top of page

Microsoft 365 Case Studies

Talanoa Group helps organizations modernize business processes using SharePoint, Power Apps, Power Automate, Dataverse, and Microsoft Teams.

Below are examples of common solutions we design and implement across Microsoft 365 environments.

These scenarios reflect the types of workflow modernization projects organizations typically request.

Replacing InfoPath Forms with Power Apps

Challenge

Organizations relying on InfoPath often face limited visibility, manual approvals, and upcoming retirement of support in July 2026.

​

Solution

We redesign legacy InfoPath solutions using:

  • Power Apps intake forms

  • SharePoint structured storage

  • Power Automate approval routing

  • role-based permissions using Entra ID groups
     

Outcome

Teams gain:

  • centralized submission tracking

  • automated approval workflows

  • improved reporting visibility

  • long-term supported architecture

​

We replaced manual email-based submissions with structured Power Apps intake forms that centralize requests and improve tracking visibility across departments.

Contract Intake and Approval Workflow Automation

Challenge

Contract submissions are frequently tracked through email with no consistent routing process.

​

Solution

We implement a centralized intake system using:

  • Power Apps submission interface

  • SharePoint contract repository

  • automated reminders

  • approval routing workflows

  • Teams notifications
     

Outcome

Organizations improve:

  • contract tracking visibility

  • approval turnaround time

  • compliance documentation readiness

  • ownership clarity across departments

  • ​

These solutions included automated approval workflows that route requests to the right stakeholders and send reminders when action is required.

HR Request and Employee Workflow Modernization

Challenge

HR teams often manage employee requests across email threads and spreadsheets without structured tracking.

​

Solution

We deploy structured request systems using:

  • Power Apps intake forms

  • SharePoint request tracking lists

  • automated escalation workflows

  • reminder notifications
     

Outcome

HR teams gain:

  • consistent intake processes

  • automated routing

  • improved reporting capability

  • reduced manual follow-up effort

SharePoint Intranet Modernization

Challenge
Challenge

Legacy intranet environments often rely on file shares, disconnected sites, or outdated navigation structures.

​

Solution

We design SharePoint intranet architecture using:

  • hub site navigation

  • department communication sites

  • centralized policy repositories

  • staff resource centers

  • metadata-driven document libraries
     

Outcome

Organizations improve:

  • document discoverability

  • communication visibility

  • governance consistency

  • employee adoption

​

The organization transitioned from shared drives to a structured SharePoint intranet architecture that improved navigation, governance, and document discoverability.

Service Request Tracking Applications

Challenge

Operations teams frequently track requests through spreadsheets with limited accountability or reporting.

​

Solution

We implement structured tracking systems using:

  • Power Apps service request forms

  • SharePoint request tracking lists

  • automated assignment workflows

  • Teams alerts

  • escalation notifications
     

Outcome

Operations teams gain:

  • centralized request visibility

  • faster response coordination

  • improved reporting accuracy

  • reduced manual tracking effort

Compliance Checklist Automation

Challenge

Compliance tracking often depends on manual status updates without reminders or oversight visibility.

​

Solution

We deploy checklist automation using:

  • Power Apps inspection interfaces

  • SharePoint compliance tracking lists

  • scheduled reminders

  • automated escalation notifications
     

Outcome

Organizations improve:

  • audit readiness

  • tracking consistency

  • completion accountability

  • reporting transparency

Typical Microsoft 365 Solution Architecture

Most business process modernization solutions combine:

  • Power Apps for structured intake

  • SharePoint for document storage

  • Power Automate for routing workflows

  • Dataverse for complex tracking environments

  • Microsoft Teams for alerts and approvals

This approach keeps solutions secure and maintainable inside Microsoft 365.

​

All solutions were designed to operate securely inside existing Microsoft 365 environments without introducing additional third-party platforms.

Industries We Support

We regularly support organizations including:

  • healthcare providers

  • legal teams

  • financial services organizations

  • manufacturing operations

  • HR and compliance departments

  • internal IT modernization initiatives

Engagement Approach

Most projects begin with a structured discovery phase to define requirements, data structure, workflow logic, and rollout priorities before implementation begins.

Start a Microsoft 365 Process Modernization Conversation

If your organization is planning to replace legacy forms, automate approvals, or improve document visibility, we can help define a structured approach using Microsoft 365.

Schedule a strategy conversation to review priorities and solution options.

© 2025 by Talanoa Group

bottom of page