A mental health and welfare agency relied on manual incident reporting, with users re-entering portal data into Excel and using an Access database, plus a SharePoint workflow that required downloading forms, emailing approvals, and manually creating Special Incident Reports. Synoptek automated data entry with a Microsoft RPA bot that logs into the incident portal daily, filters incidents by date range, extracts key details, generates an Excel report, and emails it to users. Synoptek also built a PowerApps form for SIR capture with automated approval, PDF generation, and SharePoint upload, and migrated the Access database to SharePoint Online for secure, anywhere access. Benefits included reduced manual effort and errors, faster data entry with fewer clicks, improved productivity and effici

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