3 min readBusiness Process Management for Office 365 simplified using Apps4.Pro Cards

Published Date:

December 20, 2017

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In this blog we shall explore how a typical travel reimbursement process
flows, what are normal issues we face in it when using with Office 365
and finally how we can optimize and be productive using Apps4.Pro Cards.

Below is the typical travel reimbursement process.

User submits the bills to the accounts team
Account will verify the bills and issues reimbursement
In some cases, the accounts team will forward it to the HR team for

the cross verification and will do the reimbursement

Scenario

Now consider the below case where the user comes back to the account
team to check the status.

Irvin sends mail to Account Payable to check status of his travel

reimbursement.
Debra checks recent conversation and tasks for Irvin from Planner to

understand the context. Debra finds Irvin’s travel reimbursement is

in long due.
Debra decides to call Irvin and inform the status. So Debra adds a

personal remainder for this email.
Debra needs to do HR verification for this and sends this as email

to HR Office365 Groups.

Problems

Unable to find / link related information for an email
No mechanism available for Process flow for a task between different

Office365 Groups

How Apps4.Pro Cards helps you

In Apps4.Pro Cards, you can organise cards in a list. The card can be
anything like a ticket, task, deal, account or contact. Users can
customize and create list with any card type. A list can be created for
a Office365 Group, through which business processes will flow into the
group.

In the below sample, Irvin mails to account team to reimburse the
travel expense. And the accounts will organise each contact as cards and
will create a travel reimbursement card and links with Irvin’s contact
card.

Here you can integrate the following with Apps4.Pro Cards.

Outlook Tasks
Calendar Event (Personal / Group)
Files (OneDrive / SharePoint Online)
Office 365 Groups Conversation – We can link conversations from any

Office 365 Groups
Planner Tasks
SharePoint Tasks
Teams
Attach an Email
Link another Office 365 Card

When the accounts team receives a new mail from Irvin, all the related
information comes handy.

With Apps4.Pro Cards, you can pass the information to another Office 365
Group where you are even not member of, for further processing.

The list can be shared by providing fine grained permissions to manage
the card access, which provides an easy way to collaborate with other
Office 365 Group which we are not a member of. The sharing permissions
of list includes