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PROJECTS

Process Improvement: Eliminating Steps For Efficiency

GOAL

Streamling processes
Minimize user errors
Enhance usability
Establish uniformity
TOOLS USED

SharePoint
PowerAutomate
Outlook
RESULT

The impact of this optimization is significant, saving an estimated five minutes for each email under the traditional approach. With an average of 300 contracts per month, the time saved amounts to 25 hours monthly and a remarkable 300 hours annually.

Overview

I initiated a project aimed at optimizing our contract management process using SharePoint and PowerAutomate. The objective was to create an automated system that would streamline the submission of contracts and update their status with ease.

The solution enabled team members to upload contracts directly to the designated SharePoint item and simultaneously update contract details effortlessly.

The details of a Sharepoint list item representing a contract.

Walkthrough

With a simple right-click action on the SharePoint item, our PowerAutomate flow is triggered.

Upon activation, the flow automates the compilation of contract documentation and pertinent details, generating an email to the distributor. This eliminates the need to toggle between platforms, manually attach documents, search for recipient contacts, compose emails, and hit send.

The PowerAutomate flow; accessible within the Sharepoint list.

Result

The impact of this optimization is significant, saving an estimated five minutes for each email under the traditional approach. With an average of 300 contracts per month, the time saved amounts to 25 hours monthly and a remarkable 300 hours annually.

By embracing automation and leveraging cutting-edge technologies, this initiative streamlined our processes, saving valuable time and resources. This exemplifies my commitment to innovation and operational excellence, driving tangible results and fostering a culture of continuous improvement.

An e-mail generated by the automation. Containing two attachments and the contract details.
Email: contact@axeldiaz.net
On the Web: LinkedIn

Designed and Developed by Axel Diaz Copyright © 2023

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