SharePoint Solution for Corporate Intranet – 2i Business Systems

SharePoint

Description

Development of a solution using Microsoft Office SharePoint Server 2007 to store, manage and report on HT, CRM, Management and Finance information.

Requirements

  • Storage of HR documents including job requisitions, CVs, interview invitations, contracts and profiles
  • Workflow to generate HR tasks and associated documents for each stage in the candidate selection process
  • Links between related HR documents
  • Timesheet recording system and export to accounting system
  • Holiday requests and calendar
  • Storage of financial correspondence, policies and procedures
  • Submission of invoices and expenses
  • Light CRM solution comprising account management, lead and opportunity tracking and sales pipeline reporting
  • Storage of management, sales and marketing documents and collateral
  • Parent/child links between projects, accounts, POs and assignments Timesheet entry form
  • Employee profile management

Benefits experienced

  • Centralised, robust system for document storage and reporting
  • Additional linking between documents and related information
  • Task automation with email notification
  • Increased usability
  • Reduced possibility of manual data errors

Project description / technology

The solution was implemented in SharePoint 2007 and consisted of the following technical elements:

  • Custom fields, lists, and content types
  • Custom workflow
  • Business Data Catalog definition
  • InfoPath form and custom information panels
  • Web service for complex lookup queries
  • Corresponding data access and stored procedures