1.
Business Process
Automation with Office365
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2.
Agenda
1) Introductions
2) Business Process Automation on Office 365
3) Building Business Process Automation on Office
365
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3.
BizPortals Solutions
Full Service
Product /
Development
Implementation
Office 365 Services
Expertise
Intranet/business
portals
SharePoint
Office 365 Microsoft
platforms
Focus
Office 365 Users
Small and Medium-
Sized Businesses
Enterprise (teams and
departments)
Microsoft
Gold Partner for 15+ Years
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4.
Common Challenges Companies Face
 Paper Forms
 Manual Processes
 Lack of Accountability and Communication
 Lack of Proper Record Keeping and Compliance
 Disparate Systems
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5.
Business Process Automation Capabilities with Office365
DigitizeForms Automate Workflows
Integrate with otherSystems
Automate Reporting
Streamline CommunicationEnsureAccountability,
RecordKeeping, and
Compliance
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6.
Types of Business Automation with Office 365
HR / Admin
 Time-off management
 Expense and
purchase approvals
 Invoice processing
 Employee on-
boarding/off-
boarding
 Performance
reviews/tracking
I
Operations
 Work orders
 Inventory
management
 Quality management
 Project management
 Compliance approvals
 Financial Reporting
IT
 Help desk tickets
 User rights
provisioning
 Infrastructure
Purchase Requests
 IT Systems Monitoring
and Alerts Notifications
 IT Reporting
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7.
Business Process AutomationExample - Form Processing
Manual Process
Automated Process
Locatethe
current
version
of theform
Print,Fill,
andScan
Email / Hand
Hard Copyto
Manager
Manager
Approval
Email / Hand
Hard Copy
Finance
Dept.
Final
Approval
Manually
Track & File
for
Compliance
Initiate, fill and
submit form
Manager
receivesemail
notification
Finance
department
receivesemail
notification
Final
approval
Manager
approves
Automated
Tracking&
Filing for
Compliance
=manualtouchpoint
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8.
Building Business Process Automation on Office 365

9.
Getting Started with Business Process Automation on Office 365
Option 1: Build Business Process Automation on Your Own
 Create forms and workflows you wish to automate
 Document the process
 Configure/customize your Office 365
 Invest a lot time and money with increased risk
Copyright © 2015–2017 BizPortals Solutions
Option 2: Go with a turnkey Office 365 Solution
 Leverage ready-to-go forms, automation, and integration
 Avoid recreating the wheel
 Get ongoing product updates, maintenance, and support
 Save time and money with reduced risk and quicker ROI

10.
12 Copyright © 2015–2017BizPortalsSolutions
Let us know how we can help
Contact info:
https://www.bizportals365.com
bizinfo@bizportals.com