Our Services

Problem Statement:
A client struggled with scattered information, inconsistent workflows, and underutilized SharePoint capabilities. Departments were using siloed systems, leading to duplication of effort, miscommunication, and challenges in accessing critical information. The lack of integration between SharePoint and other tools within the Microsoft ecosystem further hampered productivity and delayed project timelines. Employees found it difficult to collaborate effectively, and key business processes were not streamlined, impacting overall efficiency.

Solution Statement:
Matthew Kays Consulting conducted a comprehensive analysis of the client’s SharePoint environment and identified areas for optimization. Leveraging the full suite of SharePoint capabilities, we designed an integrated solution that centralized document management, enhanced workflow automation, and improved information accessibility.

The solution included:

Content Organization: Restructured document libraries and implemented metadata tagging for easy retrieval.

Automated Workflows: Developed workflows for approval processes, task management, and notifications using Power Automate, integrated seamlessly with SharePoint.

Collaboration Tools: Enabled integration with Teams for real-time collaboration and Planner for task tracking.

Governance Framework: Established permissions, version controls, and compliance tracking to ensure data security and regulatory adherence.

Training and Adoption: Conducted training sessions to help employees utilize SharePoint and its integrated tools effectively.

The integrated SharePoint solution transformed the way the client managed information and collaborated across teams. Employees now had a single source of truth for documents, automated workflows reduced manual intervention, and communication between teams became more seamless. These improvements resulted in faster project delivery, better compliance, and increased productivity across the organization.

Challenge:
A legal firm faced challenges with repetitive and manual processes in their operational workflow, leading to inefficiencies and inconsistent output. The firm needed a streamlined system to improve task coordination and minimize errors while saving time.

Solution:
Matthew Kays Consulting implemented a custom automation solution leveraging Microsoft Power Automate. The system was tailored to the firm’s needs, automating routine tasks, creating seamless workflows for document management, and integrating Microsoft Planner for efficient task tracking. The solution also enabled real-time updates and notifications, reducing reliance on manual follow-ups.

Impact:
The tailored automation significantly improved process efficiency, saving the firm valuable time and reducing the risk of human error. The streamlined workflows allowed the team to focus more on high-value tasks, enhancing overall productivity and service delivery. Additionally, the real-time updates fostered better collaboration and accountability across the team, contributing to a more efficient and cohesive work environment.

Challenge: The business owners, a family working full-time jobs, found it challenging to stay on top of day-to-day operations and administrative tasks, causing strain and inefficiencies in their family-run business.

Solutions:The family-run business, struggling to manage day-to-day operations alongside full-time jobs, faced significant inefficiencies and strain. To alleviate these challenges, we streamlined and automated key processes such as clinical notes, client onboarding, care plans, rostering, and invoicing. This solution saved the business two days a week on administrative tasks, boosted operational efficiency by 25%, and reduced onboarding time by 40%, allowing the owners to manage their business more effectively and focus on growth.

Impact: Saved the business two days a week on administrative tasks, creating efficient daily operations and reducing confusion, allowing the family to focus more on growing their business and improving service delivery.

Challenge:
A client faced an inefficient process for managing various types of work. Navigating the required steps was cumbersome, involving numerous phone calls and often yielding inconsistent guidance due to staff turnover. This inefficiency resulted in significant delays and frustration.

Solution:
Matthew Kays Consulting developed a tailored Office 365 solution, introducing a virtual agent designed to guide users through the correct steps for handling different types of work. The chatbot asks targeted questions, ensures compliance with relevant requirements, and connects users with the appropriate resources or contacts. This solution replaced dependency on individual staff knowledge with a reliable, automated system.

Impact:
The virtual agent streamlined the process, reducing time spent on each request by an entire business day. This innovation improved consistency, reliability, and user satisfaction while enhancing overall operational efficiency. The client now enjoys a smoother, more predictable workflow for managing their work processes.

Challenge:
A law firm struggled with inefficiencies in managing client requests due to reliance on emails, Excel sheets, and frequent meetings. This manual approach created bottlenecks, delayed responses, and hindered effective service delivery.

Solution:
Matthew Kays Consulting utilized Microsoft Power Automate to transform the firm's workflow. By transitioning to Microsoft Planner and automating 40% of the client request process, the new system replaced the need for time-consuming meetings, spreadsheets, and excessive email communication.

Impact:
This streamlined solution saved the law firm an average of 30 minutes per client request, significantly enhancing operational efficiency. The automated workflow enabled faster response times, improved task management, and elevated the overall client experience by ensuring prompt and professional service delivery.