Case Study 3- Digital Documentation Tool

Scope
For the client’s complex hierarchical task management system, the project includes implementing robust task management functionalities within the SharePoint Intranet site. The system will enable the super admin to assign tasks at various levels, from country-wide to individual companies. Task visibility will be tailored to each company, ensuring relevant users can access and update task statuses. Additionally, features like notifications and task tracking will enhance efficiency and accountability across the organization.

Challenges

  • Difficulty in ensuring that employees are aware of and trained on the latest policies.
  • Lack of integration with employee records, making it challenging to align policies with individual roles and responsibilities.
  • Improving access control features in SharePoint to prevent unauthorized personnel from viewing or modifying tasks.

Solution Delivered

  • Implementing a robust system to manage and control access permissions for files and folders.
  • Ensuring secure and tailored access to information based on user roles.
  • Crafting an aesthetically pleasing and functional landing page view.
  • Providing an elegant and intuitive interface for users to navigate and access key functionalities.
  • Developing dynamic reporting capabilities to analyze and present data effectively.
  • Enabling the generation of insightful and real-time reports for informed decision-making.
  • Creating distinct user groups and assigning them to specific areas for efficient task delegation.
  • Streamlining task distribution by associating tasks with designated groups.
  • Establishing a comprehensive system for managing tasks across multiple countries.
  • Providing a unified view for overseeing tasks on a global scale, enhancing cross-country collaboration.

Technology Used

  • SharePoint Online
  • SharePoint Workflows
  • SharePoint Designer
Published
Categorized as Case Studies

Leave a comment

Your email address will not be published. Required fields are marked *

Book Free Consultation

Grow smarter with proven Digital Marketing and SEO solutions designed to increase web traffic, keyword visibility and leads. Reach out today & get a response within 24 hours.







    What is 5 + 6 ? Refresh icon