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A hands on guide to understanding, naming, configuring and using MS Teams. Dozens of handy tricks and tips, some gotchas and a eBook version to take away. Stop using Teams out of the box, start using it as your primary digital workspace.
Serial entrepreneur, Maturity Model Practitioner | Microsoft MVP
Simon Hudson is an entrepreneur, health sector specialist and founder of Cloud2 Ltd., Kinata Ltd. and Novia Works Ltd. He is a Microsoft MVP with an abiding, evangelical interest in information, knowledge management and has a lot to say on best practice use of Microsoft Teams, SharePoint and cloud technologies, the health sector, sustainability and more. He has had articles and editorials published in a variety of knowledge management, clinical benchmarking and health journals. He is a co-facilitator of the M365 North User Group and Entrepreneur in Residence at the University of Hull.
Simon is passionate about rather too many things, including science, music (he writes and plays guitar & mandola), skiing, classic cars and technology.
The link to the event:
Content: Now that the workforce is trending towards remote/hybrid, paper pushing approval processes are out. How do we accommodate for our users outside of the office walls? How do we keep record of something that isn’t best served in an email or Teams chat? (Think PTO request, new hire setup, annual policy review, etc.) Approvals are a versatile M365 component that streamline the signoff process but there are many things to consider before making your approval process electronic. First, before thinking about the technology, a discovery conversation is necessary to construct an efficient, repeatable process and we will touch on the main points for this. Next, we will examine the four pillars of the Approval lifecycle:
1. Creation of the task – will OOTB Approvals suffice or do we need to design our own custom process with Power Automate?
2. Format the notification – how will we let our approvers know they have a deliverable? The most popular options include email and/or adaptive cards and we will cover the major differences in formatting.
3. Monitor items in progress – how do we see active Approvals? Do we need to build in reminders for our task?
4. Document the results - how do we share the results of our Approval and more importantly, record the outcome?
Lastly, we’ll cover some common requests i.e. assign to a group, dual control, and limitations of Approvals and how they affect design of the overall process.
Bio: Heidi Jordan
SharePoint Solutions Specialist, High Plains Technology
Heidi Jordan has dedicated 13 years to developing solutions using a combination of SharePoint, forms and workflow – in both SharePoint On-Premises and SharePoint Online. Specializing in no-code design, she is passionate about implementing custom solutions that satisfy both business and end-user needs. Her background includes, but is not limited to SharePoint sites/administration, SharePoint Designer Custom Workflows, InfoPath Forms, Power Apps and Power Automate.
The link to the event: https://bit.ly/3l02UFR