Microsoft 365

Power Apps and Power Automate Makes Accessing and Reporting Relevant Data Simpler

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A major global logistics organization reached out to Imaginet to centralize the information contained in their compliance database used to track employee infractions. While this is a global organization, we worked specifically with the Canadian division. Each office has its own set of data, and our client wanted to consolidate that data into one system, yet wanted to keep it logically separate so it did not display every employee’s information. We had worked with this client previously and built a system to track employee injuries. They wanted to replicate that system to track employee infractions. Our Business Productivity Team determined Power Apps and Power Automate would be best suited for what … Read more

Enhanced Site Structure and Document Libraries Improve Team Productivity 

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One of the largest trailer leasing and rental companies in the United States needed assistance building an intranet hub site and department sites for their organization with the goal of enhancing team productivity. While they already had a couple of SharePoint sites built, they weren’t being used and needed direction and guidance to make the most of their products. Phase two of the project involved assisting with the setup of document libraries for specific departments and two different department sites (Marketing and HR) within the hub site (where their internal team had already started to build out other sites and document libraries).  The Imaginet Business Productivity team configured the Marketing … Read more

Teams Implementation Empowers Individual Organizational Teams to Collaborate Seamlessly 

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A well-established global charitable organization contacted Imaginet to assist in implementing Microsoft Teams across the organization, as well as creating separate teams for each department. The goal was to have an accessible space for team members to collaborate.   The organization expressed their desire to do the work themselves but wanted Imaginet to oversee their work to ensure they were implementing everything correctly and efficiently. The first step was to understand the client’s requirements for their Team site. We then produced a document outlining how to set up policies and create individual teams.   Our next step was providing training for each department. Imaginet created additional documents for training purposes and performed … Read more

File Organization and Data Consolidation Assistance Speeds up SharePoint Transition    

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One of the largest trailer leasing and rental companies in the United States needed assistance building an intranet hub site and department sites for their organization. While they already had a couple of SharePoint sites built, they weren’t being used and needed direction and guidance to make the most of their products and get employees and leadership excited to use the sites. During previous phases, the Imaginet Business Productivity team built out sites for specific departments and pages for sub-departments. During phase three, the client was transitioning their remaining files off the network into SharePoint. To assist with the project, Imaginet focused on developing nine different SharePoint sites, each with … Read more

Site Configuration and Training Helps Organization Capitalize on Existing SharePoint Products  

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One of the largest trailer leasing and rental companies in the United States needed assistance building an intranet hub site and department sites for their organization. While they already had a couple of SharePoint sites built, they weren’t being used to their full potential. The client needed direction and guidance to make the most of their products and to get employees and leadership excited to use the sites. Phase one of the project involved assisting with the setup of the client’s hub site and two different department sites as a pilot – IT and Finance. Both departments required separate document libraries for their sub-departments, with custom permissions.  The Imaginet Business … Read more

Microsoft Power Automate Workflows Increase Efficiency for User Creation, Onboarding, and Approvals

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An innovative biopharmaceutical organization that Imaginet had previously helped with a SharePoint Online build wanted to automate workflows that were causing a lot of back-and-forth communication and delays in their approval process. Without the necessary knowledge or time to complete the build, the client contacted Imaginet to support the project.   Using Microsoft Power Apps and Power Automate, we created a workflow to assist with onboarding new hires and adding external user accounts to their Azure Active Directory environment. Microsoft PowerShell synchronizes the data between the SharePoint Online site and their local Azure Active Directory instance to allow communication between the different systems.  Once a record is created in SharePoint, either … Read more

Optimized Accounts Payable Workflow Increases Efficiency and Organization 

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A global provider of learning and development solutions for applications engaged Imaginet to create a SharePoint Online site to track and organize invoices for their organization. Their existing external database held various accounting records, tracking charges and details on vendors, but lacked structure around the invoice approval process and a defined audit trail.   The Imaginet Business Productivity team built a SharePoint site that organizes invoices, routes them for approval, and identifies which ones are paid or outstanding. Workflows, set up with the help of Power Automate, automatically unzip any necessary files when new vendor invoices are uploaded and archive files when an invoice is approved (marked as paid). Bulk exports … Read more

Enhanced Business Process Improves Data Quality, Organization, and Efficiency in Vendor Management System 

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A full-service commercial real estate organization had difficulty managing vendor information and requests. Based on the volume of vendors and incoming submissions, it was challenging to keep everything organized, and the process had become increasingly manual. The client approached Imaginet to improve the vendor management process in their SharePoint Online site for them and their customers.   The Imaginet Business Productivity team used Power Apps to create a front-end interface for the portfolio manager. Based on their business requirements, several form types were constructed (e.g., a new request, resubmit a request, deactivate a vendor, reinstate a vendor, update information, etc.). Once a form is submitted, it triggers an update to a … Read more

Simplified Search and Automation Improves Policy Management Process

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Improve policy management process with search and automation technology. Streamline data entry, quickly identify policy conflicts, and improve accuracy with simplified administrative processes. Get started today and experience the benefits of improved policy management.

A Rise in Employee Engagement From Custom SharePoint Online Hub Site

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Imaginet was contacted by a well-revered, full-service civil engineering firm to design and launch an intranet portal. When their existing employee engagement intranet contract was coming to an end, the organization decided they preferred a more detailed, collaborative solution – something with a consistent and familiar feel to other tools they already used. As the company already utilized Microsoft Teams internally, it made sense for their new hub site to be created in SharePoint Online. We developed the site to meet their needs for clear company communication, document storage, and organization. Imaginet created a custom hub site featuring accurate company branding, simple navigation across departments, and changeable web parts/widgets. With the help … Read more