Improve Onboarding

lazerspot

Intranet Portal and Forms Automation

Client Profile

Industry leader in third-party yard management services.

Situation

Company had manual, paper based, error prone safety, compliance, and financial processes that needed to be standardized and automated in order to reduce errors, increase productivity, and enable reporting to support business growth.  

Solution

Office 365 Intranet available to hundreds of sites and thousands of users across the US.  Mobile and desktop forms available to thousands of resources and centralized workflow.  Simplified form completion (mobile phone), submission and automated workflow, routing, document generation and archival improved overall efficiency, compliance, and near real-time reporting.  

Business Benefits

  • Increased data integrity
  • Simplified and standardized forms 
  • Mobile enabled forms and submission
  • Automated document generation
  • Improved long-term archival and compliance management 
  • Significantly reduced new client onboarding time
mobile responsive SharePoint 2013 Intranet Portal

Global Consulting Firm Intranet

Client Profile

Global Consulting Services firm focused on services areas including customer experience, performance improvement, technology and digital and transformation.

Situation

Through consolidation and acquisitions there were many SharePoint based intranet portals and no consistent user experience or taxonomy.  Searching for the best of breed content and knowledge leaders on specific services and industries was difficult.  Additionally, the portals were not optimized for a mobile workforce.

Solution

A highly customized and mobile responsive SharePoint 2013 Intranet Portal with the following key features.

  • Simple and clean user interface with custom branding including support for mobile responsive.
  • Cohesive navigation experience across all site collections that aligns with corporate taxonomy for service lines, industries, capabilities and office locations.
  • Personalized subscription and targeting features for alerts, news, announcements and featured content.
  • Unified upload experience for best practice and project assets available anywhere with back-end routing to appropriate destination document libraries.
  • Highly customized user profile with integrations with 3rd party systems for such as skills and projects.
  • Customize search experience for users and content filterable based on the corporate taxonomy.

Business Benefits

The resulting intranet portal was highly suited to the mobile workforce so it was accessible anywhere and at any time via mobile, tablets and laptops.  Through the consistent application of a corporate taxonomy and metadata users are able to tag content and then navigate to or search for content in an easy and understandable way.  Finally, using the personalization features users are only pushed content that matters to them based on their preferences.

extranet portal

Franchise Owner Extranet Portal

Client Profile

An early childhood education provider headquartered in Georgia with over 260 franchised schools in 17 states.

Situation

Large and rapidly growing franchiser looking to more effectively drive collaboration among Franchisees, enabling Franchisees to quickly search and find documents and content related to operating their franchises and enabling Content Providers to quickly create, approve and publish updated content.

Solution

A highly branded Extranet Portal with an Information Architecture driven by the implementation of Enterprise Managed Metadata and the creation of a custom Search Center for finding and refining content searches. Sites Templates were established for Departments to publish Announcements, Special Events, content relevant to that department and Discussions for collaboration.

Business Benefits

  • Bi-directional flow of communication between the Franchiser and Franchisees
  • Improved communication and knowledge sharing between Franchisees
  • Rapid find-ability of documents and other content required to effective operate a franchise
  • Established a “Franchisee” Community Center that enabled new Franchisees to quickly leverage the collection knowledge and experience of other Franchisees

Danny RyanImprove Onboarding