Kaprikorni will gladly create a customized enterprise portal that will meet all your business needs.

Customer

The Customer is a financial advisory company with assets over $800 million and headquarters in the US.

Challenge

The key issue for the Customer was the company’s ineffective internal collaboration. It resulted from inadequate company operations transparency and a lack of centralized project and task management. Additionally, the corporate knowledge base and content management system weren’t accessible to employees online. Employees of the Customer wasted a lot of time on mundane, repetitive duties, which ultimately reduced their performance. Therefore, the Customer required a uniform system for worker cooperation, communication, and information sharing across the company. Furthermore, the Customer requested enterprise-level security and regulatory compliance from the solution.

Solution

The SharePoint specialists at Kaprikorni suggested building an enterprise business portal in SharePoint Online after examining the Customer’s business requirements.

The Kaprikorni team converted the Customer’s needs into solution specifications and put an enterprise gateway into place as a result. The portal’s main features include:

  • Automatic picture file information extraction.
  • Enterprise search.
  • Content management (including audio, video, and image files).

Our experts linked the site with Office 365 features like Microsoft Teams and Microsoft Planner to enhance internal collaboration, communication, and employee performance while maximizing the suite’s possibilities.

Our SharePoint specialists enabled permission-based user access to the enterprise portal’s content to support data security and regulatory compliance. All users were split into three groups:

  • Viewers (who could only view pages, list items, documents, and files).
  • Contributors (who could view, update, and delete list items, documents, and files).
  • Supervisors (who could create list items, documents, and files as well as accept or reject content uploads as well as create, edit, and delete news and announcements on the banner).

There are four key sections of the enterprise portal:

  • Home Page (including Corporate events, News & announcements, Action buttons, Compliance tile);
  • Teams;
  • Knowledge base;

Results

For team collaboration, project and task management, and internal communication, the Customer purchased a digital area. The enterprise portal makes it simple and quick for the Customer’s workers to look for and obtain the documents they require for their jobs. Additionally, it enables them to stay updated on all news and activities pertaining to the business, which has raised employee engagement. The portal aids the Customer’s company in maintaining compliance with internal regulatory standards through access limits and centralized storage of critical documents.