challenge & innovation

The client’s existing records schedule, file plan, and inventory management tool was outdated, difficult to use, and failed to meet security compliance requirements. Inconsistent reporting features and disconnected data sources forced users to rely on manual processes to identify and report on key records schedules, file plans, and inventory data, increasing inefficiencies and risks. To address these challenges, Savan leveraged Power Platform technologies to design a modern, Web-enabled Records Control Schedule tool with a user-centric interface. This new solution provided a more intuitive and efficient experience while enhancing security, streamlining data connections, and automating reporting for improved records management.

impact

By enabling self-service edits to schedules, the new Web-enabled Records Control Schedule tool reduced reliance on IT, empowering records staff to manage updates independently. The streamlined interface cut clicks and page refreshes by 50%, significantly improving efficiency and allowing users to access record schedule data more quickly. Additionally, the integration of a Power BI dashboard suite provided a centralized, real-time view of department-wide records information, enhancing accessibility and enabling data-driven decision-making across the organization.