What is SharePoint Used For? Process Automation!

There are endless small and large automations taking place in any business. The sooner you get the admin intensive tasks automated, the sooner you would be able to scale your business and reduce chaos and bottlenecks.

SharePoint coupled with the Power Platform of Power Apps, Power Automate and Power BI can take a business to another level completely. Here’s just a few examples of what you could automate. Whilst some of the more financial systems below would be handled in ERP type platforms in larger companies, small companies would not be able to afford those platforms and could certainly use SharePoint to take care of business.

  • Employee Onboarding: Automate the process of adding new employees to the system, assigning tasks, and providing necessary resources.
  • Leave Applications: Streamline the process of submitting and approving time-off requests from employees.
  • Site Inspections: Automate the process of scheduling and managing site inspections, as well as the capture of that data.
  • Expense Reporting: Automate the submission, approval, and reimbursement process for employee expenses.
  • Purchase Order Approval: Create workflows to automate the approval process for purchase orders and manage supplier invoices.
  • Contract Management: Automate the process of creating, reviewing, approving, and storing contracts.
  • Document Approval: Set up workflows for reviewing and approving important documents, such as proposals, reports, and policies.
  • Incident Reporting: Automate the process of reporting, tracking, and resolving workplace incidents.
  • Helpdesk Ticketing: Implement a workflow for submitting, prioritizing, and resolving IT support requests.
  • Sales Lead Management: Automate the process of capturing, qualifying, and assigning sales leads to appropriate team members.
  • Performance Reviews: Streamline the process of scheduling, conducting, and storing employee performance reviews.
  • Project Management: Automate the process of creating, assigning, and tracking project tasks and milestones.
  • Compliance Management: Implement workflows to ensure compliance with regulations, policies, and procedures.
  • Inventory Management: Automate the process of tracking, ordering, and managing inventory levels.
  • Customer Support: Implement workflows for managing customer inquiries, complaints, and feedback.
  • Marketing Campaign Management: Automate the process of planning, executing, and tracking marketing campaigns.
  • Quality Assurance: Streamline the process of testing, reviewing, and approving products and services.
  • Facility Maintenance: Automate the process of submitting, tracking, and resolving maintenance requests.
  • Employee Training: Implement workflows for scheduling, tracking, and assessing employee training programs.
  • Recruitment and Hiring: Automate the process of posting job openings, screening candidates, and managing interviews.
  • Invoice Processing: Streamline the process of receiving, approving, and processing vendor invoices for payment.

But Please Note!

These can become very expensive projects depending on the complexity of what needs to be built. To save money in this space, make sure you have documented EXACTLY how you would want you process to be managed. Don’t worry about the technology when you do this, just focus on the business. It’s the consultants’ job to map your requirements to the technology. That being said, automation is the only way to scale effectively, and you will have a solution that is 100% fit for your needs.

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