IMPROVING DATA ENTRY

Tasked with managing team metrics for monthly status reports to senior leadership, I created a new process to easily capture and record data, eliminating tedious manual entry and creating a comprehensive database of projects and investigations.

Project GoalS
The project aimed to simplify data entry, reduce the amount of team members spent maintaining spreadsheets, and create a useful database of information.
process map
Linkages created using applications in the Microsoft suite created an automatic flow of information 
from input to visualization.​​​​​​​
The Process
Users input information into a survey style form instead of manually entering information in a spreadsheet.
Step Two
Form inputs trigger automated "flow" which adds new data to a SharePoint list.
The path setup in Microsoft Flow
Step Three
The flow runs each time the form is submitted, and form fields are mapped to columns in a SharePoint list which creates a new entry in the database.
Conditional formatting is used to flag special details like open investigations or projects in specific phases.
Notifications
Submitting the form not only logs the data, but it also triggers an email notification and a post in Microsoft Teams.
Forms allows you to customize how the post will appear on Teams.
Creating a record in a central location provides a dashboard style view for managers or team members to quickly access new information.
This view shows the posts on the Projects channel in Teams.
It was important that the posts on Teams were easy to take in quickly, and it took a few tests to make sure the formatting was right.
Submitting the form also triggers an email notification to several key team members, including the manager, letting them know that information has been successfully logged.
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