Sharepoint
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The document discusses problems at a stock brokerage firm including lack of documentation of research processes, inefficient communication of research outcomes, and manual consolidation of client trades. It proposes implementing a solution to classify, access, discover, control, secure, and store documents and data through a system using SharePoint server, SQL database, and Windows Azure blob storage. This would improve processes for traders, researchers, management, and clients through a web interface.
Sharepoint
- 1. You Are A Stock Market Brokerage Firm
- 2. Business Problem Commissions on Trading the Firm’s Trades Cash Assets Online Reporting Internal Trade Research Calls Market Research and and Insight email
- 3. Business Problem No Documenting of the Research Department processes. Communicating, validating and acceptance of research outcomes take too much time. Manual consolidation of client’s online, phone and email trades. Increasing amounts of data, less and less knowledge and control.
- 4. Solution Requirements Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 5. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 6. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 7. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 8. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 9. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 10. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 11. Solution Requirements Classify Classify Documents Access Access Easily Discover Search and Share Control Control Actions and Movements Security Security and Privacy Storage Storage
- 14. Traders
- 15. Traders Researchers
- 16. Management Traders Researchers
- 17. Management Traders Researchers Clients
- 20. Traders
- 22. Researchers Clients Traders
- 24. Management
- 25. Management
- 27. Document
- 28. Metadata not code Document
- 29. Metadata not code Event Handlers Document
- 30. Metadata not code Event Handlers Document Unique Number and URL
- 32. Users
- 33. Users
- 34. Users Web Interface
- 35. Users Web Interface
- 36. Users Web SharePoint Interface Server 2010
- 37. SQL DB Users Web SharePoint Interface Server 2010
- 38. SQL DB Users Web SharePoint Interface Server 2010 App Srvr
- 39. SQL DB Windows Azure RBS Users Web Blobs SharePoint Interface Server 2010 App Srvr
- 40. SQL DB Windows Azure RBS Users Web Blobs SharePoint Interface Server 2010 App Srvr
- 41. SQL DB Windows Azure RBS Users Web Blobs SharePoint Interface Server 2010 App Srvr