KodaLink
Case study · Custom Business Applications
Case study · Digital transformation

From a shared spreadsheet to a custom business application

A modern, mobile, secure solution — built inside the Microsoft 365 the team already owns.

Microsoft 365 · Teams · Azure
One source of truth Real-time & mobile Security & traceability Built to scale
The starting point

The business was running on one shared Excel file

Inventory, equipment, projects, and people — all tracked in shared spreadsheets. Convenient at first. Past a certain point, the model hits a wall.

× What the spreadsheet was costing

  • Errors & duplicates — manual entry, copy-paste, competing versions.
  • No single source — "which file is the current one?"
  • No real time — conflicts the moment two people edit at once.
  • Zero mobility — unusable in the field, on a phone.
  • No traceability — who changed what, and when?
  • Weak security — files copied freely, no fine-grained access.
  • Doesn't scale — slow and fragile past a few thousand rows.

What they actually needed

  • A single source of truth, reliable and shared.
  • Access that is real-time and multi-user.
  • Use that is mobile, in the field (scan, photo).
  • Roles and permissions based on who does what.
  • Full traceability of every action.
  • A solution that grows with the business.

All of it without piling on new software — using the Microsoft tools already in place.

The solution

A custom web app, native to Microsoft 365

We turned the spreadsheet into a real business application — shaped around their processes and integrated with the Microsoft tools their teams already use. No new login. Nothing to install.

1source of truth
Real timemulti-user
100%traced & secured
0extra software

Data migration

The Excel data is cleaned, normalized, and imported once into a central base. One record, one place, current for everyone.

Accessible anywhere

In Microsoft Teams (desktop and mobile), in the browser, and in the field via phone — with QR scan and photos.

Security built in

Single Microsoft sign-in, roles and permissions, data hosted in Canada, Law 25 compliant.

Custom & scalable

Every screen follows their process. New modules are added without starting over.

One complete platform

More than a spreadsheet — an all-in-one workspace

A single app covers the whole process — where Excel needed several files and a lot of manual work.

Dashboard

Real-time indicators.

Assets

Full record, search, filters.

Projects

Assets & members per project.

Employees

Directory, assignments, history.

QR codes

Generate, print, associate.

Field scan

Assign / return by QR.

Maintenance

Tracking & checklists.

Break reports

Report + on-site photo.

History

Every action traced.

Attachments

Documents linked to assets.

Export

CSV / Excel in one click.

Alerts

Deadlines & reminders.

Each module replaces a column, a tab, or an Excel file — brought together in one secure, coherent experience.

A closer look

A clear view, from the whole fleet to a single record

Illustrative screens — anonymized data, no real client information.

DashboardSynced now
Total
1,240
Available
870
On mission
312
Maintenance
58
RefAssetStatusLocation
REF-0001Equipment AAvailableWarehouse
REF-0002Equipment BOn missionSite
REF-0003Equipment CReservedWarehouse
REF-0004Equipment DMaintenanceWorkshop

Dashboard — statuses, split and recent activity.

Equipment BOn mission
ReferenceREF-0002
CategoryCategory 2
LocationSite
AssignedTeam member
Return dueAug 5, 2026
QR-DEMO-0002
Linked · Jul 20, 2026
AssignReserveReturnReport break

Asset record — info, QR, assignment & actions.

Why it works

Built on the Microsoft 365 you already pay for

No third-party platform to buy. No new passwords. The solution runs on the Microsoft 365 foundation already in place.

Microsoft Teams

Pinned in Teams (desktop and mobile) — teams reach it where they already work.

SharePoint

Storage for data and documents / attachments, with the organization's permissions.

Microsoft Entra ID

Single, secure sign-in with the company account.

Microsoft Azure

Reliable, scalable hosting (data in Canada), ready to grow.

The key benefit

You maximize the Microsoft investment you've already made instead of adding yet another tool: faster adoption, controlled costs, unified security.

🔒 Data in Canada · Law 25 compliant
The outcome

One system the whole team actually uses

The scattered files became a single application the team relies on every day — in the office and in the field.

One reliable record

No more "which version is right?" — one shared source, current for everyone.

Traceable by design

Every assignment, return and change is logged — full accountability, no spreadsheet detective work.

Room to grow

New modules slot in as the business changes — without rebuilding from scratch.

Your environment

Still running critical work in a spreadsheet?

Tell us what you're managing today and what's slowing you down. We'll show you what a custom Microsoft 365 app could look like for your team.

Paulo de Tarso Silva Carvalho Founder · Microsoft Cloud, Security & AI Solutions Consultant paulo@kodalinktech.com kodalinktech.com