Examples

Example workflow case studies.

Example Workflow

Referral intake for a small allied health practice

Practice type: Small multidisciplinary clinic.

Problem: Referrals arrive by email with attachments and are copied into a spreadsheet.

Automation built: Form capture, SharePoint document storage, tracker status and team notification.

Tools used: Forms, Outlook, SharePoint, Power Automate, Lists and Teams.

Example Workflow

Missing information follow-up queue

Practice type: NDIS-adjacent provider.

Problem: Admin staff repeatedly chase missing phone, email and claim details.

Automation built: Missing field flag, tracker update and prepared follow-up email.

Tools used: Outlook, Lists, Power Automate and SharePoint.

Future Proof

Real case studies can be added later.

After completed work, this page can be updated with anonymous case studies using practice type, problem, manual process before, automation built, result, tools used and next improvement. Client names should only be used with permission.