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Successes depended on what technology we used
Challenge - As an organization, their communication was mostly centered around emails and paper documents. The management of records, extracting the required records in time & tracking the status became a difficult job for the employees. All these bottlenecks resulted in delays in documents extraction, tracking & decision making. Also, due to the manual maintenance of document management system, client was not able to utilize its current employees in a most efficient way to increase the overall productivity and returns.
Challenge - A credit notes or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a Source document for the Sales return journal. In other words, the credit note is evidence of the reduction in sales. The credit can be provided to the customer as money, or it can be applied to future purchases. Currently in the organization, credit note form is filled by the user and submitting to the concerned persons for approval. If any of the approving authority is on leave, then the credit note form remained on the authority’s desk and it was a major cause of delay. So, the releasing of credit note will take almost 40-45 days. Based upon the threshold value, the approval level too varies, and it would sequentially move up based upon the valuation.
Challenge - The exit interview should be completed on the employee’s last day of employment. An exit interview should be performed by a representative of human resources with every employee who resigns from their position.It should be explained to the employee that exit interview notes are taken to monitor issues in the workplace. The notes are kept on a confidential basis. A complete file of exit interviews is kept separate from personnel files and is reviewed periodically.
Challenge - Employee engagement satisfaction survey form is used by the internal audit department to collect the feedbacks and comments from the employees regarding the service of the audit department. These feedbacks were valuable to them in the efforts to continually improve the service of the internal audit department.
Challenge - The legal services consisted of Litigation, HR, Corporate & Commercial. This process used to initiate by the end user from an existing system but that was not user friendly. Which made many of the users to do it manually in paper. So, the legal department lost track for these requests because many of them were using the system and others were using the paper works. This made the client to search for a platform which should be user friendly and simple to use for the end users.
Challenge - Resource request form used to fill by the departments when a new resource is required. The workflow for this process will vary based on the grade and position of the resource sought for. This process was carried out manually before implementing in SharePoint. Some of the higher grades need to be approved by the CEO, other high-level employees and board members of the organization. So, the HR staff or the personal secretary need to inform them before for the approval. Sometimes the email regarding the request approval will be unnoticed by them, which consumes time and made the recruitment process lengthier. Also, the recruiting position is all new position, then HR need to create the job description for that particular position.
Challenge - Some of the confidential documents from the management level need to send to the employees to understand the policies and procedures of the bank. These documents need attention from those who received the documents. It is mandatory that each receiver should go through those confidential documents. Whenever the management will send a document, employees will sometimes go through the document or neglect those documents. The employees are totally unaware of the documents what the document is all about.
Challenge - As an organization in the Middle East with more than 300 stores, it was very difficult for the client to manage, coordinate and collaborate their employees from different stores and offices. The details of the offers given by the management to customers in festive seasons, payment procedures, for example, the gold market rate in each day etc. need to be send to each store manager in every store through email. The organization was operating with no centralized document management system. This leads to consume more time.
Challenge - In a massive organization, it is difficult to deal without a centralized document management and collaboration system. Sharing of massive information and documents was horrible through email. It led to delay in works. The client’s lack of data control and team collaboration was starting to affect their productivity which, in turn, reduced effective collaboration and teamwork resulting in productivity loss. This was a major concern for the business owners within the organization and the problem needed to be addressed immediately through the implementation of an effective solution.
Challenge - There are a lot of procedures and activities to follow for a tower roll out project. Generally, Network operators request to the client group to build a new tower, or for a tower that can be shared by multiple operators to optimize the infrastructure costs. The operators can itself decide what type of service they need or the operator will request to the client group to take a decision.
Challenge - Companies have a huge investment in “intellectual capital,” including ideas, inventions, practices and the collective know-how of employees. Those assets go to waste when they aren’t saved, shared and re-used. Unfortunately, most of their collective knowledge is trapped in silos or the heads of employees, quickly forgotten, and permanently lost when people leave the company.
Challenge - The client was brainstorming about how to improve the efficiency of the employees’ work. There were around 9 hospitality services under the customer organization which is managed by 9 different offices. There wasn’t any uniform communication and each entity had their own communication mode, which happened to hamper the brand as well as the employees got lost in the communication. This majorly led to collaboration problems as different team followed different set of standards.
Challenge - Corporate information of the client was stored in the on-prem environment. They maintained a separate server for that. As a one-time investment, The client preferred their own server even though the hardware and the licensing costs were very high. Not only the costs, SharePoint On-Premises was maintained by a dedicated IT team and it should be kept up to date with patches and other updates. Reliability needs to be ensured by the client itself by investing on manpower and hardware infrastructure that also involves more work. Server down is also a common issue in on-prem. Whenever the server goes down, the employees must wait for a long time till it responds. It leads to consume employees’ time.
Challenge - With an impressive scale of employees, the company was still operating with no centralized document management, collaboration solution and automation of processes, which had a negative impact on the employee’s general productivity, especially when it came to cross-departmental interaction. Many processes within the 10 departments (for example: recruitment process, project development request, payment process etc.) were being conducted informally and were largely offline and paper based, leading to inefficiencies and errors. And the documents were stored in a local network file share. Due to this the challenges faced by their team were:
Challenge - Since the client provides a mix of residential units, the security & the property management department of the organization has to control all kind of intruders to the residential area. Especially the brochure distributors. The brochure distributors need to take the permission from the security & the property management department to enter into the residential area. The externals need to fill the form and to approach the security & the property management department to take permission. For that all the distributors need to go to the department and to collect the form and to fill it.
Challenge - The risks of poor document management originates from managing multiple types of documents in different formats, workflows and updates. If the documents, which are in constant use have no defined structure it will lead to an uncontrolled and unmanaged repository. The company was still operating with scattered document management systems and no automated workflow for process approval that led to the following impact.
Challenge - Being one of the largest ceramics manufactures in the world, the document control is a critical task. The documents like policies and procedures, information documents are being created and updated periodically by the legal & other departments. A dedicated person needs to send emails to the entire organization upon updating the documents. Employees most of the times kept on searching for mailboxes to get the recently updated documents. Many of the time they failed to get the recent version and always end up with using the wrong version of the policies or procedure documents.
Challenge - The organizations have 20,000-40,000 contracts and 60-80% of all business transactions are governed by contracts or agreements, which on average take upwards of 3 weeks to draft. However, organization do not have a clearly defined enterprise-wide process for drafting, reviewing, negotiating and managing contracts. Rarely is there clear visibility of contracts, which are often archived on paper or electronic systems, where key contract milestones, commitments and obligations remain hidden. On certain cases there is lacuna to the extent of 10% of all executed contracts are lost.
Challenge - Coming from the logistics industry, documentation was a key aspect of their industry. It not only involved the right document gets updated for the right port but also involved publishing the latest document as per the various audit authorities requirement for different vessels across different ports includes words and excel documents, with various ships branding guidelines including maintenance of all the audit document hard copies at the ports.
Challenge - Being a facilities management company, the company had huge volume of documents and varied type of communications submerged across different systems. Also, they were, holding those contents for their critical nature, even though the systems are legacy in nature. This leads to most of the valuable project details are trapped in silos or the heads of employees, quickly forgotten, and permanently lost when people leave the company.
Challenge - Initially the support staff delved into excel to understand the stock inventory of the spare parts. The data in the excel was not the updated one as well as the pricing. Hence, it always involved the support staff based upon the enquiry to follow-up with warehouse and operations department towards the price and available quantity. This slow process made it hard to track the availability of spare parts; also, the support staff felt severed as they couldn’t reply with a proper availability and price details to the client requests.
Our Help - We created a ‘Power Automate’ solution on SharePoint. This automation of the invoice process enabled the invoices to be read in SharePoint, and the data being sent to their systems. Now they can engage in easier audit processes, perform easy searches, and filter results. The Power Automate works seamlessly with their existing system, so existing operations weren’t impacted at all.
Read about our solutions Success stories related to some of our customers biggest automation and collaboration challenges.
Challenge - As an organization, their communication was mostly centered around emails and paper documents. The management of records, extracting the required records in time & tracking the status became a difficult job for the employees. All these bottlenecks resulted in delays in documents extraction, tracking & decision making. Also, due to the manual maintenance of document management system, client was not able to utilize its current employees in a most efficient way to increase the overall productivity and returns.
Challenge - A credit notes or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a Source document for the Sales return journal. In other words, the credit note is evidence of the reduction in sales. The credit can be provided to the customer as money, or it can be applied to future purchases. Currently in the organization, credit note form is filled by the user and submitting to the concerned persons for approval. If any of the approving authority is on leave, then the credit note form remained on the authority’s desk and it was a major cause of delay. So, the releasing of credit note will take almost 40-45 days. Based upon the threshold value, the approval level too varies, and it would sequentially move up based upon the valuation.
Challenge - As an organization in the Middle East with more than 300 stores, it was very difficult for the client to manage, coordinate and collaborate their employees from different stores and offices. The details of the offers given by the management to customers in festive seasons, payment procedures, for example, the gold market rate in each day etc. need to be send to each store manager in every store through email. The organization was operating with no centralized document management system. This leads to consume more time.
Challenge - Corporate information of the client was stored in the on-prem environment. They maintained a separate server for that. As a one-time investment, The client preferred their own server even though the hardware and the licensing costs were very high. Not only the costs, SharePoint On-Premises was maintained by a dedicated IT team and it should be kept up to date with patches and other updates. Reliability needs to be ensured by the client itself by investing on manpower and hardware infrastructure that also involves more work. Server down is also a common issue in on-prem. Whenever the server goes down, the employees must wait for a long time till it responds. It leads to consume employees’ time.
Challenge - The exit interview should be completed on the employee’s last day of employment. An exit interview should be performed by a representative of human resources with every employee who resigns from their position.It should be explained to the employee that exit interview notes are taken to monitor issues in the workplace. The notes are kept on a confidential basis. A complete file of exit interviews is kept separate from personnel files and is reviewed periodically.
Challenge - Employee engagement satisfaction survey form is used by the internal audit department to collect the feedbacks and comments from the employees regarding the service of the audit department. These feedbacks were valuable to them in the efforts to continually improve the service of the internal audit department.
Challenge - The legal services consisted of Litigation, HR, Corporate & Commercial. This process used to initiate by the end user from an existing system but that was not user friendly. Which made many of the users to do it manually in paper. So, the legal department lost track for these requests because many of them were using the system and others were using the paper works. This made the client to search for a platform which should be user friendly and simple to use for the end users.
Challenge - Resource request form used to fill by the departments when a new resource is required. The workflow for this process will vary based on the grade and position of the resource sought for. This process was carried out manually before implementing in SharePoint. Some of the higher grades need to be approved by the CEO, other high-level employees and board members of the organization. So, the HR staff or the personal secretary need to inform them before for the approval. Sometimes the email regarding the request approval will be unnoticed by them, which consumes time and made the recruitment process lengthier. Also, the recruiting position is all new position, then HR need to create the job description for that particular position.
Challenge - With an impressive scale of employees, the company was still operating with no centralized document management, collaboration solution and automation of processes, which had a negative impact on the employee’s general productivity, especially when it came to cross-departmental interaction. Many processes within the 10 departments (for example: recruitment process, project development request, payment process etc.) were being conducted informally and were largely offline and paper based, leading to inefficiencies and errors. And the documents were stored in a local network file share. Due to this the challenges faced by their team were:
Challenge - Some of the confidential documents from the management level need to send to the employees to understand the policies and procedures of the bank. These documents need attention from those who received the documents. It is mandatory that each receiver should go through those confidential documents. Whenever the management will send a document, employees will sometimes go through the document or neglect those documents. The employees are totally unaware of the documents what the document is all about.
Challenge - In a massive organization, it is difficult to deal without a centralized document management and collaboration system. Sharing of massive information and documents was horrible through email. It led to delay in works. The client’s lack of data control and team collaboration was starting to affect their productivity which, in turn, reduced effective collaboration and teamwork resulting in productivity loss. This was a major concern for the business owners within the organization and the problem needed to be addressed immediately through the implementation of an effective solution.
Challenge - Companies have a huge investment in “intellectual capital,” including ideas, inventions, practices and the collective know-how of employees. Those assets go to waste when they aren’t saved, shared and re-used. Unfortunately, most of their collective knowledge is trapped in silos or the heads of employees, quickly forgotten, and permanently lost when people leave the company.
Challenge - Initially the support staff delved into excel to understand the stock inventory of the spare parts. The data in the excel was not the updated one as well as the pricing. Hence, it always involved the support staff based upon the enquiry to follow-up with warehouse and operations department towards the price and available quantity. This slow process made it hard to track the availability of spare parts; also, the support staff felt severed as they couldn’t reply with a proper availability and price details to the client requests.
Challenge - There are a lot of procedures and activities to follow for a tower roll out project. Generally, Network operators request to the client group to build a new tower, or for a tower that can be shared by multiple operators to optimize the infrastructure costs. The operators can itself decide what type of service they need or the operator will request to the client group to take a decision.
Challenge - The client was brainstorming about how to improve the efficiency of the employees’ work. There were around 9 hospitality services under the customer organization which is managed by 9 different offices. There wasn’t any uniform communication and each entity had their own communication mode, which happened to hamper the brand as well as the employees got lost in the communication. This majorly led to collaboration problems as different team followed different set of standards.
Challenge - The organizations have 20,000-40,000 contracts and 60-80% of all business transactions are governed by contracts or agreements, which on average take upwards of 3 weeks to draft. However, organization do not have a clearly defined enterprise-wide process for drafting, reviewing, negotiating and managing contracts. Rarely is there clear visibility of contracts, which are often archived on paper or electronic systems, where key contract milestones, commitments and obligations remain hidden. On certain cases there is lacuna to the extent of 10% of all executed contracts are lost.
Challenge - Since the client provides a mix of residential units, the security & the property management department of the organization has to control all kind of intruders to the residential area. Especially the brochure distributors. The brochure distributors need to take the permission from the security & the property management department to enter into the residential area. The externals need to fill the form and to approach the security & the property management department to take permission. For that all the distributors need to go to the department and to collect the form and to fill it.
Challenge - Being a facilities management company, the company had huge volume of documents and varied type of communications submerged across different systems. Also, they were, holding those contents for their critical nature, even though the systems are legacy in nature. This leads to most of the valuable project details are trapped in silos or the heads of employees, quickly forgotten, and permanently lost when people leave the company.
Challenge - The risks of poor document management originates from managing multiple types of documents in different formats, workflows and updates. If the documents, which are in constant use have no defined structure it will lead to an uncontrolled and unmanaged repository. The company was still operating with scattered document management systems and no automated workflow for process approval that led to the following impact.
Challenge - Being one of the largest ceramics manufactures in the world, the document control is a critical task. The documents like policies and procedures, information documents are being created and updated periodically by the legal & other departments. A dedicated person needs to send emails to the entire organization upon updating the documents. Employees most of the times kept on searching for mailboxes to get the recently updated documents. Many of the time they failed to get the recent version and always end up with using the wrong version of the policies or procedure documents.
Challenge - Coming from the logistics industry, documentation was a key aspect of their industry. It not only involved the right document gets updated for the right port but also involved publishing the latest document as per the various audit authorities requirement for different vessels across different ports includes words and excel documents, with various ships branding guidelines including maintenance of all the audit document hard copies at the ports.
Our Help - We created a ‘Power Automate’ solution on SharePoint. This automation of the invoice process enabled the invoices to be read in SharePoint, and the data being sent to their systems. Now they can engage in easier audit processes, perform easy searches, and filter results. The Power Automate works seamlessly with their existing system, so existing operations weren’t impacted at all.