Modernizing Collaboration, Recognition, and Compliance Workflows
Background
Yeo & Yeo is a Michigan-based business advisory and professional services firm, known for accounting, audit, and tax, with a broader family of companies spanning technology, wealth management, medical billing, and HR advisory.
As the firm grew, they realized they needed to modernize the employee experience and reduce the day-to-day friction created by scattered information, manual processes, and siloed tools. To address these challenges, Yeo & Yeo sought a partner and chose Netsurit to deliver four connected digital transformation initiatives using SharePoint Online and the Power Platform—establishing a unified intranet, a centralized recognition experience, and automated internal workflows.
Challenges
- Fragmented Intranet Experience: Content was scattered across emails, shared drives, and outdated pages, with no structured navigation or search.
- Manual, disconnected recognition processes: Shout-outs’ were collected via surveys, exported to Excel, manually cleaned, and lacked a centralised, searchable home inside the intranet.
- Slow, compliance-heavy CPE approvals: Requests relied on Word documents and email chains, with no visibility, tracking, or audit trail, creating delays and risk.
Solution
Netsurit delivered four solutions designed around one consistent principle: centralise data in SharePoint, automate workflows with Power Automate, and improve the employee experience through intuitive UX.
1) SharePoint Online Hub Intranet: Established a unified, branded intranet that centralizes content, improves navigation, and enforces governance through structured architecture and automation.
2) Shout-Outs Centralized Display: Created a dynamic recognition hub in SharePoint with automated highlights and filtering, turning static data into a visible, engaging experience.
3) CPE Automation Workflow: Streamlined CPE approvals with automated routing and tracking, reducing delays while strengthening compliance and auditability.
Results
- Single source of truth for content and recognition, improving discoverability and governance with 0 manual Excel processing
- Faster publishing and consistency through standardised templates and structured intranet architecture
- Reduced admin burden on recognition submissions via automated workflows and tracking.
- Estimated 60–80% reduction in administrative processing time, 100% audit trail coverage, and the option to eliminate informal verbal approvals
“Yeo & Yeo wasn’t looking to add more technology. We needed a governed digital workplace that was intuitive and actually supported how our people work. Netsurit helped us unify SharePoint Online and Power Platform in a way that reduced manual processes, improved visibility, and gave us a foundation we can continue to build on.”
Kristi Krafft-Bellsky, Principal
Quality Control Director / Tech Innovation Team Leader