DMS Case Study

N Y Based Financial Service Firm

Client Background
Key Features

Putability:

  • SI-Migrate – intelligently migrate existing documents into SharePoint
  • Si-Upload – upload multiple documents at a time with tags, and metadata
  • Si-Taxo – starter Taxonomy (MMD) kit

Usability:

  • Custom Ribbon – commonly used features at user’s finger tips
  • Si-Outlook – seamless integration with Outlook

Findability – – find information intuitively

  • Smart Search
  • Custom Filter Panel

Actionability

  • Smart Search – action on information
  • Workflow templates – pre-existing templates that can be rapidly tailored to business needs
  • The client is leading Global Investment Manager that is focused on Specialized Credit Strategies.
  • Client manages a range of assets across corporate and mortgage related structured credit strategies.
  • Global user base – NY, London and Shanghai
Challenges
  • Leverage & Extend Platform investment – SharePoint
  • Institute Team Collaboration
  • Build a Document Management System
  • Implement – Putability, Findability, Usability & Actionability
Solution Customer Benefits
 SIAL Built an intuitive User Centric Document Management System

  • Leverages & Extends Platform Investment – built directly in SharePoint
  • Simple & Intuitive – designed “by users for users”; rich, concise user experience
  • Modern Approach – what users want today, no legacy!
  • Extensible – benefit from all SharePoint capability – extranet, workflow, websites
  • Low Cost Of Ownership – Microsoft single platform, no specialist skills needed
  • Line Of Business systems Integrations incl. CRM, PMS, ERP, Outlook
  • Migration from legacy DMS platforms
  • Simple & Intuitive DMS
  • Seamless integration with Microsoft Office
  • Ensure compliance to agency regulations
  • Smart & Powerful Search
  • Leverage & Extend SharePoint investment
  • Low cost of Ownership