The Smartbridge Solution
We began by gathering all the requirements for the project and continued with a small Proof of Concept (POC) to show the solution working with sample data. After a successful POC, we then began to work in their development environment, sending emails to ourselves. Once tested and approved, we deployed the successful solution to production.
To solve the client’s problem, we created a Power Automate flow which used an Excel extract from all of the departments and their retention rates compared to the target. Once the flow finds a current drop rate that is above the target, it sends an email to the respective dean and chair of that department with a Power BI link that takes them to a pre-filtered dashboard for the instance in which the drop rate was higher than the target. As described, the solution worked exactly as the client wanted it to.