{"id":24101,"date":"2026-05-28T16:05:57","date_gmt":"2026-05-28T14:05:57","guid":{"rendered":"https:\/\/netsurit.com\/en-za\/?p=24101"},"modified":"2026-05-28T19:13:26","modified_gmt":"2026-05-28T17:13:26","slug":"sharepoint-intranet-accounting-firm-yeo-and-yeo","status":"publish","type":"post","link":"https:\/\/netsurit.com\/en-za\/sharepoint-intranet-accounting-firm-yeo-and-yeo\/","title":{"rendered":"A Smarter Digital Workplace"},"content":{"rendered":"<div class=\"wp-block-post-excerpt\"><p class=\"wp-block-post-excerpt__excerpt\">Modernizing Collaboration, Recognition, and Compliance Workflows <\/p><\/div>\n\n\n<h2 class=\"wp-block-heading\"><strong>Background<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Yeo &amp; 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. <br><br>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 &amp; Yeo sought a partner and chose Netsurit to deliver four connected digital transformation initiatives using SharePoint Online and the Power Platform\u2014establishing a unified intranet, a centralized recognition experience, and automated internal workflows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Challenges<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Fragmented Intranet Experience:<\/strong> Content was scattered across emails, shared drives, and outdated pages, with no structured navigation or search.<\/li>\n\n\n\n<li class=\"\"><strong>Manual, disconnected recognition processes:<\/strong> Shout-outs\u2019 were collected via surveys, exported to Excel, manually cleaned, and lacked a centralised, searchable home inside the intranet.<\/li>\n\n\n\n<li class=\"\"><strong>Slow, compliance-heavy CPE approvals: <\/strong>Requests relied on Word documents and email chains, with no visibility, tracking, or audit trail, creating delays and risk.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Solution<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1) SharePoint Online Hub Intranet: <\/strong>Established a unified, branded intranet that centralizes content, improves navigation, and enforces governance through structured architecture and automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2) Shout-Outs Centralized Display: <\/strong>Created a dynamic recognition hub in SharePoint with automated highlights and filtering, turning static data into a visible, engaging experience.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3) CPE Automation Workflow: <\/strong>Streamlined CPE approvals with automated routing and tracking, reducing delays while strengthening compliance and auditability.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Results<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Single source of truth for content and recognition, improving discoverability and governance with 0 manual Excel processing<\/li>\n\n\n\n<li class=\"\">Faster publishing and consistency through standardised templates and structured intranet architecture<\/li>\n\n\n\n<li class=\"\">Reduced admin burden on recognition submissions via automated workflows and tracking.<\/li>\n\n\n\n<li class=\"\">Estimated 60\u201380% reduction in administrative processing time, 100% audit trail coverage, and the option to eliminate informal verbal approvals<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>\u201cYeo &amp; Yeo wasn\u2019t 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.\u201d<\/em><br><br><em>Kristi Krafft-Bellsky, Principal<\/em><br><em>Quality Control Director \/ Tech Innovation Team Leader<\/em><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><a href=\"https:\/\/netsurit.com\/en-za\/wp-content\/uploads\/sites\/2\/2026\/05\/Yeo-Yeo-Case-study.pdf\">DOWNLOAD CASE STUDY PDF VERSION HERE<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Modernizing Collaboration, Recognition, and Compliance Workflows <\/p>\n","protected":false},"author":18,"featured_media":24108,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"nf_dc_page":"","content-type":"","footnotes":""},"categories":[24],"tags":[],"class_list":["post-24101","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study"],"acf":[],"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"How Yeo & Yeo unified their digital workplace with SharePoint Online and Power Automate, cutting admin time by up to 80%.","yoast_noindex":false,"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - 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