Marin General Hospital SharePoint Case Study

Marin General Hospital SharePoint


Marin General Hospital, an award-winning facility in California, needed to increase their on-boarding efficiency. On average, Marin General Hospital adds a significant number of employees, volunteers and contractors each month. This can substantially increase during months in which events are held. However, the high volume of new hire information was being processed through a paper form. The previous method of on-boarding required hospital administrators to enter on-boarding information into a default system without customization or technical logic.Marin

To alleviate these issues, Marin General Hospital contracted with Affirma Consulting to apply an end-to-end SharePoint 2013 workflow for their on-boarding process. The new workflow would have custom automation with built in logic.

  • Affirma performed all the necessary planning, scoping, and creation of wireframes necessary for the project, as well as guiding Marin General Hospital on best practices. Affirma also completed all the development and design of workflow schematics.
  • Affirma completed all the implementation of the workflow, including all necessary business logic and workflow UI.
  • Created a customized workflow and on-boarding form that determined access for new hires based on the new hire’s role.
  • Affirma completed all testing and met all other quality assurance needs.

Marin General Hospital finished their consultation with a newly finished SharePoint 2013 workflow. Within Infopath, the program used to assess new hires, new hires would be granted access depending upon their position classification. The on-boarding form would also dynamically pull in the employee’s name, phone number, email and manager based off their current user data.

The custom workflow, built into SharePoint designer, would then route approval of the new hire’s access to all relevant managers automatically through an email. After managerial approval is granted, the new hire would receive access to their relevant portals. No access would be granted until all requested access points are verified.

Their on-boarding operations were significantly improved in terms of efficiency, and in the amount of time and clicks that are spent on each entry. The automated customization, and improved logic of their workflow is also expected to be a permanent solution. No further modifications or implementations will be necessary outside of general maintenance.


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