AUTOMATIONS

Business Process Automation with Microsoft 365

Many companies manage their daily operations through emails, Excel files, and informal communication tools. Over time, this creates inefficiencies: approvals take longer, information gets scattered, and important data can be lost. Business process automation with Microsoft 365 offers a simple and effective way to structure and streamline these activities, without changing the tools already in use. By combining tools such as Microsoft Forms, Power Automate, Teams, and SharePoint, it is possible to create automated workflows that connect people, data, and decisions into a single, organized system. Requests can be submitted through forms, processed automatically, approved directly within Teams, and stored securely with full traceability. The goal is not to add complexity, but to simplify operations, reduce manual work, and improve overall efficiency.

Use Cases

Purchase Requests
Employees submit requests through a form, which are automatically routed to the appropriate manager for approval. Once approved, the request is stored and tracked without the need for emails or manual follow-ups.


Internal Approvals
Processes such as vacation requests, expense approvals, or document validations can be handled through structured workflows, reducing delays and improving visibility.


Document Management
Files and documents are automatically organized and stored, ensuring that nothing gets lost and that all information is easily accessible.


Service and Intervention Requests
Requests from clients or internal teams can be collected, assigned, and tracked in real time, improving coordination and response times.


Onboarding and Data Collection
New employees, clients, or suppliers can be onboarded through automated processes that collect, organize, and distribute information efficiently.

Benefits

Where these workflows have been implemented: Paper has been completely eliminated
Processes have become more efficient
Execution times have been significantly reduced
Information is always tracked and never lost
Teams have better visibility and control over activities


These solutions are particularly effective for organizations already using Microsoft 365 and looking to improve the way their internal processes are managed.

LINKS
Automazione dei processi aziendali con Microsoft 365.pdf