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.
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| 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.
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| 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.
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Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Projects Kickoff |
Sep 04 2024, 11:00 AM US/Mountain (UTC-06:00) | Event |
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Project Selection by Student Teams |
Sep 04 2024, 11:00 AM US/Mountain (UTC-06:00) | Event |
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Negotiate and Sign NDA if required |
Sep 13 2024, 17:00 PM US/Mountain (UTC-06:00) | Action Item |
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Complete Project Pre-Kickoff Evaluation |
Sep 15 2024 | Evaluation |
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Project Charter |
Sep 30 2024, 17:00 PM US/Mountain (UTC-06:00) | Action Item |
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Complete Temperature Check Evaluation #1 |
Oct 11 2024 | Evaluation |
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System Design Document |
Oct 31 2024, 17:00 PM US/Mountain (UTC-06:00) | Action Item |
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Agile Development Meetings with Project Sponsor |
Nov 04 2024, 17:00 PM US/Mountain (UTC-06:00) | Action Item |
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Sponsor Project Evaluation |
Dec 06 2024 | Evaluation |
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Final Presentation |
Dec 06 2024, 08:00 AM US/Mountain (UTC-06:00) | Event |
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End of Project Peer Assessment |
Dec 13 2024 | Evaluation |
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Final Project Report and Hand-off |
Dec 13 2024, 17:00 PM US/Mountain (UTC-06:00) | Project Milestone |
Program Managers
| Name | Organization |
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Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |
