Transformation
Micorsoft 365 & Power BI Aged Care Franchise Reporting Portal
Transformation
Micorsoft 365 & Power BI Aged Care Franchise Reporting Portal
Designed and implemented an intranet portal for a multi-location aged care franchise to manage caregiver onboarding, franchisee analytics, and content resources—all unified in Microsoft 365.
Client Background: A growing home-care provider operating a franchise model across multiple Australian states needed better tools to engage franchisees, monitor performance, and manage compliance.
Challenge: Field operators lacked centralised access to brand assets, onboarding content, and performance dashboards—resulting in delayed training and inconsistent service.
Gridots' Approach: Built a custom-branded SharePoint Online portal with embedded Power BI dashboards and Power Automate workflows. Users accessed secure data views, document libraries, and task checklists—all synced with Microsoft Teams.
Results & Impact:
🌐 Unified 40+ franchisees into one secure portal
📊 Delivered real-time visibility across caregivers and compliance metrics
🎓 Streamlined onboarding with progress tracking and certification
🔄 Reduced manual reporting effort by 70%
Client Background: A growing home-care provider operating a franchise model across multiple Australian states needed better tools to engage franchisees, monitor performance, and manage compliance.
Challenge: Field operators lacked centralised access to brand assets, onboarding content, and performance dashboards—resulting in delayed training and inconsistent service.
Gridots' Approach: Built a custom-branded SharePoint Online portal with embedded Power BI dashboards and Power Automate workflows. Users accessed secure data views, document libraries, and task checklists—all synced with Microsoft Teams.
Results & Impact:
🌐 Unified 40+ franchisees into one secure portal
📊 Delivered real-time visibility across caregivers and compliance metrics
🎓 Streamlined onboarding with progress tracking and certification
🔄 Reduced manual reporting effort by 70%
Designed and implemented an intranet portal for a multi-location aged care franchise to manage caregiver onboarding, franchisee analytics, and content resources—all unified in Microsoft 365.
Client Background: A growing home-care provider operating a franchise model across multiple Australian states needed better tools to engage franchisees, monitor performance, and manage compliance.
Challenge: Field operators lacked centralised access to brand assets, onboarding content, and performance dashboards—resulting in delayed training and inconsistent service.
Gridots' Approach: Built a custom-branded SharePoint Online portal with embedded Power BI dashboards and Power Automate workflows. Users accessed secure data views, document libraries, and task checklists—all synced with Microsoft Teams.
Results & Impact:
🌐 Unified 40+ franchisees into one secure portal
📊 Delivered real-time visibility across caregivers and compliance metrics
🎓 Streamlined onboarding with progress tracking and certification
🔄 Reduced manual reporting effort by 70%
