About the Client
US based environment and engineering consulting company
The Client Needs
The client had an intranet portal setup in their on-premises. This intranet portal was unstable leading to many issues for their employees. The employees were facing lots of issues in maintaining their on-premises SharePoint Server. Also, due to the bad practices followed during the initial server configuration, there was a lot of mismanagement in hand line the support requests from the employees.
What they required was a new SharePoint setup which would smooth their business processes by automating them and providing the employees with a hassle-free SharePoint experience.
Key Strategies Implemented
As for the business automation of the project approval process, we developed the following features:
- SharePoint approval workflow: A 3-stage SharePoint approval workflow with email notifications.
- Dashboard: The dashboard consisted of a list of projects submitted by every project manager. According to the access levels developed, it was possible to view the status of every project.
- Custom Search page: Using this Search page, the users were able to search for their required projects using the keywords and tags.
Technologies:
- SharePoint Online
- SharePoint Workflow
- SharePoint Designer
- jQuery
- SharePoint Rest API
- CSOM
- Chart.js
- Migration
- InfoPath
Key Results:
Smoother experience of operating the portal for every level of employee.
