N Y Based Financial Service Firm
Client Background |
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
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- 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
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Challenges |
- Leverage & Extend Platform investment – SharePoint
- Institute Team Collaboration
- Build a Document Management System
- Implement – Putability, Findability, Usability & Actionability
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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
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- Simple & Intuitive DMS
- Seamless integration with Microsoft Office
- Ensure compliance to agency regulations
- Smart & Powerful Search
- Leverage & Extend SharePoint investment
- Low cost of Ownership
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