more time to spend with their customers, so they\u2019re improving sales, they\u2019re improving service, and they\u2019re not spending so much time on administrative work.\u201d\" width=\"1388\" height=\"185\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Impact.webp 1388w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Impact-300x40.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Impact-1024x136.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Impact-768x102.webp 768w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/p>\n<p>The effect of the time savings for field representatives because of using the app has been huge. It has transformed the way they spend their days \u2013 freeing them up for more engaging and valuable tasks, while also providing them with more insights to succeed. The adoption of the platform matches these Quality-of-Life improvements, and has helped smooth the roll out of the tool for Ecolab\u2019s IT teams.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13268\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow.png\" alt=\"Quotes from users of the HUB application\" width=\"2146\" height=\"1016\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow.webp 2146w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow-300x142.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow-1024x485.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow-768x364.webp 768w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow-1536x727.webp 1536w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/FeedbackQuotesShadow-2048x970.webp 2048w\" sizes=\"(max-width: 2146px) 100vw, 2146px\" \/><\/p>\n<p style=\"text-align: center\"><em>Quotes from sales reps that use the HUB solution<\/em><\/p>\n<p>As representatives are now able to spend more time with their customers, Ecolab are also seeing benefits in their customer relations as well as the raw number of hours saved. The number of \u2018at risk\u2019 customers has been decreasing, and in their Food &amp; Beverage division, the app has enabled an 18% improvement on meeting customer commitments.<\/p>\n<p>Additionally, while most of the work has been about increasing productivity and user experience, the HUB has also managed to directly impact revenue by enabling a tracking system for analytical samples sent in by Ecolab\u2019s customers. Previously this was a paper process of capturing physical water samples, sending them to the lab, posting the results to the customer, and it could not be tracked. Today Ecolab are using a bar-code scanner within the HUB Power Apps application to track the analytical sample \u2013 scanning in gives all the information about the sample and the sample history of that customer and allows them to track the sample through the process. Ecolab predicts a $3.5 &#8211; $5 million lift in revenue next year for this tracking service in the North American region alone and is planning to expand this globally.<\/p>\n<h2>Looking ahead<\/h2>\n<p>Encouraged by the success they have seen so far; Lori and her team of internal developers are regularly distributing further improvements to their systems. They are committed to continuing to build out the HUB, continually improving the application with new features requested by their user-base, and in turn continually improving adoption as users see their own suggestions becoming realized in the application.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13249\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Looking-Forward.png\" alt=\"Lori Jarchow quote - &quot;\u201cWe have new releases every two weeks, and we give features to the field, which increases their adoption because they know it\u2019s not a stagnant solution and there will be more and more capabilities that they\u2019re asking for that are delivered on the Hub.\u201d\" width=\"1388\" height=\"185\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Looking-Forward.webp 1388w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Looking-Forward-300x40.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Looking-Forward-1024x136.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Looking-Forward-768x102.webp 768w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/p>\n<p>They have also started up a small team in India to build an Equipment Ordering project that will eventually be embedded into the HUB. This team was able to utilize their previous Dynamics experience to produce results in just 6 weeks \u2013 incredibly while learning the Power Platform \u2013 showcasing how rapidly a development team can get up and running when armed with an intuitive and accessible platform.<\/p>\n<p>In just the last few months the team has translated the HUB application into 14 different languages and personalized the experience of the HUB, creating 20 \u2018Personas\u2019 that restrict the experience to just those tiles relevant to the individual currently using the application. Looking further into the future, the team plans to stretch the HUB\u2019s capabilities even further to continue the increase in productivity and business benefits. Their plans fall into three core pillars:<\/p>\n<ul>\n<li><strong>Features &amp; Analytics<\/strong>: The team are working towards making the app more insights-driven, so they can be more predictive and proactive when they are servicing and accelerating sales for their customers.<\/li>\n<li><strong>Global Expansion<\/strong>: The team are currently developing style guides that they will send out to other regions so that all regions can contribute towards the HUB and other Power Apps projects, following defined guidance to retain the cohesive nature of the application.<\/li>\n<li><strong style=\"font-size: 1rem\">Leverage<\/strong><span style=\"font-size: 1rem\">: Currently the HUB is released to two of Ecolab\u2019s five industrial sectors; plans are in place to reuse relevant components from the HUB app to service the remaining three industrial sectors, with Textile Care and Downstream Energy already on the docket to go on the HUB next year.<\/span><\/li>\n<\/ul>\n<p>It is truly phenomenal to consider everything that Lori and her team have achieved over a mere 12 months, and strikingly clear that we are nowhere near the end of Ecolab\u2019s journey with Power Apps and the Microsoft stack at large. The feature-set, uptake and benefits of the HUB have been truly inspiring, and we look forward to learning more about Ecolab\u2019s future endeavours over the coming years.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13250\" src=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Power-Apps.png\" alt=\"Lori Jarchow quote - \u201cIt\u2019s really been a fun success and I honestly can thank Power Apps for that.\u201d\" width=\"1388\" height=\"185\" srcset=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Power-Apps.webp 1388w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Power-Apps-300x40.webp 300w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Power-Apps-1024x136.webp 1024w, https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/wp-content\/uploads\/2021\/02\/LoriQuote-Power-Apps-768x102.webp 768w\" sizes=\"(max-width: 1388px) 100vw, 1388px\" \/><\/p>\n<h2>Related links<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.ecolab.com\" target=\"_blank\" rel=\"noopener\">Ecolab website<\/a><\/li>\n<li><a href=\"https:\/\/aka.ms\/MBAS\/Ecolab\" target=\"_blank\" rel=\"noopener\">Ecolab presentation and demo at Microsoft Business Applications Summit<\/a><\/li>\n<li><a href=\"https:\/\/customers.microsoft.com\/en-us\/search?sq=Ecolab%20Inc.\" target=\"_blank\" rel=\"noopener\">Ecolab success stories on customers.microsoft.com<\/a><\/li>\n<li><a href=\"https:\/\/aka.ms\/PowerPlatformStories\" target=\"_blank\" rel=\"noopener\">More Power Platform customer stories, videos and presentations<\/a><\/li>\n<li><a href=\"https:\/\/aka.ms\/PowerPlatformResources\" target=\"_blank\" rel=\"noopener\">Power Platform resources<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The story of how Ecolab created a unified HUB experience for its sales and service staff to stay informed, view insights and complete tasks while on the go. The solution was created with Power Apps, Power Automate, Power BI, and Microsoft Dataverse. It integrates with Dynamics 365 and Azure services.<\/p>\n","protected":false},"author":90,"featured_media":13256,"comment_status":"open","ping_status":"open","template":"","power-apps-category":[1580],"power-apps-tag":[1581,1590,1600,1670],"coauthors":[2350],"class_list":["post-13248","power-apps","type-power-apps","status-publish","has-post-thumbnail","hentry","power-apps-category-case-studies","power-apps-tag-customer-story","power-apps-tag-dataverse","power-apps-tag-dynamics-365","power-apps-tag-power-bi"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ecolab uses Microsoft Power Platform to create a unified HUB for Sales and Service teams - Microsoft Power Platform Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/blog\/power-apps\/ecolab\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ecolab uses Microsoft Power Platform to create a unified HUB for Sales and Service teams - Microsoft Power Platform Blog\" \/>\n<meta property=\"og:description\" content=\"The story of how Ecolab created a unified HUB experience for its sales and service staff to stay informed, view insights and complete tasks while on the go. 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