How Conveyancing in Canada was automated with a personalized SaaS solution

Are you tired of wasting your time with manual processes? Want a flexible workflow platform to automate communications and document management at your firm?

At the most basic level, the workflow platform has to be user-friendly and light to load in order for the stakeholders to use it on a daily basis. The platform should send out alerts and notifications to all the users, have easy log-in processes, integrate and work harmoniously with other softwares, manage and track documents, and provide analytics on the content that’s stored in it.

SharePoint Designs prides in taking up one-off novel projects that have challenging pain points and require a completely innovative business solution through Microsoft Office 365, especially SharePoint and Azure.

Problem

Conveyance firms act as a liaison between law firms and customers that want to buy properties. Conveyancing, for decades, has been a service that involves a colossal amount of manual labour. This legal process of buying and selling properties involves document, contract, and physical property verifications. The most important of all is managing the back and forth communication between customers, sellers, bankers, middlemen, legal advisors, and other third-party vendors.  

One such conveyancing firm wanted a solution to leverage technology, and automate most of this tasks for all the stakeholders involved. This way, customers could engage in remote transactions instead of having to meet everyone in person. The technological solution could save time, efforts, and energy for all the individuals involved.  

Solution

SharePoint Design’s team came up with a SaaS solution for the client where we designed a personalised cloud-based workflow platform using Microsoft Office 365. We were able to deliver the project to the client within one and a half months!

As opposed to Google’s SaaS and PaaS solutions, Microsoft’s solutions are more integrated. Therefore, using Office 365, we could build a workflow that allowed staff to create their log-in identities, authenticated them, stored all the company documents, gave a server space to host the workflow platform, and automated the organization of work emails in different folders on Outlook as well. We also built an Outlook plugin, a pop-up reminder for employees, asking them to organize emails into various folders if they were not already sorted automatically.

Technology

The team at SharePoint Designs used Angular 6.0, Graph API and Outlook API to come up with a fresh solution for the client.

You can build mobile and web applications with Angular. Add to that Microsoft’s Graph API, you have good productivity apps and workflow platforms. With Graph API, you can integrate these platforms seamlessly with other Microsoft products like Excel or Outlook, create calendars, retrieve and analyze data, organize documents, analyze user patterns and send out alerts, and do business forecasts in real time. Combined with the Outlook API, you could link your workflow platform to Outlook to send and receive emails. Whatever messages you send through your workflow platform automatically gets organized in various folders on Outlook as well.

Finally,

If you are looking to automate and scale up your business, we at SharePoint Designs provide PaaS and SaaS solutions. Leave it to a good integrated-technology platform that can do the job for you. Using SharePoint, businesses can achieve advanced technological feats.

Want efficiency, productivity, and smooth collaborations? Office 365 is the best integrated solution provided by Microsoft for all your business needs. Microsoft’s products have a competitive advantage over Google and  IBM products as they can be integrated with one another seamlessly to build customized business solutions.

 

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