BusiVet’s expanding client base and project pipeline created a clear opportunity: make internal operations as streamlined and consistent as the service experience. As volumes increased, the team identified places where standardised processes and reliable automation would reduce handoffs, speed up delivery, and keep every engagement on-track.
To support this growth, BusiVet aimed to uplift internal efficiency and quality by automating repeatable, manual steps—like creating project workspaces, assigning tasks, and collecting structured data—while ensuring files, emails, and context flowed seamlessly between the tools staff already use every day.
Custom internal project management software integrated with SharePoint and Outlook, with automations for task assignment and workspace/file creation.
Targeted automation for the property-search workflow to standardise steps, checks, and data capture end-to-end.
Microsoft 365 Copilot + AI automations including meeting recordings/transcripts, AI summaries, and context-aware email/file assistance.
The custom project management layer connects directly to SharePoint and Outlook. When a new project or engagement begins, it automatically provisions the right folder structure and templated documents, assigns tasks to the appropriate owners, and tracks deliverables and milestones in one place. Teams can see status at a glance, while notifications and follow-ups are handled without extra clicks.
For property searches, a dedicated automation guides the internal flow from intake through checks and document generation. It prompts for required data, enforces the right sequence of steps, and keeps a consistent audit trail. Microsoft 365 Copilot complements both solutions by capturing meetings, producing concise summaries and action items, and surfacing relevant emails and files—so context is ready when needed and routine admin tasks stay lightweight.
Together, these solutions make it easier for teams to start work quickly, maintain consistency, and focus attention where it matters most—supporting BusiVet’s ongoing growth with dependable, scalable operations.
Faster, standardised project kickoffs with less manual setup
Clear visibility of tasks, owners, and milestones across teams
Consistent, low-friction property-search processing and documentation
Improved knowledge flow via Copilot summaries, transcripts, and file/email context
Book a quick chat with our team to identify workflow inefficiencies and plan the best path toward smarter, connected systems
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