M365 Powered HR Process Automation – QuoteWizard

Overview

QuoteWizard hired Affirma to streamline and automate their employee onboarding and offboarding process. Previously, QuoteWizard’s new employee onboarding process was manual that would require IT Department to obtain approvals and then an IT team member would have to manually create the credentials, assign proper permissions, and notify the management. The goal was to use Automation to streamline processes to free bandwidth for existing team members.

Service

  • Process Automation

Technology

  • Microsoft 365

  • Microsoft Teams

  • Power Apps

  • Power Platform

  • SharePoint

Industry

  • Healthcare

What We Did

Solutions Architects from the Affirma team determined that an automated solution that leverages Azure Automation, Power Platform, Teams, and SharePoint Online would best fit the organization’s needs. We developed a process allowing Human Resources to kick off automated onboarding for new employees by filling out a simple and easy-to-use form. The system that Affirma developed obtains necessary approvals, creates a user account, assigns licensing, clones an existing user’s permission, adds users to the groups that are requested through the PowerApps form, and automatically posts updates about the user creation in MS Teams. The application that the Affirma team built also automatically creates exchange mailboxes for new users.

For Offboarding employees who are leaving QuoteWizard, Affirma created an offboarding automation application that allows the HR Team to kick off offboarding for users who will be parting ways with QuoteWizard. This application automatically disables the user account, takes a snapshot of current permissions and logs them, removes end-users from groups, sets them under legal hold for a certain number of days, and eventually deletes the users.

The onboarding and offboarding applications track the SharePoint process for compliance auditing purposes.

The Result

The HR and the IT Department are using the solution that Affirma built. We anticipate that this solution will help save thousands of hours of manual work over a few years.

The client is focused on process automation to improve efficiency and productivity for the teams across the organization. The solution we built allows the organization to continue progressing in this area.

Contact our team to see how we can help bring your initiatives to life.

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