Community services provider

Representative engagement. This describes the shape of work we do and the approach we take. It is not a named client account.

The problem

Police checks, first-aid certificates and worker clearances were tracked in a spreadsheet that one coordinator maintained. Expiries were caught late, and preparing evidence for funding audits meant reconstructing records by hand.

What we did

1. 1

   Moved credential records into a structured list with owners and expiry dates.

2. 2

   Automated escalating reminders at 60, 30 and 7 days before expiry.

3. 3

   Built a Copilot Studio agent over the policy library so staff stop asking the same questions.

4. 4

   Automated assembly of the audit evidence pack.

Where it landed

Compliance status is visible at any time rather than reconstructed, and expiries surface before they lapse.

• Clearance expiries tracked automatically
• Staff answer their own policy questions
• Audit evidence assembled on demand