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Routine automation with Office 365 and Teams chatbot

Customer

Healthcare Clinics (50+ medical centers)

  • Challenge
  • Solution
  • Result
  • Screens

It is common for a large company to have many small routine procedures in different areas of its daily life. Employees’ vacation requests, business trips, workplace stationery, guest passes, meeting rooms booking and much more – all of those are simple one-two step actions, which don’t require lots of effort but can be very destructive and sometimes cause unpleasant situations like mistakes in bookings or clients waiting for access permits at the very last moment.

To address that routine, many companies, and our client among them, decide to automate procedures using its own corporate Office 365 environment and Teams messenger. Guest access permits be the first pilot process to automate.

The automation was done based on Microsoft Flow, Teams chatbot and SharePoint Online as a storage. Earlier, an employee would call or write an email to an office manager providing all the details for the pass. As there were many requests every day, it was taking a substantial part of the administrator’s working time. Besides, it took up to a whole day of employee to get the result. Now, he merely sends a brief message request to the chatbot and later gets a final approval.

The whole process looks like:

  1. Employees that need a pass, contact the chatbot. In a quick and simple conversation, they provide all the details required to create the pass.
  2. Wait for approval step of the process. A responsible office manager receives a notification in the bot and by email. The manager can see the information and choose to approve or to reject the pass creation.
  3. If the manager approves the request, the flow continues to run. The data gets into a pre-created Word template and is being added to the relevant fields. The new Word document is then created and saved.
  4. Once the document is ready, a requestor gets a chat message informing him about the approval along with a link to access the document.
  • Pass request processing and issuing time reduced from 4-5 hours on average to 20-30 min
  • An office manager got 2-3 hours daily freed due to this process automation
  • Teams chatbot
  • Teams chatbot
  • Teams chatbot
  • Teams chatbot
  • Teams chatbot
  • Teams chatbot
  • Teams chatbot

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Project attributes

Services
Chatbot, SharePoint
Solutions
SharePoint
Industry
Healthcare
Technology
Microsoft Flow, SharePoint

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    +49 15233977274

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    +7 495 651 66 62

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    +371 27869927

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