Technique: Project Management Automation with Innostax

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Project Summary -Technique

Innostax partnered with Technique, a Toronto-based IT consulting firm, to transform their project management and communication processes. We implemented automation workflows using Microsoft Power Automate, SharePoint, and Microsoft Teams, helping Technique drastically reduce manual work, enhance team collaboration, and achieve seamless data migration without any loss. This streamlined approach enabled Technique to focus on higher-level business priorities while maintaining efficient operations.

Core Technologies

  • Microsoft Power Automate
  • Azure VSTS

Our Services

Team size

5Specialists

The Technique Challenge

Technique was facing challenges with inefficiencies in their project management, primarily due to manual processes that were prone to delays and errors. The client needed:

  • A streamlined workflow to automate manual project coordination and communication
  • Integration of various systems for smooth collaboration between teams
  • Migration of existing data and communication history without losing critical information
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Solution

Innostax designed and implemented automation workflows to address Technique’s specific needs:

  • Power Automate Workflows: We created custom Power Automate flows triggered by HubSpot events. These flows automated repetitive tasks, including SharePoint site creation, folder structuring, and file management.
  • SharePoint and Microsoft Teams Integration: We linked SharePoint lists with Microsoft Teams channels, ensuring all team members had real-time access to relevant documents and information, improving collaboration.
  • Azure VSTS Setup: Automated the creation of projects and repositories in Azure VSTS to streamline the development process and enable faster project delivery.
  • Data Migration: We successfully migrated Technique’s existing chats and customer data into Microsoft Teams and HubSpot, ensuring seamless continuity without any data loss.
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Results & Feedback

The implementation of these solutions provided Technique with several significant benefits:

  • Increased Efficiency: The automation workflows reduced manual work by 85-90%, enabling the Technique team to focus on more strategic activities.
  • Enhanced Collaboration: With integrated tools and real-time access to data through Microsoft Teams and SharePoint, team communication and coordination improved significantly.
  • Seamless Data Migration: We achieved a 100% successful migration of critical data, including deals and communication history, ensuring no disruption in operations.
  • Faster Project Setup: The automated processes enabled Technique to set up projects and collaborate within minutes instead of hours, drastically improving operational speed.

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