Insight Solutions

𝗪𝗛𝗔𝗧 𝗪𝗘 𝗗𝗢: We tailor Microsoft 365 to your organization through knowledge management solutions and process automation. Clients hire us because we simplify complex processes. People are our passion, and we bring technical expertise and a commitment to client success. 𝗛𝗢𝗪 𝗪𝗘’𝗩𝗘 𝗗𝗢𝗡𝗘 𝗜𝗧: 𝙎𝙘𝙚𝙣𝙖𝙧𝙞𝙤: Client was looking to move invoice management process to the cloud. 𝘼𝙘𝙩𝙞𝙤𝙣: Delivered more than the client expected by architecting and developing a companywide advanced invoice routing system leveraging SharePoint, AI models, and Power Automate. 𝙍𝙚𝙨𝙪𝙡𝙩: • Automated data entry process, eliminating human error and ensuring 100% data completeness. • Significant reduction of invoice processing hours saving 18k – 20k man hours annually. • Removed the potential for late invoices. • Enhanced efficiency and empowered data-driven decision-making. 𝙎𝙘𝙚𝙣𝙖𝙧𝙞𝙤: The client was looking for a way to optimize their billing adjustment process and get away from 3rd party software subscriptions. 𝘼𝙘𝙩𝙞𝙤𝙣: Developed and automated a customized companywide approval system for billing adjustments, accounts receivable, and customer refund processing by leveraging SharePoint, Power Automate, and Dataverse. 𝙍𝙚𝙨𝙪𝙡𝙩: • $720k - $960k savings in annual software subscriptions no longer needed. • 75K – 90K man hours saved per year. 𝙎𝙘𝙚𝙣𝙖𝙧𝙞𝙤: Clients needed a modern knowledge management system to reduce IT resource expenditure and improve data security and compliance. 𝘼𝙘𝙩𝙞𝙤𝙣: Implemented over 20 SharePoint migrations including SharePoint 2010, 2013, 2016, 2019, and SharePoint Online. 𝙍𝙚𝙨𝙪𝙡𝙩: • Proven track record of 100% success rate without disruptions. • Clients set up for success with best practices in place. • Information architecture that was intuitive and tailored to client. 𝗪𝗔𝗡𝗧 𝗧𝗢 𝗟𝗘𝗔𝗥𝗡 𝗠𝗢𝗥𝗘? Schedule a free, 30-minute conversation with us to explore how we can help you meet your goals.