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SharePoint  

SharePoint is the ideal way to connect the information silos often created by disparate line-of-business systems. We can help you get more from a product you probably already own—and enable smart process applications to increase productivity across your organization.

As a Microsoft Business-Critical SharePoint Partner, we have expertise you can trust to improve workforce productivity, facilitate collaboration, manage content, optimize processes, and create easy access to critical information.

 

Microsoft SharePoint Consulting Services

  • Planning and governance - Effectively manage your SharePoint environments, encourage active participation, and promote user acceptance.
  • Portals and collaboration - Provide a single, interactive point of access to dynamic information, applications, people and processes.
  • Business process improvement - Create workflow solutions that streamline and help enable smart process applications.
  • SharePoint project management - Efficiently coordinate communication and collaboration among team members, projects, and portfolios.
  • Document and records management - Harness the growing volumes of paper documents into rich, searchable, secure repositories.
  • Enterprise search - Break free of the traditional information silos and create a single source for locating corporate information.
  • .NET consulting - Leverage .NET to extend, enhance, and customize Microsoft SharePoint.
  • SharePoint solutions development - Get more out of your SharePoint investment with workflow technology, business intelligence and integration with your existing applications.
  • Training - Ensure your users understand your custom solutions to get the most from your IT investments.
 
Technology
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Surfacing Data From Across the Organization

Would self-service access to data from multiple systems help you make informed decisions?

  • SharePoint
  • Finance, Payments, Billing, Accounting
  • Financial Services
  • Human Resources
  • Legal
  • Manufacturing
  • Professional Services
  • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Accounts Payable Automation

    Need higher-volume invoice processing without adding people?

    • Custom Application Development
    • K2
    • SharePoint
    • Education and Training
    • Finance, Payments, Billing, Accounting
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Employee Onboarding

    Embarrassed by your employee onboarding process?

    • K2
    • SharePoint
    • Human Resources
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Accounts Payable Automation

    Need higher-volume invoice processing without adding people?

    • Custom Application Development
    • K2
    • SharePoint
    • Education and Training
    • Finance, Payments, Billing, Accounting
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Enterprise Content Management Migration

    Document managment system annual fees taking a bite out of your budget?

    • SharePoint
    • IT

    Project Portfolio Management

    Need more self-service data on active projects?

    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Environmental Safety & Health (EHS) Policies

    Need a streamlined process for your Environmental, Safety & Health policy?

    • SharePoint
    • Manufacturing
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams - Sample
  • Project Resource Allocation

    Need to allocate project resources efficiently across departments?

    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Enterprise Search

    Need to easily search multiple corporate systems?

    • SharePoint
    • Financial Services
    • IT
    • Legal
    • Manufacturing
    • Professional Services
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Recruitment KPIs

    How can I get better insight into my HR staff's recruiting activities?

    • SharePoint
    • Human Resources
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Executive Dashboards

    Need self-service access to data from across the organization?

    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Employee Records Search

    Need to search for employee records in multiple corporate systems?

    • SharePoint
    All
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Project ROI Calculation

    Need more complete data to know which projects producing results?

    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Legal Case Management

    Need more clarity in your legal case management system?

    • K2
    • SharePoint
    • Legal
    • Professional Services
  • Top Legal CIO Issues for 2014
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Employee Skill Set Tracking

    Need a better way to keep track of employee skill sets?

    • K2
    • SharePoint
    All
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • eDiscovery

    Ready for the technical demands of eDiscovery?

    • Exchange
    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • New Business Intake Process

    Steps getting missed in your new business intake process?

    • K2
    • SharePoint
    • Legal
    • Professional Services
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • IT Cost Analysis

    Having a tough time measuring IT costs?

    • SharePoint
    • System Center
    • IT
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Financial Records Management

    Need better access control and flexibility with your records archive?

    • K2
    • SharePoint
    All
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Vendor Resource Management

    Would integration with vendors' ordering systems save you time?

    • Lync
    • SharePoint
    • Finance, Payments, Billing, Accounting
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Project Pipeline Management

    Need better visibility into your project pipeline?

    • K2
    • SharePoint
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
    • R&D and Production
    • Sales and Marketing
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Financial Performance Reporting

    Does your finance team need self-service access to more data?

    • K2
    • SharePoint
    • Finance, Payments, Billing, Accounting
    • Financial Services
    • Legal
    • Manufacturing
    • Professional Services
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Employee Offboarding

    Worried your employee offboarding process puts you at risk?

    • K2
    • SharePoint
    All
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Portals, Intranets & Dashboarding for Law Firms

    Does your portal let you surface data from all critical legal applications?

    • .NET
    • SharePoint
    • SQL Server
    • Legal
    • Professional Services
  • Top Legal CIO Issues for 2014
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • SharePoint-Based Client Extranets

    Need secure, full-featured portals for client interactions?

    • .NET
    • Custom Application Development
    • Dynamics CRM
    • SharePoint
    • Education and Training
    • Financial Services
    • IT
    • Legal
    • Manufacturing
    • Professional Services
    • Sales and Marketing
  • Top Legal CIO Issues for 2014
  • Project Framework I
  • Project Framework II
  • Project Plan
  • Process Diagrams
  • Disaster Recovery (DR) for Law Firms

    Need more sophistication in your disaster recovery plan?

    • .NET
    • Azure
    • Custom Application Development
    • Exchange
    • Lync
    • SharePoint
    • SQL Server
    • Windows Server
    • Legal
    • Professional Services
  • Top Legal CIO Issues for 2014
  • All-Up Technology Scorecard

    How do your technology systems stack up?

    • Azure
    • Exchange
    • Lync
    • Office 365
    • SharePoint
    • SQL Server
    • System Center
    • Windows Server
    • Financial Services
    • IT
    • Legal
    • Manufacturing
    • Professional Services
  • Top Legal CIO Issues for 2014
  • Top 4 VDI Pitfalls for Law Firms
  • Load more

    Document managment system annual fees taking a bite out of your budget?

    Many of our clients have seen productivity and cost benefits when migrating from legacy document management platforms to SharePoint. The ubiquity of SharePoint across the enterprise is solving the integration and “information silo” problems of older systems.

    For many organizations, SharePoint’s structure and flexibility allows them to improve processes and collaboration in addition to sharing content. These wider benefits are available at a much lower cost than through a mix of third-party products, such as:

    • Documentum
    • IBM FileNet
    • Laserfiche
    • OnBase
    • OpenText ECM
    • Oracle Stellent

    Often we can help a client accomplish a complete SharePoint conversion for the cost of one yearly maintenance payment to a legacy archive vendor. If you would like to explore possibilities for your organization, we invite you to contact us for a complimentary consultation.

    Need more sophistication in your disaster recovery plan?

    Our conversations with legal-industry IT leaders point to disaster recovery as an important selling point when law firms engage high-profile, regulatory-compliant clients. A DR plan with adequate sophistication also helps prevent worst-case financial loss and preserve compliance under a wide range of scenarios. The challenge with truly robust DR plans is their scale—affecting every area of a businesses’ technology and process.

    If our experience working with law firms may be useful to you as you consider whether to augment your existing DR plan, we invite you to contact us to schedule a complimentary consultation.

    Does your portal let you surface data from all critical legal applications?

    Law firms focused on using technology in ways that increase profitability are increasingly focused on knowledge management and real-time business intelligence as keys to increasing efficiency. SharePoint 2013 provides firms with tools that unify workflows and allow “one-stop shopping” for data more possible than ever. In our conversations with legal CIOs, we also hear that the most effective portals integrate with all key systems, such as Exchange, FileSite and other document management systems, and Elite and other financial systems.

    We’ve seen how SharePoint-based portals allow firms to surface data from across business applications, putting more power and insight at users’ fingertips. If you’d like to explore how these solutions from the leading edge of law firm technology adoption might be a fit for your organization, we invite you to contact us to schedule a complimentary consultation.

     

    Need secure, full-featured portals for client interactions?

    SharePoint-based extranets are changing how law firms and other organizations go about client interaction and file sharing, because of:

    • Leading-edge security
    • Compliance and control over the data
    • Integration with other internal systems for better workflow and management

    In our work with clients, we often help address needs for secure, user-friendly portals that allow in-context collaboration both internally and with external parties such as clients and key partners. SharePoint often serves as the ideal extranet platform because of its capacity for integration with systems across the entire organization. This advantage allows SharePoint to surface and serve data from the wide array of legal software applications and present in a secure, user-friendly setting for external access.

    Our clients have benefited from our deep experience managing SharePoint projects in legal-related contexts. If you would like to explore how our team can assist you with design and deployment, we welcome you to contact us to schedule a complimentary consultation.

    How do your technology systems stack up?

    Law firm CIOs regularly describe a complex, often painful, web of interrelated systems and software integrations. A soup-to-nuts analysis of a firm and its platforms is the first step toward leveraging IT assets to increase, rather than drag down, profits per partner. With our mature framework for evaluating systems and processes, we can help you define what’s leading edge, standardized, or trailing. You will receive analysis of systems, integrations, workflows, IT practices, compliance issues, and other factors specific to your organization.

    Our experience in the field will help you understand where you stand compared to other law firms.

    With a detailed report in hand, you can make informed decisions about matter-centric document management; Exchange; line of business integrations; and all IT priorities. To explore how a technology scorecard engagement may help your firm, call or email to schedule a complimentary consultation.

    Need more self-service data on active projects?

    Our clients have benefited in productivity and cost terms from projects that make it easier to identify priorities, assess resources, control change, and manage risk. Our expertise as a Business Critical SharePoint Partner gives us additional tools to help clients meet their project management objectives. If you would like to explore possibilities for your organization, call or email to arrange a complimentary consultation.

    Need a streamlined process for your Environmental, Safety & Health policy?

    Environmental, health and safety (EHS) policies are an increasingly prevalent way of expressing corporate responsibility. To help ensure a smooth and comprehensive process, we can help you set up collaboration with internal and external partners to build an efficient system that checks, monitors and measures your EHS efforts.

    To explore possibilities that may meet your needs, give us a call or send an email for a complimentary consultation.

    Would self-service access to data from multiple systems help you make informed decisions?

    Our clients have benefited from our experience as a Business-Critical SharePoint Partner in projects to surface data from multiple line-of-business applications to create user-friendly executive dashboards. Creating self-service access to critical data tends to help executives make informed decisions without needing to ask the IT department for assistance.

    If you would like to explore ways you may benefit from surfacing critical business data, contact us for a free consultation.

    Need to allocate project resources efficiently across departments?

    We help clients put in place tools to surface data from multiple line-of-business applications, such as your enterprise resource planning (ERP) system, in order to provide executive dashboards that give you insight into resource use across departments and projects. Our clients have benefited from getting a clearer picture of the resources needed for success. We can design and deploy solutions that give you instant access to crucial information on projects large or small.

    To explore what might be valuable to your organization, contact us by phone or email to schedule a complimentary consultation.

    Need a better way to keep track of employee skill sets?

    HR managers explain that employee skill set information often exists as loosely related documents such as certification records, training logs, performance reports, profiles, and job descriptions. Our clients have benefited from projects to simplify records management using familiar tools such as SharePoint to allow easy access to skill set data whenever you need to make decisions about employee assignments.

    If you would like to explore potential solutions for your organization, send us an email or call for a complimentary consultation.

    Ready for the technical demands of eDiscovery?

    When facing the technical challenges of civil litigation electronic discovery, IT and legal managers can help their firms avoid slipping into a reactive mode by thoughtful planning and the right tools. Without that preparation, eDiscovery can force dramatic increases in time, personnel, legal risks, and expense.

    We help organizations implement effective technology and policies for document creation, retention, search, and retrieval. Our clients preserve content while still enabling people to continue working, use search tools, and review and export content.

    eDiscovery presents substantial demands for organizations caught off guard. To explore possibilities that may meet your needs, give us a call or send an email to schedule a complimentary consultation.

    Steps getting missed in your new business intake process?

    Our clients have benefited from projects to ensure compliance and bring more ease to processes such as new business intake. We can help your legal, accounting, or consulting firm structure your business intake process to ensure compliance to your review requirements, while simultaneously eliminating administrative burdens.

    By streamlining the process using software you probably already own and use every day, you can ensure that steps are followed to ensure that new business opportunities align with your firm’s strategic goals. We can help you implement an electronic workflow that hands off a review file through each level of review, so you’re certain the right people have assessed risks and rewards.

    To explore further, send us an email or call for a complimentary consultation.

    Having a tough time measuring IT costs?

    We help clients implement tools that bring together data managers need for effective IT cost analysis using executive dashboards. These types of projects often help transform our clients’ IT departments from cost centers to strategic partners for other departments in your organization.

    If you would like to explore possibilities for your organization, please contact us to arrange a complimentary consultation.

    How can I get better insight into my HR staff's recruiting activities?

    Our clients have benefited from projects to establish user-friendly dashboards to gain insight into key performance indicators (KPIs) for activities such as recruiting. Often what limits accurate views into performance is an inability to surface data from multiple line-of-business systems, such as both your HR system and your accounting system. As a systems integrator, we can help you bridge the gaps between applications, often using tools you probably already own, such as Microsoft SharePoint.

    The result is self-service access to data that previously you may have been unable to generate or had to request from your IT department. If you would like to explore how this type of project might benefit your organization, we invite you to call or email to set up a complimentary consultation.

    Need self-service access to data from across the organization?

    Our clients have benefited in productivity terms and from more informed decision-making from projects to surface data from multiple software platforms, such as your enterprise resource planning (ERP) systems and your HR system. Self-service access allows managers to have what they need at their fingertips without needing to rely on IT departments for assistance.

    If you would like to explore how to surface critical data from across the organization, call or email to set up a complimentary consultation.

    Need better access control and flexibility with your records archive?

    Our clients have experienced productivity and cost-savings benefits from streamlining and formalizing processes, establishing controls, and eliminating cumbersome manual processes. Some of the problems we can help address include:

    • An inability to consistently apply metadata, retention schedules, record declarations, and legal holds to records
    • Accidental destruction of important documents and potential spoliation of evidence
    • Long record review cycle times
    • Laborious manual reviews
    • Employees unsure about record handling procedures

    To explore solutions that may benefit your organization, send an email or call us to schedule a complimentary consultation.

    Would integration with vendors' ordering systems save you time?

    Supply chain managers typically benefit when vendor management is made simpler by establishing secure online portals for vendor collaboration and ordering. We also help clients streamline their records management processes.

    To explore ways you can integrate with vendors’ ordering systems or make other processes faster and easier, contact us to arrange a complimentary consultation.

    Need more complete data to know which projects producing results?

    We can help you establish executive dashboards to provide insight into projects through real-time status updates, including data drawn from multiple line-of-business software platforms.

    As a systems integrator, we can help you bridge the gaps between your IT applications to get you the information you need for efficient, informed decision-making. To explore whether this type of project may benefit your organization, send us an email or call for a complimentary consultation.

    Need better visibility into your project pipeline?

    We help clients access the project management data they need in user-friendly dashboards that draw information from multiple line-of-business platforms, in order to achieve more efficient resource management across a project’s life cycle.

    If you would like to explore possibilities that may benefit your project management activities, please contact us to schedule a complimentary consultation.

    Does your finance team need self-service access to more data?

    Our clients have benefited from projects to implement executive dashboards and give your finance team self-service access to financial performance reporting data.

    We also help clients structure budgeting processes to streamline workflow and ensure accurate and timely inputs from all parties. As a Microsoft Business-Critical SharePoint Program (BCSP) partner, we can help you bridge the gaps between your systems using software you may even already own. To explore, give us a call or email.

    Need higher-volume invoice processing without adding people?

    When we meet with payments managers, they often highlight a need to increase processing volume without increasing staff. A high-automation environment can yield invoice-processing costs 20x lower than a low-automation environment (IOMA’s AP Department Benchmarks and Analysis 2010).

    To achieve their goals, our clients increase efficiency throughout the A/P process, including those parts that are characteristically “unstructured.” Focus areas often include:

    • Optimizing electronic data capture
    • Eliminating unnecessary manual processes
    • Integrating with enterprise resource management software
    • Introducing real-time analytics
    • Using tools our clients often already own and use every day, such as Office and SharePoint

    If you would like to explore how these solutions might benefit your department, give us a call or email and request a free consultation.

    Worried your employee offboarding process puts you at risk?

    Companies can lose money and put their organizations at high risk because of incomplete or delayed employee offboarding procedures. Offboarding is like onboarding in reverse. Without a complete workflow, you can end up with lingering security access, confidential materials unaccounted for, and IT resources assigned to someone who isn’t there.

    We can help you structure and streamline your employee-separation workflow to ensure compliance with your organizational policies. We can help you surface data from the various systems that need updating when an employee leaves. As your local systems integrator, we offer business process and IT systems expertise that helps you get the most from your technology investments.

    To explore possibilities, contact us by either phone or email.

    Embarrassed by your employee onboarding process?

    Our clients have benefited from projects to improve workflows and put workflow modifications in the hands of HR managers so they can adapt processes over time. We can help you establish workflows that ensure all employee onboarding steps are accounted for, on schedule.

    We help clients manage content and improve business processes so HR managers can spend more time with people and less time chasing down details. We can help you access the data you need from across the organization in one central location.

    To explore more, contact us by phone or email to schedule a complimentary consultation.

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    Our company culture revolves around sharing information.

    Our solution breadth is so wide because we are one of the only firms that can architect and integrate across all Microsoft enterprise software platforms.

    Clients trust us to leverage that expertise to genuinely help them.

     
    Projects
    Project Type
    Industry
    Technology

    SharePoint 2013 upgrade

    Our client, a national supplier to the food industry, sought to modernize their intranet to allow for greater internal collaboration and document management

    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • SharePoint

    Executive dashboards for greater business intelligence

    Our client requested assistance with development of executive dashboards covering key business indicators

    • Business Intelligence
    • Portals, Content, and Collaboration
    • IT
    • SharePoint

    Professional Services SharePoint architecture

    Our client needed to facilitate collaboration among employees and external partners

    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    • Professional Services
    • SharePoint

    Law firm’s SharePoint strategy & planning

    Our client requested a quick, efficient and cost-effective way to implement a basic SharePoint environment -- a "Quick Start" guide to helping them get started internally

    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • SharePoint

    SharePoint 2010 architecture

    Our client requested assistance with a project to structure SharePoint infrastructure and taxonomy

    • Portals, Content, and Collaboration
    • Manufacturing
    • SharePoint

    Ad tracking and management

    Our client needed an effective way to manage and track marketing ads

    • CRM Customization and Integration
    • Manufacturing
    • Sales and Marketing
    • SharePoint

    Corporate records management improvements

    Our client's customer service department wished to streamline records management processes

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • SharePoint

    Large-scale SharePoint migration and streamlining

    Our client, a global company, needed to combine separate SharePoint instances

    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • SharePoint

    Law firm intranet – planning and deployment

    Our client desired a SharePoint-based attorney portal that would provide a central location to aggregate, organize and present information throughout the organization

    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • SharePoint

    Dashboard design and rollout in a SharePoint environment

    Our client sought assistance with the design, build and implementation of three dashboards in a SharePoint environment, surfacing data from Project Server 2010

    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • SharePoint

    SharePoint information architecture and build

    Our client required a better organized SharePoint framework to enable better searchability and collaboration capabilities

    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • SharePoint

    SharePoint – Business Intelligence project for a law firm

    Our client needed a central location for data and key reports: Cost Status Report and Workload Report

    • Business Intelligence
    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • SharePoint

    Custom SharePoint-based web portal

    Our client desired a way to provide external users with secure access to account information

    • Custom Applications and Integration
    • Portals, Content, and Collaboration
    • Financial Services
    • SharePoint

    Incident management platform

    Our client, a major Midwestern company, desired an Incident Management system to allow executive team members to coordinate responses and review sensitive documentation related to high-impact organizational issues

    • Cloud Migration and Integration
    • IT Management and Automation
    • IT
    • Office 365
    • SharePoint

    World’s largest SharePoint 2010 for Records Management – for corporate legal group

    Our client needed efficient records management to eliminate manual processing and ensure policies are followed

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • Legal
    • Manufacturing
    • K2
    • SharePoint

    Streamlining payment approvals for a law firm

    Our client requested assistance with a project to transform the payments approval process for greater speed and efficiency

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • Legal
    • Professional Services
    • .NET
    • SharePoint

    Business process improvements for timesheet tracking

    Our client wanted to improve its handling of timesheets for faster processing

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • Financial Services
    • KnowledgeLake Imaging
    • SharePoint

    Pre-populated SharePoint fields from email requests

    Our client wished to improve on its existing incoming email processes

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • Financial Services
    • .NET
    • SharePoint

    Scalable SharePoint architecture

    Our client needed a new platform to manage both processes and content

    • Portals, Content, and Collaboration
    • Financial Services
    • K2
    • SharePoint

    SharePoint upgrade

    Our client desired to take advantage of new features available in SharePoint 2013

    • Portals, Content, and Collaboration
    • IT
    • SharePoint
    • SQL Server
    • Windows Server

    SharePoint intranet and workflows for regional governmental institution

    Our client requested assistance with intranet projects to increase business efficiency and collaboration

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • IT
    • .NET
    • C#
    • SharePoint

    Records management improvements with batch processing

    Our client needed a new approach to records management that increased business productivity

    • Business Process Improvements
    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • ASP.NET
    • C#
    • SharePoint

    New imaging platform & migration of 11 million documents

    Our client sought assistance with a project to replace a legacy imaging platform with a SharePoint-based approach that integrated with SAP

    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • K2
    • KnowledgeLake Imaging
    • SharePoint

    Custom applications for project management

    Our client desired more visibility into project status and more efficient project management

    • Custom Applications and Integration
    • Project Management
    • Manufacturing
    • .NET
    • Custom Application Development
    • SharePoint

    Cloud migration and new SharePoint Online site

    Our client desire assistance in achieving a more user-friendly, cost-effective approach to applications

    • Cloud Migration and Integration
    • Portals, Content, and Collaboration
    • IT
    • Professional Services
    • Azure
    • Office 365
    • SharePoint

    Cloud migration from Small Business Server

    Our client wished to replace aging hardware and unwieldy VPN connections

    • Cloud Migration and Integration
    • Communication, Mobile, Email
    • Financial Services
    • IT
    • Exchange
    • Office 365
    • SharePoint

    New intranet site with custom branding

    Internal finance department needed better collaboration tools

    • Portals, Content, and Collaboration
    • Education and Training
    • Finance, Payments, Billing, Accounting
    • .NET
    • C#
    • SharePoint

    Price quote process improvement

    Our client's price quote processes had become too complex which slowed their ability to deliver timely quotes to customers.

    • Business Process Improvements
    • Finance, Payments, Billing, Accounting
    • Manufacturing
    • ASP.NET
    • K2
    • SharePoint

    Global non-profit uses CRM to manage donor contacts

    Our client, the International AIDS Vaccine Initiative (IAVI) requested assistance with a project to integrate Dynamics CRM and SharePoint

    • CRM Customization and Integration
    • Sales and Marketing
    • ClickDimensions
    • Dynamics CRM
    • Scribe Insight
    • SharePoint

    Improved IT asset management & ordering worldwide

    Manual ordering processes limited the IT group's ability to meet its goals

    • IT Management and Automation
    • Portals, Content, and Collaboration
    • IT
    • Manufacturing
    • ASP.NET
    • C#
    • SharePoint
    • System Center

    Custom intranet design and development

    Our client desired to replace its existing intranet

    • Portals, Content, and Collaboration
    • Financial Services
    • Human Resources
    • .NET
    • ASP.NET
    • C#
    • SharePoint

    SharePoint architecture for large extranet redesign project

    Our client requested SharePoint expertise for a large extranet redesign project

    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    • Financial Services
    • IT
    • .NET
    • ASP.NET
    • C#
    • Custom Application Development
    • SharePoint
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    Project:
    SharePoint 2013 upgrade
    Description:
    Our client, a national supplier to the food industry, sought to modernize their intranet to allow for greater internal collaboration and document management
    Solution:

    We led the planning and execution of the migration of the client’s existing SharePoint 2010 sites to the 2013 platform. We were able to ensure a solid architecture behind the upgrade prior to an expansion of SharePoint use in their organization.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • SharePoint
    more details

    A key component of this upgrade was applying Microsoft best practices for Enterprise Content Management in the new environment.

    Project:
    Executive dashboards for greater business intelligence
    Description:
    Our client requested assistance with development of executive dashboards covering key business indicators
    Solution:

    We provided proof of concept and implementation assistance for a project to increase access to key data for more effective decision-making. The project featured dashboards from three different data sources.

    Project Type:
    • Business Intelligence
    • Portals, Content, and Collaboration
    Industry:
    • IT
    Technology:
    • SharePoint
    more details

    The project used PerformancePoint Dashboards and SharePoint 2010, with common filters and the display of scorecards, reports, and dashboards from three different cube sources.

    Project:
    Professional Services SharePoint architecture
    Description:
    Our client needed to facilitate collaboration among employees and external partners
    Solution:

    We architected a SharePoint 2013 environment designed to enhance collaboration and ease document management for internal employees and consultants.

    Project Type:
    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    Industry:
    • Professional Services
    Technology:
    • SharePoint
    Project:
    Law firm’s SharePoint strategy & planning
    Description:
    Our client requested a quick, efficient and cost-effective way to implement a basic SharePoint environment -- a "Quick Start" guide to helping them get started internally
    Solution:

    We provided guidance to help the IT team at our client “get their feet wet” in understanding and deploying a SharePoint environment. We provided an overview of the basic SharePoint infrastructure, shared insights on where their IT environment is prepared for SharePoint, and noted opportunities exist for improvement. We mapped out the client’s SharePoint-related goals, including content management, social networking, workflows, business intelligence, and enterprise search.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • SharePoint
    Project:
    SharePoint 2010 architecture
    Description:
    Our client requested assistance with a project to structure SharePoint infrastructure and taxonomy
    Solution:

    We created an enterprise government plan and SharePoint taxonomy for our client, a Wisconsin-based manufacturer.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Manufacturing
    Technology:
    • SharePoint
    more details

    This project was based on SharePoint 2010.

    Project:
    Ad tracking and management
    Description:
    Our client needed an effective way to manage and track marketing ads
    Solution:

    We created a central location to host a set of tools that allowed employees to manage events and plans for marketing ads with minimal errors, as well as easier ways to display information to other departments within the company. We created custom SharePoint lists that tracked events and plans for marketing ads.

    Project Type:
    • CRM Customization and Integration
    Industry:
    • Manufacturing
    • Sales and Marketing
    Technology:
    • SharePoint
    more details

    We used SharePoint Designer to create workflows and customize views using XSLT. To meet the requirements of this project, we created and linked together a number of libraries and custom lists.

    Project:
    Corporate records management improvements
    Description:
    Our client's customer service department wished to streamline records management processes
    Solution:

    We translated current-state department processes to a new customer service focused SharePoint environment complete with custom search capabilities. The solution helped the client meet policies and standards previously established in a SharePoint records management project.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • SharePoint
    Project:
    Large-scale SharePoint migration and streamlining
    Description:
    Our client, a global company, needed to combine separate SharePoint instances
    Solution:

    We conducted a project to combine several separate instances of SharePoint and migrate the data into a single enterprise entity to serve both internal and external needs. The architecture enabled separation of content and users based on data classification, such as confidential/restricted or public/internal. The resulting system was easier to manage and helped to ensure compliance with company policies for data management and disposition.

    Project Type:
    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • SharePoint
    more details

    We conducted a project to combine several separate instances of SharePoint and migrate the data into a single enterprise entity to serve both internal and external needs. The architecture enabled separation of content and users based on data classification, such as confidential/restricted or public/internal. The resulting system was easier to manage and helped to ensure compliance with company policies for data management and disposition.

    Project:
    Law firm intranet – planning and deployment
    Description:
    Our client desired a SharePoint-based attorney portal that would provide a central location to aggregate, organize and present information throughout the organization
    Solution:

    We conducted an envisioning project to understand existing issues, future goals and opportunities for the consolidated intranet portal. This initial phase set forth a strategic plan that identified content types, metadata, taxonomy, governance, and design documentation.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • SharePoint
    Project:
    Dashboard design and rollout in a SharePoint environment
    Description:
    Our client sought assistance with the design, build and implementation of three dashboards in a SharePoint environment, surfacing data from Project Server 2010
    Solution:

    We assisted with the envisioning phase and conducted a proof-of-concept project to create a simple dashboard leveraging project data. We then proceeded to design, develop, and implement three dashboards in SharePoint to enable more effective management of projects and priorities.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • SharePoint
    Project:
    SharePoint information architecture and build
    Description:
    Our client required a better organized SharePoint framework to enable better searchability and collaboration capabilities
    Solution:

    We worked closely with our client to establish a new SharePoint framework and prepopulate the new environment with selected existing content.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • SharePoint
    Project:
    SharePoint – Business Intelligence project for a law firm
    Description:
    Our client needed a central location for data and key reports: Cost Status Report and Workload Report
    Solution:

    We planned and implemented a SharePoint-based business intelligence solution to provide visibility into key business indicators; monitor costs in a timely manner so that decisions can be made to maximize profit; and monitor the workload across the entire intellectual property group, to better react to business volumes.

    Project Type:
    • Business Intelligence
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • SharePoint
    more details

    We created a SharePoint 2010 platform with web portal access to reports and a SQL database to store and access key business information for both standard reports and ad-hoc inquiries.

    Project:
    Custom SharePoint-based web portal
    Description:
    Our client desired a way to provide external users with secure access to account information
    Solution:

    We designed and developed a custom extranet portal to give external users self-service secure access to account information. We integrated the system with the client’s financial management system and intranet site.

    Project Type:
    • Custom Applications and Integration
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    Technology:
    • SharePoint
    more details

    We architected the SharePoint environment and developed the extranet from envisioning through deployment.

    Project:
    Incident management platform
    Description:
    Our client, a major Midwestern company, desired an Incident Management system to allow executive team members to coordinate responses and review sensitive documentation related to high-impact organizational issues
    Solution:

    We assisted with planning and implementation of an Office 365-based solution with custom configurations and a SharePoint-based incident management interface to house incident-specific information and collaboration structures. The incident-specific structures included announcements/event updates; action items/tasks; important documents (e.g. procedures, news releases, etc.); photo libraries; and mobile device support.

    Project Type:
    • Cloud Migration and Integration
    • IT Management and Automation
    Industry:
    • IT
    Technology:
    • Office 365
    • SharePoint
    Project:
    Streamlining payment approvals for a law firm
    Description:
    Our client requested assistance with a project to transform the payments approval process for greater speed and efficiency
    Solution:

    We designed and deployed a custom application used to facilitate approval of payments of invoices from third parties. The solution included integration with the client’s bank for full automation.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • Legal
    • Professional Services
    Technology:
    • .NET
    • SharePoint
    more details

    We built the solution using SharePoint 2010 for an ASP.NET 4.0 application.

    Project:
    Business process improvements for timesheet tracking
    Description:
    Our client wanted to improve its handling of timesheets for faster processing
    Solution:

    We helped our client improve the business process of managing time tracking among the client’s employees and beneficiaries. Because the time tracked correlates to actual dollars budgeted by a governmental body, our client required high levels of efficiency and traceability in the new system. Concurrency designed a SharePoint site that allowed users easy electronic-based self-service entry of their time entry information. Users had clear visibility of their time entry and budgets, while program administrators could approve time entries and approvals were directly integrated into their internal line-of-business system.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    Technology:
    • KnowledgeLake Imaging
    • SharePoint
    more details

    The system was a distributed N-tier architecture integrated with SharePoint 2010.

    Project:
    Pre-populated SharePoint fields from email requests
    Description:
    Our client wished to improve on its existing incoming email processes
    Solution:

    We developed a system to take incoming email requests and automatically populate columns in a SharePoint custom list.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    Technology:
    • .NET
    • SharePoint
    more details

    We developed an email event receiver using .NET, then deployed the receiver as a SharePoint feature.

    Project:
    Scalable SharePoint architecture
    Description:
    Our client needed a new platform to manage both processes and content
    Solution:

    We established a SharePoint environment for process management and document imaging.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    Technology:
    • K2
    • SharePoint
    more details

    We introduced SharePoint as a technology enabler for a structured imaging environment. We planned a scalable information architecture to gracefully accept future organizational growth.

    Project:
    SharePoint upgrade
    Description:
    Our client desired to take advantage of new features available in SharePoint 2013
    Solution:

    We planned and implemented a SharePoint upgrade to allow our client to take advantage of search, collaboration, document management, and Sky Drive Pro features. We scoped requirements for a new SharePoint farm and implemented infrastructure to meet the client’s performance and scalability needs.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • IT
    Technology:
    • SharePoint
    • SQL Server
    • Windows Server
    more details

    The project team planned, tested, and deployed an upgrade from SharePoint 2010 to SharePoint 2013 with minimal down time and client impact. The project included an upgrade of SharePoint Integrated SQL Reporting Services.

    Project:
    SharePoint intranet and workflows for regional governmental institution
    Description:
    Our client requested assistance with intranet projects to increase business efficiency and collaboration
    Solution:

    We developed intranet sites for our client’s internal departments. We also worked with client representatives to develop custom workflow processes in SharePoint.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • IT
    Technology:
    • .NET
    • C#
    • SharePoint
    more details

    This project featured SharePoint 2010 and .NET 3.5.

    Project:
    Records management improvements with batch processing
    Description:
    Our client needed a new approach to records management that increased business productivity
    Solution:

    We designed and implemented a custom records management solution including custom workflows to match business requirements, as well as custom web parts to allow users to efficiently access records. The project also initiated batch approvals when processing thousands of documents at year end.

    Project Type:
    • Business Process Improvements
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • ASP.NET
    • C#
    • SharePoint
    more details

    This project involved SharePoint 2010, Visual Studio Custom Workflow, C#, and ASP.NET.

    Project:
    New imaging platform & migration of 11 million documents
    Description:
    Our client sought assistance with a project to replace a legacy imaging platform with a SharePoint-based approach that integrated with SAP
    Solution:

    We converted a legacy IBM Content Manager imaging system to a SharePoint imaging system powered by KnowledgeLake. We designed the information architecture to best accommodate enhanced imaging and scanning to SharePoint. The project slashed manual processes relating to imaging, brought business units onto the same platform, and provided integration with the client’s enterprise resource planning application.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • K2
    • KnowledgeLake Imaging
    • SharePoint
    more details

    We assisted the client in re-architecting the company’s existing SharePoint environment for document management according to enterprise collaboration industry best practices. We also helped establish exactly how SharePoint would function as a viable document management platform. The exploration process occurred as a battery of comprehensive and in-depth workshops with business units and technical teams to merge their expectations and needs into a cohesive solution. This project also featured K2 Connect as part of the workflow solution.

    Project:
    Custom applications for project management
    Description:
    Our client desired more visibility into project status and more efficient project management
    Solution:

    We developed a Project Portfolio Management application in SharePoint to provide the client with monitoring, planning, and business intelligence tools. We also developed a product complaint system. The solution involved custom workflows to help projects stay on track.

    Project Type:
    • Custom Applications and Integration
    • Project Management
    Industry:
    • Manufacturing
    Technology:
    • .NET
    • Custom Application Development
    • SharePoint
    more details

    Both SharePoint applications involved workflows with InfoPath forms to provide users with an interface to their workflow processes.

    Project:
    Cloud migration and new SharePoint Online site
    Description:
    Our client desire assistance in achieving a more user-friendly, cost-effective approach to applications
    Solution:

    We helped our client migrate applications to a cloud-based infrastructure for more cost-effective performance. We also helped develop Single Sign-On features for user convenience.

    Project Type:
    • Cloud Migration and Integration
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Professional Services
    Technology:
    • Azure
    • Office 365
    • SharePoint
    more details

    We assisted with migrating existing applications to Azure and developing a new SharePoint site in SharePoint Online – Office 365. We assisted in achieving Single Sign-On between sites running in Azure and SharePoint Online using WIF (Windows Identity Foundation) connected to ADFS 2.0. Since SharePoint Online was also connected to ADFS, users need only sign in once and the Azure sites were nested in SharePoint Online via IFrames-giving users the impression that SharePoint Online had been significantly enhanced.

    Project:
    Cloud migration from Small Business Server
    Description:
    Our client wished to replace aging hardware and unwieldy VPN connections
    Solution:

    We assisted our client with a migration to cloud-hosted email, IM/Presence, and SharePoint document storage in Office 365. The migration enabled employees to work from any internet connection without the need for a VPN. Concurrency moved all mail data to Exchange Online without any downtime for end users.

    Project Type:
    • Cloud Migration and Integration
    • Communication, Mobile, Email
    Industry:
    • Financial Services
    • IT
    Technology:
    • Exchange
    • Office 365
    • SharePoint
    more details

    Previously, our client had relied on VPN connections to their aging SBS hardware.

    Project:
    New intranet site with custom branding
    Description:
    Internal finance department needed better collaboration tools
    Solution:

    We developed an intranet site to support collaboration and workflow for the finance department. We created custom branding for the SharePoint-based site.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Education and Training
    • Finance, Payments, Billing, Accounting
    Technology:
    • .NET
    • C#
    • SharePoint
    more details

    We built and deployed a custom SharePoint 2013 site. Development tools included .NET 4 and C#.

    Project:
    Price quote process improvement
    Description:
    Our client's price quote processes had become too complex which slowed their ability to deliver timely quotes to customers.
    Solution:

    We analyzed, simplified and automated a new price quote process which significantly reduced the time to deliver quotes to customers.

    Project Type:
    • Business Process Improvements
    Industry:
    • Finance, Payments, Billing, Accounting
    • Manufacturing
    Technology:
    • ASP.NET
    • K2
    • SharePoint
    more details

    After completing process analysis and simplification sessions, we designed and implemented automated K2 workflows that were integrated with an existing ASP.NET web application. We also developed user controls as an interface to the K2 API for workflow processing and integrated K2 with SharePoint 2010 for future task and document management improvements.

    Project:
    Global non-profit uses CRM to manage donor contacts
    Description:
    Our client, the International AIDS Vaccine Initiative (IAVI) requested assistance with a project to integrate Dynamics CRM and SharePoint
    Solution:

    To efficiently manage relations with donors worldwide—from offices around the globe—IAVI needed a contact management solution that fully integrated with other systems to provide an easy and intuitive user experience. We worked with IAVI staff to design, develop, and implement a Dynamics CRM solution that integrated with SharePoint. The CRM solution also integrated with ClickDimensions to boost capabilities and tracking of email marketing initiatives.

    Project Type:
    • CRM Customization and Integration
    Industry:
    • Sales and Marketing
    Technology:
    • ClickDimensions
    • Dynamics CRM
    • Scribe Insight
    • SharePoint
    more details

    The solution featured intuitive tools, easy access from offices worldwide, and integration with Microsoft Office 365. The project also included advanced find and other sophisticated features now accessible to general users, not just IT staff.

    Project:
    Improved IT asset management & ordering worldwide
    Description:
    Manual ordering processes limited the IT group's ability to meet its goals
    Solution:

    We designed and developed a web portal and user interface for users to perform workstation ordering from around the world. Further, we developed custom Orchestrator activities to automate order generation, submission and reporting automation.

    Project Type:
    • IT Management and Automation
    • Portals, Content, and Collaboration
    Industry:
    • IT
    • Manufacturing
    Technology:
    • ASP.NET
    • C#
    • SharePoint
    • System Center
    more details

    This complex project featured multiple integration points between SharePoint, WCF, SCSM 2012, Orchestrator, and HP Web Services. We designed the system for high performance, using a technique of caching the output of valid combinations of product configurations by various input parameters such as region, country, business unit, etc.

    Project:
    Custom intranet design and development
    Description:
    Our client desired to replace its existing intranet
    Solution:

    We developed a SharePoint-based intranet to match the look and feel of the client’s existing intranet while providing additional features. We worked closely with the client through several phases of work, including: evaluation and design, development and staging, deployment and training.

    Project Type:
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    • Human Resources
    Technology:
    • .NET
    • ASP.NET
    • C#
    • SharePoint
    more details

    We provided SharePoint architecture on a large redesign project for the company’s intranet. We mentored other developers on SharePoint 2010 and assisted in design and development of SharePoint-related functions. This project featured agile methodology techniques, ASP.NET 2.0, .NET 3.5, and C#.

    Project:
    SharePoint architecture for large extranet redesign project
    Description:
    Our client requested SharePoint expertise for a large extranet redesign project
    Solution:

    We designed the SharePoint architecture, provided mentoring to other developers on SharePoint, and assisted in the design and development of SharePoint-related functionality for the project.

    Project Type:
    • Infrastructure Planning and Optimization
    • Portals, Content, and Collaboration
    Industry:
    • Financial Services
    • IT
    Technology:
    • .NET
    • ASP.NET
    • C#
    • Custom Application Development
    • SharePoint
    more details

    This project featured agile methodology techniques and incorporated SharePoint 2010, ASP.NET 2.0, .NET 3.5, and C#.

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