Microsoft Sharepoint Application Development.pdf
- 1. Case study ON Microsoft Sharepoint Application Development www.zelitesolutions.com
- 2. A US Based Steel Giant connects it global offices virtually streamlining the business for competitive advantage with Customized Web-based Application using MS SharePoint About Client The client is one of the largest global distributor, buyer and supplier of carbon-based steel. The client is one of the global distributors, buyer, and supplier of prime, excess prime/over rolling and secondary flat rolled carbon-based steel. Currently, the client has annual sales of millions, and growing. As part of this expansion, and in an effort to become more competitive and efficient, they have gradually established a network of distribution warehouses throughout the world, with 11 in North America alone. Annually, they turn approximately 120,000MT within North America and an additional 235,000MT globally.
- 3. Solution offered Zelite offered package implementation services which included Requirement Specification, Configuration & customization and implementation of Microsoft SharePoint Server 2016
- 4. The Need As a technology savvy organization, the client has invested million dollars in their facilities to maintain, modernize, and add operations. They have seen the business benefits of being virtually well connected with partners, retailers and customers, and wanted to extend that commitment to its entire organization. As a global organization the client needed to be able to integrate its entire business functionalities, customer information sharing. Having offices in various locations made it difficult to share documents. In the highly competitive steel industry, demand comes largely from the manufacturers of durable goods like motor vehicles, machinery, containers, and construction. The profitability of individual companies depends largely on efficient operations, because most products are commodities sold based on price. This inefficiency led the company to seek a partner with in-depth experience in Microsoft technologies to integrate its entire organizational functionalities to help them to maintain the data and records electronically and to be able to keep track of their business and product requirements.
- 5. The Solution Zelite developed a solution based on a range of Microsoft products for cost efficiencies and fit with the company’s existing IT infrastructure and skill set. Microsoft Office SharePoint Server 2016 was a clear choice for its rich collaboration features. Zelite built a customized web-based application solution that integrated with client-specific workflows and InfoPath forms, and custom email notifications and dashboard features. Users would be able to take advantage of the extensive search capabilities to quickly and easily find the information they need.
- 6. Benefits and Features ● Home Page – Web Parts Customization, RSS feed for latest steel trading news ● Business life Cycle which included ○ Stock Management ○ Contract Management ○ Purchase Management ● Product Life Cycle using workflows which included ○ Price Management based on Products ○ Product Capabilities ○ Inventory Management
- 7. ● IT Asset Management for Software and Hardware and their license management ● Finance Management which included ○ KMI for cash flows ○ Financial Statements ○ Account Manger Expenses ○ Vendor Invoice Entry ○ Cash Receipts ● MAS (Manage Account Services) Repository which included ○ Journal Register ○ Account receivables and payables ○ Payroll ○ Inventory ○ Sales Order ○ Bank Reconciliation
- 8. ● Human Resource Management which included ○ Recruitment Process ○ Performance Review ○ Meeting record Management o Account Manger Performance ○ KMI ○ Leave Management ○ Travel Expense ○ Employee Profile ○ Training Management (Online and Classroom) ● RMA (Return Material Authorization) ● Integrated with Citrix (Third Party Application) for Employee Work Management ● Logistics Management ● Customer Information Management (Integrated with Sage CRM) ● Personal Document Management for users
- 9. SharePoint features connected the employees to information and important business resources with a powerful authoring framework that simplified content contribution. Centrally managed site design, publishing, and deployment capabilities seamlessly integrated cutting-edge management into the overall portal platform. In addition, the solution integrated with the company’s existing Customer Relationship Management System, so crucial business documents were automatically sent to the correct folders on the company’s servers. Employees could scan all paper documents the IT department received to create archived electronic copies, and the system would send these to the correct locations as well. After the system went live, Zelite outlined a system support engagement as part of an application maintenance service and currently supports this system.
- 10. Client-specific SharePoint components that were implemented included: ● Custom lists and request forms ● Power Apps ● Web Parts ● SharePoint web services ● Site Collections ● Excel Services ● Business Data Catalog ● Workflow ● Picture Libraries, Data Connection Libraries and Form Libraries ● Email notifications ● Role-based dashboards ● User profile services ● Event handlers for service requests and projects with role-based permissions