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How SharePoint Designs helped a global automotive manufacturer make business knowledge easier to find, share, and reuse.

An engineer needs a technical document to move a project forward. Someone in the company already has it. But finding that person, locating the file, and getting access takes time.

Elsewhere, another team purchases information the business has already paid for, simply because they do not know it exists.

These everyday problems become significant when an organization has approximately 5,000 engineers. Knowledge may be available somewhere in the business, yet remain out of reach when employees need it.

Uno Minda faced this challenge. Important documents were stored on individual desktops, purchased resources lacked visibility, and information was difficult to share across business units.

SharePoint Designs developed a SharePoint-based knowledge management system to bring shared documents into a centralized, searchable, and secure environment. The goal was straightforward: help employees find and use the knowledge the company already owned.

About Uno Minda

Uno Minda is a global Tier-1 supplier of automotive components and systems to original equipment manufacturers. Its product portfolio includes switching systems, lighting systems, acoustics, seating systems, and alloy wheels.

With operations spanning multiple markets and approximately 5,000 engineers across the company, Uno Minda relies on access to technical and business information to support its work.

For a company of this scale, knowledge sharing has practical consequences. A resource available to one team could help another solve a problem, inform a decision, or avoid an unnecessary purchase.

Making those connections easier was central to the project.

The Challenge: Information Existed, but Employees Struggled to Find It

Uno Minda needed to address five connected problems.

1. Essential documents were stored on individual desktops

Important information was held locally rather than in a shared repository. Access often depended on knowing who had a particular document and asking them to provide it.

This made information harder to discover and created a dependency on individual employees.

2. Teams purchased resources the company already owned

Employees sometimes purchased documents or subscribed to information services without knowing that another team had already acquired the same resource.

Limited visibility into existing purchases created avoidable duplication and prevented the business from getting full value from its knowledge investments.

3. Information retrieval interrupted productive work

Without a centralized search experience, employees spent time locating documents and checking whether they were relevant.

These interruptions slowed the work that depended on the information, from routine tasks to more involved research and decision-making.

4. Business units had limited visibility into shared knowledge

Useful information could remain within the team that acquired or created it. Employees elsewhere in the organization had limited opportunities to discover and reuse those resources.

This made collaboration more difficult and increased the risk of teams repeating work.

5. Knowledge silos limited opportunities for innovation

Innovation often starts by applying existing knowledge to a new problem. When that knowledge is difficult to find, employees have fewer opportunities to build on insights developed elsewhere.

Uno Minda needed a practical way to make information available beyond its original owner while maintaining appropriate access controls.

The Solution: One Centralized Knowledge Management Portal

SharePoint Designs built a knowledge management portal that brought document discovery, categorization, contribution, and access control into one place.

Employees could search for information, narrow their results, review document details, and access relevant resources according to their permissions.

The solution addressed the full journey from “Does this information exist?” to “Can I use it?”

Find information through keyword and content search

The portal provided a search bar for locating documents using relevant keywords. In-document search helped employees discover information within document content, extending discovery beyond file names.

Optical character recognition supported making scanned content readable and searchable.

Why it matters: Employees do not always know the exact title of the document they need. Searching its content gives them another route to finding it.

Narrow results with four filtering dimensions

Employees could refine searches by:

  • Category
  • Sub-category
  • Business unit
  • Accessibility

These filters helped users focus on relevant information rather than manually reviewing a broad set of results.

Why it matters: A centralized repository becomes more useful when employees can quickly narrow it to their specific needs.

Assess relevance through six document details

The document details view displayed:

  • Business unit
  • Category
  • Sub-category
  • Domain
  • Title
  • Description

Why it matters: Employees could understand a document’s context before opening it, helping them decide whether it was useful for their work.

Discover recently added knowledge

A dedicated “What’s New” section highlighted newly available documents and information relevant to business units and the wider Uno Minda Group.

Why it matters: Employees had a way to discover new resources without already knowing what to search for.

Retrieve historical documents when required

An option to include expired documents allowed employees to find historical material when needed for reference.

Why it matters: Earlier information could remain discoverable, with its expired status providing context for its use.

Contribute through a structured upload process

An upload form provided a consistent way to add documents and information to the portal. Power Automate supported email notifications associated with document approval processes.

Why it matters: A knowledge repository needs a practical contribution process to remain useful as new information becomes available.

Protect sensitive information with controlled access

Permission management restricted access to protected documents and supported authorization where required.

Why it matters: Employees could share knowledge through a common platform while respecting access restrictions.

Technologies Used

Technology Purpose
SharePoint Centralized document storage and upload forms
SharePoint Search Keyword search and document discovery
Power Automate Email notifications for document approval processes
Optical character recognition Making scanned document content searchable
Permission management Controlling access to sensitive information

Together, these capabilities supported a more structured approach to storing, finding, and sharing business knowledge.

The Business Impact: Making Existing Knowledge More Useful

The portal addressed the barriers that had made information difficult to access and reuse.

A shared destination for business information

Employees gained a central place to look for contributed documents. This reduced the need to rely on individual colleagues to locate and forward information.

Greater visibility into existing resources

Making purchased information discoverable helped address a key cause of duplicate spending: employees not knowing what the company already owned.

This gave teams a way to check available resources before considering another purchase, subject to access permissions and applicable usage rights.

A simpler document discovery process

Keyword search, content search, filters, and document details worked together to help employees locate relevant information with less manual browsing.

Better support for knowledge sharing

A common repository made contributed resources easier to discover across business units. Teams had a stronger foundation for reusing information and building on existing work.

More controlled information access

Permission management provided a structured way to protect sensitive documents while making appropriate resources available to employees.

Previous challenge Capability introduced
Documents stored on individual desktops Centralized repository for shared information
Limited awareness of purchased resources Searchable visibility into available documents
Manual document discovery Keyword search, content search, and filters
Difficulty assessing document relevance Structured document details
Low visibility into new information “What’s New” section
Sensitive documents requiring restricted access Permission-based access controls

What Could Better Search Mean for 5,000 Engineers?

The scale of Uno Minda’s engineering workforce makes even small improvements in information retrieval worth considering.

The following is an illustrative productivity calculation, not a measured Uno Minda project result.

Assume an engineer saves 10 minutes per working day by finding information more easily. Across 220 working days, that represents approximately 36.7 hours per engineer annually.

Engineers achieving this saving Share of the approximate engineering workforce Potential annual time released
1,000 20% 36,667 hours
2,500 50% 91,667 hours
5,000 100% 183,333 hours

Even the first scenario illustrates the potential significance: if 1,000 engineers each saved 10 minutes a day, more than 36,000 hours annually could become available for other work.

Actual benefits depend on portal adoption, content coverage, search effectiveness, and how employees use the time released. These figures do not represent confirmed adoption, cash savings, or verified implementation outcomes.

Building a Foundation for Shared Knowledge

SharePoint Designs helped Uno Minda establish a centralized environment for discovering, contributing, and securely accessing business information.

The portal connected practical capabilities with everyday needs: search to locate information, filters to refine it, document details to assess it, and permissions to control access.

For an organization with approximately 5,000 engineers, making knowledge easier to reuse creates an opportunity to improve how teams work with one another and with the information already available to them.

The value of company knowledge grows when the next person who needs it can find it.

Help Your Teams Find the Knowledge Your Business Already Owns

Are employees searching across desktops for essential documents? Are different teams buying the same resources? Does finding information depend on knowing whom to ask?

SharePoint Designs builds knowledge management systems that help organizations centralize documents, simplify discovery, and support secure knowledge sharing.

Book a Knowledge Management Demo to explore how a SharePoint-based knowledge portal could work for your business.

Visit SharePoint Designs or email sales@sharepointdesigns.com.
transforming-knowledge-management-uno-minda-sharepoint

Transforming Knowledge Management at Uno Minda with SharePoint

An engineer needs a technical document to move a project forward. Someone in the company already has it. But finding that person,

Byou is a medical aesthetics brand offering laser facial and Botox treatments. It operates corporate branches and franchises across the United States and Canada. SharePoint Designs built Byou a franchise portal on Microsoft SharePoint. The portal gives every branch and franchise one place to build product and service knowledge. It also delivers company information to the whole network from a single source.

Client: Byou ‍

Industry: Medical aesthetics (laser facial and Botox treatments)

‍Region: United States and Canada

‍Solution: SharePoint Franchise Portal

‍Platform: Microsoft 365, SharePoint Online

What challenge did Byou face across its branches and franchises?

Byou runs a mixed network of corporate branches and franchises in two countries. Every location must deliver treatments with the same knowledge and the same standards. Without a central home, product and service information spread across emails and files. Locations risked working from different versions of the same guidance. That inconsistency matters more in medical aesthetics, where clients expect every clinic to perform the same way.

The core problems were:

  • Knowledge spread across locations. Product and service details were not held in one trusted place.
  • Two countries, one standard. US and Canadian locations needed the same core knowledge.
  • Mixed ownership. Corporate branches and franchises both needed access, with the right permissions.
  • Slow information flow. Company updates took time to reach every location.

What did SharePoint Designs build for Byou?

SharePoint Designs built a branded franchise portal inside Byou's Microsoft 365 environment. The portal brings product and service knowledge into one structured library. It also acts as the information hub for company updates and resources. Corporate branches and franchises use the same portal, so the whole network shares one source of knowledge.

A central product and service knowledge library

The portal holds what each location needs to know about Byou's products and services. Staff at any branch or franchise can look up a treatment or product in one place. For example, a new team member can review service information before working with clients. Because head office maintains the content, every location reads the same, current version.

One information hub for the whole network

The portal also gives Byou one channel to share information with every location. Head office publishes once, and the update reaches branches and franchises in both countries. Locations no longer depend on forwarded emails to stay current.

Why did Byou build its franchise portal on SharePoint?

Byou already used Microsoft 365, so SharePoint kept franchise knowledge inside a platform the network knew. SharePoint provides permissions, document versioning and search as standard. That let Byou control what corporate branches and franchises can each see. SharePoint Designs added a custom, brand-aligned design so the portal reflects Byou's brand rather than a default SharePoint site.

Key reasons for the SharePoint approach:

  1. Existing investment. The portal extends Microsoft 365 licences Byou already uses.
  2. Controlled access. Microsoft identity and SharePoint permissions govern who sees which content.
  3. Cross-border reach. One portal serves locations in both the United States and Canada.
  4. Central ownership. Head office keeps product and service knowledge accurate in one place.

What changed for Byou's branches and franchises?

Byou now has one trusted source of product and service knowledge for its entire network. Branches and franchises in both countries work from the same information. Staff find what they need themselves instead of asking head office. Company updates reach every location at the same time. The result is a more consistent client experience, whichever Byou location a client visits.

  • Consistent knowledge. Every location works from the same product and service information.
  • Faster information flow. Updates reach US and Canadian locations at once.
  • Self-service learning. Staff build product and service knowledge on their own schedule.
  • Ready for growth. New branches and franchises join the existing portal.

What can other multi-location aesthetics brands learn from Byou?

Aesthetics brands with mixed branch and franchise networks need one knowledge source, not many. Clients judge the brand on every visit, so every clinic must share the same standards. Putting product and service knowledge in a central portal makes that consistency practical. Building it on Microsoft 365 keeps access secure and avoids another platform.

Explore our custom SharePoint intranet design work and our SharePoint knowledge management portals.

Byou’s SharePoint Knowledge Hub for North American Franchises

How Byou Shares Product and Service Knowledge Across US and Canadian Franchises on SharePoint

Byou is a medical aesthetics brand offering laser facial and Botox treatments. It operates corporate branches and franchises across the United States and Canada.

Canada MedLaser is a medical aesthetics brand offering laser facial and Botox treatments. It runs corporate branches and franchise clinics across Canada and the United States. SharePoint Designs built Canada MedLaser a franchise portal on Microsoft SharePoint. The portal is where every clinic builds product and service knowledge. It is also the single channel for company information across the network.

Client: Canada MedLaser

‍Industry: Medical aesthetics (laser facial and Botox treatments)

‍Region: Canada and United States

‍Solution: SharePoint Franchise Portal

‍Platform: Microsoft 365, SharePoint Online

What challenge did Canada MedLaser face as it expanded?

Canada MedLaser grew a network of corporate and franchise-owned clinics. Each clinic needed the same treatment and product knowledge to deliver consistent results. As locations multiplied, information became harder to keep aligned. Guidance travelled by email and shared files, so clinics could drift apart. For a brand built on client confidence, every clinic needed to work from one standard.

The core problems were:

  • Growing number of clinics. Each new location increased the effort to keep knowledge aligned.
  • Corporate and franchise clinics. Both ownership types needed access to the same core knowledge.
  • No single source of truth. Treatment and product information lived in several places.
  • Information delays. Company updates did not reach every clinic at the same time.

What did SharePoint Designs build for Canada MedLaser?

SharePoint Designs built a branded franchise portal inside Canada MedLaser's Microsoft 365 environment. The portal centralises product and service knowledge for every clinic. It also serves as the information hub for company news and resources. Corporate branches and franchise clinics use the same portal, so the network works from one shared knowledge base.

Treatment and product knowledge in one place

The portal gathers Canada MedLaser's product and service knowledge into a single library. Clinic teams look up treatments and products whenever they need to. For example, staff can refresh their knowledge of a service before a client consultation. Head office keeps the library current, so no clinic works from outdated guidance.

A single channel for company information

The portal gives head office one place to publish information for every clinic. Updates reach corporate branches and franchises across both countries at once. Clinics stop relying on forwarded emails and scattered files.

Why did Canada MedLaser choose SharePoint for its franchise portal?

Canada MedLaser already worked in Microsoft 365, so SharePoint kept clinic knowledge in a familiar platform. SharePoint provides secure sign-in, permissions, versioning and search as standard. That made it straightforward to manage access for corporate branches and franchise clinics. SharePoint Designs added a custom design aligned to the Canada MedLaser brand. The portal feels part of the clinic experience.

Key reasons for the SharePoint approach:

  1. Familiar platform. Clinic teams use the Microsoft 365 accounts they already have.
  2. Secure, managed access. Permissions control what each branch and franchise can see.
  3. Two-country coverage. One portal supports clinics in Canada and the United States.
  4. Easy to scale. New clinics join the existing portal without new infrastructure.

What changed for Canada MedLaser's clinics?

Canada MedLaser now runs every clinic from one source of product and service knowledge. Corporate branches and franchises share the same information, whichever country they operate in. Clinic teams find answers themselves rather than waiting on head office. Company updates arrive everywhere at once. That consistency supports the same client experience in every Canada MedLaser clinic.

  • One knowledge standard. Every clinic works from the same treatment and product information.
  • Network-wide updates. Head office reaches all clinics through one channel.
  • Self-service for clinic teams. Staff build knowledge without depending on head office.
  • Built for expansion. The portal grows with each new clinic Canada MedLaser opens.

What can other laser clinic franchises learn from Canada MedLaser?

Laser clinic franchises grow fastest when every new clinic starts with the same knowledge. A central franchise portal makes that possible without adding manual work for head office. Mixed corporate and franchise networks benefit most, because one portal serves both. Building on Microsoft 365 keeps the solution secure and familiar for clinic teams. See our custom SharePoint intranet design work and our SharePoint knowledge management portals.

SharePoint Portal for Franchise Knowledge

How Canada MedLaser Keeps Every Clinic on the Same Knowledge with a SharePoint Franchise Portal

Canada MedLaser is a medical aesthetics brand offering laser facial and Botox treatments. It runs corporate branches and franchise clinic...

Rolling Suds is a power washing franchisor growing across the United States. SharePoint Designs built two connected portals on Microsoft SharePoint for the brand. The Franchise Onboarding Portal guides each new franchisee from signing to launch. The Franchise Knowledge Portal gives every franchisee one place to find operational answers. Together they replace scattered emails, files and phone calls with a single, structured franchise workspace.

Client: Rolling Suds Franchising

‍Industry: Home services franchising (power washing)

‍Region: United States

‍Solution: SharePoint Franchise Onboarding Portal and Franchise Knowledge Portal

‍Platform: Microsoft 365, SharePoint Online

What challenge did Rolling Suds face as its franchise network grew?

Rolling Suds was adding franchisees quickly, and each one needed the same onboarding and the same operational knowledge. That knowledge lived in many places. It sat in email threads, shared folders and the heads of the corporate team. Every new franchisee meant repeating the same explanations. As the network grew, this way of working could not scale without slowing down launches.

The core problems were:

  • No single onboarding path. New franchisees had no clear, step-by-step route from signing to opening.
  • Scattered operational knowledge. Manuals, procedures and guidance were spread across different locations.
  • Heavy reliance on the corporate team. Franchisees asked head office for answers they could have found themselves.
  • Inconsistent experience. Two franchisees could receive different guidance on the same topic.

What did SharePoint Designs build for Rolling Suds?

SharePoint Designs built two purpose-built SharePoint portals inside the Rolling Suds Microsoft 365 environment. The Franchise Onboarding Portal handles the journey from new franchisee to operating business. The Franchise Knowledge Portal is the ongoing reference library for day-to-day operations. Both portals carry the Rolling Suds brand. Franchisees experience them as part of the franchise system, not generic software.

The Franchise Onboarding Portal

The onboarding portal gives every new franchisee the same structured starting point. It brings the onboarding steps, resources and guidance into one branded experience. Franchisees can see what to do next without waiting for an email from head office. The corporate team, in turn, delivers one consistent onboarding to every location.

The Franchise Knowledge Portal

The knowledge portal is the operational library for the whole network. Franchisees browse company knowledge by the operational need in front of them. For example, a franchisee can look up how a procedure should be done, then return to work. Because the content is maintained centrally, every location reads the same, current version.

Why did Rolling Suds build the portal on SharePoint?

Rolling Suds already worked in Microsoft 365, so SharePoint was the natural home for franchise content. Building on SharePoint meant no new platform to license, secure or learn. Franchisees sign in with the accounts they already use. Permissions, document versioning and search come from the Microsoft platform. SharePoint Designs then added a custom, brand-aligned design. The portals feel like Rolling Suds, not a standard SharePoint site.

Key reasons for the SharePoint approach:

  1. Existing investment. The portals extend Microsoft 365 licences Rolling Suds already pays for.
  2. Enterprise security. Access is controlled through Microsoft identity and SharePoint permissions.
  3. Central control. Head office updates content once, and every franchisee sees the change.
  4. Room to grow. New territories are added to the same portal without rebuilding it.

What changed for Rolling Suds franchisees and head office?

The portals gave Rolling Suds a repeatable way to onboard franchisees and support them afterwards. New franchisees follow one clear path instead of piecing together guidance. Existing franchisees find operational answers themselves rather than waiting on head office. The corporate team spends less time repeating the same explanations. Every location now works from the same, current version of company knowledge.

  • Easier onboarding. New franchisees move through a clear, guided path to launch.
  • Self-service answers. Franchisees browse company knowledge for all their operational needs.
  • One version of the truth. Updated content reaches the whole network at once.
  • A system that scales. The same portals support each new territory Rolling Suds adds.

What can other franchisors learn from the Rolling Suds portal?

Franchisors growing quickly should separate onboarding from ongoing knowledge, then connect the two. Onboarding is a time-bound journey with a clear end point. Operational knowledge is a reference library franchisees return to every week. Treating them as two linked portals keeps each one simple to use. Building both on Microsoft 365 avoids adding another platform for franchisees to learn. See how we approach custom SharePoint intranet design and SharePoint knowledge management portals.

Rolling Suds Onboards Franchisees

How Rolling Suds Onboards Franchisees and Shares Operational Knowledge on SharePoint

Rolling Suds is a power washing franchisor growing across the United States. SharePoint Designs built two connected portals on Microsoft SharePoint for the brand.

Executive Summary

Jefferson County Health Center (JCHC) had a problem that many healthcare organizations recognize: a marketing materials request process that still ran on manual forms, email chains, and spreadsheets. Every order created friction. Every month-end report costs hours. Nobody requested it, nor did the marketing team have visibility into what was happening.

SharePoint Designs built a custom Shopping Cart solution natively inside SharePoint Online. No external tools. No complex approval workflows. No developer dependency after launch. The result was a fully self-service, e-commerce-style request system that went live organization-wide and immediately eliminated the manual overhead that had slowed the marketing team for years.

Key Results at a Glance

100%

SharePoint-native solution — no external tools

Zero

approval bottlenecks in submission flow

7 →1

manual steps reduced to one cart submission

Auto

monthly reporting — hours saved every cycle

About Jefferson County Health Center

Jefferson County Health Center is a public health organization serving the Jefferson County community. Its marketing and communications team manages the supply and distribution of branded materials, including promotional products, uniforms, and patient-facing collateral, to staff and departments across the organization.

With multiple departments submitting requests and a finite inventory of configurable products, the marketing team needed a structured, trackable, and scalable way to manage incoming orders without adopting additional tools or creating IT dependencies.

The Challenge

Before this project, JCHC's marketing materials request process was entirely manual. This created compounding problems at every stage, from submission to fulfillment to reporting.

1

Fragmented Submission Process

Users filled out static forms and submitted them manually to the marketing team via email. There was no standard template, no required fields, and no validation leading to incomplete requests and repeated back-and-forth.

2

No Product Standardisation

Requestors described products inconsistently — different names for the same item, varying size notations, informal colour descriptions. The marketing team had to manually interpret and standardise every order before processing.

3

No Visibility or Audit Trail

Neither requestors nor the marketing team could see the status of an order once submitted. There was no order history, no tracking, and no centralised record making disputes and follow-ups difficult.

4

Time-Consuming Manual Reporting

At the end of every month, someone on the marketing team manually compiled order data from emails and spreadsheets to produce a demand report. The process was time-intensive, error-prone, and produced results that were already out of date by the time they were circulated.

The Solution

SharePoint Designs designed and built a fully SharePoint-native Shopping Cart system, with a familiar, e-commerce-style interface embedded directly within JCHC's existing Microsoft 365 environment. The solution required no external software, no third-party licenses, and no ongoing IT involvement after deployment.

The core principle was simplicity: give requestors an experience they already understand (online shopping), give the marketing team the structured data and reporting they need, and give administrators full control, all within the tools JCHC already owns.

Solution Features

E-Commerce Style Shopping Cart

  • Browse a structured product catalogue with clear categories
  • Select items and add them to a cart in a single session
  • Review the full cart before submitting multiple items in one request
  • Familiar interface reduces training requirements to near-zero

Admin-Controlled Product Catalogue

  • Marketing team can create, edit, and deactivate product listings without IT
  • Product details, images, availability, and configurations managed in real time
  • New products can be added and made live within minutes

Configurable Product Attributes

  • Sizes: XS, S, M, L, XL, 2XL, 3XL, 4XL, 5XL, 6XL standardized across all products
  • Colours: multiple selectable variants per product
  • Branding: logo attachment capability for branded merchandise
  • Styles: product-specific configurations defined per listing

Centralised Data in SharePoint Lists

  • All orders stored in structured SharePoint lists with consistent fields
  • Filterable and sortable by date, product, requestor, department, or status
  • Single source of truth for the entire marketing team

Direct Submission — No Approval Bottlenecks

  • Requests submitted directly to the marketing queue
  • No multi-step approval workflow required
  • Marketing team receives complete, structured, actionable order data immediately

Automated Monthly Reporting

  • Reports generated directly from SharePoint list data
  • Order volumes, product-level demand, size trends, and colour preferences all captured
  • Consistent format every month — no manual compilation required

Full Visibility for All Stakeholders

  • Requestors can view their full submission history and current request status
  • Marketing team has complete access to all orders across all departments
  • Searchable and filterable by any field

How We Built It - Implementation Approach

1

Process Assessment

Conducted a structured review of JCHC's existing manual workflows. Mapped the end-to-end request journey from form submission through to monthly reporting — and documented every inefficiency, gap, and pain point with the marketing and operations teams.

2

Data Architecture Design

Designed the SharePoint list structure to support the full solution: a product catalogue list with configurable attributes, an orders list capturing all submission data, and an attributes list (sizes, colours, logos, styles) that feeds the cart interface dynamically.

3

UI Development

Built a user-friendly SharePoint interface that simulates a cart-based interaction model. Designed for immediate comprehension — if you've ever shopped online, you can use this system without training.

4

Testing & Quality Assurance

Validated the solution against JCHC's actual product catalogue and order scenarios. Confirmed data integrity, permissions, reporting accuracy, and cross-device compatibility before wider rollout.

5

Organisation-Wide Deployment

Rolled the solution out across JCHC with minimal change management required. The familiarity of the shopping experience meant adoption was near-immediate.

Before vs. After - Side by Side

Aspect Before After
Request Submission Manual paper/email forms — error-prone and slow Intuitive shopping cart interface — submit in minutes
Product Options Unstructured, inconsistent across requestors Fully standardised: sizes XS–6XL, colours, branding styles
Reporting Manually compiled each month, hours of effort Automated monthly reports generated directly from SharePoint
Data Storage Scattered emails and spreadsheets Centralised SharePoint lists — single source of truth
Processing Speed Days of back-and-forth clarification Same-day submission with zero approval bottlenecks
User Experience Confusing, inconsistent, high error rate Familiar e-commerce style — minimal training required
Visibility No order history or status tracking Full request history for users and marketing team

Business Impact

The Shopping Cart solution delivered measurable improvements across every dimension of JCHC's marketing materials process.

Operational Efficiency

  • Eliminated all manual form handling and email-based submission
  • Reduced processing time from days to same-session completion
  • The marketing team spends zero time reformatting or interpreting requests.

Data Quality & Accuracy

  • Structured inputs with validated fields remove ambiguity entirely.
  • Standardized product attributes prevent inconsistent ordering.
  • Zero data entry errors from requestor to order record

User Experience

  • Familiar shopping interface adopted immediately, minimal training required
  • Requestors have full visibility into their submission history.
  • Order confirmation and history are accessible at any time.

Reporting & Strategic Insight

  • Monthly reports generated automatically from live SharePoint data
  • Demand trends, popular products, and size/color patterns are visible at a glance.
  • The marketing team can plan stock and procurement based on actual data.

Scalability

  • New products are added to the catalog in minutes by non-technical admin users.
  • Solution scales as JCHC's product range and department count grow.
  • No external tools or license costs to manage as the organization expands

Why SharePoint — Key Differentiators

100% SharePoint-Native

No external tools, third-party integrations, or additional licences. Built entirely within JCHC's existing Microsoft 365 environment.

Zero External Dependencies

The solution continues to function and evolve without reliance on any external vendor, platform, or support contract.

IT-Independent Administration

The marketing team owns and operates the catalogue, products, and reporting without raising a single IT ticket.

Built for Scalability

Products, attributes, departments, and users can all be added without rebuilding any part of the system.

SharePoint Shopping Cart

Replacing Manual Marketing Requests with a SharePoint Shopping Cart - JCHC

Jefferson County Health Center (JCHC) had a problem that many healthcare organizations recognize:

Client: Ardena

Industry: Pharmaceutical CDMO / Bioanalytical CRO Life Sciences

Headquarters: Ghent, Belgium

Employees: 500 -1,000 professionals across GMP/GLP facilities in Europe and the US

Project type: Custom SharePoint LMS Design, Development & Integration

Implementation partner: SharePoint Designs

Technology stack: SharePoint Online, SPFx, Power Automate, Microsoft Teams, Microsoft Graph

Case Study Summary

Ardena, operating in multiple countries, faced high annual LMS subscription fees, manual webinar tracking, and poor training visibility. SharePoint Designs built a custom LMS in Ardena’s SharePoint using Microsoft technologies, eliminating third-party licensing costs. The new system cut costs, provided real-time training dashboards, and automated Teams webinar attendance.

At a Glance: Results

 Ardena - Custom SharePoint LMS Design Template

Training Transformation Comparison

Metric Before After Change
Third-party LMS licensing cost Recurring annual subscription Eliminated 100% cost reduction
Webinar attendance tracking Manual effort per session Fully automated via Microsoft Graph Manual effort eliminated
Training visibility for HR and managers Fragmented, report-on-request Real-time role-based dashboards New capability
Learning platform accessibility Separate system, separate login Embedded in SharePoint intranet Zero friction for learners
Audit-ready training records Manual compilation Automated compliance reporting Inspection-ready on demand
Integration with Microsoft 365 ecosystem None Native — Teams, SharePoint, Graph Fully integrated

About Ardena

Ardena is a specialist pharmaceutical CDMO (Contract Development & Manufacturing Organization) and bioanalytical CRO, dedicated to advancing precision medicines and complex therapeutics.

Operating across GMP/GLP-certified facilities in Belgium, the Netherlands, Spain, Latvia, and the United States, Ardena guides pharmaceutical companies from emerging biotech to tier-one pharma corporations through the full drug development lifecycle.Ardena’s service portfolio covers drug substance development and manufacturing, drug product formulation and manufacturing, nanomedicines, bioanalysis, clinical supply, and CMC regulatory support.

Backed by GHO Capital, Ardena serves a global client base of 500+ customers across Europe, the US, Japan, and South Korea, with revenue exceeding $250M.With a workforce of scientists, analysts, project managers, quality and regulatory professionals, manufacturing operators, and business staff across multiple countries, Ardena’s training and compliance management requirements are substantial. GxP-regulated environments require documented, auditable training completion records, making the reliability and accessibility of the LMS infrastructure a quality assurance matter rather than just an HR convenience.

The Challenge

A paid LMS that didn’t fit the Microsoft 365 world Ardena already lived in

Ardena’s SharePoint intranet was already the organization’s central digital workplace. Staff accessed news, documents, HR resources, and internal tools through SharePoint, all within the familiar Microsoft 365 environment they used every day for Teams, Outlook, and collaboration.The LMS sat outside all of that.

It was a separate platform, on a separate URL, with a separate login experience. To access training, employees had to leave the intranet, navigate to another system, and authenticate again. For a workforce that was already working across multiple sites and time zones, this friction was a consistent adoption barrier.Beyond the user experience, four specific operational problems drove the decision to find an alternative:

  1. Recurring subscription costs have no strategic value. The third-party LMS was consuming an annual licensing budget without offering capabilities beyond what Ardena’s existing Microsoft 365 investment could support with the right implementation. As the organization grew through expansion and acquisition, the per-user licensing cost scaled accordingly, adding pressure to an already-stretched L&D technology budget.
  2. No real-time visibility into training for HR or line managers. HR and people managers could not see, at any given moment, who had completed which courses, which mandatory training was overdue, or where onboarding progress stood for new joiners.
    Getting a training completion report required either manual data pulls from the LMS or waiting for a scheduled report. For an organization operating in a GxP-regulated environment where training compliance directly affects inspection readiness, this lack of real-time visibility was documented as a risk.
  3. Microsoft Teams webinar attendance required manual tracking. Ardena ran a significant proportion of its internal training through Microsoft Teams webinars  the natural tool for a distributed, multi-site workforce. But the third-party LMS had no native connection to Teams. After every webinar, an administrator manually cross-referenced the Teams attendance report against the LMS enrollment list, updated completion records, and chased any discrepancies.
    This was time-consuming, error-prone, and entirely unnecessary given that Microsoft Graph exposes Teams meeting attendance data via API.
  4. The LMS was a siloed island in an otherwise connected Microsoft 365 ecosystem. Ardena’s broader digital workplace strategy was built on maximizing the Microsoft 365 investment already in place. A standalone LMS that stored user data externally, couldn’t surface training tasks on the intranet homepage, and had no connection to SharePoint permissions or Entra ID groups, was structurally at odds with that direction.
    The appointment of a dedicated Chief Information Officer in late 2025 brought renewed focus on eliminating redundant vendor dependencies and deepening the Microsoft 365 integration across all operational systems.

Why Ardena Chose SharePoint Designs

The evaluation was straightforward once the problem was clearly framed. Ardena was not looking for a better LMS vendor. They were looking to eliminate the need for an LMS vendor entirely by building the capability they actually needed directly into the Microsoft 365 environment they already owned.The alternative of purchasing a Microsoft-native LMS product (such as LMS365 or Learn365) was considered.
These products provide a SharePoint-integrated learning experience and eliminate the friction of separate logins. However, they still carry per-user subscription costs ($5–$15 per user per month, depending on the tier), require vendor dependency for product roadmap and pricing, and deliver a templated product rather than a solution designed around Ardena’s specific workflows, intranet architecture, and compliance reporting needs.
SharePoint Designs proposed a custom-built LMS using only native Microsoft 365 technologies, SPFx for the intranet-embedded interface, Power Automate for workflow automation and notifications, Microsoft Graph for Teams webinar attendance integration, and SharePoint lists and libraries for all data storage and reporting. No third-party licensing. No external data storage. No vendor dependency beyond Microsoft.

The decision drivers:

  • Elimination of ongoing subscription costs versus a one-time implementation investment
  • Full data sovereignty, all training records stored within Ardena’s own Microsoft 365 tenant
  • Custom-built to Ardena’s intranet architecture, not a generic product applied to it
  • Teams webinar attendance automation as a core deliverable, not a future roadmap item
  • Role-based dashboard design for HR, managers, and employees exactly matching Ardena’s reporting needs
  • GxP compliance reporting built in from the start

The Solution

SharePoint Designs designed and delivered a custom Learning Management System fully embedded within Ardena’s existing SharePoint intranet. The solution was built entirely on native Microsoft technologies, with no third-party tools introduced.

Architecture Overview

The LMS lives within the Ardena intranet as a set of SPFx (SharePoint Framework) web parts deployed on dedicated learning pages. From the perspective of an Ardena employee, the learning platform is simply another section of the intranet they already use, accessible from the intranet navigation with no separate login, no new URL, and no unfamiliar interface.All training data course enrollments, completion records, assessment results, webinar attendance, and certificates are stored in structured SharePoint lists and libraries within Ardena’s own Microsoft 365 tenant. Data never leaves the organization’s environment.

Core Features Delivered

SharePoint-Embedded Course Catalog and Learner Interface

‍The course catalog is surfaced as an SPFx web part on the Learning section of the Ardena intranet. Employees browse available courses, view descriptions and prerequisites, self-enroll, and track their own progress all without leaving the intranet. Courses are structured as SharePoint pages with embedded Microsoft Stream videos, SharePoint-hosted documents, Microsoft Forms assessments, and completion acknowledgment buttons.

The learner’s personal training homepage shows their enrolled courses, completion status, upcoming deadlines for mandatory training, and earned certificates personalized using Microsoft Entra ID group membership, so each employee sees content relevant to their role and site.

‍Role-Based Training Dashboards for HR and Managers

‍HR administrators and people managers see a different view of the LMS from their role-specific intranet homepage. Power BI reports embedded directly on the management dashboard show:

  • Enrollment and completion rates by course, department, and site•
  • Mandatory training compliance status, who is current, who is approaching deadline, who is overdue, filterable by team, role, and location•
  • New joiner onboarding training progress across all active new hires• Certification expiry tracking with 60/30/7-day countdown indicators•
  • Audit-ready compliance reports exportable for regulatory inspection documentation

These dashboards update in real time as completion records are logged. HR no longer requests reports; they open the intranet homepage, and the data is up to date.

‍Automated Microsoft Teams Webinar Attendance Tracking

‍This was one of the highest-value deliverables in the engagement. The integration works as follows:When a Teams webinar is created and registered as a training event in the LMS course catalog, a Power Automate flow monitors it via the Microsoft Graph API.

When the webinar concludes, the flow automatically retrieves the full attendance report from Graph, matches attendees against the enrolled learner list using their Microsoft Entra ID, marks completion records for all attendees who meet the configured minimum attendance threshold, and logs the attendance record with a timestamp to the compliance tracking SharePoint list. Partially attending learners receive a Teams notification prompting them to complete any remaining course elements.

The result: a process that previously required 30–60 minutes of manual administrator work after every webinar now completes automatically within minutes of the session ending, with no human intervention.
‍Compliance and Audit-Ready Reporting

‍For a GxP-regulated organization, training records must be traceable, timestamped, and retrievable on demand.

The LMS compliance reporting module provides:
  • Complete training completion history per employee with date, course version, assessment score (where applicable), and acknowledgment timestamp•
  • Mandatory training register showing required courses by role and current compliance status across the workforce•
  • Certificate generation for completed courses with automated expiry and renewal notification•
  • Exportable audit packages covering specified date ranges, employee groups, or individual compliance records, formatted for regulatory inspection documentation

All compliance records are stored as immutable SharePoint list items. Access to modify historical records is restricted to administrators with full audit logging via Microsoft Purview.

‍Automated Enrollment and Notification Workflows

‍Power Automate manages the operational workflows that keep the LMS running without constant administrator attention:

  • When a new employee is created in the HR system, their role and site metadata triggers automatic enrollment in the mandatory training courses for their position induction, GxP awareness, site safety, and role-specific modules with personalized Teams notifications directing them to the LMS
  • Upcoming training deadlines trigger reminder notifications via Teams at 30 days, 14 days, and 3 days to the learner and their manager
  • Course completions trigger certificate generation and update the compliance dashboard in real time
  • Training content updates trigger notifications to all learners who have previously completed the course, prompting re-completion where required for the updated version

Implementation Approach

The project was delivered through an iterative methodology with regular stakeholder review points, ensuring alignment with Ardena’s existing intranet architecture and operational expectations at every stage.

Stage 1 - Discovery and Requirements (Weeks 1–2)

Structured workshops with HR, L&D, IT, QA, and departmental managers to map current training workflows, identify mandatory training requirements by role, document compliance reporting obligations, and define the precise data points required in HR and manager dashboards. Microsoft Graph API capabilities and Teams webinar data structures were assessed during this phase to confirm the automation approach before development began.

Stage 2 - Solution Design (Weeks 3–4)

SharePoint information architecture for the LMS was designed to integrate cleanly with Ardena’s existing hub and site structure. SPFx web part specifications were produced for the learner interface, course catalog, and management dashboard components. Power Automate workflow designs were documented for stakeholder review and sign-off before development started. The Teams webinar attendance automation was prototyped and validated against a live Ardena Teams environment.

Stage 3 - Iterative Development (Weeks 5–12)

Development was phased: learner interface and course catalog first, followed by enrollment and notification workflows, then the management dashboards, and finally the Teams webinar attendance automation. Each component was reviewed by nominated HR and IT stakeholders before the next phase began, enabling incremental feedback and reducing rework at the end.

Stage 4 - Compliance Reporting and Audit Configuration (Weeks 13–14)

The compliance reporting module was configured and validated against Ardena’s documented audit requirements. Microsoft Purview audit logging was configured for the LMS data environment. The export formats for audit packages were tested and signed off on by the QA team.

Stage 5 - Testing and Controlled Rollout (Weeks 15–16)

User acceptance testing with a nominated group of learners, managers, and HR administrators across multiple sites. Issues identified and resolved. Controlled rollout to the full employee base with a guided first-login experience and role-specific quick-reference guides.

Technology Stack

Every technology listed below was already included in Ardena’s Microsoft 365 licensing.

Technology Stack for LMS

Technology Role in the LMS
SharePoint Online Course catalog pages, learner interface, compliance data storage, LMS administration
SPFx (SharePoint Framework) Custom web parts for learner dashboard, course browser, manager dashboard, and compliance reporting interface
Power Automate Enrollment workflows, reminder notifications, certificate generation, Teams attendance processing, compliance dashboard refresh
Microsoft Teams Webinar delivery, learner notifications, course access via Teams tab
Microsoft Graph API Teams webinar attendance retrieval — the technical foundation of the automated attendance tracking capability
Microsoft Power BI Embedded management dashboards for HR and people managers (enrollment, completion, compliance status)
Microsoft Forms Course assessments and knowledge checks embedded within course pages
Microsoft Stream Video content hosting for course modules
Microsoft Entra ID Role-based access control, audience targeting for course visibility, automated enrollment trigger on new user creation
Microsoft Purview Audit logging for compliance records, sensitivity controls for assessment data

Additional third-party licensing cost: €0.

Client Perspective

“We had an LMS that worked technically. But it sat outside everything else we used. Our HR team couldn’t see training status without pulling a report. Every Teams webinar meant someone had to spend an hour manually updating attendance records. And we were paying for it every year, on top of a Microsoft 365 investment that should have delivered everything we needed. SharePoint Designs built something that actually fits our workflow. The attendance automation alone saved us more time in the first month than I expected. And having training status visible on the management dashboard rather than buried in a separate system changed how our managers engage with L&D compliance.”
- HR Operations Lead, Ardena

Key Lessons From This Project

  1. The “existing LMS” conversation is really a build-vs-buy decision. For organizations already on Microsoft 365 with a SharePoint intranet in place, the question is not “which LMS should we buy?” but “what would it cost to build exactly what we need versus continuing to pay for something that doesn’t quite fit?” For Ardena, the build option delivered better outcomes at lower long-term cost.
  2. Microsoft Graph unlocks automation that LMS vendors can’t match natively. The Teams webinar attendance integration was possible only because Microsoft Graph exposes Teams meeting data via API. No third-party LMS, including Microsoft-native products like LMS365, provides this level of seamless, automatic attendance capture for Teams webinars. Custom development on the Microsoft platform beat the product alternatives on this specific requirement.
  3. Embedding the LMS in the intranet is not cosmetic; it drives adoption. Learners who do not have to change context, navigate to a separate URL, or authenticate again are significantly more likely to complete training when prompted. The friction of switching to a separate platform is a genuine adoption barrier, particularly for staff in manufacturing or laboratory environments who access the intranet on shared workstations during shift transitions.
  4. Real-time dashboards change the HR behavior, not just the data. The shift from “request a report” to “look at the dashboard” changed how Ardena’s HR team and people managers engaged with training compliance. Managers who previously checked training status only when prompted by an HR reminder now proactively manage their team’s compliance because the information is visible on their intranet homepage every day.
  5. For GxP-regulated environments, building compliance reporting into the architecture from the start is non-negotiable. The audit-ready reporting module was not added at the end of the project  it was specified in discovery, designed alongside the learner interface, and validated by QA before rollout. Retrofitting compliance reporting into an LMS after it is live is significantly harder and more expensive than designing for it from the beginning.

About SharePoint Designs

SharePoint Designs is a Microsoft-certified implementation partner specializing in custom SharePoint intranet solutions, Microsoft 365 workflow automation, and native LMS development for organizations across life sciences, healthcare, financial services, manufacturing, and professional services. We build on what you already own using SharePoint, Power Automate, Power Apps, Power BI, Microsoft Teams, and Microsoft Graph with no third-party add-ons required.

For life sciences organizations, we have specific expertise in GxP-aligned document governance, compliance reporting architecture, and pharmaceutical-grade audit trail configuration within Microsoft 365.

‍Read more case studies →

‍Schedule a free consultation →‍

Related reading:

 Ardena Custom SharePoint

How Ardena Replaced its Paid LMS With a SharePoint Learning Platform - Eliminating Subscription Costs

Ardena, operating in multiple countries, faced high annual LMS subscription fees, manual webinar tracking, and poor training visibility. SharePoint Designs built a custom LMS

About the Client

Kalsec (Kalamazoo Spice Extraction Company) is a privately held, U.S.-based leader in natural food ingredients. They specialize in developing and producing natural spice and herb extracts, colors, and antioxidants for the global food and beverage industry.

Challenges

Kalsec’s existing SharePoint intranet was built using standard, out-of-the-box (OOTB) web parts, which had several limitations:

  • Low Employee Engagement: The platform lacked interactive and engaging content, reducing user participation.
  • Overwhelming Quick Links and Limited Search: Too many quick links cluttered the interface, while the search functionality was insufficient for finding relevant information.
  • Complex Navigation: Users found it difficult to navigate across the site, leading to a fragmented user experience.
  • Lack of Branding and Personalization: The platform did not reflect Kalsec’s brand identity or support personalized content for employees.

Our Solution – Kalsec SharePoint Intranet Real Example

At SharePoint Designs, we partnered closely with Kalsec to transform their OOTB SharePoint into a modern, intuitive, and personalized intranet aligned with their business needs and brand identity. Our approach focused on improving usability, simplifying navigation, and enhancing content discoverability.

Before: Existing SharePoint Intranet (Challenges)

Kalsec legacy SharePoint intranet homepage before redesign

The existing intranet was built using standard OOTB SharePoint components, resulting in a cluttered and overwhelming user experience.

Key Challenges:

  • Excessive quick links with no prioritization  
  • Poor navigation across tools and departments  
  • Limited search functionality for content discovery  
  • No personalization or brand alignment  

This made it difficult for employees to quickly find information and complete tasks efficiently.

After: Redesigned Modern Intranet Experience

Kalsec modern SharePoint intranet design with improved user experience

Key Enhancements:

  • Smart Quick Links with Search & Categorization
    Users can search, filter, and access links based on relevance and department  ‍
  • Personalized Homepage Experience
    Welcome banner, dynamic content, and improved search for faster access  ‍
  • Simplified Navigation Structure
    Clear top navigation for seamless movement across the intranet  ‍
  • Modern, Brand-Aligned UI
    Clean design reflecting Kalsec’s identity and improving engagement  

Before vs After Impact

  • Faster access to information: Reduced time to find content by ~40%, enabling quicker task completion
  • ‍Reduced clutter and confusion: Structured quick links improved usability and reduced unnecessary navigation
  • ‍Improved employee engagement: A modern, visually appealing interface increased interaction.
  • ‍Better navigation experience: Simplified menus helped users access key tools 2x faster

Benefits

The newly designed intranet offers:

  • Enhanced Search Functionality: Efficient content discovery with personalized filtering and search capabilities.
  • Improved User Engagement: Lively, organized pages with relevant, up-to-date content to keep employees informed and engaged.
  • Personalized User Experience: Tailored quick links and content based on user roles, improving productivity and satisfaction.
  • Streamlined Communication: A visually appealing and brand-aligned digital workspace that fosters a connected and informed workforce.
OOTB SharePoint into a Custom SharePoint

How Director of Internal communications transformed a OOTB SharePoint into a Custom SharePoint?

Kalsec (Kalamazoo Spice Extraction Company) is a privately held, U.S.-based leader in natural food ingredients.

Client: Compass Group Denmark A/S    
HQ: Albertslund, Denmark  
Industry: Contract Food Services, Facility Management, Cleanin
‍Platform: SharePoint Online (Microsoft 365)

Company Overview

3,000+
Employees in Denmark
350
Canteens nationwide
3
Operating brands
Founded 1973
50+ years of operations

Summary

Compass Group Denmark-3,000 employees, 350 canteens, operating across Denmark under the brands Food & Co, Eurest Facility Services, and ESS was managing critical SOPs, compliance guides, and operational policies across disconnected systems with no bilingual capability, no governance workflow, and no way to confirm employees understood what they read. SharePoint Designs delivered a centralised, bilingual Danish-English Knowledge Base on SharePoint Online: one governed platform, intelligent language-aware search, auto-generated document assessments, and a structured approval workflow built specifically for a Danish-speaking frontline workforce.

About Compass Group Denmark

Compass Group Denmark A/S is Denmark's leading provider of canteen, catering, facility management, and cleaning services. A subsidiary of Compass Group PLC, one of the world's largest foodservice companies, the Danish operation has built its own identity grounded in Danish quality traditions, sustainability, and service excellence since its founding in 1973.

Operating nationwide, Compass Group Denmark runs approximately 350 canteens and employs around 3,000 people across the country. The company operates under three distinct service brands:

  • Food & Co - daily meal experiences in staff restaurants for private and public sector organizations and universities across Denmark ‍
  • Eurest Facility Services - facility management, cleaning, and workplace services for large Danish companies and public institutions ‍
  • ESS - offshore catering and support services for workers on North Sea platforms in Danish waters

Together, these brands serve over 100,000 guests every day in Denmark. The breadth of operations from university canteens in Aarhus to offshore platforms in the North Sea means that operational knowledge, food safety compliance, and service standards must be consistently communicated to a geographically dispersed, Danish-speaking frontline workforce.

The Challenge: Knowledge Management for a Dispersed Danish Workforce

Why this is harder than it looks

Unlike a corporate office workforce that sits at a desk with daily access to a computer, Compass Group Denmark’s operational employees are kitchen staff, cleaning teams, facility managers, offshore service workers are mobile, site-based, and not always online. Communicating SOPs, safety procedures, and compliance policies to this workforce reliably and verifiably is a genuine operational challenge.

Adding complexity: Compass Group Denmark’s workforce is predominantly Danish-speaking. Documentation prepared in English, whether from the global Compass Group PLC or from central Danish management created a real accessibility gap for frontline staff who needed guidance in their own language.


The industry-wide knowledge management problem

The challenge Compass Group Denmark faced reflects a well-documented industry-wide issue:

1.8 hrs/day
Average time employees spend
searching for information
McKinsey & Company
54%
Organisations using 5+ platforms
for documentation
KM World Survey
$31.5B/yr
Lost annually by Fortune 500 firms
through poor knowledge sharing
Bloomfire Research

For a food services organisation operating across 350 sites with strict food safety and compliance obligations, this is not an abstract efficiency problem. Every hour a site manager spends searching for an outdated SOP, every compliance gap caused by inaccessible guidance, every food safety incident traceable to a misunderstood procedure these are direct operational and regulatory risks.

The five specific problems SharePoint Designs was brought in to solve

1. Dispersed documentation with no single source of truth

Critical SOPs, food safety procedures, operational policies, and site-specific guides were scattered across multiple folders, email threads, and local storage. There was no guarantee that the document a site manager was reading was the current approved version , a serious risk in an environment where outdated food safety guidance can have direct consequences.

2. No intelligent search or structured categorisation

The existing setup provided basic folder navigation at best. Employees across different departments and operational roles had to know where to look before they could find anything. With staff operating across kitchen, cleaning, facility management, and offshore contexts, this was unworkable.

3. No bilingual capability for Danish-speaking frontline staff

This was the most acute pain point. Compass Group Denmark’s operational workforce is Danish-speaking. English-only documentation left frontline staff without reliable access to localised procedures, and there was no system to keep Danish and English document versions synchronised when updates were made.

4. No formal governance or approval workflow

Documents could be uploaded and effectively published to the entire workforce without any formal review. There was no structured author → approver → publish chain to ensure accuracy and compliance before content reached operational teams.

5. No way to validate that employees had understood critical documents

For food safety SOPs and compliance-critical procedures, there was no mechanism to confirm that staff had not only accessed a document but actually understood it. In a compliance audit context, this gap is significant.

The Solution: A SharePoint Knowledge Base Built for Denmark

SharePoint Designs designed and implemented a centralised Knowledge Base platform on SharePoint Online, built specifically around Compass Group Denmark’s operational structure, Danish language requirements, and food safety compliance obligations.

1. Multi-type article management

The platform supports structured uploads for every document type Compass Group Danmark manages, with predefined metadata enforced at the point of upload:

  • Standard Operating Procedures (SOPs)
  • Food safety and compliance guides
  • Operational policies
  • Frequently Asked Questions
  • Process checklists and lists
  • General knowledge articles and how-to guides

Each article type carries its own mandatory metadata: article type, department, applicable sites, language version, document status, and approval state. This classification happens at upload not retrospectively so every document enters the system correctly tagged from day one.

2. Structured categorisation for 350 canteens and three service brands

A flexible categorisation framework organises all content by department, document type, service brand (Food & Co, Eurest Facility Services, ESS), and operational area. The structure accommodates Compass Group Denmark’s operational diversity without forcing a single taxonomy onto three operationally distinct brands.

The categorisation model is designed to scale new sites, new document categories, and new service areas can be added without restructuring the existing framework. This is foundational: without clean, consistent categorisation, search returns noise. With it, a Food & Co kitchen manager in Copenhagen and an ESS offshore catering supervisor find the right document first time.

3. Bilingual Knowledge Base: Danish and English, structurally synchronised

This was the defining feature of the solution for Compass Group Denmark. The bilingual architecture was not a translation toggle, it was built as a structural document management principle.

  • Authors create a document in one language as the primary version
  • A linked translation is created and attached to the original as a language pair
  • Version tracking maintains alignment: when the primary version is updated, the linked translation is surfaced for corresponding review
  • Search results automatically prioritise Danish-language documents for Danish-speaking users

For Compass Group Denmark’s frontline workforce, this means: a kitchen team member searching for a food safety SOP finds the Danish-language version first, without needing to know whether an English original exists. The platform removes the language barrier structurally, not through manual translation management.

Why this matters in a Danish compliance context: Danish food safety regulations and workplace documentation requirements expect that operational guidance is accessible to employees in a language they understand. A bilingual Knowledge Base with Danish-priority search directly supports this obligation.

4. Advanced search with Danish-language prioritisation

A dedicated search interface was built with layered filtering:

  • Keyword search - full-text search across all articles ‍
  • Article type filter - narrow to SOPs, policies, FAQs, guides, or checklists ‍
  • Department filter - scoped to the user’s operational area ‍
  • Category filter - by service brand or operational domain ‍
  • Language filter - Danish-language documents surfaced by default for Danish users

The Danish-language prioritisation is baked into the search algorithm, not a user-controlled setting. A frontline employee does not need to select a language preference  the system defaults to the language that is most relevant for them.

5. Dynamic homepage tuned for operational relevance

The Knowledge Base homepage dynamically surfaces:

  • Recent articles - newest additions and updates, ensuring critical revisions are immediately visible ‍
  • Featured articles - content manually promoted by administrators for high-priority compliance periods ‍
  • Suggested content - personalised recommendations based on department and role

For a company managing 350 sites across diverse operational contexts, role-relevant content surfacing at the homepage level is the difference between a platform employees use and one they ignore.

6. Auto-generated document assessments

This is the feature that closes the gap between document publication and verified comprehension, the capability that most directly addresses compliance risk in a food safety environment.

When uploading a compliance-critical document, authors can enable an assessment requirement. The platform automatically generates questions and answers from the document content. Once an employee reads the document, they complete the auto-generated assessment. The result is:

  • Automated pass/fail tracking at the individual employee level
  • An auditable record that specific staff have read and understood specific documents
  • No manual question-writing required from authors, the system generates assessments from the document itself
  • No separate LMS or external compliance system required

In the Danish food safety context: Compass Group Denmark can now demonstrate, with a full audit trail, that a named employee at a named site has read and understood a specific food safety SOP on a specific date. This is the kind of verifiable compliance record that supports both internal governance and external audit requirements.

7. Configurable approval workflow with full audit trail

Every document goes through a structured governance chain before publication:

  • Author uploads the document and selects an approver
  • Approver receives notification and reviews the document for accuracy and compliance
  • Approver either publishes the document or returns it to the author with comments
  • Only approved content reaches the Knowledge Base
  • Every approval action is logged against the document, creating a governance audit trail

This eliminates the previous situation where any user with folder access could effectively publish operational guidance to 3,000 employees without a review gate. Every document in the Knowledge Base now has a named author, a named approver, and a timestamp.

Compass Group Danmark

How Compass Group Centralized Knowledge Base

Compass Group Denmark A/S is Denmark's leading provider of canteen, catering, facility management, and cleaning services. A subsidiary of Compass Group PLC, one of the world's largest foodservice companies,

Client Overview

Industry: Healthcare (Fertility & Reproductive Care)
Founded: 1985
Location: Harley Street, London
Coverage: 13 clinics across South East, North East, West of England, and Wales

Established in 1985 on Harley Street, London Women’s Clinic (LWC) has pioneered many of the fertility treatment techniques widely used today. With state-of-the-art laboratories, theatres, and over 35 years of consultant expertise, LWC is a recognized name in UK fertility care.

As the organization expanded geographically, they needed a modern SharePoint intranet that reflected their brand, supported multi-location teams, and improved employee engagement.

The Business Challenge

LWC initially partnered with SharePoint Designs in early 2022 for a fully custom intranet, which was completed on time. However, due to internal circumstances, the intranet was never launched.

In late 2025, LWC re-engaged with a new requirement:

  • A ready-to-install SharePoint intranet template
  • Go-live within one month
  • Custom webparts integrated seamlessly
  • Easy maintenance (single intranet owner)
  • Updated branding aligned with their latest identity
  • Fully mobile-responsive experience

Key Challenges

  • Deploying a template-based intranet with custom experience
  • Integrating an interactive facilities webpart (clinic map)
  • Ensuring scalability with reusable webparts
  • Balancing speed of deployment with customization depth
  • Designing for non-technical maintenance

This required a hybrid approach template efficiency with custom flexibility.

Our Structured Deployment Approach

To ensure fast and controlled rollout, we followed a structured SharePoint intranet implementation framework:

  1. Requirement validation and environment readiness
  2. Stakeholder kickoff alignment
  3. Secure environment setup and configuration
  4. Template deployment (staging/production)
  5. Branding and role-based customization
  6. Functional validation and performance testing
  7. Client walkthrough and sign-off
  8. Live deployment
  9. Documentation, training, and support handover

This structured methodology ensured a smooth one-month launch timeline.

The SharePoint Intranet Solution

The final solution combined a ready-to-install SharePoint intranet template with tailored enhancements.

  • Custom branding & themes: SharePoint intranet infused with LWC’s latest brand colors and dynamic theme.
  • Interactive homepage: Featuring vision, mission, values, quick links, employee spotlights, Quote of the month and Message from their MD.
  • Interactive facilities webpart: An interactive map with their facilities(clinics) pinned, upon hovering list the details related to that particular location.
  • Reusable page templates: Ensures scaling up to multiple pages as and when needed.
  • Reusable webparts: Repurposing several webparts to serve multiple functions.
  • Interactive custom webparts: Adding interactivity and modern appeal.
  • Mobile-responsive design: Seamless access across desktops, tablets, and smartphones.

Measurable Results & Business Impact

The transformation delivered measurable performance improvements:

  • 80% increase in intranet traffic
  • Significant improvement in internal navigation efficiency
  • Higher employee engagement across clinics
  • Positive staff feedback on usability and branding
  • Reduced dependency on technical resources (single admin model)

The intranet evolved from an information repository into a year-round engagement hub.

Why This Healthcare Intranet Implementation Matters?

This case demonstrates how a ready-to-install SharePoint intranet template can:

  • Strengthen internal brand alignment
  • Improve multi-location communication
  • Enhance employee digital experience
  • Drive measurable adoption
  • Balance speed, scalability, and maintainability

For healthcare organizations operating across multiple clinics, the combination of structured deployment + reusable components + interactive features create long-term sustainability.

Looking to Launch a Modern SharePoint Intranet?

We specialize in:

  • Ready-to-install SharePoint intranet templates
  • Fully custom SharePoint intranet design
  • Power Apps integration
  • Custom webparts
  • Employee engagement solutions

Schedule a free consultation and reimagine your digital workplace experience.

Healthcare SharePoint Intranet Case Study

Healthcare SharePoint Intranet Case Study: London Women’s Clinic

Established in 1985 on Harley Street, London Women’s Clinic (LWC) has pioneered many of the fertility treatment techniques widely used today.

Connecting 30+ Countries Through a Unified Digital Workplace

When a global enterprise like Daikin operates across continents, connecting people, content, and communication becomes a major challenge.

To bridge the gap between 160+ global offices, Daikin needed a solution that simplified collaboration, enhanced accessibility, and built a shared culture.

The answer was a modern SharePoint intranet a platform that transformed fragmented systems into a unified global digital workplace.

daikin-sharepoint-intranet

How Daikin Achieved Global Collaboration with a SharePoint Intranet: A brief Case Study

Connecting 30+ Countries Through a Unified Digital Workplace

Client Background

Renewal by Andersen (RBA) is the window replacement subsidiary of Andersen Corporation, a company that has been revolutionizing the window and door industry for more than 110 years. With a commitment to quality, innovation, and customer satisfaction, RBA needed an intranet that reflected its legacy while meeting modern workforce needs.

The Challenge

RBA wanted a custom-designed intranet that felt modern, vibrant, and highly visual. Their existing intranet lacked design appeal, wasn’t mobile-friendly, and failed to engage employees.

Additionally, the team envisioned festive branding themes for Halloween, Christmas, New Year, and Easter. This introduced a new design challenge creating highly visual seasonal experiences without distracting from the main homepage content.

Key challenges included:

  • Outdated intranet design lacking user engagement.
  • No mobile-friendly access for employees on the go.
  • Need for festive seasonal branding integrated seamlessly.
  • Balancing design richness with usability and focus.

Our Approach

We adopted a design-first strategy that prioritized both aesthetics and functionality. Our process included:

  • Custom layouts, icon sets, and branded elements tailored to RBA’s corporate identity.
  • Close collaboration with internal teams to plan seasonal design rollouts.
  • Creative direction through wireframes, mood boards, and style guides aligned to Andersen’s brand.
  • All visuals and design assets were originally created by our in-house design team specifically for RBA’s intranet.

The Solution

The result was a visually rich, interactive SharePoint intranet designed to boost engagement and usability:

  • Custom branding & themes: SharePoint intranet infused with RBA’s brand colors and dynamic themes.
  • Interactive homepage: Featuring quick links, news highlights, and event countdowns.
  • Festive seasonal branding: Holiday-themed banners, greetings, and background visuals for major celebrations.
  • Reusable design templates: Ensuring future seasonal updates are fast and effortless.
  • Animated custom webparts: Adding interactivity and modern appeal.
  • Mobile-responsive design: Seamless access across desktops, tablets, and smartphones.

The Results

The transformation delivered measurable business impact:

  • Employee engagement soared staff praised the appealing, functional, and festive intranet design.
  • Holiday intranet traffic increased by 80%, driven by seasonal themes and interactive features.
  • Navigation and usability improved, making it easier for employees to find information quickly.
  • The intranet became a year-round engagement hub, strengthening employees’ connection to the RBA brand.

Why It Matters

This project highlights how a well-designed SharePoint intranet can do more than just share information it can:

  • Strengthen brand culture.
  • Enhance employee experience.
  • Drive consistent engagement throughout the year.

Looking to build a modern, engaging intranet like RBA?

Our team specializes in SharePoint intranet design, Power Apps integration, and custom employee engagement solutions.

Schedule a Free Consultation and reimagine your workplace experience.

renewal-by-andersen-sharepoint-intranet

Renewal by Andersen: Transforming Employee Engagement with a Modern SharePoint Intranet

Renewal by Andersen (RBA) is the window replacement subsidiary of Andersen Corporation, a company that has been revolutionizing

About our client:

AVA Care one of our prestigious clients, is a manufacturer of Ayurvedic and herbal personal care products. The company's flagship brand, Medimix, is renowned as the world's largest-selling Ayurvedic handmade soap. Other brands of this company include Sanjeevanam, Kaytra, and Melam.  

AVA Care is a forward-thinking organization with a strong focus on compliance and training, aimed to streamline and digitize their Standard Operating Procedure (SOP) management process. Their goal was to move away from static, attachment-based SOP documents toward a dynamic, user-centric experience that fosters clarity, accountability, and continuous learning.

Challenges

The legacy SOP management approach relied heavily on document libraries/ folders and template attachments, making version control, user engagement, approvals and training validation difficult to manage at scale. Additionally, the organization wanted to align SOP publication with a structured approval process and automated training assignments based on review frequencies, something that the existing system couldn't support effectively.

Solution

At SharePoint Designs, we implemented a custom SOP Manager within Microsoft SharePoint, reimagining the entire SOP lifecycle with a focus on accessibility, governance, and learning enablement. The following key components were delivered:

1. SOP as Interactive Site Pages

Instead of uploading static documents, SOPs were created as structured SharePoint site pages, mirroring the organization’s SOP format. This allowed SOPs to be:

  • Easily searchable and readable
  • Integrated with version history and audit trails
  • Equipped with features like Print, download, and Permissions Management based on user roles

2. Document Management & Approval Workflow

A custom Power Automate workflow was designed to handle:

  • Multi-stage approval before publication
  • Version control with status indicators (Draft, Awaiting Approval, Published)
  • Notifications to stakeholders throughout the review process
sop-management-SharePoint-ai-automation

Transforming SOP Management with SharePoint and Generative AI

AVA Care one of our prestigious clients, is a manufacturer of Ayurvedic and herbal personal care products.

About Our Client

Giddings MacEachern is one of the leading legal service providers in Canada. They serve customers throughout British Columbia, Smithers, Houston, and Kitimat - providing legal services across Business Law, Family Law, Criminal Law, Real Estate, and Wills.

Project Challenges

  • Hundreds of worker hours required for preparing legal documents that support critical legal processes
  • Law firms generate tons of legal documents every single day and most of the legal documents are created and updated manually
  • A considerable amount of time spent by legal assistants & legal professionals to fill in details and share the document with customers
  • High chances of errors due to the manual documentation process that requires complete rework -leading to significant resource wastage
  • Corporate legal departments are responsible for providing legal support and advice to organizations and their employees. They handle a wide range of legal matters, such as contract drafting and review, intellectual property, labor and employment law, litigation, and compliance with regulatory requirements. Corporate legal departments often have large volumes of legal documents, communications, and tasks to manage, which makes legal matter management a crucial function.

Our Solution

During the project's exploratory stage, SharePoint Designs identified the common fields in the legal documents. Using MS SharePoint Forms, we designed a simpler form to capture all the fields that were to be filled in the document - thereby reducing repetition of work. Post the form submission - the documents were generated and automatically saved in a unique folder.

By using SharePoint as a legal matter management tool, corporate legal departments can improve their efficiency and effectiveness. SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents and information. SharePoint's workflow and automation features enable legal teams to automate processes such as document routing, approvals, and reminders, which in turn helps to reduce errors and increase productivity. Additionally, SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, which is essential for managing legal matters.

Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.

Business Benefits  

  • Improved efficiency and productivity: SharePoint's workflow and automation features enable legal teams to automate repetitive tasks, such as document routing, approvals, and reminders, Vast reduction of legal professional hours involved in updating, correcting, and verifying the documents
  • Increased data accuracy and security: SharePoint's document management capabilities allow legal teams to store, organize, and easily access legal documents, reducing the risk of errors and ensuring the security of sensitive information.
  • Enhanced collaboration and communication: SharePoint's collaboration tools enable legal teams to communicate and collaborate effectively, allowing them to work together more efficiently on legal matters.
  • Improved retention and retrieval since documents were electronically saved.
  • Cost savings: By automating legal matter management processes and reducing the need for manual tasks, SharePoint can help legal departments to save on labor costs. More data accuracy by automating a huge chunk of the document generation process.
  • Better compliance and risk management: SharePoint's compliance and security features enable legal teams to track the progress of legal matters and ensure compliance with legal and regulatory requirements.

Read More

Top 10 Best Use Cases for SharePoint

Designs Reimagined

How SharePoint Designs reimagined document generation for a reputable law firm

Giddings MacEachern is one of the leading legal service providers in Canada. They serve customers throughout British Columbia, Smithers, Houston, and Kitimat

About Our Client

Damage Prevention Solutions, LLC is a leading manufacturer of damage prevention systems for underground utilities, based in the US. Their state-of-the-art solutions include tracer wire delivery systems, integrated marking tapes, and barricade tapes.

Project Challenges

  • Lack of an intranet setup with even basic features
  • Poor transparency to showcase information about important tasks
  • No skilled resources to work with Microsoft SharePoint, Graph, and PowerShell

Our Solution

Powered by SharePoint Modern Intranet and custom out-of-box features, SharePoint Designs built a fully equipped intranet portal for the client. It came with quick links that directed users to newsfeeds, announcements, critical business processes, and organizational policies, and photo galleries. We also used the Curator software to meet their unique requirement of displaying live feeds posted by clients in the LinkedIn Professional network community.

With MSGraph API, we integrated shared calendars into the intranet so that it can display the assigned tasks on any particular day/ week/ month. Additionally, we also set custom themes using PowerShell to align the intranet look-and-feel with the client’s branding.

Business Benefits  

  • Unified view into crucial organizational information
  • Smarter resource planning and transparency of assigned tasks with integrated calendars
  • Social media insights of clients based on LinkedIn live feeds
Sharepoint-designss-out-of-the-box-

How SharePoint Designs’s out-of-the-box SharePoint solutions increased staff productivity

DamagePrevention Solutions, LLC is a leading manufacturer of damage prevention systems for underground utilities based in the US. Their state-of-the-art solutions include tracer wire delivery systems,

About Our Client

Lebara is a UK-based telecommunications company that helps global customers make calls at affordable rates. Powered by the best-tested 4G network from KPN, they offer extremely affordable pay-as-you-go and contract-based mobile SIM cards.

Project Challenges

  • Siloed organizational communication touchpoints that limited the effectiveness and the reach of messaging
  • Lack of a single interface to inform the employees about key announcements, up coming events, birthdays/anniversaries of colleagues, and more
  • No skilled resource to create an intranet using available technology (Classic SharePoint)‍

Our Solution

With deep Microsoft SharePoint expertise, SharePoint Designs harnessed the classic intranet model to design a lively and interactive intranet portal. We helped the client provide basic information such as policies, corporate calendars, and e-learning opportunities based on user needs. We also created sub-pages to view organizational information, newsfeeds, and more. Our customized solutions included announcements, birthdays/anniversaries, photo galleries, employee blogs, quick polls, etc.

The intranet also came equipped with a translation feature to help employees access content in their preferred language.  Furthermore, the country-specific pages only showed relevant content based on the employee’s preference

Business Benefits

  • One-stop search option for employees to get timely updates
  • Increased user adoption, thanks to the high level of customization
  • Improved employee engagement through unified and proactive organizational communication
sharepoint-designs-boosted-staff-engagement

How SharePoint Designs boosted staff engagement with memorable Intranet experiences

Lebara is a UK-based telecommunications company that helps global customers make calls at affordable rates. Powered by the best-tested 4G network from KPN, they offer extremely affordable pay-as-you-go and contract-based mobile SIM cards.

Lebara is a British telecommunications company providing services in many countries around the world, using the mobile virtual network operator business model. Lebara Mobile provides pay-as-you-go and contract based mobile SIM cards.

Client Requirement

Our Client required a simple intranet which will serve as internal communication channel to keep the employees updated with internal announcements, upcoming events, news feeds, employee birthday / anniversaries and many other similar features.  

Our Solution

Using Classic Intranet model, we designed a lively and colourful intranet with the below features.  

Quick Links for the employees to access  

  • Policies & Procedures
  • Corporate Calendar
  • Business Process
  • E-Learning
  • Outlook & Teams
  • People related information.

Customized solutions to include,

  • Announcements
  • Birthdays & Anniversaries
  • Photo Gallery
  • Employee Blogs
  • Quick Polls
  • Employee Spotlight

The Intranet also provides,

  • Brief about Company
  • News Feeds
  • Countries page to show relevant content based on employee country selection
  • Translation Feature – Incorporated the Translation feature to translate site content to six different languages.

Benefits

The Intranet will be a one stop search option for employees to get any updates from the organisation.  

The site is very interactive and allows the employee to choose the information they want to see.

lebara-intranet

Lebara Intranet

Lebara is a British telecommunications company providing services in many countries around the world, using the mobile virtual network operator business model. Lebara Mobile provides pay-as-you-go

Damage Prevention Solutions is an innovative manufacturer of excavation damage prevention & location systems for underground utilities.

"Manufacturer of Signaltape Damage Prevention & Marking System. Signaltape® is a simple, inexpensive, damage prevention and marking system for buried utilities and infrastructure. Signaltape® provides a visual warning directly to the excavation equipment operator, where traditional marker tapes shear underground without providing an adequate warning."

damage-prevention-solutions-llc

Damage Prevention Solutions, LLC

Damage Prevention Solutions is an innovative manufacturer of excavation damage prevention & location systems for underground utilities. Manufacturer of Signaltape Damage Prevention & Marking System.

Advance Electric is a  fast growing Electrical Contractor company serving the Santa Barbara area, including Montecito and Goleta. They provide innovative electrical solutions and application through quality materials and superior craftsmanship.

Business Case

Client required an end to end application to track, manage and fix the payroll system of the employees. The application should capture  the commuting time and the actual work hours by the employee to fix the issue or install an electric item in their respective customers location.

How we helped?

We developed a single page SharePoint application to manage time-sheets and associated costs . The application will capture the number of hours taken to resolve the issue or install an electrical item by the employee in the respective customers workplace. The details are filled by the employee using a tablet provided by the company. The entered information is consolidated in the cloud storage of office 365 which can be accessed by the administration team. The admin team will approve the data and the payroll of the employees.

Technologies Used

The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.

advance-electric-quickbookssharepoint-integration

Advance Electric – QuickBooks / SharePoint Integration

Advance Electric is a fast growing Electrical Contractor company serving the Santa Barbara area, including Montecito and Goleta. They provide innovative electrical solutions and application

Manhattan TechSupport.com provides IT services to businesses in New York City and New York metro area. They specialize in network engineering, technical support, security and most importantly customer service.

Business Case

MTS required a client management solution, they wanted a way to deal with Clients, their projects, IT Infrastructure and other information relating to a client. Since they multiple clients, they needed a unique way to Create, Update and Manage each client.

How we helped?

We developed a dashboard for creating client specific portals to each client with different components which includes documents management, contacts management, discussion boards and infrastructure management. Each component is protected with access rights to enable privacy within the organization thereby ensuring the right information is available to the right person at the right time.

Technologies Used

The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.

manhattan-tech-support

Manhattan Tech Support

Manhattan TechSupport.com provides IT services to businesses in New York City and New York metro area. They specialize in network engineering, technical support, security and most importantly customer service.

One evening we had an interaction with the CEO of Gateway groups Kurus Elavia, who wanted an intranet site for the employees of his company. He wanted it to be fun filled and the employees should enjoy using the internal site.

When we decided to agree for his requirement we explored about Gateway One. They provide a reliable and unparalleled experience in the security and frontline services for their clients. Their formula of superior executive-level client service and expertly trained personnel has been proven in some of the busiest, most challenging cities and travel hubs in the united states.

We at SharePoint Designs, arranged for a few meetings and brainstorming sessions with the Management team to have a detailed understanding about their requirement. We had meetings within our team to discuss about the feasibility and availability of the resources and organized a team to proceed with the project.

We developed a fun-based home page, which includes all the requested features like Quick Links where they can have contacts, lists, search and share options. Our intranet allowed the employees to share their popular stories, resources. News and events can be announced. Employees will also be able to share their achievement, celebrations, testimonials and customer feedback. The site will allow them to update customer stories as well.

They wanted a Task Management board which is a status indicator, which would help them to track the status of all the tasks which is performed under each project and every department with time frame to improve the performance of the employees. They wanted it to be extremely simple and easy to understand.

We created a portal where they can enter the tasks that they are performing under each project and department with time slot. They gave us the description of their process which they followed, using this we divided the process into four divisions that are Finance and Accounting, Human Resource, Legal and security. Under each division they can add the project they are working on with the due date and the owner of the project. We gave colors for every status, like Green Indicates-Completed, Yellow Indicates-In progress and Red Indicates-Delayed. We gave them symbols to tag tasks that needs high importance and high importance with priority.

Gateway one provides services for Aviation industry and Security services in the United States. So, they wanted us to give them a dashboard which will help them to update all the information of operations regarding Aviation and Security. Let us discuss Aviation for more detailed understanding. Aviation dashboard includes ADA Complaints, Air lines, Aviation goal submit form, Aviation report form.

Client followed a goal setting system for their employees, hence we created an Aviation goal setting form where they can enter all the goals set by the company for the employees to achieve. An aviation report dashboard was built for the employees to update all the information like Scheduled hours, Safety incidents, baggage carts, either full time or part time employee, total number of employees under each Airline that they work for. The company will be able to track the performance of the employees based on the details entered in the report form. Employees will also be able to update the difficulties they face like administrative issues etc.  We also created a dashboard for ADA complaints, where they can update if have any complaints.

We gave the client a similar dashboard for security services, which includes security complaints, Security Goals submit form, security report form and security sites.

They wanted a solution to deal with the employee enrollment system in the company and mainly wanted to reduce the paper work in the process. They also wanted a database where the information regarding the man power of the employees can be updated. They wanted some automated forms where they can update information on number of positions that are vacant and number of employees to be appointed in every process and department.

We created a form wherein they can enter the details about the job title, department, requirement date, hiring manager and employee’s status. We made it editable as well as viewable. If a manager needs requirement in his project or department he should give detailed information and the reason for the requirement, hence we created a form where he can enter all the information regarding the position, department, either full time or part time employee and the details of the hiring manger as well. This form will help them by saving their time and paper work.

gateway

Gateway Group One

One evening we had an interaction with the CEO of Gateway groups Kurus Elavia, who wanted an intranet site for the employees of his company. He wanted it to be fun filled and the employees should enjoy using the internal site.

The Trustees of Reservations is a non-profit land conservation and historic preservation organization dedicated to preserving natural and historical places in the Commonwealth of Massachusetts.

They are a group of more than 100,000 people who love the outdoors, who love the distinctive charms of New England, and who believe in celebrating and protecting them, for everyone, forever.

Together with their neighbours, they protect the distinct character of their communities and inspire a commitment to their special places. Their passion is to share with everyone the irreplaceable natural and cultural treasures we care for.

Business Case

Client wanted a custom intranet portal  to share and connect internally to update important information across the departments. In addition they also wanted to keep track of  day to day events, internal communications and rewards & recognition of the employees.

How we helped?

We have developed a custom branded Intranet that provides the employees with sections for Companywide announcements, quick links section, events calendar that consolidates important company events, various department pages that has document management, individual calendar and image galleries.

We have created an announcement list would be useful to keep the workforce informed about the current projects, department news and company announcements.

We have also made sure every staff is able to access the website from their smartphones or tablets. We have integrated Yammer to interact within the organization

We also have a specific link called 'How do I?' which has a dropdown section where we get detailed information steps on the process. Additionally, we have added a page which is 'View All', this page will help to view all the important updates and upcoming events of the company.

Technologies Used

The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.

trustees

Trustees

The Trustees of Reservations is a non-profit land conservation and historic preservation organization dedicated to preserving natural and historical places in the Commonwealth of Massachusetts. They are a group of more than 100,000 people

For more than 100 years, Bigge has been one of America’s premier global crane sales, crane rental, and project services companies. Their innovative specialized project teams have also provided heavy lift, heavy rigging, specialized transportation equipment, and innovative engineering solutions for some of the most challenging projects across the US.

Business Case

Bigge wanted to revamp their existing SharePoint to work with cross-functional team and to be able to manage documents, contact lists, infrastructure management, announcement list and quick lists.

They also wanted to incorporate their custom templates provided by their Marketing and HR teams.

How we helped?

We created a custom intranet portal using SharePoint to develop features like document management, infrastructure management, contact list, event calendar to update various company events, personal calendar for employees, image galleries, quick link sections and announcements. We have also ensured that the employees are able to access intranet from their smartphones and tablets.

Using share point we have also developed a section for market place. It acts as their own market bazaar for buying and selling items and raise funds for good cause such as charity. We have seamlessly integrated Yammer to share, like, comment and post to their intranet contacts.

We have also developed document management section which will help the employees to access important internal documents related to the company. They can also view and manage forms, memos, policies and manuals. We have enabled cloud storage for retrieving documents from different locations.

We have inlcuded a specific link called 'How do I?' which has a dropdown section where we get detailed information and steps on the processes. Additionally, we have added a page which is 'View All', this page will help to view all the important updates and upcoming events of the company.

Technology Used

This solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model, Custom navigation and branding.

bigge

Bigge

For more than 100 years, Bigge has been one of America’s premier global crane sales, crane rental, and project services companies. Their innovative specialized project teams have also provided heavy lift, heavy rigging, specialized transportation equipment,

Dell Team in Europe is having vast clients across Europe and Middle East. All these clients rent or loan Dell products for their computing requirements. They are doing it through a Loan/rent requirement hardcopy form.

How we helped?

We understood the requirements from the client through various meeting and brainstorming sessions and clearly understood the pain areas. Coordinated and worked with different departments. What we understood was all the workings are manual and data is maintained using excel. Since, the system cannot be accessible from multiple client locations.

Solution Highlights

  • We understood how they can go forward with the requirements. They suggested us that they have SharePoint that was adopted for file sharing and document sharing maybe we can use that tool to develop the system. So, we started working with the IT Department. Dell IT team to get required resources and tools to login and work in their SharePoint environment.
  • We started putting together several databases and forms that are available over SharePoint and each forms are used to update the databases. We have also integrated an Access database that can input the data from Excel into the Access and this in turn provide data to SharePoint.
  • We have designed Loan request form that queries different tables to get values and inventory. Then, Upon completing all the required fields. The form can be submitted. This form is designed using the Infopath Designer with several links to data sources and web services.
  • SharePoint designer workflow is used to perform several process and approvals throughout the lifecycle of the Loan request from the Clients submitting the loan request to ultimately going thorough approvals and booking the equipment’s for client dispatch.

Technologies Used

This solution is developed using Infopath form, Java script Client object model, SharePoint designer workflows and other complex webservice lookup to different databases.

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dell-europe-more-info-about-dell-online

Dell – Europe more info about Dell online

Dell Team in Europe is having vast clients across Europe and Middle East. All these clients rent or loan Dell products for their computing requirements. They are doing it through a Loan/rent requirement hardcopy form.

InterBarge is a provider of fluvial transportation and logistics services offering safe and efficient operations along South America’s Hidrovia Paraná Paraguay Waterway System. InterBarge owns and operates a modern fleet of inland river equipment primarily focused in moving dry bulk commodities for some of the largest companies in the region. With a strong operational background and personalized customer service, InterBarge is able to deliver integral logistics solutions to its clients.

InterBarge is owned by Seacor

SEACOR is a global provider of equipment and services primarily supporting the marine transportation and offshore oil and gas industries. It operates approx. 1,500 barges on the U.S. Inland River Waterways, the Gulf Intracoastal Waterways and the Magdalena River in Colombia.

Business Case

InterBarge had a challenge in understanding the performance of various departments such as fleet management, operations management, procurements and HR. They required a dedicated system developed using the SharePoint and establish coordination between various departments for continuous flow of process and performance of the fleet.

How we helped?

We understood the requirements from the client through various meeting and brainstorming sessions and clearly understood the pain areas. Coordinated and worked with different departments. We understood that there were lot of manual activities and data is maintained using excel, word and other files stored in the hard disk. There were no dedicated tools or softwares available for their use or for reporting.

Solution Highlights

  • We understood how they can go forward with the requirements. They suggested us that they have SharePoint that was adopted for file sharing and document sharing may be we use that tool to develop the system. So, We started working with the Parent IT Company. Seacor IT team to get required resources and tools to login and work in their SharePoint environment.
  • We started putting together several databases and forms that are available over SharePoint and each forms are used to update the databases.
  • Then we developed several reports that queries data interconnecting several tables together and giving a consistent results that are used for decision making, highlighting the performance of each individuals and team performance.

Technology Used

This solution is developed using SharePoint design manager, Bootstrap, Javascript Client object model. Custom navigation and branding.

interbarge

InterBarge

InterBarge is a provider of fluvial transportation and logistics services offering safe and efficient operations along South America’s Hidrovia Paraná Paraguay Waterway System. InterBarge owns and operates a modern fleet

Riverstate Tax Office of UK needed a platform to share data, files and other information’s between different departments within the Office. They needed a restricted and need to know information only portal. They also needed this portal to be responsive and working nicely on all devices including Smart phones and tablets.

How we helped?

We understood the requirements from the client through various meeting and brainstorming sessions and clearly understood the pain areas. Coordinated and worked with different departments. What we understood was all the files are kept in common drive and link is sent via email. Prior to sending this link they have to provide access to the required person by way of working with IT Team.

Solution Highlights

  • We worked UI Designer to develop a UI/UX template that we can adapt in the SharePoint
  • We carefully explained the designer of the limitations that we have in using SharePoint for some of the complex design.
  • We gave demo to the Tax office IT team of what is possible.
  • After the demo was accepted. We carefully implemented the portal and completed testing if the portal is responsive on all the different devices including Smart phones.
  • We tested if the files and folders are accessible on a need to know basis and available over all the Smart phones and tablets.
  • This solution was deployed and client is happy.

Technologies Used

The solution is developed using SharePoint design manager, Bootstrap, JavaScript Client object model. We have also implemented custom UI, navigation and branding.

riverstate-tax-office-of-uk-a-uk-government-project

Riverstate Tax Office of UK – A UK government Project

Riverstate Tax Office of UK needed a platform to share data, files and other information’s between different departments within the Office. They needed a restricted and need to know information only portal.

Scimetric is a global pioneer in data management and assembly line optimization, having developed the world's first cold test application for the automotive industry. Since then, the company's products and technologies have been used by countless industries and leading manufacturers, including Ford and Hewlett Packard.

Business Case

Scimetric's employees could not save or access vital documents in Salesforce, the world's #1 CRM platform. Negative consequences of this included lost productivity, lack of quick data retrieval, slow and inefficient file management, and diminished customer service.

Solution

After crucial planning and research, we developed an innovative solution which merged SharePoint with Salesforce. By linking our intranet to Salesforce's cloud-based platform, Scimetric could now access business-critical data without the need for IT professionals or expensive equipment, thus lowering costs while improving productivity.

Project Highlights

  • Integrating SharePoint with SalesForce to improve access to key files and information
  • Enhancing efficiency by sending sales & project metadata to SharePoint with fewer button clicks.
  • Saving time by implementing Bulk/Batch updates with a single HTTP Call rather than multiple calls
  • Simplifying project & sales orders through better record and document management
  • Adding more columns to dataview so all SharePoint info can be easily searched & located

Technologies Used

This solution is developed using Salesforce Apex with Knowledge of SharePoint Integration REST API

scimetric

Scimetric

Scimetric is a global pioneer in data management and assembly line optimization, having developed the world's first cold test application for the automotive industry. Since then, the company's products

Potential Project is a global leader in Corporate-Based Mindfulness Training (CBMT), combining Western science and Eastern knowledge to create programs that boost employee efficiency, creativity, focus, and performance.  With over 70 trainers and 250 clients, Potential Project has successfully brought its CBMT programs to organizations across Europe, Asia, North America, and Australia.

Problem

Potential Project had been looking to find a collaborative platform on which to share information, updates, content and multimedia.  Furthermore, the platform also needed to link together its 150 global consultants, allowing for easier collaboration and communication.

Solutions

After thorough planning and analysis, we developed a SharePoint solution that addressed all of our client's unique demands.  These included sections for employee and client directories, ongoing projects, company updates, training videos, documents for sales & marketing, and more.

Project Highlights

  • Migrating crucial documents from old company intranet to new one
  • Streamlining access to vital information through Quick Links & Search features
  • Developing app which allows employees to remotely stream meditation & training videos
  • Allowing employees to view, share & upload documents, presentations, images or audio
  • Creating Opportunity Management System (OMS) to keep track of personal sales figures
  • Improving content management with company updates, events, new clients & employee info
potential-project-collaborative-intranets

Potential Project – Collaborative Intranets

Potential Project is a global leader in Corporate-Based Mindfulness Training (CBMT), combining Western science and Eastern knowledge to create programs that boost employee efficiency,