Business Process Automation with Office 365

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Business Process Automation with Office 365
Copyright 20152017 BizPortals Solutions
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Agenda

1. Introductions
2. Business Process Automation on Office 365
3. Building Business Process Automation on Office
   365

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BizPortals Solutions
Expertise Intranet/business portals
SharePoint Office 365 Microsoft platforms
Focus Office 365 Users Small and Medium- Sized
Businesses Enterprise (teams and departments)
Microsoft Gold Partner for 15 Years
Full Service Product / Development Implementation
Office 365 Services
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Common Challenges Companies Face

• Paper Forms
• Manual Processes
• Lack of Accountability and Communication
• Lack of Proper Record Keeping and Compliance
• Disparate Systems

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Business Process Automation Capabilities with
Office 365
Automate Workflows
Automate Reporting
Digitize Forms
Integrate with other Systems
Streamline Communication
Ensure Accountability, Record Keeping, and
Compliance
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Types of Business Automation with Office 365

• HR / Admin
• Time-off management
• Expense and purchase approvals
• Invoice processing
• Employee on- boarding/off- boarding
• Performance reviews/tracking

Operations
IT

• Help desk tickets
• User rights provisioning
• Infrastructure Purchase Requests
• IT Systems Monitoring and Alerts Notifications
• IT Reporting

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• Work orders
• Inventory management
• Quality management
• Project management
• Compliance approvals
• Financial Reporting

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Business Process Automation Example - Form
Processing
Manual Process
manual touchpoint
Manually Track File for Compliance
Locate the current version of the form
Print, Fill, and Scan
Email / Hand Hard Copy to Manager
Email / Hand Hard Copy Finance Dept.
Final Approval
Manager Approval
Automated Process
Manager receives email notification
Finance department receives email notification
Automated Tracking Filing for Compliance
Manager approves
Initiate, fill and submit form
Final approval
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Building Business Process Automation on Office 365
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Getting Started with Business Process Automation
on Office 365

• Option 1 Build Business Process Automation on
  Your Own
• Create forms and workflows you wish to automate
• Document the process
• Configure/customize your Office 365
• Invest a lot time and money with increased risk

• Option 2 Go with a turnkey Office 365 Solution
• Leverage ready-to-go forms, automation, and
  integration
• Avoid recreating the wheel
• Get ongoing product updates, maintenance, and
  support
• Save time and money with reduced risk and quicker
  ROI

Copyright 20152017 BizPortals Solutions
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Contact infohttps//www.bizportal
s365.com bizinfo_at_bizportals.com
Let us know how we can help
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Copyright 20152017 BizPortals Solutions