Power Platform Success: Veterinary Support Provider Streamlines Growth Processes

How the Power Platform enabled this company to simplify and streamline onboarding and other processes critical to growth

About

This professional provider of veterinary operational support partners with and provides resources and operational support for established veterinarians looking to grow their practices, reducing their day-to-day burden, so they can focus on their patients.

Challenge

This provider was being hindered by manual processes and an overloaded IT team. The company's strategy is to grow by attracting individual practices, but the massive onboarding process was inefficient and slow. In addition, employee data was difficult to manage.

Solution

HSO employed Power Automate to automate various processes, among them the documentation of laptop loans to employees. The recently implemented solution seamlessly integrates with Excel, which was a crucial requirement for the company.

Key aspects of the automation include:

  1. Data synchronization to ensure efficient triggers and tracking.
  2. Utilizing Power Automate in conjunction with Adobe Sign to generate essential documents.
  3. Developing automated workflows to manage address verification and shipping procedures.

Results

The resulting solution:

  • Completely automated multiple processes, removing IT from them
  • Reduced the size & complexity of the onboarding process by moving parts of large Power Automate flows into child flows
  • Moved employee data and tracking from Excel to Dataverse for better management and data protection
  • Up-skilled staff with Adobe Sign document creation and integration

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