Administration / Microsoft 365
Administrative Process Digitalization
Structure correspondence, expenses, provider contracts and internal requests so administrative work can be followed consistently.
Participants
Who it is for
Administrative directors, executive assistants and general services managers.
Illustrative exercise
Following an internal service request
Record the request, assign it to the appropriate team and track the actions needed to close it.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Map an administrative process across the relevant teams; organize its documents and tracking records; configure an internal workflow and prepare administrative reporting.
Main Topics
Administrative handovers; correspondence and provider-contract registers; internal requests in SharePoint; expense processing, signature routing, renewal alerts and request follow-up with Power Automate; volumes, processing times, expenditure and renewal reporting in Power BI.
Practical Learning Outputs
An administrative process map; a structured SharePoint workspace; an internal validation exercise; an administrative dashboard exercise; a 30-day action plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.