Integrated Virtual Workspace Solution
Business Sherpa Group Inc.
**Introduction**
Business Sherpa Group (BSG) is a consultancy firm focused on providing flexible, sustainable, and affordable business management solutions to assist its members in overcoming challenges posed by limited resources and high consultation costs.
**Problem**
BSG previously handled client information through a manual onboarding process, which involved several time-consuming steps. This inefficiency was a significant obstacle, prompting BSG to seek an optimized, automated solution to streamline the lead creation and client onboarding processes and minimize the risk of data entry errors.
**Solution**
To establish a Virtual Workspace that enables the BSG team to efficiently manage client projects, Intelligenes implemented Microsoft Power Automate and SharePoint to enhance BSG's onboarding, tracking, and management procedures for clients. The system was integrated with key tools, incorporating automated workflows and Insightly CRM integration to trigger specific events and carry out essential steps needed to gather data for lead creation, the initial phase of client onboarding. Additionally, Planner was integrated to design project plans and monitor daily tasks for each project.
**Result**
BSG has successfully improved its client and project management operations. The Virtual Workspace has streamlined the client onboarding process, significantly decreasing processing time, costs, and resource expenditure, enabling the organization to reach its goals more effectively. For more details, visit: https://www.intelligenes.com/virtual-workspace-solution-bsg/