Project Title: Workflow Automation through Power Automate

University of Montana

Details
Project Title Workflow Automation through Power Automate
Project Topics Customer Service & Account Management Data Management Employee and Labor Management Information Technology (IT) Legal, Regulatory, Compliance Operations Product Design & Development Quality Control
Skills & Expertise
Project Synopsis: Challenge/Opportunity
The Mansfield Center is on a mission to transform our administrative workflows. As part of the University, we must adhere to the institution’s requirements and systems, which often lack clarity and are inconsistent. But with our high volume and fast pace we need clear, timely, and intuitive processes so we can focus on our mission of developing globally minded leaders of integrity.  These processes can be supported with technology like ‘Power Automate,’ which will grow in use across the institution, especially with the ongoing migration to ‘SharePoint.’

With this in mind, a necessary and timely project for students in BMIS476 would be to pilot such a workflow articulation using Power Automate. In consultation with Center staff, a specific workflow would be identified and developed over the semester. Another outcome for students would be developing familiarity with Power Automate for other future projects.  As part of this project, students will have the opportunity to develop these workflows directly in a SharePoint environment that will be provisioned by the Center's administration. This hands-on experience will allow students to integrate automation features seamlessly into the organization’s daily operations, leveraging SharePoint’s capabilities to enhance productivity and collaboration.

Project Synopsis: Activities/Actions Required
Identification of a workflow need with Mansfield Center staff. Ongoing discussion with students to provide clarity. Developing a familiarity with Power Automate and Sharepoint.
Project Synopsis: Expected Results
At the end of the project, we are hoping to have some of our administrative processes moved into a Power Automate environment.

Project Timeline

University of Montana - Workflow Automation through Power Automate
Due Date
Activities
Deliverables
Status
Action
Wed, 09/04/24
11:00 AM US/Mountain (UTC-06:00)
Projects Kickoff
No Deliverables
No deliverables are required for this action item.
Location: In Person
Wed, 09/04/24
11:00 AM US/Mountain (UTC-06:00)
Project Selection by Student Teams
No Deliverables
No deliverables are required for this action item.
Location: In Person
Fri, 09/13/24
5:00 PM US/Mountain (UTC-06:00)
Negotiate and Sign NDA if required
No Deliverables
No deliverables are required for this action item.
Description:
Teams and sponsors will complete a Non Disclosure Agreement (NDA) and sign it, if required by the sponsor.  Please use the template provided in the resources area, unless the sponsor has a NDA agreement they want to use.
Sun, 09/15/24
12:00 AM UTC
Complete Project Pre-Kickoff Evaluation
Required Evaluation
Evaluation submission is required.
Mon, 09/30/24
5:00 PM US/Mountain (UTC-06:00)
Project Charter
Required Action Item
Required Deliverable
Deliverable submission is required.
Description:
This is the second draft of the project charter.  Teams will make edits to the first draft based on instructor feedback before seeking approval and signatures from the project sponsor.  This document includes information on the scope of work, budget, schedule, resources, and planning for the project.
Deliverable Instructions:
Upload your project charter and share it with your project sponsor.
Fri, 10/11/24
12:00 AM UTC
Complete Temperature Check Evaluation #1
Required Evaluation
Evaluation submission is required.
Thu, 10/31/24
5:00 PM US/Mountain (UTC-06:00)
System Design Document
Required Action Item
Required Deliverable
Deliverable submission is required.
Description:
This is the plan of what to build the final product for the project sponsor.
Deliverable Instructions:
Share system docs with your sponsor.
Mon, 11/04/24
5:00 PM US/Mountain (UTC-06:00)
Agile Development Meetings with Project Sponsor
No Deliverables
No deliverables are required for this action item.
Description:
Team will start regular (weekly or every other week) development meetings with project sponsor to show their progress on the final product and make appropriate changes.
Fri, 12/06/24
12:00 AM UTC
Sponsor Project Evaluation
Required Evaluation
Evaluation submission is required.
Fri, 12/06/24
8:00 AM US/Mountain (UTC-06:00)
Final Presentation
No Deliverables
No deliverables are required for this action item.
Location: In Person
Event Description:
Students will present the project process and a draft of the final product to the sponsors on 12/8/23, These will be 30-minute presentations.  Teams have one more week to make any final changes before the product is handed off by 12/15/23
Fri, 12/13/24
12:00 AM UTC
End of Project Peer Assessment
Required Evaluation
Evaluation submission is required.
Fri, 12/13/24
5:00 PM US/Mountain (UTC-06:00)
Final Project Report and Hand-off
Teams will deliver a final project report and conduct a hand-off and training meeting with the project sponsor to complete the class portion of the project.
No Deliverables
No deliverables are required for this action item.
Guiding Questions:
Teams will deliver a final project report and conduct a hand-off and training meeting with the project sponsor to complete the class portion of the project.

Program Managers

Name Organization

Teams

Team Name  Project Name  Team Members 
No Teams Available