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Automate Manual Processes with M365

Boost your organization's efficiency and productivity by leveraging the Microsoft 365 potential in your organisation. Custom built automations for Credit Unions and SMEs.

1.

Annual Leave Requests

Easily submit and approve leave requests. Notifications and calendar updates ensure an efficient process, reducing errors and saving time for everyone.

2.

STRs

Instantly submit suspicious transaction reports in SharePoint digitally. Notification to MLRO with centralized records creation and reporting.

3.

Booking Hot Desks, Rooms, Parking

Easily book hot desks, rooms, and parking spaces in M365. Ensure availability and streamline your workspace management with just a few clicks.

4.

Performance Review Appraisals

Streamlined process for employees, Board members, and volunteers. Automated issuing, reminders, records creation and management. Implement a consistent process for comprehensive evaluations and enhance engagement through regular feedback and recognition.

5.

Sign-In and Sign-Out

SharePoint-based Sign-In and Sign-Out automation system to monitor building access for health and safety for all your employees.

6.

Lending Inbox Management

Automate the organization of a busy lending inbox by categorizing queries and essential supporting documents submitted by members for their loan applications.

Frequently Asked Questions (FAQs)

01

What is the technology behind this?

M365 automation leverages tools like Power Automate, Power Apps, and Microsoft Teams to streamline workflows, reduce manual tasks, and enhance productivity. By integrating these automations, your product can achieve faster processing times, improved accuracy, and better collaboration among team members.

Setting up M365 automation involves identifying the processes you want to automate, creating workflows using Power Automate, and integrating them with other M365 tools. You can start by accessing Power Automate through your M365 subscription, selecting templates, and customizing them to fit your specific needs.

M365 can automate a wide range of tasks, including data entry, email notifications, document approvals, scheduling meetings, and integrating third-party applications. This flexibility allows you to tailor automation to various aspects of your product's operations.

Security is a top priority with M365 automation. Microsoft ensures compliance with industry standards and provides encryption, access controls, and regular security updates to safeguard your information.

Moreover, M365 automation is highly customizable. You can create bespoke workflows using Power Automate, design custom apps with Power Apps, and integrate these solutions with other M365 tools to meet your unique business requirements.

02

Why is working with SolutionOut advantageous in creating automations?

Working with SolutionOut offers significant advantages in creating automations due to their extensive experience and expertise. SolutionOut has collaborated with over 40 credit unions to implement automation solutions, demonstrating their capability and reliability in this field.

Their work in the realm of operational resilience and process excellence, with over 70 credit unions, has provided them with a deep collective insight into how processes can be dramatically improved through automation. This extensive experience has enabled SolutionOut to identify and implement best practices, ensuring that their automation solutions are both effective and efficient.

SolutionOut has also helped numerous organizations automate mundane tasks, freeing up valuable time and resources for more strategic activities. This track record of success highlights their ability to deliver tangible benefits through automation.

In summary, the collective learning from these projects, combined with their technical skillset, positions SolutionOut perfectly to deliver value in automations. Their proven expertise ensures that they can provide tailored solutions that meet the unique needs of each organization, driving operational efficiency and excellence.

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