In today's fast-paced business world, automating administrative tasks is essential for scaling and growth. SharePoint, coupled with the Power Platform of Power Apps, Power Automate, and Power BI, can revolutionize the way your business operates.
By automating time-consuming and repetitive tasks, you can reduce bottlenecks and free up time for more important activities. Here are some examples of what you can automate using SharePoint and the Power Platform:
Employee Onboarding: Automate the process of adding new employees to the system, assigning tasks, and providing necessary resources.
Leave Applications: Streamline the process of submitting and approving time-off requests from employees.
Site Inspections: Automate the process of scheduling and managing site inspections, as well as the capture of that data.
Expense Reporting: Automate the submission, approval, and reimbursement process for employee expenses.
Purchase Order Approval: Create workflows to automate the approval process for purchase orders and manage supplier invoices.
Contract Management: Automate the process of creating, reviewing, approving, and storing contracts.
Document Approval: Set up workflows for reviewing and approving important documents, such as proposals, reports, and policies.
Incident Reporting: Automate the process of reporting, tracking, and resolving workplace incidents.
Helpdesk Ticketing: Implement a workflow for submitting, prioritizing, and resolving IT support requests.
Sales Lead Management: Automate the process of capturing, qualifying, and assigning sales leads to appropriate team members.
Performance Reviews: Streamline the process of scheduling, conducting, and storing employee performance reviews.
Project Management: Automate the process of creating, assigning, and tracking project tasks and milestones.
Compliance Management: Implement workflows to ensure compliance with regulations, policies, and procedures.
Inventory Management: Automate the process of tracking, ordering, and managing inventory levels.
Customer Support: Implement workflows for managing customer inquiries, complaints, and feedback.
Marketing Campaign Management: Automate the process of planning, executing, and tracking marketing campaigns.
Quality Assurance: Streamline the process of testing, reviewing, and approving products and services.
Facility Maintenance: Automate the process of submitting, tracking, and resolving maintenance requests.
Employee Training: Implement workflows for scheduling, tracking, and assessing employee training programs.
Recruitment and Hiring: Automate the process of posting job openings, screening candidates, and managing interviews.
Invoice Processing: Streamline the process of receiving, approving, and processing vendor invoices for payment.
However, it's important to note that these projects can become very expensive depending on the complexity of what needs to be built. To save money in this space, make sure you have documented exactly how you want your process to be managed. Don't worry about the technology when you do this, just focus on the business. It's the consultants' job to map your requirements to the technology.
Q: What is SharePoint?
A: SharePoint is a web-based collaborative platform that integrates with Microsoft Office. It is primarily used for document management and storage, but it also includes features such as task management, project management, and workflow automation.
Q: What is the Power Platform?
A: The Power Platform is a collection of tools provided by Microsoft for building business applications. It includes Power Apps for building custom applications, Power Automate for workflow automation, and Power BI for business analytics.