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How Capacity Uses Capacity: Featuring our HR and Finance Team

by | Aug 11, 2022

Here at Capacity, we believe our platform has the power to transform businesses everywhere, including our own. The Capacity team uses the Capacity platform for self-service. This alleviates tedious tasks and automates processes, so our team can spend more time on strategic work and help our customers do their best work. 

This is the beginning of a blog series, highlighting how Capacity uses Capacity. We’re kicking it off with the HR and Finance team.

Helpdesk and Knowledge Base

Our team uses the Capacity platform for self-service. The Helpdesk and Knowledge Base work together to alleviate tedious tasks and automate processes, so our team can spend more time on strategic work.

This also helps our team respond to inbound inquiries, as well as manage tasks and projects. For the 10% of the time when Capacity doesn’t have the answer, our interactive Helpdesk makes it easy for users to filter, organize, and analyze.

The HR and Finance team use Kanban style boards to manage tickets across teams while keeping track of short, long, and recurring projects.

Capacity’s AI-powered Knowledge Base allows users to house every kind of organizational knowledge—tacit knowledge, app knowledge, doc knowledge, and more. Using machine learning technology, users know when information is helpful or unhelpful to customers or team members.

The HR and Finance team keeps Capacity FAQs updated in the Knowledge Base. Some common questions asked are:

  • How do I submit an expense report?
  • What holidays does Capacity celebrate?
  • How do I make coffee in the office?
  • Who is _____’s manager?

Workflows and Guided Conversations

With Workflows, teams can streamline everyday processes and boost productivity. Similarly, Guided Conversations use different paths to help team members complete tasks independently.

The HR and Finance team use workflows and guided conversations for Capacity’s PTO request process. Here’s how it works in Slack:

  1. You can ask Capacity to submit a PTO request.
  2. Watch Capacity respond instantly.
  3. Capacity submits your request.
  4. Capacity sends the request instantly to your manager.
  5. Once approved, Capacity lets you know.

The PTO request system provides Capacity team members with an excellent user experience, eliminating constant shoulder taps and questions around PTO. Capacity integrates seamlessly with your communications provider, such as Slack or Microsoft Teams. This is just one example of how workflows and guided conversations can increase team productivity and time.

“We are using workflows and guided conversations to streamline internal processes. Currently, we’re working on using Capacity to allow team members to RSVP for our upcoming Holiday party. 

I’m excited to see what our team accomplishes next!”

Ryan Scott, Administration Specialist at Capacity

CapacityDB & Surveys 

With CapacityDB, data is securely stored without managing multiple databases. Since CapacityDB is a Capacity-hosted database, you can easily add queries to a workflow or guided conversation so they run automatically.

The HR and Finance team use CapacityDB to update team member information, like preferred contact method and reporting structure. This information seamlessly integrates with the full Capacity tech stack.

Surveys help our team collect team member thoughts regarding company events or processes, while automatically sending the results into the Capacity platform or other key systems to be measured.

What are the main benefits of using Capacity for the HR & F&A team?

Overall, using our own platform provides an endless amount of opportunities and benefits. Here’s some of the HR and Finance team’s favorite benefits of using Capacity:

  • Using Capacity saves teams crucial time
  • Data stays organized and all in one place
  • Complex processes are now streamlined
  • Information can be found within seconds, not hours

“Capacity helps save our team valuable time that can be spent improving the team member experience, and other more important tasks that require strategic thinking.”

Marcus Alexander, Chief Financial Officer at Capacity