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Financial institutions are aware of the need to keep markets moving, deals closing, and clients delighted, all while staying safe. Collaboration tools like Microsoft Teams have provided secure, reliable, and scalable alternatives to relaying sensitive financial data to peers, clients and boards of executives. With Power Platform integrations into Teams, collaboration just got more efficient, safer, and more COVID friendly.

Previously, we explored how Power Platform can help organizations maintain performance and productivity in our current environment. In the weeks since that posting, we’ve worked internally to take those opportunities even further by helping organizations mitigate risk and drive readiness with Power Platform’s Return to the Workplace dashboard.

By consolidating inputs across internal and external data sources, Return to the Workplace provides a comprehensive assessment of a company’s local environment to help better navigate their circumstances. With Return to the Workplace, parent organizations like a private equity firm can equip their revenue-driving facilities like portfolio companies with the context they need to return to operations.

Connect with confidence

Every Return to the Workplace dashboard is built according to the needs and inputs of the organization—right now, an investment bank in New York will have very different needs compared to a financial consultancy in Wyoming. Premium Connectors within Power Platform enable the dashboard to establish two-way communication lines across dissimilar platforms, allowing platforms like Salesforce, AWS, Workday, and Oracle to communicate seamlessly. By bridging the gap across inputs, users can adjust data from each system in tandem, ensuring each resource is consistent across user experiences. Primary display modules include:

  • Location readiness assessments
  • Facility safety management resources
  • Workplace care management tools
  • Employee Return to the Workplace assets

By connecting these custom data sources under a shared dashboard, Return to the Workplace creates a consolidated point of truth for organizational leaders as they assess the next stage in their company’s re-entry. Users can track internal preparation efforts, regional infection data, global recovery rates—whatever data sets they need to confidently reduce in-office risk.

Already a Power Platform user? Download Return to the Workplace here


Promote peace of mind

Organizational leaders aren’t the only ones making tough decisions. Every employee has to assess their level of comfort with these decisions. Family circumstances, corporate trust, and personal readiness all impact that decision, and Return to the Workplace is built to help broker that conversation. While Return to the Workplace provides decision makers with an always-on hub for critical data, employees can also use the dashboard to access critical organizational policies and guidelines. Making these resources immediately accessible brings added comfort by:

  • Identifying how key concerns have been addressed
  • Making resources easily accessible
  • Providing clear workday expectations and safety options

Return safely

There’s no one-size-fits-all solution for today’s environment. Like any new development, re-entry will be an iterative process. We will fail, we will reassess, and we will try again. The critical thing that we all have to keep in mind is, right now, we are innovating our way through an entire professional model. We’ve spent decades operating under the old guard—we can’t expect to get it absolutely right the first time back. Return to the Workplace bolsters that iterative process so that organizations can find their new normal safely and more efficiently.

Want to learn more about Return to the Workplace? Our Return to the Workplace webinar (and on demand recording) can take further into the experience, or contact your Microsoft Account Team to schedule a consultation for your own Return to the Workplace dashboard, today.