Full Sales-Ops Automation with Power Automate
Company B / PM
Full RPA of contract-renewal via Power Automate, saving 40 person-hours/month with zero error rate. Drove from requirements to adoption as PM.
Project Overview
Project to automate the customer-renewal work that was a sales-side bottleneck (40 hours per month spent), so the team could redirect effort toward core sales work.
Project size: 3 members
Responsibilities
- As PM, authored requirements, specifications, and design documents
- Directed and managed two junior members (task / schedule / motivation / conflict management)
- Drove cross-team improvement together with the sales department and the development department
- Managed progress and quality from a QCD perspective
Results
| Achievement | Detail |
|---|---|
| 40 person-hours / month saved | Full RPA of the contract-renewal process eliminated the manual workload entirely |
| Zero error rate | Designed the system to prevent human errors (e.g., wrong recipients) by structure, achieving a zero-error rate |