Applicant Screening & Verification Automation for a Global Certification Body

Project Description

The customer operates a screening process to identify applicants eligible to undergo verification. Applicants are invited to complete a screening application by filling out a questionnaire and submitting the required information. Each application is then evaluated against a range of search criteria, business rules, and algorithms to determine eligibility. Once approved, the applicant is notified that they may proceed to subsequent company processes. Throughout the lifecycle, applicants receive additional notifications and reminders requesting the supporting information or documentation needed to validate and approve their application.

This engagement automated that end-to-end process, building the eligibility logic, applicant communications, data management, and reporting on top of Dynamics 365, integrated with an Angular applicant portal. Delivering a seamless Dynamics 365-to-portal experience like this draws on our Dynamics 365 consulting services, which we apply across engagements of varying scale and complexity.

Customer Overview

The customer is an international non-profit that develops and maintains global standards for responsible sourcing of forestry products. Their certification system helps ensure that timber, paper, and related goods come from responsibly managed and sustainable supply chains.

Customer Requirement

The customer needed to move a largely manual applicant screening and verification process onto a structured, automated platform. Specifically, they required:

• A screening mechanism that could evaluate applicant questionnaires against defined search criteria, business rules, and algorithms to determine eligibility consistently, rather than through manual assessment.
• A managed applicant data model covering the full screening and verification lifecycle, including onboarding and offboarding.
• Automated notifications and reminders to applicants and stakeholders, requesting and chasing the supporting information needed to validate applications.
• The ability for applicants to maintain accurate contact details, including primary contact changes and email address changes.
• Reporting and dashboards to give the Case Management Team visibility into applicants and case progress.
• Integration between Dynamics 365 and an external Angular portal to give applicants a seamless experience with real-time data synchronisation.
• Role-based access control and segregation of duties to protect sensitive applicant data.

Our Solution

Built on Microsoft Dynamics 365 with custom development, integrated with an Angular applicant portal and supporting Azure and Power Platform services.

Benefits

1. Improves the quality of approved applicants through automated eligibility checks and validation processes.
2. Reduces manual effort and ensures consistent application assessment using predefined rules and algorithms.
3. Enhances applicant engagement and response rates through timely communications and follow-ups.
4. Streamlines the applicant lifecycle and improves operational efficiency.
5. Accelerates decision-making while maintaining compliance and auditability.
6. Ensures applicant information remains accurate and up to date, improving communication effectiveness.
7. Provides a seamless user experience and enables real-time data synchronisation between systems.
8. Protects sensitive applicant data through role-based access control and segregation of duties.