Global Client Case Studies
About the client
Southwest Network is a behavioral health services provider based in Phoenix, Arizona. They specialize in offering a range of behavioral health and substance abuse treatment services to individuals and families. While Southwest Network is based in Phoenix, they may serve clients throughout Arizona, and possibly in neighboring states.
Southwest Network, being a behavioral health services organization, has a culture to recognize their employees across various locations. They are broadly classified under 5 Pillars viz, People, Service, Quality, Stewardship, Community.
Challenges
While recognizing and appreciating employees is crucial for maintaining a positive work culture, relying on a manual recognition process can present various challenges. These challenges highlight the importance of adopting more efficient and streamlined methods, such as automated systems or recognition platforms.
Inconsistency
Manual recognition processes are prone to inconsistency due to human error. Different managers may have varying approaches to recognizing employees, leading to an unequal distribution of recognition across the organization.
Delayed Recognition
A manual process often results in delayed recognition. Supervisors may forget to acknowledge achievements in a timely manner, diminishing the impact of the acknowledgment on the employee's motivation and morale.
Limited Documentation
Manual processes typically lack a centralized and organized documentation system. This makes it difficult to track and reference past recognitions, hindering the ability to provide evidence during performance reviews or discussions about career growth.
Administrative Burden
Manual recognition often involves paperwork, email chains, or physical documentation. This can create an administrative burden for both managers and HR personnel, consuming valuable time that could be better spent on strategic initiatives.
Our Solution
Our PowerApps expert, built a custom app without extensive coding, to suit the needs of our client. Below is a general outline for creating a custom PowerApps solution which can be accessed via mobiles as well.
PowerApps for Rewards & Recognition
Define Objectives
Identifying the key objectives of the Rewards and Recognition program is crucial to design the PowerApps solution. Understand the types of recognition, criteria for rewards, and the overall process flow.
User Interface Design
Design an intuitive and user-friendly interface. This app can be used in mobile devices. Separate views for employees, HR Dept; and supervisors.
Integrate with the organization's authentication system to ensure that only authorized users can access and participate in the Rewards and Recognition platform.
Recognition Submissions
The form captures basic information such as employee name(s), Location, category of recognition, reasons, and period. All employees are allowed to access this form to nominate their colleagues or teams.
Approval Workflow
Integrated approval workflow to ensure that submitted recognitions are reviewed and approved by relevant stakeholders, such as managers or HR, before being officially acknowledged. To ensure transparency in the process, this custom-built solution will display only the location, reasons and period to the Jury for selection process. The app. provides an option to elect winner from the nominations page. Once the winner is chosen, the name of winners is displayed and published as News in the Portal Home Page.
Notification System
Implemented a notification system to recognise / congratulate employees when they receive recognition. The supervisors are also notified that their team has been recognised with awards.
Mobile Accessibility
Optimize the PowerApps for mobile devices to enable easy access and recognition submissions from anywhere within the organization. By following these steps, we can help you create a customized PowerApps that streamlines the Rewards and Recognition process, promoting a positive and appreciative culture within your organization.
About Our Client
Johnson & Johnson is the world’s largest and most broadly based healthcare company, they are committed to using their reach and size for good. They strive to improve access and affordability, create healthier communities, and put a healthy mind, body, and environment within reach of everyone, everywhere.
Every day, more than 130,000 employees across the world are blending heart, science, and ingenuity to profoundly change the trajectory of health for humanity.
Business Case
The client required an end-to-end application to track and manage the work orders and associated consultants. They also wanted a performance dashboard to track and monitor their progress based on timeframes and/or consultants.
Project Challenges
- No existing system in place to manage and monitor contracts, work orders, or consultants. They were using excel sheets.
- No real-time tracking of the lifecycle of consultants or contracts.
- Lack of consolidated reports or dashboards to track the history of consultants and work orders.
How did we help?
We developed a fool proof business app from a canvas in Microsoft Power Apps with data from various SharePoint lists. We created different forms to create and assign work orders to different contractors, capture the estimation from contractors, power automate flow to capture the approval/rejection status, and the lifecycle of the work order. The power automate flow is also customized to send reminders in case of delays in approving the work order.
We also developed a performance dashboard to view different charts based on different filters like timeframe or consultant. We also provided an option to Print to PDF in power apps to enable printing of the registered outcomes of a work order.
Business Benefits
- Everyday activities are streamlined now.
- Increase in productivity.
- Automated tasks across markets and regions.
- Reduction in human error.
- Significant time saving.
- Approvals using teams and emails.
- Accessible in mobile.
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About Our Client
Criticalis, a leading network security specialist, offers professional services and cutting-edge managed services. Based out of the UK, they are founded by a team of cybersecurity thought leaders. Criticalis delivers best-in-class, high-value services that enable IT security awareness, understanding, and protection -leading to high customer satisfaction levels.
Project Challenges
- Poor monitoring of system downtime and network issues - and without quick report generation
- No real-time understanding of potential and current security threats to the customers at regular intervals
- Extremely challenging to share all the reports through multiple cluttered e-mails to customers
Our Solution
SharePoint Designs, having delivered several state-of-the-art Office 365 SharePoint solutions, designed a modernized intranet for the client. It came equipped with several folders that seamlessly host the risk register, network diagram, service reviews, and Internet scan reports. The portal could be replicated as a common platform for Criticalis customers to share their periodical reports.
Business Benefits
- A simplified approach to share internet reports with tremendous ease
- No more multiple, confusing emails sent for requesting and sharing of reports
- Minimal technical or business know-know required to share/access the reports
About Our Client
Based in India, Magick Woods Export Pvt. Ltd. is a wholly-owned subsidiary of Magick Woods Ltd., Canada - one of the top manufacturers and pioneers of quality bath vanities and kitchen cabinets. Some of their customers include Home Depot, Lowes, Menards, Rona, and Home Hardware.
Project Challenges
- Lack of a quality check process at the end of the production line to ensure delivery of products that meet world-class standards
- An ineffective manual tracking system involving QC inspectors - due to the unavailability of a defect identification system
- No one-stop report repository in place for the management to review the number of open defects and statuses of defects
Our Solution
SharePoint Designs developed a QC form to update the defects in the system instantly. Equipped with a camera feature, the QC Inspector could upload or capture the images of defective items. The data stored in the back-end could be used for further analysis. Furthermore, the form could be easily accessed through handheld devices like mobiles or tabs. Using Power BI, a summarised report of the defects and their status was made available for quick reviews.
Our experience in working with different MS applications like Power Apps, Power Automate, Power BI played a major role in the quick roll-out.
Business Benefits
- Power to instantly reject defective products and eliminating any of their chances of reaching the end customer
- Vast reduction of worker hours involved in updating, correcting, and verifying the documents
- Ability of the QC form to captures the total defects recorded in a day
- Easy-to-interpret Power BI-based reports that facilitates a smooth management review process
About Our Client
Giddings MacEachern is one of the leading legal service providers in Canada. They serve customers throughout British Columbia, Smithers, Houston, and Kitimat - providing legal services across Business Law, Family Law, Criminal Law, Real Estate, and Wills.
Project Challenges
- Hundreds of worker hours required for preparing legal documents that support critical legal processes
- Law firms generate tons of legal documents every single day and most of the legal documents are created and updated manually
- A considerable amount of time spent by legal assistants & legal professionals to fill in details and share the document with customers
- High chances of errors due to the manual documentation process that requires complete rework -leading to significant resource wastage
- Corporate legal departments are responsible for providing legal support and advice to organizations and their employees. They handle a wide range of legal matters, such as contract drafting and review, intellectual property, labor and employment law, litigation, and compliance with regulatory requirements. Corporate legal departments often have large volumes of legal documents, communications, and tasks to manage, which makes legal matter management a crucial function.
Our Solution
During the project's exploratory stage, SharePoint Designs identified the common fields in the legal documents. Using MS SharePoint Forms, we designed a simpler form to capture all the fields that were to be filled in the document - thereby reducing repetition of work. Post the form submission - the documents were generated and automatically saved in a unique folder.
By using SharePoint as a legal matter management tool, corporate legal departments can improve their efficiency and effectiveness. SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents and information. SharePoint's workflow and automation features enable legal teams to automate processes such as document routing, approvals, and reminders, which in turn helps to reduce errors and increase productivity. Additionally, SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, which is essential for managing legal matters.
Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.
Business Benefits
- Improved efficiency and productivity: SharePoint's workflow and automation features enable legal teams to automate repetitive tasks, such as document routing, approvals, and reminders, Vast reduction of legal professional hours involved in updating, correcting, and verifying the documents
- Increased data accuracy and security: SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents, reducing the risk of errors and ensuring the security of sensitive information.
- Enhanced collaboration and communication: SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, allowing them to work together more efficiently on legal matters.
- Improved retention and retrieval since documents were electronically saved.
- Cost savings: By automating legal matter management processes and reducing the need for manual tasks, SharePoint can help legal departments to save on labor costs. More data accuracy by automating a huge chunk of the document generation process.
- Better compliance and risk management: SharePoint's compliance and security features enable legal teams to track the progress of legal matters and ensure compliance with legal and regulatory requirements.
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About Our Client
Advance Electric is a US-based specialized provider of commercial, industrial, and residential electrical solutions. A fast-growing company, they offer cutting-edge electrical solutions based on high-quality materials and experienced craftsmanship.
Project Challenges
- An outdated invoice management system that was unable to cope with its emerging businesses
- Manual tracking and processes of vendor invoices that involved extracting information from hundreds of e-mails
- Failure to update the right order number in the invoice due to time-consuming error-prone processes
Our Solution
During the project's exploratory stage, SharePoint Designs identified the common fields in the invoices. Then, we leveraged MS SharePoint Forms to design a simpler form that captures all the relevant fields. Using Power Apps, we provided a streamlined list of the e-mails that were sorted by date, with a separate field to showcase customer name, address, and order details. Finally, after submission - the documents were generated and automatically saved in a unique folder.
Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.
Business Benefits
- Automated tracking of e-mails and invoices for error-free and simplified payment processes
- Significant reduction of hours spent on repetitive tasks like searching for order details and sorting out e-mails
- Minimal training required for the workforce to handle the invoice tracking process
InterBarge is a provider of fluvial transportation and logistics services offering safe and efficient operations along South America’s Hidrovia Paraná Paraguay Waterway System. InterBarge owns and operates a modern fleet of inland river equipment primarily focused in moving dry bulk commodities for some of the largest companies in the region. With a strong operational background and personalized customer service, InterBarge is able to deliver integral logistics solutions to its clients.
InterBarge is owned by Seacor
SEACOR is a global provider of equipment and services primarily supporting the marine transportation and offshore oil and gas industries. It operates approx. 1,500 barges on the U.S. Inland River Waterways, the Gulf Intracoastal Waterways and the Magdalena River in Colombia.
Business Case
InterBarge had a challenge in understanding the performance of various departments such as fleet management, operations management, procurements and HR. They required a dedicated system developed using the SharePoint and establish coordination between various departments for continuous flow of process and performance of the fleet.
How we helped?
We understood the requirements from the client through various meeting and brainstorming sessions and clearly understood the pain areas. Coordinated and worked with different departments. We understood that there were lot of manual activities and data is maintained using excel, word and other files stored in the hard disk. There were no dedicated tools or softwares available for their use or for reporting.
Solution Highlights
- We understood how they can go forward with the requirements. They suggested us that they have SharePoint that was adopted for file sharing and document sharing may be we use that tool to develop the system. So, We started working with the Parent IT Company. Seacor IT team to get required resources and tools to login and work in their SharePoint environment.
- We started putting together several databases and forms that are available over SharePoint and each forms are used to update the databases.
- Then we developed several reports that queries data interconnecting several tables together and giving a consistent results that are used for decision making, highlighting the performance of each individuals and team performance.
Technology Used
This solution is developed using SharePoint design manager, Bootstrap, Javascript Client object model. Custom navigation and branding.
Advance Electric is a fast growing Electrical Contractor company serving the Santa Barbara area, including Montecito and Goleta. They provide innovative electrical solutions and application through quality materials and superior craftsmanship.
Business Case
Client required an end to end application to track, manage and fix the payroll system of the employees. The application should capture the commuting time and the actual work hours by the employee to fix the issue or install an electric item in their respective customers location.
How we helped?
We developed a single page SharePoint application to manage time-sheets and associated costs . The application will capture the number of hours taken to resolve the issue or install an electrical item by the employee in the respective customers workplace. The details are filled by the employee using a tablet provided by the company. The entered information is consolidated in the cloud storage of office 365 which can be accessed by the administration team. The admin team will approve the data and the payroll of the employees.
Technologies Used
The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.
P&G is one of the largest and fastest growing consumer goods companies across the world. From beauty and health to home and beyound. P&G's brands make everyday life just a little better for its consumers. Superior product propositions and technological innovations have enabled P&G to achieve market leadership in a majority of categories it is present in.
Business Case
Client wanted to create an internal site using sharepoint having information pages of best practices. They wanted it to be simple and easy to navigate. The site will have collection of best practices which should be accessable to the audience across the globe.
The site should provide easily navigatable buttons to land on new pages. Home page should also contain diagrams and also features like hide/unhide.
How we helped?
We understood the requirements from the client through various meetings and brainstorming sessions. Our solution was to provide them with an easier interface, navigation, quicklinks, a slider highlighting all the important best practices. There will different pages containing best practices and related contents. Overall the solution we provided met the requirements and slightly exceeded the expectations for P&G as this site will be used for Sharing Best practices.
We created a portal using sharepoint which has all the details on the home page with diagrams. when we click on each diagram or button it will take us to a different page which has more detailed information. Also there are quick links on the right hand of the home page which will take us to a page which has more information.
Technologies Used
The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.
Potential Project is a global leader in Corporate-Based Mindfulness Training (CBMT), combining Western science and Eastern knowledge to create programs that boost employee efficiency, creativity, focus, and performance. With over 70 trainers and 250 clients, Potential Project has successfully brought its CBMT programs to organizations across Europe, Asia, North America, and Australia.
Problem
Potential Project had been looking to find a collaborative platform on which to share information, updates, content and multimedia. Furthermore, the platform also needed to link together its 150 global consultants, allowing for easier collaboration and communication.
Solutions
After thorough planning and analysis, we developed a SharePoint solution that addressed all of our client's unique demands. These included sections for employee and client directories, ongoing projects, company updates, training videos, documents for sales & marketing, and more.
Project Highlights
- Migrating crucial documents from old company intranet to new one
- Streamlining access to vital information through Quick Links & Search features
- Developing app which allows employees to remotely stream meditation & training videos
- Allowing employees to view, share & upload documents, presentations, images or audio
- Creating Opportunity Management System (OMS) to keep track of personal sales figures
- Improving content management with company updates, events, new clients & employee info
