Increase Innovation

Management Portal

Property Investment Management Portal

Client Profile

Commodities investment management organization managing properties across the United States.  Key corporate differentiator is a tight focus on reducing inefficiencies in management of all aspects of the property lifecycle.

Situation

The primary driver for maximizing investor returns depended upon efficient management of large numbers of documents for each property and the related complex set of stakeholders and business processes.  

Documents were being stored in multiple I/T infrastructure silos with no consistent formats or versioning controls and no efficient search and retrieval mechanism.  This situation impacted both consistency of operational business processes and the ability to execute strategic initiatives.

Solution

A multi-phase 3 year program to migrate all document management functions and related business processes to Office 365 and a SharePoint Online Content Management Portal with the following key features:

  • Simple unified hierarchy for managing multiple Portfolios containing multiple Properties.
  • Consistent metadata tagging and document upload user experience that provides support for both user-specified tag values as well as auto-populated values.
  • Provisioning engine for quickly creating portfolio and property sites with a consistent structure, navigation and metadata experience.
  • Custom Search Center with ability to refine documents based on customer-centric corporate taxonomy.

Business Benefits

  • Documents are secured, stored and accessed via a single consistent user experience.
  • Users have a secure on-line document access mechanism wherever they have an internet connection.
  • Automatic metadata reduces friction for document contributors while providing valuable metadata for sorting, filtering, and searching.
  • Users can leverage an intuitive navigation function using familiar core corporate terminology to quickly locate documents.
chatter anywhere

Chatter Anywhere

Client Profile

Multinational beverage corporation, and manufacturer, retailer, and marketer of nonalcoholic beverage concentrates and syrups.

Situation

Salesforce Chatter is the official social solution and access to Salesforce Chatter across all web based platforms used at the company is desired. A couple of web based platforms used within the company have built unique integrations with Salesforce Chatter resulting in multiple code bases for maintenance and enhancements. Integrations for Salesforce Chatter are not available for additional platforms used at the company such as those built on Adobe Experience Manager and SharePoint.

Solution

A shared Javascript based client solution which can be used across all web based platforms:

  • Serves as an API tool for platform developers at the company to bring Salesforce Chatter integration to any platform
  • Hosted by Amazon AWS, authentication and access to the Chatter API is provided by an enterprise ESB
  • Includes installation and usage guides for users and developers
  • Provides for a Chatter group feed, allowing users to interact with Salesforce Chatter from the UI of any web based platform
  • Allows users to easily share the link to a page hosted in any web based platform within minimal number of clicks

Business Benefits

Users are able access Salesforce Chatter from any web based platform used at the company. A single code base is used for all web based Chatter integrations reducing costs for support, maintenance, and deployment of the solution.

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.

Danny RyanIncrease Innovation