How to Manage Business Processes in SharePoint | Repeatable Checklists | Compliance

The problem? Your published procedures aren’t consistently followed—even when your staff know what to do. That’s where checklists in SharePoint come in. Templated, assigned tasks, and trackable, they help ensure compliance and boost efficiency. What you’ll learn: ✅ How we approach templated processes to create checklists ✅ Tracking tasks and capturing evidence ✅ Actionable reports to drive improvement Ideal for HR, Operations, and IT teams looking to streamline their processes. What you'll see in this demo-packed video: 00:00 Introduction 01:53 Procedures: Department Specific 02:50 Procedures: Industry Specific 03:16 Use Cases: Customer Onboarding 04:04 Use Cases: HR Appraisals 07:08 Microsoft 365 Tools for Checklists 10:15 Demo: Planner 13:44 What does a good solution look like? 15:02 Demo: Customer Onboarding 28:10 Demo: HR Appraisal 32:02 Takeaways Need help with managing business processes in SharePoint? Book a call with Rupert: https://informationexp.com/book-a-call/ #SharePoint #BusinessProcesses #DigitalTransformation Note: Any personal data depicted in this video is entirely fictitious and is solely for demonstration purposes.