Automating repetitive and manual business processes, workflows, and tasks is moving the needle of business efficiency and simplifying employees’ lives. Organizations that embrace Business Process Automation have cut costs, saved time, and eliminated errors. All while reducing their IT burden, improving employee productivity, and ensuring stronger accountability and compliance. Little do businesses know – Office 365 can be used to easily automate a wide range of workflows and tasks from simple to complex.

1. Business Process
Automation with Office365
Copyright © 2015–2017 BizPortals Solutions

2. Agenda
1) Introductions
2) Business Process Automation on Office 365
3) Building Business Process Automation on Office
365
Copyright © 2015–2017 BizPortals Solutions

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
Copyright © 2015–2017 BizPortals Solutions

4. Common Challenges Companies Face
 Paper Forms
 Manual Processes
 Lack of Accountability and Communication
 Lack of Proper Record Keeping and Compliance
 Disparate Systems
Copyright © 2015–2017 BizPortals Solutions

5. Business Process Automation Capabilities with Office365
DigitizeForms Automate Workflows
Integrate with otherSystems
Automate Reporting
Streamline CommunicationEnsureAccountability,
RecordKeeping, and
Compliance
Copyright © 2015–2017 BizPortals Solutions

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
Copyright © 2015–2017 BizPortals Solutions

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
Copyright © 2015–2017 BizPortals Solutions

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