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Case Study

A Better Way to Collaborate

How one medical association is leveraging SharePoint Online, Teams, and Power Automate to run meetings more efficiently in a virtual environment.

Netrix Case Study Construction
Netrix Case Study

Our client engaged Netrix to recreate their submission and review of amendment process leveraging SharePoint Online integrated with Microsoft Teams with automated workflows and a remote-accessible interface.

Our collaborative partnership produced a scalable and extensive solution that supports the Association with a secure, virtual platform enabling remote participation and allowing amendment submission and review in real-time.

The Situation

One of the largest, not-for-profit medical associations in the nation hosts regular meetings for their House of Delegates (HOD) to set medical policy. Several committees collaborate during these meetings to prepare draft reports on various topics, including amendment suggestions to be submitted and reviewed by the counsel before presenting to the delegates for approval.

Facing Covid limitations for in-person conferences and the disruptive shift to remote work, the Association took to reimagining their policy development process to allow remote participants and virtual meetings to operate under regular meeting procedures.

Our client engaged Netrix to recreate their submission and review of amendment process leveraging SharePoint Online integrated with Microsoft Teams with automated workflows and a remote-accessible interface.

Our collaborative partnership produced a scalable and extensive solution that supports the Association with a secure, virtual platform enabling remote participation and allowing amendment submission and review in real-time.

    The Process

    The existing process relied on in-person attendees to manually deliver proposed amendments to counsel for review and provided them to the on-site meeting facilitators. Netrix broke ground with frequent stakeholder reviews, engaging key business executives to ensure evolving requirements were captured.

    Netrix uncovered 3 distinct workflows required to fully support the submission and review of amendments spanning across multiple devices and reviewed by several committees.  

    Netrix delivered this project using our transparent delivery approach that provides clients flexibility to adjust scope while maximizing their budget.

    Netrix teams ensure quality and transparency with project management, business analysis and quality assurance workstreams.

    The Solution

    The HOD amendment process solution was built using Microsoft 365 platform tools. The meeting participants require virtual access to review and edit the amendments.

    Leveraging SharePoint Online, Netrix built an online form to allow virtual attendees to draft and submit an amendment for review. The completed forms were then submitted to a Microsoft Teams Cards to store the request in a SharePoint List and automatically create a notification to counsel members about the request. Members can interact with the notification to accept the SharePoint amendment request item and assign it. Once approved by counsel, a second workflow sends the amendment to a message queue, prompting facilitators to present the amendment in the virtual meeting.

    The new solution pairs a flexible, remote-friendly process with a sophisticated backend business logic and integration engine built on SharePoint, Teams, and Power Automate.   

    Key Results

    Pains

    • Remote attendees to the virtual meeting needed to be able to draft amendments.
    • Proposed amendments needed to be reviewed by association counsel.
    • Reviewed amendments needed to be sent to the meeting facilitators for display and discussion.
    • The existing process relied on in-person attendees to manually propose amendments to counsel for review and provided them to the on-site meeting facilitators.

    Gains

    • Netrix built an online form to allow virtual attendees to draft and submit an amendment for review. 
    • The completed forms were then submitted to a Microsoft Teams Card for review and approval by association counsel.
    • Once approved by counsel, a second workflow sends the amendment to a message queue. The message queue is used by the meeting facilitators to present the amendment in the virtual meeting.
    • The entire process was constructed to allow amendments in real-time while the meeting was in progress.

    Our Approach

    Netrix incorporates agile development best practices into our application development operations and prioritizes the evolution of your development teams by introducing market-leading best practices. Whether modernizing the applications you have in place today or developing new custom solutions for your unique business challenges, our team provides the experience and resources necessary to gain new functionality and efficiencies.

    Technical Expertise

    Our Microsoft-certified engineers develop software applications using the most modern technologies, ensuring that your application is usable and maintainable in the future. Our primary technical expertise includes:

    Microsoft Stack

    • .NET development, MVC, MVP, MVVM

    Modern Web Application Development

    • HTML5, CSS3, JavaScript, jQuery, Angular JS, Knockout, Single Page Applications

    Database Architecture

    • SQL, MySQL, noSQL

    Azure Migration and Development Services

    • App Service, Web Roles, Worker Roles, Table Storage, Blob Storage, Queues, and Service Bus
    • Cloud-Based Architecture

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