Automate Workflows

lazerspot

Intranet Portal and Forms Automation

Client Profile

Industry leader in third-party yard management services.

Situation

Company had manual, paper based, error prone safety, compliance, and financial processes that needed to be standardized and automated in order to reduce errors, increase productivity, and enable reporting to support business growth.  

Solution

Office 365 Intranet available to hundreds of sites and thousands of users across the US.  Mobile and desktop forms available to thousands of resources and centralized workflow.  Simplified form completion (mobile phone), submission and automated workflow, routing, document generation and archival improved overall efficiency, compliance, and near real-time reporting.  

Business Benefits

  • Increased data integrity
  • Simplified and standardized forms 
  • Mobile enabled forms and submission
  • Automated document generation
  • Improved long-term archival and compliance management 
  • Significantly reduced new client onboarding time
process automation

Employee On-Boarding and Off-Boarding Process Automation

Client Profile

One of the largest healthcare staffing companies in the U.S., serving more than seven million patients in over 1,300 healthcare facilities. The company also provides hospitals with logistical solutions for patient throughput and systemic operational efficiency.

Situation

Healthcare staffing and services company expanding rapidly through acquisitions and needed a more effective and efficient employee on-boarding and off-boarding process.

Solution

Leverage SharePoint Workflow for automation of on-boarding, off-boarding, Active Directory integration and custom integration per operating unit.

Business Benefits

Reduced employee on-boarding and off-boarding time from weeks to hours. Reduced time to first productive day for new employees from weeks to days.

portal solution

Business Intelligence Portal Solution for Utilities Industry

Client Profile

Leader in full-scale, demand-side services for utilities ranging from Demand Response, Advanced Metering Infrastructure, and Smart Grid to Load Research, Measurement & Verification and Energy Efficiency.

Situation

Utilities are experiencing a renewed interest in demand-side management. At the same time, competitive and market pressures are forcing them to seek and implement new technologies and services that will either increase profits or decrease costs. These challenges often must be met with a staff that has been severely downsized over the past several years. The client developed a powerful technology platform to facilitate an integrated program delivery. The platform supports core functional capabilities from market segmentation and customer acquisition to service delivery and rebates processing. An essential component of this platform is a Reporting Portal that supports the KPI’s, Scorecards and Analytics critical to assess the performance of these Programs.

Solution

A Reporting Portal with SharePoint as the platform for delivery of dashboards, metrics and analytics to support the client’s Energy Programs. Reports are delivered via Performance Point, SQL Server Reporting Services and Power Pivot.

Business Benefits

  • Reporting Portal delivered as one of the critical components of the overall Client Program Delivery Platform
  • Client team trained and mentored on SharePoint, Performance Point, PowerPivot and SSRS for ongoing Program Sustainment
  • Report Portal Platform designed for replication and reuse for multiple customers of the client

Danny RyanAutomate Workflows