Building Effective Customer Feedback Surveys with Office 365/SharePoint & BPA Apps

Integrated approach for building a customer feedback survey, consolidate data and take the necessary measures, using Forms, Power Automate and BPA Quality on SharePoint/Office 365.

In ISO 9001:2015, the clause 9.1 requires an organization to determine appropriate methods for monitoring and measuring customer satisfaction by using customer satisfaction surveys or providing methods for receiving and dealing with customer feedback.

It is obvious that businesses must guarantee their customers are satisfied. Happy customers will most likely remain loyal on the long term and recommend your products to other organizations. Listening to their clients makes organizations successful, and customer feedback surveys is an easy way to do it.

This no-code scenario presents a simple configuration example to prepare an effective customer feedback survey with the BPA Quality app.

The customer feedback form was built with Microsoft Forms and can be shared with customers by email, QR code or embedded in your web site. The form is adapted to fit any screen, even mobile phones. When submitting the survey, data is sent to BPA Quality using a simple Power Automate flow and internal users get notified.

Survey replies get consolidated in the BPA app, and the concerned persons will be automatically alerted in case a customer is not fully satisfied. Survey data is visible from the client organization page, together with other client-related information like contacts or complaints. Dashboard display instant metrics like the overall customer satisfaction and other consolidated metrics about customer feedback or visits.

In summary, it’s very easy to create any survey, consolidate data and take the necessary measures in the BPA app. By listening to customers, your organization will improve business results.

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Simplifying Audit Management with Office 365/SharePoint

Innovative approach for managing audits by using BPA Quality and Microsoft Office 365 technologies like Flow for automation, Power Apps for mobility and Power BI for advanced reporting.

Managing audits or inspections is not an easy process. Typical considerations when managing audits include: audit planning and preparation, audit execution – e.g. with a mobile device, treatment of findings and follow-up actions, audit report preparation and sharing, audit monitoring, notifications to the concerned people, audit process validation, and business intelligence.

The audit module in BPA Quality lets you track any audit, like internal or stakeholder audits, quality, health, security, environmental, or data privacy audits or assessments.

A configurable workflow – built with Microsoft Flow – automatically alerts the right persons throughout the entire audit process, update the audit status, enforce all questions to be answered and actions to be compliant prior closing. The workflow generates new audits automatically based on the audit frequency, avoiding manual audit planning.

In this example, the audit is executed by using a simple mobile app. The app was created with Power Apps and it’s completely configurable. The auditor goes through each question and set compliance with notes and append photos if needed.

Finally we present a simple business intelligence report built with Power BI, with no code. The report lets you check the coverage of your audits, here by ISO 9001 clause. By selecting a clause, the report will dynamically filter audits where this specific clause was audited, questions that have been asked and the related number of findings.

Together with Office 365 technologies, we bring tools to improve traditional business processes.

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Document Approval Flow

Simplifying Document Approval Flows with eSignature and Office 365

Simplifying compliance document approval with eSignatures and Microsoft Office 365 automation tools.

Managing compliance documents is not an easy process. Typical considerations when managing document include:

  • document creation from templates
  • document approval flow with alerts
  • document signatures and traceability
  • document versioning
  • document distribution and training
  • document revision and archival
  • document access permissions

The above video presents an innovative approach for approving and distributing compliance documents with BPA Quality and Office 365. The illustrated scenario simplifies typical task-driven workflows by using eSignatures, and makes the process compliant with ISO and FDA regulations, like CFR 21, part 11.

Microsoft Flow is used for the automation part. It brings unique capabilities to interact with Office tools or third party systems and add new AI possibilities.

This no-code scenario can easily be configured and implemented for any type of organization with little effort.

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