Evolving Business Computation and Output Enhancements through Personalized SharePoint Platforms

Overview

In today’s world, well-coordinated cooperation and well-organized business processes are critical to achieving organizational goals. The analyzed problem of our client, a medium-sized enterprise functioning in the manufacturing industry, is the difficulty of keeping all documents, internally communicated messages and business processes on one platform. Hoping to find a solution that will allow organizations to expand while minimizing security risks, they contacted SharePoint Company to get a solution based on the SharePoint platform. This paper analyses the main steps of the implementation process, the problems solved, and the positive changes produced. 

Industry

Manufacturing

Services

SharePoint Development

Our Process

Due to the client’s issues, our team employed the ‘Systematic Approach’ to outline a full-fledged SharePoint platform. In this case, it was important to take advantage of the flexibility of a platform as well as ensure that the solutions designed would address the client’s operational requirements while creating a feature-rich yet easy to use system that facilitates cooperation, organizing documents, and automating essential business processes. 

1
Project Planning

This sequence of work started with consultations and workshops with the client. This phase involved identifying their concerns, key elements of project definition and integration, and possible practical strategies. The functionalities highlighted included document consolidation, process linking, and improved team synergy. 

2
Design & Prototype

When it comes to the interfaces on SharePoint, our design team helped to build elegant, as well as usable interfaces in line with the client’s branding and functionality. You can also be assured of its interactions; numerous stakeholders were allowed to offer their input in ensuring the prototype’s design was up to their expectations. 

3
Development

Employing the technical features of SharePoint, a more complex solution was designed as below. These are versioned document libraries, approval processes, and other features that provide for communications. Real-time analytics and dashboards provided managers with up-to-date information on the working of their teams. 

4
Deployment

After development, we smoothly integrated the data of the given client into the new developed platform. People were provided with training sessions, and detailed manuals to guarantee that they would be able to benefit from a new system. 

 

The Problem

Our fintech client faced major roadblocks in improving their loan application process. Due to limited customer support and cumbersome document process, it led to unhappy customers and delayed approvals.

Our Role

  • Project Planning
  • Design & Prototype
  • Development
  • Deployment

Project Challenges

1. Complex Workflow Requirements

The client needed fairly unique processes for work such as the creation of purchase orders, project authorization, and employee induction. 

2. Seamless Integration

They have focused on integrating SharePoint with other existing ERP systems and other third-party tools required a lot of planning and implementation. 

Results

By carefully analyzing the situation the client was able to strategically plan and implement a change process that utilized innovative technologies in order to modernize and significantly enhance the operations of their business through SharePoint. 

With the help of new document libraries, employees could obtain the files from either link pointing to the latest forms displayed in a respective document library, which in turn will help avoid confusion and mistakes and enforce work productivity. 

Streamlined Workflows

The computerized approval procedures lead to the time saved by 40% resulting to faster decision making and increased competency in operations. 

Enhanced Collaboration

Computerizing the communication systems enabled the development of a system that coordinated the departments and made sure that the projects were done at the right time and at the right costs.