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Automating Weekly Reporting and Employee Onboarding
Multi-location operations team, Coachella Valley
The challenge
Staff spent hours every week rebuilding the same reports by hand, and onboarding new hires was a manual, error-prone checklist that varied depending on who ran it.
What we did
- Scoped the two highest-friction workflows: weekly reporting and employee onboarding/offboarding
- Built, tested, and documented a Power Automate flow for scheduled reporting
- Built an end-to-end onboarding and offboarding flow triggered from HR events
Outcome
- Weekly reporting reduced from hours to minutes
- Onboarding automated for 100+ users, eliminating manual setup errors
- TODO: exact hours reclaimed per week (pending client confirmation for public use)
Want results like these?
Book a 15-minute call and tell us what you're dealing with. We'll give you an honest take on what a focused engagement could achieve.
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