Case Study: the largest metropolitan planning organization achieves 73% faster funds disbursal with AgreeYa Solutions

Largest Metropolitan Planning Organization - Customer Case Study

The largest metropolitan planning organization in Southern California faced significant inefficiencies in its grants program, hindered by a manual validation process for financial documents that caused delays, errors, and missing paperwork. This bottleneck threatened the timely disbursement of funds critical to their mission. Seeking to streamline operations, the organization partnered with technology solutions provider AgreeYa to implement an automated workflow solution built on the Microsoft 365 stack.

AgreeYa designed and deployed a tailored solution leveraging Microsoft Power Automate, SharePoint, and Teams to create robust, automated approval workflows. This implementation resulted in a 73% faster document processing time, a 98% reduction in errors, and the ability to identify missing documents twice as quickly. The successful project, which also earned a 5-star user rating, significantly enhanced operational efficiency, compliance, and collaboration for the metropolitan planning organization.