Case Study: a fast-growing alcoholic beverage company streamlines conflict-of-interest management with AgreeYa Solutions

A Multinational Alcoholic Beverage Leader Automates its Conflict-of-Interest Management Process on SharePoint Online

A fast-growing alcoholic beverage company in India faced challenges in managing its conflict-of-interest (COI) requests. With operations across 30+ locations and a non-standardized, manual process, tracking and approving these requests was inefficient. The company engaged AgreeYa Solutions to implement a centralized system to streamline this critical governance process.

AgreeYa Solutions developed a custom SharePoint Framework (SPFx) application on the customer's existing SharePoint Online and Power Automate subscriptions. The solution provided dynamic request forms, a configurable approval workflow, and automated notifications, all while ensuring strict affiliate-wise data security. The results included improved efficiency, enhanced transparency, reduced licensing costs, and a significantly streamlined process for both users and administrators, delivered quickly using an Agile methodology.