Global Client Case Studies
About our client:
AVA Care one of our prestigious clients, is a manufacturer of Ayurvedic and herbal personal care products. The company's flagship brand, Medimix, is renowned as the world's largest-selling Ayurvedic handmade soap. Other brands of this company include Sanjeevanam, Kaytra, and Melam.
AVA Care is a forward-thinking organization with a strong focus on compliance and training, aimed to streamline and digitize their Standard Operating Procedure (SOP) management process. Their goal was to move away from static, attachment-based SOP documents toward a dynamic, user-centric experience that fosters clarity, accountability, and continuous learning.
Challenges
The legacy SOP management approach relied heavily on document libraries/ folders and template attachments, making version control, user engagement, approvals and training validation difficult to manage at scale. Additionally, the organization wanted to align SOP publication with a structured approval process and automated training assignments based on review frequencies, something that the existing system couldn't support effectively.
Solution
At SharePoint Designs, we implemented a custom SOP Manager within Microsoft SharePoint, reimagining the entire SOP lifecycle with a focus on accessibility, governance, and learning enablement. The following key components were delivered:
1. SOP as Interactive Site Pages
Instead of uploading static documents, SOPs were created as structured SharePoint site pages, mirroring the organization’s SOP format. This allowed SOPs to be:
- Easily searchable and readable
- Integrated with version history and audit trails
- Equipped with features like Print, download, and Permissions Management based on user roles
2. Document Management & Approval Workflow
A custom Power Automate workflow was designed to handle:
- Multi-stage approval before publication
- Version control with status indicators (Draft, Awaiting Approval, Published)
- Notifications to stakeholders throughout the review process
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
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
