Case Studies
Case Management AutomationCases were opened and managed manually via emails and SharePoint, with documents scattered across inboxes and folders. A unified automation was implemented to manage cases end-to-end, centralizing documents, communications, approvals, and secure archival with full traceability and control.
The Overview
Legal and operations teams were managing cases through a largely manual process that involved opening cases by email, creating SharePoint sites by hand, and moving documents and communications manually. Important case-related information was spread across inboxes, folders, and shared drives, making it difficult to maintain consistency, visibility, and control throughout the case lifecycle. The objective was to implement a unified automation that could manage cases end-to-end from initial creation to secure archival while ensuring traceability, security, and operational efficiency.
The Challenge
The existing case management process relied heavily on manual steps, which led to delays, errors, and fragmented data. Teams had to manually create SharePoint sites for each case, move emails and documents individually, and track progress without a standardized structure. The absence of a formal case closure and archival process further increased the risk of data loss, compliance gaps, and long-term storage inefficiencies.
The Solution
A complete case lifecycle automation was designed using Microsoft Power Platform and SharePoint to replace manual processes with a structured, rule-driven workflow. A Power Apps form was introduced to capture all required case details at the time of initiation. Upon submission, the system automatically provisioned a dedicated SharePoint case site, applied predefined folder structures and permissions, and migrated related emails and documents into the correct location. A controlled archive workflow was implemented to securely close cases and move them into long-term storage once completed.
- End-to-End Automation
Automated workflows covered case creation, site provisioning, document organization, communication handling, and archival without manual intervention.
- Granular Permission Control
Role-based access ensured sensitive case data was protected and only accessible to authorized stakeholders throughout the case lifecycle.
The Results
The new case management automation delivered immediate operational improvements and strengthened compliance across legal and operations teams.
- Operational Efficiency Gains
Transaction processing became significantly faster, manual work was reduced, and finance teams experienced smoother daily workflows with fewer system interruptions. - Improved Financial Visibility
The redesigned chart of accounts and reporting structure enabled real-time insights, cleaner financial statements, and easier compliance with internal and external reporting requirements.
- Secure and Compliant Archival
Completed cases were archived securely, supporting retention policies and reducing long-term data management risks.