SharePoint 2016 (Online) implementation for a German Based Company to automate their internal processes (HR, Sales, Customer Service).

Project Overview

Founded in 1961 in Windhaven, Germany the client is an internationally operating group of companies in the construction machinery sector.  With an enormous presence globally and having accomplished over 25 years in India, they provide the most innovating solutions & technologies in the Road building, Road rehabilitation & Mineral Technologies machinery field

Industry

Machinery

Solution

Implementation of Microsoft SharePoint 2016 (Online)

Engagement Model

Time and Material

Efforts and Duration

3 Months / 2 man-months

Technologies

Microsoft SharePoint, PowerApps, .Net

Current Phase

Live & under Support Contract

Client Requirement

The client wanted to maintain a high level of organizational structure by automating their processes such as: Customer Visit, HR formalities, Customer Service, Product Master, Customer Master. They also wanted to integrate their existing CRM system to fetch the customers in SharePoint online.

Solution Offered

Zelite offered implementation services which included requirement specification, configuration & customization and implementation of Microsoft SharePoint.

The Outcome

  • Implemented organization structure – based on hierarchy
  • Implemented the security permissions
  • Migrated existing Customer Master and Product Master
  • Developed a utility in .Net to fetch the data from existing CRM system to SharePoint.
  • Forecasting Notification using customer visit form details
  • Implemented customer visit form in PowerApps with various validation
  • Implemented reports for customer visits by sales users
  • Implemented mobile compatible forms
  • Configured dashboard with widgets and app.
  • Implemented various types of workflows

Benefits

  • Establish an improved Internal Business Structure making it easier to do business inside the organisation.
  • This customization helps to get real time status when sales team visits their customers optimizing its customer relations and sales results.
  • Reduce IT costs and manual complexity by upto 80% 

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SharePoint Implementation by Zelite

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