Business Process Management

and

SharePoint

Enabling your Optimized Business Process with the Right Tool!


SharePoint Development Services Combined With
Expert Business Process Management That

streamlines your business operations

  • architecture to support web and enterprise content management initiatives

  • social, collaboration and communities that enhance enterprise-wide communication & collaboration

  • web development platform fueling external websites & internal intranet portals

  • powerful business intelligence tools that integrate across the microsoft technology suite

enables your business workflows

  • May include Steps that must be completed by multiple people in an organization or even outside an organization

  • Interaction with multiple systems and applications (integration)

  • Notification or alerts to let people know when they need to perform a task related to a workflow (email, SMS)

  • Branching logic that chooses the next step based on the result of the current task

  • Can be long running (hours or even days)

  • May need to request data from users

We’ve Enabled Several Robotic Process Automation Projects for Clients Across the Globe

for years we’ve been helping clients
enable their business processes in sharepoint

O365 Workflow Automation


Developed SharePoint 2013/O365 Robotic Process Automation site, workflows and InfoPath forms to drive financial remittance and resolution transactions for top international insurance firm.

Deliverables

• Built and rolled out custom SharePoint Designer (SPD) Publishing Approval workflows.
• Site development, custom lists, workflows, site pages/views
• Developed custom list webparts.
• Built InfoPath 2013 forms and SPD 2013 workflows to facilitate International financial transaction resolution project processes and KPIs package.
• Migration lead from SP2013 Onsite to O365 Cloud based, developed custom scripting (PowerShell) to facilitate
• Develop JavaScripts, Access permissions and Elevated Permissions (role-based workflows)

Business Process/SharePoint Management

Engaged as a contractor/consultant to develop, write, facilitate and implement end-to-end business processes for implementation of US credit card programs for BMO Harris Bank. Developed several SharePoint 2013 sites/SharePoint Designer workflows and InfoPath forms. Engaged in North American Operations Risk & Compliance workflow projects.

Deliverables

• Built and rolled out custom SharePoint Designer (SPD) Publishing Approval workflows.
• Designed and built custom list and document/digital assets libraries.
• Developed custom list webparts.
• Built InfoPath forms and SPD workflows to facilitate North American Ops. Risk & Compliance strategic projects processes and Audit/KPIs package.

Sharepoint 2013 site development


Engaged as a consultant to develop several SharePoint 2013 sites/SharePoint Designer workflows and InfoPath forms. Engaged in Commercial Banking Strategic Projects Voice of Client, Client Escalation Enhancements, KYCO Audit Executive Review, Project Governance and Manager Toolkit Enhancement workflow projects.

deliverables

• Built and rolled out custom SharePoint Designer (SPD) Publishing Approval workflows.
• Designed and built custom list and document/digital assets libraries.
• Developed custom list webparts.
• Built InfoPath forms and SPD workflows to facilitate Commercial Banking strategic projects processes and KPIs package.

SharePoint 2013 site development


Engaged as a consultant to sr4 as SharePoint 2013 Developer in creation of Grainger’s Oil & Gas industry marketplace intranet site. Responsible for requirements gathering, process/workflow creation, design and build of SharePoint site, including SharePoint Designer workflows, wiki pages, digital assets and document libraries, along with vendor reference product guides and Quarterly Business Review templates and process.

Deliverables

• Consulted with client IT group to implement new SP site template, incorporating several of following key functionalities.
• Designed and built custom list and document/digital assets libraries.
• Developed custom list webparts
• Built and rolled out custom SharePoint Designer (SPD) Publishing Approval workflow.
• Built InfoPath form and SPD workflow to facilitate QBR process and KPIs package.

program manager - Sharepoint


Designed, implemented and support of SharePoint Project Management Office, over 400 project and steering committee sites. Consulted with other non-IT organizations regarding development/implementation of SharePoint functionality/project management methodology. Developed dashboards, project site templates, project/program management tools/forms utilizing SharePoint, SharePoint Designer, and InfoPath.

deliverables

• SharePoint development with InfoPath and SPD hierarchical project site collection, including steering committee and FSC rollup capabilities down to individual project sites, custom lists, libraries, workflows and forms.
• Designed and built Custom project site templates, including custom lists, libraries, webparts, custom Page Layouts & Content Types, task, issue and resource management webparts.
• Site collection upgrade from 2007 to 2010.
• Developed and built custom PMO/FSC webpages and webparts, in Visual Studio (C#), designed to rollup project(s) metrics/KPIs dashboard.
• Created several InfoPath forms, designed to drive project SPD workflow and custom lists/reports/metrics.

o365/powerapps/flow developer


Deliverables

• Consulted with client IT group to implement new SP site template, incorporating several of following key functionalities.
• Designed and built custom list and document/digital assets libraries.
• Developed custom list webparts
• MS PowerApp resource screens
• MS Flow reservation approval Tour Management system

SharePoint Online Enterprise Architecture Management site


Developed Enterprise Architecture SharePoint Knowledge Management site. Developed a highly interactive SharePoint and mobile site for the creation and maintenance of enterprise IT architecture standards. Developed PowerBI reports/dashboards.

Deliverables

• Developed both architects (admin) screens and operating companies (user) screens.
• Developed Microsoft Flow workflows for standards notifications
• Conducted requirements gathering, analysis, SharePoint solution design development and delivery
• Developed PowerBI dashboards and reports to enable KPI management of standards

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Business Process analysis, Re-Engineering & Optimization

Document, Optimize, Re-Engineer and Deploy Your Business Process, Creating a Better Value Stream

SharePoint Workflow & customization

Integrate your SharePoint deployment with your Business Process by Collaboratively Mapping with it’s Workflow Engine

Consultation

On Demand SharePoint Help for Those Who are Hands On

Configuration

Intranet or project portal, document management, knowledge management


Training

Live, Instructor-led and Virtual SharePoint training