SharePoint workflows for management consultancy

Introducing Power Automate for workflow orchestration

Illustration of office team working together to represent workflow automation for Ley Hill Solutions case study

Executive Brief

Management consultancy with automation requirements

Ley Hill Solutions is a management consultancy that deals with global clients to provide business management solutions and specialist expertise. They specialise in business and performance improvement, management changes, and to encourage growth. They contacted us to deliver automated workflows and advanced SharePoint capabilities. As an experienced Microsoft Partner with extensive SharePoint knowledge, we delivered a bespoke solution to transform their processes.

We started working with Influential when our ‘in–house’ SP skills reached their limits, Influential have helped us deliver tasks that have improved the overall efficiency of our systems, freeing up time from admin chores that enable us to support our own ISO 9001 management system.

Eliot, Stuart and the team are approachable, friendly and willing to take the time to ensure we understand the activities enabling us to learn from the consultancy giving us the value add we always strive to deliver and look for in all our business relationships.

Jaimie Lithgow

Business Manager, Ley Hill Solutions

The Challenge

Building on an existing SharePoint

Ley Hill Solutions wanted to upgrade their existing SharePoint solution to ‘unlock’ its true potential. Specifically, they wanted to create workflows within SharePoint to streamline their processes. However, they did not know where or how to start, but they knew it was not a simple task.

 Their team members were already familiar with key SharePoint concepts and were quick to understand the technology of data sets, arrays, variables and so on. They had prior knowledge of SharePoint as they had been using it in their daily work processes, though they had not come across Power Automate previously.

The Solution

Managing clients and projects efficiently

We used Microsoft Power Automate for workflow orchestration to increase their productivity within SharePoint. Our teams worked with theirs to create workflows which triggered from leads converting into clients and then automatically creating a new project. The workflow is set up so that if the client already exists within their system, a new project is added instead. Furthermore, we worked with them to integrate these solutions with their existing timesheet and expense logging capabilities. This enabled more accurate logging and easier work organising with project codes. We offered over-the-shoulder consulting to build this solution together with the client, with the additional goal of building the client’s knowledge of the software stack and Power Automate.

Our specialists then organised follow-up learning sessions as part of our added value to the client. We guided their teams on using the new SharePoint workflows and built their knowledge to become self-sufficient. For the client’s team that were not confident in using SharePoint, we also offered training on basic usage such as SharePoint team management and document library usage.

The Results

Automated processes improve productivity

The new SharePoint workflow capabilities have streamlined processes for their project management purposes. Our knowledge building sessions were particularly beneficial to help their team in understanding and assessing the technical aspects of Power Automate.

With the low-code nature of Power Automate, the client’s teams quickly learned to modify the initial workflows we had set up for them. Plus, the drag-and-drop features meant that it was easy for all team members to take advantage of the new workflow system.

Due to the high quality of our work and positive results, the client is continuing with additional requests for our SharePoint team to further improve their SharePoint solution. One request has been to create SharePoint dashboards to report and present data to power their business decisions moving forward.