Revised Policy Acknowledgment Automation
This solution automates policy acknowledgment by enabling managers to send forms to multiple employees, collect digital signatures, convert signed documents to PDFs, and securely store records in SharePoint.
Client Overview
A UK-based IT services and consulting company requiring a consistent acknowledgment process for frequent policy updates and compliance reviews.
Technical Stack
Industry
Hi-Tech
Region
United Kingdom (UK)
Project-size
Non-Disclosable
Company size
Mid-scale company
Implementation Highlights
Multi-employee selection in Power Apps for bulk acknowledgment.
Automated email notifications for pending acknowledgments.
Power Automate flow for tracking completion and PDF archival.
SharePoint-based compliance log with metadata (policy name, version, date).
Challenges & Solutions
Tracking employee acknowledgment of revised policies was manual and error-prone.
Solution: Implemented automated acknowledgment workflow using Power Apps and SharePoint.
Managers couldn’t verify who acknowledged updates.
Solution: Built real-time SharePoint reports with acknowledgment status.
Inconsistent record maintenance.
Solution: Automated PDF generation ensured standardized storage for every acknowledgment.
1000+ Projects Experienced
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Achieved 100% acknowledgment tracking within set deadlines.
- Ensured transparency and timely employee responses.
- Simplified HR compliance audits.
Key Learnings & Achievement
- Digital acknowledgment ensures consistent compliance by formally capturing confirmations, reducing ambiguity, and maintaining a clear audit trail across processes.
- The solution has been systematically documented as a structured knowledge repository and reference framework, enabling other organizations to review, adopt, and replicate the implementation approach. This establishes the solution as a proven model, enhances credibility, and motivates prospective organizations to engage with us
