Case Study: Tysers streamlines SharePoint workflows with ClerksWell

Tysers streamlines £2.75bn premium workflows with ClerksWell

Tysers, a leading independent international Lloyd's broker, faced challenges with an inefficient and ageing custom SharePoint list used to track internal processes. The manual system was time-consuming, unreliable, and required staff to constantly check for tasks, creating frustration and a heavy dependence on IT support. ClerksWell was chosen to address these issues with a Microsoft 365 enhancement.

ClerksWell leveraged SharePoint Online and the Microsoft Power Platform to create a modern, intuitive solution. They implemented Power BI for easy-to-digest reports and used Microsoft Power Automate to add automated email alerts and synchronized personal task lists. This transformed Tysers' workflow into a truly digital and efficient procedure, allowing staff to track workflows more effectively and create daily reports without the need for a dedicated SQL server.

Tysers