Helen Harris, Head of Fundraising Standards and Operations,
Teenage Cancer Trust –
“The work Smartdesc did on our Incidents and Complaints reporting has provided us with a much more efficient system, that encourages users to engage with the progress and helps us to capture learnings as an organisation. It has made the workflow simpler and more efficient – definitely a win for us.”
- Implementing custom Microsoft Power Apps canvas apps, complemented by automated solutions built on Microsoft Power Automate
- Reviewing the Incidents & Complaints process to streamline the journey, eliminating unnecessary and/or redundant steps and introducing an automated solution
- Digitising and centralising all Expense Claims with automatic approvals and rejections
- Adding an automation that automatically creates internal Finance reports as soon as an expense claim is approved
- Enhancing security and access with coded front-end and custom Dataverse tables
- Integrating SharePoint as a database to centralize all information and enforce role-based security
- Developing a flow to automatically store and centralize data in SharePoint and, upon submission, send an approval request to assign incidents and/or complaints to the appropriate individuals/team
Results
- Fast and integrative solution thanks to Power Apps’ low code app creation
- Simple and manageable maintenance cost
- Overall improved work performance and productivity
- Significantly reduces staff input, freeing them up to work on other projects
- Reduced occurrence of human error due to nature of automation
- Microsoft Dynamics 365 reporting and safe storage capabilities
- Easy, appropriate, and functional user access according to granted security role
To download the pdf version of this case study, click here or the button below.
