IT Partner

Building a future with Microsoft Cloud Technologies

Business Process Automation Using Built-in Office 365 Tools and Services

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  • Duration: 5 days;
  • Price: $500;

Business Process Automation (BPA) is an implementation of a business process management system with the help of IT. Such system simplifies business operations, improves the quality of work and reduces costs using modern and efficient technologies.

  1. IT Partner responsibilities
  2. Client responsibilities
  3. Prerequisites
  4. Plan
Business Process Automation provides the following benefits:
  1. elimination of routine and repetitive manual operations
  2. information is processed and transmitted much faster
  3. the entire enterprise or separate units receive service in single information space
  4. programmed reports and documents are generated automatically
  5. the convenience of database operating increases and the work becomes more accurate, complete and non-contradictory
  6. human errors are eliminated
  7. work efficiency of employees is increased
  8. the whole organization or separate units become a single complex that is combined by regular standardized business processes and information system

Our objective is to plan, design and develop a necessary solution.

IT Partner responsibilities

Create and implement one of the following automation services:
  1. Approval process when a new item is added to SharePoint. The approver can view his approval requests in the Approvals Center and by email. Once an item is approved or rejected, the item creator receives a confirmation email
  2. Tracking your work hours and work location. Each button tap logs the current time and location to an Excel table
  3. Keeping up to date on new customer opportunities. Instead of manually tracking sales leads, let Microsoft Flow notify you of new Dynamics 365 or Salesforce opportunities as they’re generated
  4. Getting notified about negative posts on social media like Twitter and Facebook
  5. Automatization and approval of user creation process

Client responsibilities

  1. Coordinate Client resources and staff schedules
  2. Provide a dedicated point of contact responsible for working with IT Partner
  3. Provide an account in the required services with the rights necessary to implement the service
  4. Coordinate any outside vendor resources and schedules
  5. Review and approve engagement deliverables in a timely manner
  6. Request and approve all change management tickets (if available) in the Client environment


  1. You must have the appropriated Office 365 subscription or should be prepared to purchase it


The plan may vary depending on your needs.
  1. Kickoff meeting
  2. The statement of work and development plan creation
  3. The development process (necessary time may depend on the situation)
  4. Implementation and testing
  5. Verifying and fixing issues
  6. Project Closure and Acceptance

Do you have questions? Want to discuss your project? Please schedule a call back.

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