Engagement Automation
A workflow automation project that improved signup coordination, reduced manual administrative work, and created a better user experience.
Project Overview
Identified manual bottlenecks in event coordination and led the implementation of an automated engagement platform using SharePoint, Microsoft Forms, and Power Automate, enabling self-service registration and automated calendar integration—significantly reducing administrative workload and improving participation experience.
The Challenge
Manual Coordination
Signup and scheduling processes required staff attention, follow-up, and repeated communication.
User Experience
Participants needed a smoother way to register and receive event details without confusion.
Approach
1. Define the user path
Mapped what users needed to do, what information staff needed, and what should happen automatically.
2. Build SharePoint structure
Created the supporting SharePoint page/list foundation for managing activity information.
3. Automate communication
Used Power Automate to trigger follow-up steps and calendar-related actions.
4. Improve reliability
Reduced dependence on manual tracking and created a consistent workflow for users and administrators.
Impact
Why It Matters
This project demonstrates low-code solution design, business process thinking, and the ability to turn scattered manual work into a repeatable digital workflow.