Ashwin Yadav
All work

Policy 13Healthcare RCM (in-house)AI & Automation

Request and operations tracking on Dynamics 365

Policy path. Signal: Operational or client request received. Decision: Dynamics 365 queues and routing rules. Controls: Require Role-based access via Entra ID groups; Action Routed and notified by Power Automate; Action Reported in a Power BI view. Outcome: One tracked, auditable record per request.

If The challenge

Operational and client requests were tracked across email and spreadsheets, with no single view of status, ownership or turnaround, and no audit history for records that could relate to healthcare data.

Then The solution

Delivered a Dynamics 365 solution on Dataverse: request tables and queues per team, role-based security mapped to Entra ID groups, Power Automate routing and notifications, Outlook and Teams integration, and a Power BI view for managers.

Result Outcomes

  • One tracked record per request
  • Role-based, auditable access to records
  • Management visibility without manual reporting

Why Key decision

Chose Dataverse over SharePoint lists because record-level security and field-level audit history were needed for sensitive operational data.

Related evidence

All work

Policy 09Enterprise IT services

Power Platform incident management

40% faster ticket triage

If
Ticket triage and incident workflows required more consistent handling.
Then
Delivered a Power Platform incident management solution to improve ticket triage and operational workflows.
Result
More consistent incident handling
  • Power Apps
  • Power Automate
  • Microsoft 365

Policy 10Professional services & real estate

SharePoint document lifecycle and governance

If
Document approval processes varied across teams, lifecycle tracking was inconsistent, and manual work, email follow-ups…
Then
Delivered metadata-driven document lifecycle workflows with role-based approval routing, exception handling…
Result
Standardised document approvals and lifecycle records
  • SharePoint Online
  • Power Automate
  • Power Apps
  • Microsoft Graph API

Policy 11Enterprise operations

SharePoint document automation

60% less manual data entry

If
Repetitive document-related processes required substantial manual data entry.
Then
Implemented a document automation workflow to standardise repetitive document tasks.
Result
Standardised repetitive document tasks
  • SharePoint Online
  • Power Automate

Contact

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