About the client
Swiss company specializing in integrated automation solutions for warehouses, distribution centers and hospitals.
A Swiss-based global network of professional firms providing audit, tax, and advisory services. The company has 207,000 professionals working in 153 countries and territories.
The challenge
The client was performing the compliance assessment process manually, which was more time-consuming and could cause potential errors. Therefore, the client needed to enhance, simplify and automate the process.
What we did
- Created a SharePoint list with all employees to be evaluated using Power Automate flow.
- Designed mailings and notifications system for selected users to receive emails with defined tasks and timelines as text messages.
- Implemented data entry form with features that allow to review, approve or decline submitted metrics.
- Designed a dashboard to display the structure, with the possibility to see the historical metrics of each person.
- Added sub-lists/views for different divisions, with the possibility to export files to Excel.
Benefits for the client
- Allowing the client to manage the compliance assessment process with one consistent tool
- Transparent tool available to all employees
- Providing valuable features (e.g. audit trail, reports, tracking and comment mechanisms)
- Accelerating the whole process and reducing human error to a minimum
