Power Automate 6/4/21

Mer av detta

Backing Storage

av Carol Robertson

PLURAL FORM

av DIAZ FARIAS DIAZ FARIAS

Grants

av Zeppel Zeppel

Causative Have

av Dino Marcek

Property

Type in the name of your organization and press Enter.

Power Automate

Automated Emails

Annual, Quarterly, Monthly or Seasonal Reminders/Emails/Notifications

Access Requests

The question that investors will ask is How will you turn your forecasts into reality?
Having identified your product or service, and the demand for it in the market, how will you reach that market?

Slow transition to Electronic form. Find app to track time

Created Forms for Building Access, Additional Access and Key Requests

Electronic form helps keep everyone using the same form. when an update is made we don't need to send out the new form

Also created flows for each form and have them going into one spreadsheet, with each form having it's own tab

What campaigns are you planning to publicize your product or service? Examples include:

Press releases
Special offers
A promotional series of advertisements
A launch event or open day
A competition or prize draw

Sends email to person that completes form and Teams message to Front Desk/Mailroom Team, Access Badge Channel

Can create quickstep email for pdf Forms sent to Front Desk. quickstep will forward to BuildingAccess@lssmn.org.

Includes link to Access Forms

List the ways that you can reach your market segments. Examples include:

Retail locations, your own or others
Direct sales representatives
Online presence
Email, SMS and telephone calling
Newsletters and leaflets
Social media and word of mouth
Shows and exhibitions
Press coverage and reviews
Advertising in newspapers, radio, television or specialist publications

CRM

Investors will ask: how well do you know your customers and your market? Your business plan should show that you are targeting your market by well-defined segments and are focused on creating value for customers.

First we need to decide on the process for Adding/Uploading each record type. Then create a 'how-to' guide showing the steps involved

We should schedule monthly practice meetings, in person. each meeting will cover one record type and the last part will be for questions. each team member will bring two items to input/upload. Make it a potluck - Eat after the presentation

if possible create audit advance finds/dashboards to catch/track records with errors

We can track Keys in CRM

Let's take some time to test this

What is the process for budgets? from adding budget item to uploading signed capital request form

How can we make this easier to upload to CRM?

How do you add a task? and can you assign it to someone?

Access Requests Kept in CRM?

I think Sheryl adds this to CRM

Add an organization that can compete with you, either now or in the future. Think about all alternatives that the customer may have, including doing nothing or addressing their problem in a completely different way.

Sheryl ?: What do you add to CRM for Access Requests?

Describe the competing product or service

Do they compete with you now or will they compete with you in the future?
What do they provide that competes with you?
Does it directly compete, or offer an alternative way to solve the problem?

Document Filing

Document Sub-record

Needs a Sharepoint Folder

This might be something we already have?

What are the needs and interests of the customers in this segment? What do they value? How do they select their purchases?
Add a customer need.

Document Section on Main Property record

Who are your customers? Add a target customer segment. Groupings might include:

... by industry or trade
... by speciality or job role
... by region or locality
... by knowledge, concern, interest or need
... by demographic (e.g. age, gender, education, income)

Available to test in DEV

Audit Dashboards/Regularly Scheduled Audits

Create advance finds for any records where errors happen

What market position are you aiming at?

Think about:

What segment you target
How you compete
Your 'brand values' - what you are known for
Your visibility in the market
How your competitors regard you
How your positioning needs to change

Visio

Describe the vision and the opportunity that the plan is based on.
The investor's question you answer here is Where are you headed, and why?

Not necessary for me or Patty

How is Visio used?

Leases, Grants & Contracts Signing

Provide your investors with a clear picture of your business: how it is structured, who owns it, who runs it, and how it is doing so far?

Inter-Department PDF Signing possibility

Capital Request form

Patty created new fillable form to fix problems with old form

Can this form be converted to MF and Automated?

Is a "free" option. had Steven do a test. Patty and I also were able to do this. Ideal users should be 'computer savvy'

Add some information about your successes and achievements. Think about:

Significant orders placed
High profile customers you have won
Innovative 'firsts'
Case studies
Awards, endorsements and recognition
Accreditation, such as certification to ISO standards
Patents and rights held

Problem with 'free' option is it auto-defaults to microsoft pdf instead of regular pdf. You have to go into adobe reader app, then the tools tab, upload file into adobe then you can sign and save it. Sheryl and Steve are capable of doing this.

Patty purchased Adobe sign but it only has 150 'signatures' a year. one sign = one document up to 100 pages with 10 signers

This could be used to sign Capital Request forms

When to use Alphatrust?

Property Leases, Vehicle Orders

Add some information about important partnerships. Think about:

Organisations you have partnered with
The strategic advantages of relationships
What dependencies you have on other partners
Participation in industry associations
Independent professional advisors and coaches

When to use Grants and Contracts?

Work Orders

Your business plan is a commercially sensitive document and you may wish to add a confidentiality statement (or non-disclosure agreement) at the front of the document.
Type in or attach your statement of confidentiality

Sheryl - Are residential work orders handled by PSS Admins?

If we created a workflow for Metro work orders, would PSS be on board? can show an example of how Flow works

Can we Power Automate this?

use flow to create platform for maintenance staff's comments. Front desk can add comments to CRM

Use Power Automate for incoming WOs. Use CRM Workflow for completion email

Can we use flow to send reply emails?

Possible but we would need to add an approval so the email doesn't go out before the work order is complete