Home · Solutions · Management & planning

Solution · Management & planning

One register of what is due, when, and with whom, rebuilt every night

No case reaches its statutory deadline unnoticed

Open cases are read every night, their deadlines calculated from your own rules, and owners warned in Microsoft Teams before the date passes; people still decide and sign.

DepartmentalMicrosoft TeamsHuman in the loopDeterministic automation
2,100cases are open across the eleven departments of this illustrative district office, and no single list says which of them runs out first.

Executive summary

Challenge

Deadlines live in the case system, a departmental spreadsheet and somebody's memory.

What changes

We build one deadline register for the whole office and nothing else.

Business value

Every open case carries a due date the whole office can see, calculated the same way in every department.

Systems involved

the deadline register in Microsoft SharePoint; notice drafts filed to the case; Power BI

Business problem

Case management

Every case carries a clock. It starts on a date the correspondence register already holds, runs for a period set by the type of case, and pauses on events recorded elsewhere. The office knows all three facts and has nowhere they meet, so a due date exists only when somebody works it out.

Habit fills the gap. Each department keeps its own list, copied from a system that keeps moving afterwards. A case waiting on a party or on another authority drops out of every list at once, because a workbook does not know it is waiting. Before a management meeting the office manager asks eleven departments where their oldest cases stand.

Nothing collapses at scale, which is the difficulty. A few cases pass their date each month, each for a defensible reason, and each surfaces only when the party writes again. The fairness cost is the one an office minds most: the party who telephones weekly gets the case that moves.

How it works today

This is the routine we find in most offices, whatever case system sits underneath.

  1. PersonA case is registered and assigned, and its deadline goes into the department's workbook, or does not
  2. SystemThe case system holds the date of receipt and the type; the period that applies lives with the person handling it
  3. PersonEach Friday the head of department rebuilds the list from the case system and last week's version
  4. WaitingCases waiting on a party, an expert or another authority drop out of view until somebody remembers them
  5. Risk of errorA case that will miss its date is noticed on the date itself, so the notice to the party goes out late
  6. Risk of errorA complaint about inaction is often the first signal that a case stopped moving weeks earlier
PersonSystemWaitingRisk of error

Why the current process costs more than it appears

The bill that never reaches the budget.

  • Rebuilding a list is not the same as reading one, and this office pays for that picture eleven times over.
  • Notices written on the last possible day cost more than notices written early: the party has already concluded the office is silent.
  • Deadline knowledge sits with individuals rather than with the office, so a department covering two weeks of leave inherits the files but not the dates. Nothing accumulates as evidence either: when an appeal asks why a case took so long, the answer is reconstructed from mailboxes.

Cost of inaction

Twelve months of asking where each case stands≈ €458,640
The next three budgets, unchanged≈ €1,375,900
At 2,600 open cases, one year≈ €567,800

A deadline missed by four days looks, from inside the office, exactly like a deadline that was met. Nobody is idle, every case has a reason, and the workbooks say the department is coping. That is what keeps the process in place: no bad month, only a slow accumulation of quietly late cases.

The exposure with a date on it arrives later. A complaint about inaction or an inspection asks the office to show what was due, when it changed and what the party was told. From eleven workbooks that costs a week of the wrong people's time; from the register it is a query.

Illustrative scenario

A plausible organisation with realistic proportions. The figures are there to be recalculated on your data; they are not a client result.

Organisation

A district office of about 240 staff in eleven departments, with four subordinate units, a case system holding the correspondence register and the case files, and Microsoft 365.

Volume

About 2,100 cases open at any moment across roughly 40 case types, each with its own period and its own events that pause it.

Current process

Deadlines are tracked in departmental workbooks rebuilt weekly and in the memory of whoever handles each type.

Bottleneck

About twelve minutes a week per open case go into checking, chasing and rebuilding lists, spread across the owner, the head of department and the office manager.

Solution

Robots read every open case each night, apply the office's rule table for each type, and maintain one register of what is due, when and with whom. Owners get a card in Microsoft Teams at the agreed horizons, the office manager Monday's breach list.

Potential outcome

A due date exists for every case from the day it is registered, and notices are signed days ahead rather than on the date. The figures are arithmetic on assumptions, not a measurement.

Proposed solution

We build one deadline register for the whole office and nothing else. Each night a robot reads the open cases from the case system and the correspondence register: reference, type, department, owner, date of receipt and steps. It applies a rule table the office owns: which date starts each clock, which events pause it, what horizon the office works to. Out comes one row per case with a due date, a state and its reason.

The register is read in three shapes. The owner gets a card in Microsoft Teams at each horizon with the days remaining, the last recorded step and one choice: confirm the case will be finished, record what it is waiting on, or ask for the notice of delay. Heads of department get the weekly view, the office manager Monday's breach list. The notice is only ever a draft, signed by a person. No AI is used: every step is a date calculation, a rule lookup or a template merge, which the office can explain to an auditor and change itself.

Native capabilities used

UiPath Orchestrator time triggers, queues and audit log; UiPath Integration Service connectors for Microsoft Teams and Microsoft OneDrive & SharePoint; UiPath Action Center actionable notifications completed inside Microsoft Teams; Microsoft SharePoint lists; Power BI

What we build

The nightly read, the rule table and its calculation, the register and its history, the horizon cards and their escalation, the notice drafted from your template, the weekly view and the breach list

Custom integration

The read-only connection to your case system and correspondence register, built against the interfaces they publish

How the automated process works

  1. AutomationEach night a robot reads every open case: reference, type, department, owner, date of receipt and recorded steps
  2. AutomationThe rule table is applied case by case, and one register row is written with a due date, a state and its reason
  3. PersonAt each horizon the owner answers a card in Microsoft Teams: the case will be finished, it is waiting on something, or the notice is needed
  4. AutomationA requested notice is filled from the office's template with the case data and the chosen reason, and filed as a draft
  5. PersonThe owner or the head of department corrects the draft, signs it and dispatches it, the only way it leaves
  6. AutomationUnanswered cards escalate to the head of department, and on Monday the weekly view and the breach list reach their Teams channels
AutomationPerson

Human-in-the-loop model

Automation handles

  • Reading every open case each night and calculating its due date from the office's rules
  • Keeping one register with each case's state, its reason and every recalculation
  • Warning the owner at each horizon, escalating unanswered cards, drafting the notice

People decide

  • Whether a case can be finished on time and why not; a robot counts days, it does not judge a case
  • The content of the notice to the party, who signs it and who carries responsibility for it
  • The rule table, and where capacity moves when one department carries the pressure

Before and after

BeforeAfter
Where a case deadline is writteneleven workbooks and memoryone register, recalculated nightly
Notice of delay to the partywritten on the day the deadline expiresdrafted days earlier, signed by a person
Answering which cases breach this weekeleven e‑mails and a waita list on Monday morning

Systems and integrations

Everything below runs on licences and systems you already hold, or would need anyway.

Inputs

  • open cases in the case system
  • the correspondence register
  • the office's catalogue of case types and rules
  • steps recorded against each case

Automation layer

  • UiPath Orchestrator
  • UiPath Robots
  • UiPath Integration Service
  • UiPath Action Center

Target systems

  • the deadline register in Microsoft SharePoint
  • notice drafts filed to the case
  • Power BI

Human touchpoints: horizon cards in Microsoft Teams; the weekly departmental view; the Monday breach list

open cases in the case systemUiPath OrchestratorUiPath Robotsthe deadline register in Microsoft SharePointhorizon cards in Microsoft Teams

Technologies used

UiPath Robots + Orchestrator

read open cases on a nightly time trigger, calculate due dates, queue the cards, log each run

A
UiPath Action Center in Microsoft Teams

horizon cards answered inside Teams, escalated when nobody answers

A
UiPath Integration Service (Microsoft Teams, OneDrive & SharePoint connectors)

post the weekly view and breach list, write rows and drafts to the tenant

A
Microsoft SharePoint

the register, the notice drafts and the recalculation history

A
Power BI

the weekly view by department and case type, and the trend management asks for

A
Read-only integration layer for the case system and correspondence register

supplies reference, type, owner, dates and steps nightly

C
Averified product capability (vendor documentation)Cillustrative model — the figures on this page

Illustrative economic model

A model, not a promise.

Illustrative model
2,100 open cases × 52 minutes a month of checking and chasing= 1,820 h / month
1,820 h × €21 fully loaded hourly cost of an administrative post= €38,220 / month
× 12 months≈ €458,640 / year
Administrative capacity released in a year (illustrative)≈ €458,640

Twelve minutes a week per open case buys three habits: the owner opening a file to see where it stands, the head of department rebuilding a list on Friday, and the office manager assembling a picture for management. Across an average month of 4.33 weeks that is 52 minutes per case, and €21 is a fully loaded hourly cost of an administrative post. No office was timed for any of this, and the arithmetic shows capacity returned to the departments, not a saving.

Run the numbers on your data

hours released per month
of annual capacity released

An illustrative estimate from your own inputs. It models released capacity; it is not a promise of savings.

Business benefits

  • Every open case carries a due date the whole office can see, calculated the same way in every department
  • Notices to parties are drafted days before a date rather than on it, from a template already filled in
  • Heads of department manage a queue that arrives with dates instead of rebuilding a list every Friday
  • A quiet case is warned about on the same horizon as one whose party telephones weekly, which is equal treatment in practice

The management view

  • Deadline pressure stops being a monthly surprise: on Monday the office manager knows which cases will pass their date and who holds them
  • Capacity is moved on evidence rather than on volume of complaint, because load is visible by department, case type and owner
  • Every state a case passed through is kept with the night it changed, and the process survives leave and turnover, because no deadline lives in one memory

Board-level KPIs

share of cases finished inside their deadlinecases due in the next fourteen days by departmentnotices sent before the dateopen cases with no due date

Security and governance

Security is designed with the process, not after it.

  • The robot signs in with its own account and reads. It cannot change a case, close one or dispatch anything; it writes register rows and drafts for a person to sign.
  • Every recalculation is kept with the inputs it used, so the register shows not only that a case was due but why it thought so earlier
  • Register, drafts and reports stay in the authority's own Microsoft 365 tenant, and the robots run from the EU region of UiPath Automation Cloud
  • The rule table is versioned, and changes are made by the office and readable by the legal unit without asking us

Why now

01

The intake side has already changed. The Ministry of Digital Affairs put e-Doręczenia past 100 million items on 5 August 2026, more than 50 million of them that year. Correspondence arriving faster starts clocks faster, and the deadline side has not been rebuilt to match.

02

Adding people is the slow answer. NIK's audit of human-resources management in public administration (report DLO.430.2.2026, covering 2021 to 2024) found 1,212 recruitment proceedings, of which 812, or 67%, ended in an employment.

03

The technical parts are ordinary. Orchestrator runs work on a time trigger, an Action Center task is answered inside Microsoft Teams, and EZD RP, which NASK maintains for the Minister of Digital Affairs, offers an API.

Relevant executive roles

Secretary of the office

Deadline pressure arrives as a Monday list instead of a complaint

Head of department

The Friday rebuild disappears and the queue arrives with dates against it

Head of the legal unit

Complaints about inaction are answered from a record of what was due and when

Common questions and objections

Will a robot decide that a case can wait?

No. It calculates a date from rules your office wrote, shows the owner what is missing, and drafts a letter on request. Who signs it, and whether the case can be finished, stays with people.

Our case types have different clocks, and some of them stop.

That is why the rule table is the first thing we build with you, and why it belongs to your legal unit. Types whose rules cannot yet be written down stay out of the register, visibly.

Our case system was not built to be read by a robot.

Most are not, which is why we check in the first week. Where it publishes an interface we use it read-only, where it publishes an export we schedule that, otherwise we agree the smallest reliable extract with your supplier.

When this is not the right solution

  • Offices with a few hundred cases in two or three departments, where one shared list costs less than an integration
  • Offices where the date of receipt or the case type is not recorded reliably, because the register inherits every gap
  • Offices wanting one procedure automated end to end, from request to signed answer: different work

A question for the next management meeting

If a case in this office passed its deadline last month, how many days went by before anyone noticed, and did the party hear from us before that day or after it?

Implementation approach

The first week looks the same at every client: we look at the data.

We deliver

  • A read of one month of your open cases: types, dates of receipt, steps and where deadline knowledge lives
  • The deadline rule table, written with your legal unit and heads of department, and owned by you afterwards
  • The nightly read, the register with its history, and the horizon cards in Microsoft Teams
  • The notice of delay drafted from your template, the weekly view and the Monday breach list

We need from you

  • One month of open-case data with case types, dates of receipt and recorded steps
  • A named owner for the deadline rules, normally the legal unit or the secretary, and two piloting departments
  • A read-only technical account for the case system, your notice template, and where the horizons sit

Stages

Discovery

One month of open cases read with the heads of department: types, clocks and what pauses them

Design

The rule table, the register, the horizons, the escalation path, the security model

Build

The nightly read, the calculation, the Teams cards, the notice draft, the reporting

Go-live

A parallel run against the workbooks, then two departments live under supervision and the rest behind them

Departmental. Effort is driven by how many case types need a written rule, whether the case system exposes open cases through an interface, and how consistently dates are recorded today.