CASE STUDY

Automating Business Processes
with Office 365 SharePoint Online

Cloud
Manufacturing

Project Highlights

Scope

  • Automated key business processes, including travel requests, permission requests, advance payments, and product orders.
  • Integrated workflows using Office 365 SharePoint Online for seamless automation.
  • Enhanced operational efficiency and reduced manual intervention in administrative tasks.

Challenges Overcome

Eliminated inefficiencies caused by manual handling of business processes.

Streamlined approval workflows to reduce delays and improve response times.

Ensured smooth integration of automated processes into existing internal systems.

Business Impact

The automation of business processes delivered significant improvements to the client’s operations.

Process Efficiency

Approval Speed

Error Reduction

Employee Productivity

These advancements enabled the client to accelerate decision-making, enhance operational efficiency, and improve the tracking of business processes.

The Client

A global leader in the food and beverage industry, renowned for its commitment to innovation and efficiency.

  • Operates in over 190 countries, serving millions of customers worldwide.
  • Continuously strives to improve internal processes and streamline operations across various departments.
  • Focuses on leveraging technology to enhance operational efficiency and improve employee productivity.
Manufacturing_Client

The Problem

The client needed an automated solution to:

  • Streamline various business processes, including travel requests, permission requests, advance payments, and product orders.
  • Reduce the reliance on manual workflows that were prone to delays and errors.
  • Ensure that these processes could be easily managed and tracked by all relevant stakeholders.

The Solution

BGTS implemented Office 365 SharePoint Online to automate the client’s business processes.

Workflow Automation

Created custom workflows for travel request forms, permission requests, advance payment requests, and product orders.

Seamless Integration

Integrated the workflows with Office 365, enabling automated approvals and tracking.

User-Friendly Interface

Developed a simple interface for employees to submit and manage requests, ensuring ease of use.

Team & Technology

Tech Stack Utilised

Platform

  • Office 365 SharePoint Online

Tools

  • SharePoint Designer
  • Power Automate

Team Composition

2 SharePoint developers

1 business analyst

1 project manager

The Outcome

The automated business processes transformed the client’s internal operations.

Streamlined Workflow Management

Simplified and accelerated request processing for travel, permissions, advance payments, and product orders.

Increased Efficiency

Reduced the time spent on administrative tasks, enabling employees to focus on higher-value activities.

Improved Tracking and Visibility

Provided real-time tracking and approval visibility, enhancing accountability and decision-making.

Enhanced User Experience

The user-friendly interface improved employee engagement with the system, boosting adoption.

This solution allowed the client to optimise their business processes, ensuring smoother operations and more efficient resource management across various departments.