Company Size
200-1,000
Region
- America
Country
- United States
Product
- FlowForma Process Automation
Tech Stack
- Microsoft 365
- SharePoint
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Cost Savings
- Productivity Improvements
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
- Professional Service
Applicable Functions
- Business Operation
- Human Resources
Use Cases
- Inventory Management
- Predictive Maintenance
Services
- System Integration
- Training
About The Customer
McKinley Irvin is one of the largest divorce and family law firms in the US Northwest. The firm has 120 people working across six offices in Washington State and Oregon. The firm is progressive in its outlook, leveraging the latest technologies to make processes more efficient in a notoriously paper-intensive business. A period of fast growth and a new recruitment drive has only increased the appetite for change. The firm already had SharePoint®, the document-sharing platform, as part of a Microsoft 365® deployment but was barely using it.
The Challenge
McKinley Irvin, one of the largest divorce and family law firms in the US Northwest, was facing challenges with its paper-intensive processes. The firm was growing rapidly and needed a more efficient and cost-effective way to manage its processes. The firm's existing processes were slow and hard to track, diverting employees from focusing on clients. The firm was looking for an automation platform that could support office-type processes and replace manual tasks.
The Solution
McKinley Irvin decided on FlowForma Process Automation and bought the 250-seat license plan. The firm identified two internal processes that were ripe for automation. The first was a better way of managing client funds that McKinley Irvin spends on their behalf. The second was for new employee onboarding. The FlowForma Process Automation 'flows' provide an auditable record of exchanges that is much harder to achieve with a disparate collection of emails. The fact that it occurs inside SharePoint, part of a “trusted Microsoft application”, has helped mitigate risk.
Operational Impact
Quantitative Benefit
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