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10 case studies for Employee Experience around Microsoft SharePoint


Let's take a trip thru Employee Experience design. Commonly we get hung up on analysis or overthinking the process. I am commonly challenged by clients who want to overcomplicate the process.


Take a pause, and breath, I like to have them take themselves out of the moment. Imagine taking a Sunday drive. Ok, feeling better, and more relaxed. Now let's look at the issue slowly. First, give me 1 sentence that describes the challenge. Below are 10 good examples.

  1. A multinational manufacturing company using SharePoint for employee onboarding and training, resulting in improved efficiency and reduced time to productivity.

  2. A government agency using SharePoint for employee recognition and rewards programs, improving employee engagement and morale.

  3. A financial services firm using SharePoint for employee self-service portals, streamlining HR processes and improving work-life balance for employees.

  4. A technology company using SharePoint for team collaboration and communication, resulting in improved team productivity and better decision-making.

  5. A healthcare organization using SharePoint for staff scheduling and shift management, reducing administrative workload and improving employee satisfaction.

  6. A retail company using SharePoint for employee feedback and suggestion programs, fostering a culture of continuous improvement and innovation.

  7. A construction firm using SharePoint for project management and job tracking, improving project visibility and collaboration among employees.

  8. An educational institution using SharePoint for faculty and staff resource sharing, promoting professional development and teamwork.

  9. A non-profit organization using SharePoint for volunteer management and coordination, increasing volunteer engagement and improving community impact.

  10. A consulting firm using SharePoint for performance management and goal setting, resulting in improved employee performance and career growth.

How you have some examples let's expand. Here is one around banking:

A major bank using SharePoint for loan processing and underwriting, resulting in streamlined processes, reduced errors, and improved customer satisfaction. The bank's employees were able to access all loan information and documents in one centralized location, streamlining their workflow and reducing the time it took to process loans. Additionally, using SharePoint's collaboration features, loan officers were able to work together on loan applications in real time, reducing errors and increasing accuracy. This resulted in a more efficient loan process and improved customer satisfaction, as loans were processed faster and with fewer errors.


Next, let us start asking some questions to expand on how specific technologies might help this challenge: How would we use Microsoft Syntax in this case study?

In this case study, Microsoft Syntax, a natural language programming interface for Microsoft's Power Platform, could be utilized to automate various aspects of the loan processing and underwriting workflow within the bank. For example, Microsoft Syntax could be used to create a conversational bot that interacts with loan applicants and gathers required information, such as loan amount, purpose, and personal details. This information can then be automatically populated into the loan application in SharePoint, reducing manual data entry and increasing accuracy.


Additionally, Microsoft Syntax could be used to automate various loan processing tasks, such as credit check and document verification, reducing the time it takes to process loans and increasing efficiency. The automated tasks could trigger notifications and reminders for loan officers, helping them keep track of loan progress and ensuring timely completion.

By integrating Microsoft Syntax into the loan processing and underwriting workflow, the bank was able to improve its efficiency and customer satisfaction, while also reducing manual work and errors.


How would Power Platform be beneficial for this bank?

The Power Platform can bring numerous benefits to the bank in this case study. Here are a few ways:

  1. Automation: The Power Platform provides a low-code, no-code platform for automating various business processes, including loan processing and underwriting. This can help reduce manual work, streamline processes, and improve efficiency.

  2. Improved Customer Experience: The Power Platform can help the bank provide a better customer experience by automating various customer-facing processes, such as loan application and status updates. This can improve customer satisfaction and build customer trust.

  3. Data Insights: The Power Platform integrates with various data sources, including SharePoint, enabling the bank to gain valuable insights into loan processing and underwriting performance. This can help the bank identify areas for improvement and optimize its processes.

  4. Collaboration: The Power Platform enables teams to work together on loan applications in real-time, using SharePoint as the centralized location for all loan information and documents. This can improve collaboration and communication among loan officers, reducing errors and increasing accuracy.

  5. Scalability: The Power Platform is highly scalable and can accommodate the bank's growing loan processing and underwriting needs. It can also be customized to meet the bank's specific requirements and evolving business needs.

By leveraging the Power Platform, the bank can improve its loan processing and underwriting performance, reduce manual work, and provide a better customer experience.


How could it be used for Employee Health?

The Power Platform can be used to improve employee health in various ways. Here are a few examples:

  1. Health Risk Assessment: A conversational bot could be created using Microsoft Syntax to gather information from employees on various health risks, such as lifestyle habits, medical history, and current symptoms. This information could be used to identify health risks and provide personalized recommendations for improvement.

  2. Wellness Programs: The Power Platform could be used to manage and track employee participation in wellness programs, such as fitness challenges, healthy eating initiatives, and stress management workshops. This can improve employee engagement and promote a culture of wellness.

  3. Remote Health Monitoring: The Power Platform could be used to monitor employee health remotely, using wearable devices and other health technology. This can help identify health issues early and provide prompt interventions.

  4. Mental Health Support: The Power Platform could be used to provide mental health support to employees, such as through an employee assistance program or a mental health chatbot. This can improve employee well-being and reduce the impact of stress and anxiety on the workplace.

By leveraging the Power Platform, organizations can improve employee health and well-being, and create a healthier and more supportive work environment.


There we go. So we have taken a general case study, picked an industry, identified a few different ways to improve the business, and distilled it to the customer, the business, and to the employee.


In Conclusion, you see it is very easy to start and create a simple framework for a Case Study, that can be turned into s series of process improvement projects. Now take this process and apply it to your organization and give me a call to make it happen. (I had to pitch hire me, I am a consultant after all).

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