How to Manage Business Processes in SharePoint | Repeatable Checklists | Compliance

The problem? Your published procedures aren’t consistently followed—even when your staff know what to do. That’s where checklists in SharePoint come in. Templated, assigned tasks, and trackable, they help ensure compliance and boost efficiency.

What you’ll learn:
✅ How we approach templated processes to create checklists
✅ Tracking tasks and capturing evidence
✅ Actionable reports to drive improvement

Ideal for HR, Operations, and IT teams looking to streamline their processes.
What you'll see in this demo-packed video:
00:00 Introduction
01:53 Procedures: Department Specific
02:50 Procedures: Industry Specific
03:16 Use Cases: Customer Onboarding
04:04 Use Cases: HR Appraisals
07:08 Microsoft 365 Tools for Checklists
10:15 Demo: Planner
13:44 What does a good solution look like?
15:02 Demo: Customer Onboarding
28:10 Demo: HR Appraisal
32:02 Takeaways

Need help with managing business processes in SharePoint? Book a call with Rupert: https://informationexp.com/book-a-call/

#SharePoint #BusinessProcesses #DigitalTransformation

Note: Any personal data depicted in this video is entirely fictitious and is solely for demonstration purposes.