Case Study

NPCA improves core internal leave and activity reporting with Office 365

NPCA in deep partnership with Technovert understood the bottlenecks and loss of productive hours in the filing of leave & activity information, onboarding new staff, etc.. Tracking, approval, and reporting was crucial for NPCA’s Accounting team for processing of paychecks, utilization and manpower budget.
In the protection and conversation of natural parks with a team of members & supporters, people’s productivity and efficiency are key.

Industry

Power Apps, azure , Office 365

Location

India

Engaged in

6 Months

With the ParkPoint 2.0 Portal & Apps, our employees, and members have access to the right information and file work reports on-time, boosting the overall productivity and accountability.

Ramadji Domunande

Sr. Director, IT Operations & Security

Solution Summary

National Parks Conservation Association (NPCA) founding in 1919, has been an independent, nonpartisan voice working to strengthen and protect America’s favorite places. With 1.3 million members and supporters beside us, NPCA is the voice of America’s national parks, working to protect and preserve our nation’s most iconic and inspirational places for present and future generations.

NPCA embarked on a digital transformation journey in adapting a cloud-first strategy with a rollout of Office 365, Microsoft Teams and Power Platform. NPCA began looking for modern solutions that could automate and streamline many of their processes and turned to Technovert for help.

Challenge

In the protection and conversation of natural parks with a team of members & supporters, people’s productivity and efficiency are key. Without a clear understanding of the employees’ and members’ utilization & accountability, it harder to foster collaboration and improve productivity. Such was the case for NPCA. Looking to implement more efficient processes for Leave & Activity Reporting, Onboarding of New Workforce, NPCA engaged with the Technovert’ s team of SharePoint specialists to adopt and implement digital work management solutions.

Solution Strategy

NPCA in deep partnership with Technovert understood the bottlenecks and loss of productive hours in the filing of leave & activity information, onboarding new staff, etc.. Tracking, approval, and reporting was crucial for NPCA’s Accounting team for processing of paychecks, utilization and manpower budget.  We found it ideal to utilize Microsoft PowerApps and Office 365 as the business application platform for the solution. The Leave & Activity reporting makes it possible to file leave and work reports, and assists employees with filing, tracking and updating their valuable effort from any device or form factor. The app is built using Common Data Service (CDM) as the main data source but there are also connections to SharePoint Online and Microsoft Flow.  Through these connections reporting managers, the finance team can review submitted proofs from SharePoint, take action and trigger workflows with Flow that update the App, making the process efficient, error-free and secure.

Case Study- NPCA
Schematic diagram of the leave activity flow with Microsoft Workflows

The business application uses multiple entities within the Common Data Store and uses canvas driven approach for process automation. Information is pulled from various internal databases and excel files and displayed on a single screen. Once users view/update records, the information is also synchronized with SharePoint Lists for redundancy. Users create work & leave reports, submit documents, and can input their data in a single location, where it will be available for action, and approvers and reporting managers can process on time.

When submitting new work reports, the user information along with the reporting structure can be queried from Microsoft Graph, allowing the users’ key information to be pulled, viewed, and stored without the hassle of manual entries. These types of usability features improve the user experience, and the customer experience, and save valuable time and effort while increasing accuracy and recollection. An additional dashboard for claim managers and finance teams gives the functionality and capabilities they need to effectively manage their expense claims.

Results

Employees of the National Parks Conservation Association (NPCA) can now easily file their leave and activity reports and other internal claims, while reporting managers now have the ability to review and approve. The finance team can get access to all submitted proofs in one common store secured with necessary privileges. By managing all this information centrally within Office 365, and having common processes for tracking claims, accuracy is improved, and the whole process is much easier and more efficient for all users within the organization.