About CSDH Systems
Our Story
We help small businesses unlock the full potential of their Microsoft 365 subscription by transforming time-consuming tasks into streamlined, automated solutions using PowerApps, Power Automate, and Power BI. Many organisations already pay for these powerful tools but lack the time or expertise to implement them effectively. That’s where we come in.
Whether it's converting spreadsheets into dynamic apps, automating approval workflows, or visualizing data for better decision-making, we specialise in making these tools work for you — simply and affordably.
Who We Are
We’re Steve and Chris — two IT professionals who’ve worked side-by-side for nearly 20 years. Our background is rooted in running ISO27001-compliant service desks, where we’ve handled everything from incident management and change control to asset tracking, user access reviews, and policy enforcement. We understand the importance of security, reliability, and simplicity in every solution we build.
In recent years, we’ve shifted our focus to helping businesses modernise their operations by converting spreadsheets into PowerApps or building entirely new solutions from scratch. Our projects range from quick wins to more complex workflows, but we always aim to keep things as simple as possible. This approach not only reduces cost and complexity but also empowers our clients to make small changes themselves after a bit of guidance — giving them control and flexibility.
We’re passionate about making tech work for people, not the other way around. If you’ve got a spreadsheet that’s slowing you down, we’d love to help you turn it into something smarter.
About CSDH Systems
Examples of Spreadsheet-Based Solutions We Can Convert
Here are just a few ideas of common spreadsheet tasks that can be transformed into smart, user-friendly PowerApps with SharePoint backends and automated flows:
- Holiday Request Tracker Employees submit leave requests via PowerApps → routed to managers for approval → stored in SharePoint → visualised in Power BI.
- Expense Claims Submission Staff upload receipts and enter claim details → approval flow triggers → finance team gets notified → data logged and report-ready.
- Customer Onboarding Checklist Sales team completes onboarding steps → automated reminders for missing items → SharePoint list tracks progress and compliance.
- Asset Management Register Track laptops, phones, and equipment → assign to users → flag when due for return or replacement → generate reports on usage.
- Training Records Log Record who attended which training → auto-reminders for renewals → dashboard shows compliance across departments.
- Project Task Tracker Assign tasks, set deadlines, and monitor progress → automated alerts for overdue items → Power BI dashboard for management.
- Supplier Contact Database Centralised list of vendors with categories and notes → searchable PowerApp interface → updates sync to SharePoint instantly.
- Incident Reporting Form Staff log issues via mobile app → routed to appropriate team → status updates and resolution tracking.
- Timesheet Submission and Approval Weekly timesheets submitted → manager approval flow → data stored for payroll and reporting.
- Purchase Request Form Staff request items → routed to budget holders → approval and order tracking → audit trail maintained.
Power BI for Reporting
We also help businesses harness Power BI to turn raw data into meaningful insights. Whether you're tracking KPIs, visualising trends, or monitoring compliance, Power BI dashboards can be integrated with your apps and SharePoint lists to give you real-time visibility across your operations.
- Custom dashboards tailored to your business needs
- Automated data refresh from SharePoint, Excel, or other sources
- Embedded reporting within PowerApps or Teams
- Drill-down capabilities for deeper analysis
Licensing Considerations
While many Microsoft 365 plans include access to Power Platform tools, some advanced features — such as premium connectors, custom APIs, or standalone Power BI Pro — may require additional licensing. We’ll always help you understand what’s included in your current plan and what might need upgrading.
Here are some helpful links to Microsoft’s official licensing pages:
- PowerApps Licensing Guide
- Power Automate Licensing Guide
- Power BI Pricing
- Microsoft 365 Plan Comparison