HR Portal for 1,200-Employee Financial Services Firm
Custom SharePoint HR portal with self-service, document management, and Teams integration for a financial services organization.
40% reduction in HR inquiry volume
Business challenge
Scattered policies across shared drives, manual vacation requests via email, no single source of truth for HR information.
Implementation approach
Custom SharePoint intranet with HR self-service portal: vacation requests via Power Automate, centralized policy library with metadata, employee directory, and news hub. Full integration with Microsoft 365 and Teams.
Measurable outcomes
- 40% reduction in HR inquiry volume
- Centralized 200+ policies in searchable library
- 2-week implementation from kickoff to launch
Project timeline
2 weeks from kickoff to launch
Key takeaways for similar organizations
Power Automate for vacation requests and metadata for policies reduced HR inquiry volume by 40%. Centralizing 200+ policies in a searchable library was key.
Technical stack
Related service: Employee portals , SharePoint intranet development