Emergency Readiness Document Approval Process for a global non-profit

Requirements

  • The non-profit had offices around the globe and wanted an easy mechanism for regional officers to validate emergency readiness documents before they get published to staff. Also needed was the facility for field staff to readily access documents on the move.

Environment

  • Office 365

Tech Stack

  • SharePoint Online
  • Power Platform
  • OneDrive

User Base

> 1000

Timeline

8 weeks

HexaCorp devised an approval process solution using Microsoft Power Apps and Power Automate. Intuitive forms were designed to allow users to upload documents and tag the documents with appropriate metadata. Workflows developed using Power automate automatically routed the document for approval to the correct officer based on metadata. Actionable notifications were setup to enable Officers were able to review the documents and take action from email messages or mobile applications. OneDrive sync was setup on field worker devices to enable offline access.

Value added Benefits

  • Easy mechanism for validating and publishing documents
  • Ability to approve directly from email, mobile
  • Offline availability of documents for field staff

Industry

Non-Profit

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