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Process Automation
SharePoint & Assembly Document Sync
Client: Hashturn Client
Maintaining parity between a primary document repository (SharePoint) and an external project management system (like Assembly) is a constant struggle, resulting in bloated storage, orphaned files, and version control chaos.
SharePointAssembly APIPower AutomateHTTP Requests
1. Two-Way Sync for creation, modification, and deletions.
2. Perfect synchronization ensures systems remain aligned.
3. Eliminates bloated storage and orphaned data.
Teams often receive requests via email, but managing ongoing communication is a challenge. While creating an initial task from an email is simple, subsequent replies get trapped in the inbox, forcing manual copy-pasting.
Power AutomateMicrosoft PlannerOutlookGemini API
1. Single Source of Truth for task replies.
2. AI Data Extraction converting text to actionable checklists.
3. Eliminates manual copy-pasting.
Development of a dual-layered SharePoint ecosystem designed to manage complex training certifications and workforce compliance. The system features a secure Internal Admin Hub for operations management and a synchronized External Customer Training Portal for real-time client access to certification data.
Centralized Compliance: Automated tracking of NPORS, EUSR, NRSWA, and NVQ certifications with dynamic expiry alerts.
Secure External Sharing: Implemented a "Master-to-Communication" site architecture, allowing external guests to view live data without compromising internal security.
Dynamic Data Visualization: Created custom-coded dashboards for "Workforce Lists" and "Company Lists" featuring real-time filtering by Supervisor, Gang, and Expiry status.
Operational Efficiency: Reduced manual reporting by providing customers with self-service access to employee folders and digital certificate scans.