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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.
portal solution

Business Intelligence Portal Solution for Utilities Industry

Client Profile

Leader in full-scale, demand-side services for utilities ranging from Demand Response, Advanced Metering Infrastructure, and Smart Grid to Load Research, Measurement & Verification and Energy Efficiency.

Situation

Utilities are experiencing a renewed interest in demand-side management. At the same time, competitive and market pressures are forcing them to seek and implement new technologies and services that will either increase profits or decrease costs. These challenges often must be met with a staff that has been severely downsized over the past several years. The client developed a powerful technology platform to facilitate an integrated program delivery. The platform supports core functional capabilities from market segmentation and customer acquisition to service delivery and rebates processing. An essential component of this platform is a Reporting Portal that supports the KPI’s, Scorecards and Analytics critical to assess the performance of these Programs.

Solution

A Reporting Portal with SharePoint as the platform for delivery of dashboards, metrics and analytics to support the client’s Energy Programs. Reports are delivered via Performance Point, SQL Server Reporting Services and Power Pivot.

Business Benefits

  • Reporting Portal delivered as one of the critical components of the overall Client Program Delivery Platform
  • Client team trained and mentored on SharePoint, Performance Point, PowerPivot and SSRS for ongoing Program Sustainment
  • Report Portal Platform designed for replication and reuse for multiple customers of the client
Sustainment Services

Annual Sustainment Services Solution

Client Profile

Company with 20,000 employees in 106 operating locations around the globe and is the world’s leading provider of vehicle remarketing services.

Situation

Customer needed additional SharePoint level 3 maintenance and enhancement support to address new feature requests and bug fixes. The one full time employee was overwhelmed with his charter of both strategic enhancement and integration decisions combined with the day to day support requests.

Solution

Customer engaged ThreeWill for our Sustainment service on an annual basis. We provide a dedicated SharePoint consultant to support the varied enhancement and support ticket requests. The dedicated consultant leverages the knowledge and intellectual property of the deeper ThreeWill team as needed and serves as an extension of the customer’s IT staff.

Business Benefits

  • Allows customer to focus IT recource on strategic initiatives that will drive top line revenue and reduce operating costs
  • Avoids having to hire additional FTE
  • Leverages OpEx
  • Cost effective way to leverage the deep technical SharePoint skills and best practices of ThreeWill

Danny RyanIncrease Revenue