Project Title: Workflow Automation through Power Automate

University of Montana

Details
Project Title Workflow Automation through Power Automate
Project Topics Customer Service & Account Management Data Management Employee and Labor Management Information Technology (IT) Legal, Regulatory, Compliance Operations Product Design & Development Quality Control
Skills & Expertise
Project Synopsis: Challenge/Opportunity
The Mansfield Center is on a mission to transform our administrative workflows. As part of the University, we must adhere to the institution’s requirements and systems, which often lack clarity and are inconsistent. But with our high volume and fast pace we need clear, timely, and intuitive processes so we can focus on our mission of developing globally minded leaders of integrity.  These processes can be supported with technology like ‘Power Automate,’ which will grow in use across the institution, especially with the ongoing migration to ‘SharePoint.’

With this in mind, a necessary and timely project for students in BMIS476 would be to pilot such a workflow articulation using Power Automate. In consultation with Center staff, a specific workflow would be identified and developed over the semester. Another outcome for students would be developing familiarity with Power Automate for other future projects.  As part of this project, students will have the opportunity to develop these workflows directly in a SharePoint environment that will be provisioned by the Center's administration. This hands-on experience will allow students to integrate automation features seamlessly into the organization’s daily operations, leveraging SharePoint’s capabilities to enhance productivity and collaboration.

Project Synopsis: Activities/Actions Required
Identification of a workflow need with Mansfield Center staff. Ongoing discussion with students to provide clarity. Developing a familiarity with Power Automate and Sharepoint.
Project Synopsis: Expected Results
At the end of the project, we are hoping to have some of our administrative processes moved into a Power Automate environment.

Project Timeline

Touchpoints & Assignments Date Type

Projects Kickoff

Sep 04 2024, 11:00 AM US/Mountain (UTC-06:00) Event

Project Selection by Student Teams

Sep 04 2024, 11:00 AM US/Mountain (UTC-06:00) Event

Negotiate and Sign NDA if required

Sep 13 2024, 17:00 PM US/Mountain (UTC-06:00) Action Item

Complete Project Pre-Kickoff Evaluation

Sep 15 2024 Evaluation

Project Charter

Sep 30 2024, 17:00 PM US/Mountain (UTC-06:00) Action Item

Complete Temperature Check Evaluation #1

Oct 11 2024 Evaluation

System Design Document

Oct 31 2024, 17:00 PM US/Mountain (UTC-06:00) Action Item

Agile Development Meetings with Project Sponsor

Nov 04 2024, 17:00 PM US/Mountain (UTC-06:00) Action Item

Sponsor Project Evaluation

Dec 06 2024 Evaluation

Final Presentation

Dec 06 2024, 08:00 AM US/Mountain (UTC-06:00) Event

End of Project Peer Assessment

Dec 13 2024 Evaluation

Final Project Report and Hand-off

Dec 13 2024, 17:00 PM US/Mountain (UTC-06:00) Project Milestone

Program Managers

Name Organization

Teams

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No Teams Available