Industrial SME (Spain)

Industrial SME (Spain). No in-house tech team. Automated operational and payroll workflows from field data; ongoing advisory work.

Problem

A small industrial company in Spain with no in-house tech team. Job sheets, overtime claims and project margins were handled by hand, and the ERP behind them offered no usable interface for automation.

What I did

  • Technical advisor and developer (freelance).
  • Mapped the legacy ERP’s SQL Server database and set up read-only access to it.
  • Built an overtime-validation workflow: technicians’ claims are checked against ERP hours before payroll, and each row gets a verdict (OK, adjust, reject) showing the rule that failed.
  • Automated a daily load of ERP data before the working day starts.
  • Fixed the technicians’ field app and designed a per-job summary that replaces five to ten ERP screens with one.
  • Wrote handover documentation so someone else can take over.

Stack and architecture

  • Read-only access to the ERP’s SQL Server; the ERP stays the source of truth.
  • Microsoft Power Platform: Power Apps, Power Automate flows, Excel with Power Query and SharePoint lists.
  • Zoho Inventory synced with ERP clients and cost centres through its API (in progress).

Outcome

  • First deliverable demoed, accepted and proven on real payroll data.
  • The engagement is ongoing.