Leave Management Canvas App for Finance Investment Company
Our customer is a private investment firm primarily based in New York USA, based in 2000. They concentrate on creating lengthy-term price through boom-orientated investments across diverse sectors, which includes healthcare, software, enterprise offerings, and industrials. They leverage deep enterprise understanding and a disciplined investment method to enhance operational efficiencies and drive sustainable boom in their diverse portfolio companies.
Challenge:
The organization was dealing with enormous challenges in handling employee leaves. The procedure turned into frequently guide and inefficient, despite having a Microsoft 365 subscription. Employees had trouble filing leave requests, causing frustration and confusion. There became no centralized device for tracking leave balances, consisting of unwell leave, informal leave, loss of pay, hourly permissions, and work-from-domestic alternatives, which made it hard for employees to recognize their to be had go away.
The manual approval procedure became slow, main to delays that disrupted both employee plans and organizational workflows. Approvers needed to address requests via electronic mail and navigate multiple systems to check and respond, ensuing in inefficiencies and capacity oversight.
Furthermore, the organization was not interested in purchasing third-party subscription-based leave management solutions, as it would increase their monthly costs. Instead, they desired to use their current Microsoft 365 equipment to create a greater leave management system, maximizing their investment whilst addressing operational inefficiencies.
Solution:
To address these demanding situations, our organization has evolved a comprehensive Leave Management System using the prevailing applications of Microsoft 365—specially leveraging SharePoint Online for records management, Power Apps for a user-friendly front-end utility that permits easy leave request submissions, and Power Automate to automate approval workflows and notifications, all without incurring extra licensing cost.
Result:
The Leave Management System implementation has approximately huge enhancements:
- Enhanced Efficiency: Automating leave requests and approvals decreased processing time through over 75%, allowing HR to recognition on strategic tasks.
- Improved Employee Satisfaction: Employees valued the transparency and ease of use, leading to noticeable increase in engagement with the leave management technique.
- Data Accuracy and Integrity: Centralized statistics management in SharePoint reduced errors and provided dependable tracking of leave balances and requests.
- Effective Resource Planning: HR received valuable insights from the admin view, making an allowance for proactive management of staffing needs and higher alignment with enterprise operations.
In summary, the implementation of this Leave Management System has revolutionized the business enterprise’s leave management process, resulting in a more efficient, user-friendly, and transparent system that efficiently makes use of existing Microsoft 365 tools.
Tools/Technologies used: Microsoft 365, SharePoint Online, PowerApps and Power Automate and Low-code & no-code