Case Studies & Projects - Imenso Software https://www.imensosoftware.com/work/ Powerful Digital Transformation Services | Imenso Software Tue, 26 Aug 2025 08:07:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.imensosoftware.com/wp-content/uploads/2024/06/favicon.png Case Studies & Projects - Imenso Software https://www.imensosoftware.com/work/ 32 32 Business intelligence dashboard for legal industry https://www.imensosoftware.com/work/business-intelligence-dashboard-for-legal-industry/ Tue, 14 May 2024 05:22:16 +0000 https://www.imensosoftware.com/?post_type=work&p=8118 Case study Business intelligence dashboard for legal industry. Industry: Legal Country: Turkey The goal of developing a business intelligence dashboard for the legal industry is to empower legal professionals with actionable insights, foster efficient decision-making, and enhance the overall effectiveness of legal practices through the strategic use of data visualization and analytics. The core challenges […]

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Business intelligence dashboard for legal industry.

  • Industry: Legal
  • Country: Turkey
muhakemat

The goal of developing a business intelligence dashboard for the legal industry is to empower legal professionals with actionable insights, foster efficient decision-making, and enhance the overall effectiveness of legal practices through the strategic use of data visualization and analytics.

The core challenges

  • Dynamic layout creation: Empower users to tailor their own layout according to their specific needs and preferences.
  • Min-Max value algorithm: Adjust the default behavior of charts to effectively accommodate small values in relation to significantly larger ones.
  • Nested filters: Establish a hierarchical or layered structure for refining data, enable users to save filters for future use and prevent applied filters from being reset on page load.
  • Data transform algorithm: Organize extensive raw data into a format tailored to meet the specific requirements of the chart.
  • Export reports: Generate a dynamic report based on selected charts, KPIs and specified filtered records.

SolutionWe have developed advanced data visualization tool that to represent complex legal data in an easily understandable format. This tool equipped with a diverse array of charts, enabling the graphical and visual representation of data for enhanced clarity and interpretation.

  • ccg-configuration1
    Centralized data management: Context API is utilized to store data for access globally in application.
  • graph
    Presentation: Customize your layout by incorporating a variety of charts and KPIs on individual pages.
  • touch-and-drag
    Drag and drop charts: Organize and automatically preserve your layout by rearranging charts using the drag-and-drop feature.
  • translation
    Multi language: Users can select their preferred language from the available options, ensuring a more personalized and user-friendly experience.
  • expand
    Drill down: Explore supplementary charts related to a specific main chart by utilizing the expand option.

Integration.
Equipped with a variety of chart types.

The application offers a diverse and comprehensive range of visual representation options for data. We have integrated different types of Fusion charts and amCharts.

FusionCharts.
  • Heat Map chart
  • Time series chart
  • Bubble chart
  • Stacked bar 2D chart
  • Treemap chart
  • Maps chart
  • Sunburst chart
  • Radar chart
  • Pie 2D chart
  • Doughnut 2D chart
  • Column 2D chart
  • Bar 2D chart
amCharts.
  • Treemap chart
  • Bubble chart

Optimized for fast loading

muhakemat

Customization.
How we played with charts?

We haven’t just integrated the charts; we’ve tailored them to enhance data visualization, ensuring a more precise representation that perfectly aligns with each chart’s unique characteristics.

muhakemat
Data transform algorithm

Developed an algorithm for transforming raw data to align with the specific requirements of the chart and optimize the information for effective visualization, ensuring that the chart accurately and meaningfully represents the underlying data.

muhakemat
Color palette algorithm

The algorithm for dynamically adapting a color palette involves the utilization of a set of rules and procedures that automatically adjust the colors used in a chart based on changes in the values of the underlying data.

muhakemat
Min-Max algorithm

When there is a substantial difference in magnitudes, the smallest value bar may not be visible. To address this, we have implemented a min-max algorithm to ensure the proper representation of all bars in the chart.

Enhancement.
By adding useful features.

To elevate the application and provide an enhanced user experience, we’ve incorporated a range of features empowering users to interact seamlessly with charts and data.

Create and save layout

Users have the flexibility to craft and save personalized layouts by incorporating their preferred charts and KPIs, facilitating quick access to them from a centralized location.

The system empowers users to create multiple layouts based on their convenience and specific needs.

muhakemat
Nested filters

Implemented advanced filters to apply multiple levels of filtering, with each layer refining the dataset based on specific conditions, and prevented the applied filters from resetting on page load.

Moreover users have the ability to customize and save their filter configurations for future use.

muhakemat
Atomic design

To establish a well-organized framework for constructing user interfaces, we adhered to the principles of the atomic design methodology.

This approach fosters a modular and systematic method in UI development, emphasizing the importance of reusability and maintainability.

muhakemat

Export preferred charts/KPIs.

Through the export option, users can effortlessly refine their data and download it. The resulting PDF is enriched with embedded metadata, including the export date and details about the selected or applied filters.

 
muhakemat
Select charts/KPIs

Developed a user-friendly option that empowers users to seamlessly select the charts and KPIs of their choice for export.

Preview selection

Before proceeding to the next step of the export process, the system enables users to preview their selections.

Export to PDF

After ensuring all selections are accurate, simply press the export button to obtain your customized PDF.

Explore more.
Additional features.

deadline

Activity log. The Activity log option serves as a meticulous recorder, systematically capturing and presenting a chronological history of user interactions and changes within the application.

breadcrumb

Breadcrumbs. We’ve developed custom breadcrumbs that facilitate effortless switching between chart tabs, all while preventing any unnecessary page reloads for a smoother user experience.

enter

Single Sign-On (SSO). Implemented an integrated Single Sign-On authentication mechanism, empowering users to seamlessly access a multiple applications with a unified set of credentials.

kpi

Key Performance Indicators (KPIs). We have seamlessly integrated a diverse set of KPIs to systematically evaluate and optimize the effectiveness, efficiency, and overall performance of legal practices.

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]]> Plum https://www.imensosoftware.com/work/rental-booking-solution-for-medical-equipments/ Mon, 28 Aug 2023 01:03:57 +0000 https://www.imensosoftware.com/?post_type=work&p=303 Plum supplies innovative medical equipment to hospitals across the UK.

Plum's entire booking process was manual. The salespeople send the booking details including the equipement names, hospital name and operation date via emails.

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]]> SaaS-Based onboarding guide creation platform https://www.imensosoftware.com/work/saas-based-onboarding-guide-creation-platform/ Fri, 25 Oct 2024 15:15:52 +0000 https://www.imensosoftware.com/?post_type=work&p=9965 Case study SaaS-Based onboarding guide creation platform. Industry: EdTech Country: USA Develop a SaaS based platform that automates the creation of step-by-step guides for users navigating an application. This platform will also provide admins with valuable insights by analyzing walkthrough guide performance and user engagement. The core challenges Script generation: Automatically generate a script based […]

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SaaS-Based onboarding guide creation platform.

  • Industry: EdTech
  • Country: USA
image

Develop a SaaS based platform that automates the creation of step-by-step guides for users navigating an application. This platform will also provide admins with valuable insights by analyzing walkthrough guide performance and user engagement.

The core challenges

  • Script generation: Automatically generate a script based on user input, which can be easily integrated into any application.
  • Capture valuable insights : Generate valuable insights by analyzing user navigation within the application.
  • Completion rate: Evaluate the highest and lowest guide completion rates.
  • Monitor users: Differentiate between new users and active users, and evaluate their time spent on guides.

Solution We have developed a tool that automatically creates scripts to guide users through specific workflows within an application. These scripts can be embedded directly into the any application, providing users with step-by-step instructions and visual walkthroughs as they navigate various features.

  • icon
    Automated script generation: The platform allows users to input basic information about their application or provide a guided navigation through the app. The tool then automatically generates detailed walkthrough scripts, explaining each step the user needs to take to perform a specific task or process.
  • icon
    Insights: The platform tracks detailed user engagement metrics, providing valuable data on how users interact with the guide.
  • icon
    Evaluation: The platform evaluates user progress through each step of the guide, identifying the percentage of users who complete the entire walkthrough versus those who drop off at various stages.
  • icon
    Intuitive user interface: We have designed an intuitive and user-friendly web interface where users can easily navigate through the platform.
  • icon
    Strengthened security: Implemented robust security measures to ensure that sensitive data is securely managed and stored.
  • icon
    Scalable architecture: With its scalable architecture, the application is capable of efficiently handling large number of users without compromising performance.

The process.
At the high level.

We have developed an intuitive and streamlined process for generating scripts specifically designed for onboarding walkthroughs. This process simplifies script creation by guiding users through each step, allowing them to define key actions.

Create guide and generate script

The platform enables users to create comprehensive guides and automatically generate scripts that facilitate effective onboarding experiences. With a user-friendly interface, user can easily design step-by-step instructions that highlight key features and functionalities.

  • Guide segmentation
  • Multiple departments
  • Unique script for each guide
image

Integrate with any application

Users can effortlessly integrate the generated scripts into any application, ensuring seamless incorporation without disrupting existing workflows.

  • Interactive walkthrough
  • Effortless intgration
  • Secured code
image

Analyze the user behaviour

The platform goes beyond just generating walkthroughs; it provides analytics and insights to measure how effective the guides are in helping users.

  • Completion rates
  • Drop-off points
  • Time spent on each guide
image

Enhancement.
By adding useful features.

To elevate the application and provide an enhanced user experience, we’ve incorporated a range of features empowering users to seamlessly interact and manage their account.

image
User Management

We have implemented multi-level user management in application, allowing users to be organized into distinct roles such as Admin, Guide Manager and Staff, each with tailored access and permissions.

image
Manage Packages

The platform gives admins full control over creating, modifying, and managing pricing plans, enabling them to set up multiple plans tailored to suit various user needs.

image
Department and Segments

To ensure each user receives a personalized onboarding experience, we have implemented options to create distinct departments and user segments.

Explore more.
Additional features.

icon

Registration process.We have implemented a secure, email-based verification step where users receive a unique link to confirm their identity. Clicking this link activates their account and completes the registration process..

icon

Payment gateway integration. The application is integrated with a secure payment gateway, ensuring that all transaction details are stored safely and protected from unauthorized access.

icon

Advanced search. The application is equipped with an advanced search feature that allows users to efficiently refine their data and quickly find specific information.

icon

Mobile accessible. To enhance flexibility and convenience, we have designed a responsive application that allows users to access the platform from any device and receive real-time updates.

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]]> An innovative tracking system for automotive excellence https://www.imensosoftware.com/work/an-innovative-tracking-system-for-automotive-excellence/ Mon, 24 Jun 2024 11:00:35 +0000 https://www.imensosoftware.com/?post_type=work&p=9071 Case study An innovative tracking system for automotive excellence Industry: Automative Country: Italy The goal of developing the car sales Management Application is to streamline and automate the processes related to managing customers, car allocations and tracking the progress of car allocations and delivery. The core challenges Limited reach: The company’s reach is limited to […]

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An innovative tracking system for automotive excellence

  • Industry: Automative
  • Country: Italy
model-driven-app

The goal of developing the car sales Management Application is to streamline and automate the processes related to managing customers, car allocations and tracking the progress of car allocations and delivery.

The core challenges

  • Limited reach: The company’s reach is limited to physical dealers or showrooms without a dedicated sales application. This prevents them from reaching customers who prefer online transactions or those whose locations are far from their places of business.
  • Operational efficiency: The sales application facilitates the sale process, reduces paperwork, and improves operational efficiency for a car company. Sales teams may be facing challenges in the management of enquiries, processing orders, and ensuring a seamless customer experience if they don’t have this digital tool.
  • Data insights: The car company may struggle to make informed decisions regarding product development, marketing strategies, and customer engagement.

Solution We have developed a user-friendly car sales management application which offers users several benefits including adaptability, less maintenance cost, scalability, and Data – Centric approach.

Integration.
Equipped with variety
of Features.

The application offers a diverse and comprehensive range of features. We have integrated different types of features and cloud flows.

  • Customer Relationship Management (CRM)
  • Generate quotes for customers based on vehicle selection, financing options, trade-ins, and incentives.
  • Offer a mobile-friendly interface or dedicated mobile app for sales representatives to access key features on the go.
  • Manage and generate documents such as sales contracts, purchase agreements, invoices, and warranties.
model-driven-app

Customization.
How we play with different features?

model-driven-app
Customer’s main & quick view form

One can use the customer’s form to maintain the customer data, which includes the first name, middle name, last name, email, business phone, mobile phone, and car allocation for the customers.

model-driven-app
Power automate workflows with teams

We Designed the workflows for sending the approval request on Microsoft teams.

Enhancement.
By adding useful features.

To elevate the application and provide an enhanced user experience, we’ve incorporated a range of features empowering users to interact seamlessly with our CSM.

Car allocation table

Users have the flexibility to create a new view named ‘Car Allocation View’ for the car allocation table with fields like name, customer, car model id, and order date.

model-driven-app
Active car view

In Active Car View users can view Car Model ID, Car name and the available status of the car.

model-driven-app
User friendly design

CSM has a very user-friendly design that enhances the overall user experience.

model-driven-app

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]]> A comprehensive Power BI dashboard for shipping industry insights https://www.imensosoftware.com/work/a-comprehensive-power-bi-dashboard-for-shipping-industry-insights/ Mon, 02 Sep 2024 17:21:15 +0000 https://www.imensosoftware.com/?post_type=work&p=9800 Case study A comprehensive Power BI dashboard for shipping industry insights. Industry: Logistics Country: Hong Kong The primary objective of creating this Power BI dashboard is to streamline the monitoring for shipping industry. By visualizing key metrics such as open and close order, yearly order intake, client retention reasons, product specific order trends, the dashboard […]

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A comprehensive Power BI dashboard for shipping industry insights.

  • Industry: Logistics
  • Country: Hong Kong
wallem

The primary objective of creating this Power BI dashboard is to streamline the monitoring for shipping industry. By visualizing key metrics such as open and close order, yearly order intake, client retention reasons, product specific order trends, the dashboard offers valuable insights for optimizing order management and client relationships and support informed decision-making and strategic planning.

The core challenges

  • Diverse data sources: The industry operated across multiple marine sectors, generating data from ship management, crew statistics, safety compliance and operational metrics. Integrating and standardizing this diverse data for analysis required extensive use of Power Query Editor to transform and cleanse raw data from multiple sources before loading it into Power Bi datasets.
  • Dynamic operational metric:The marine industry involves various dynamic metrics, such as ship performance and crew availability, which changes frequently. Developing measures and visualizations that adapts to these shifting metrics required creating flexible DAX formulas and interactive dashboard elements to provide real-time insights.
  • Data privacy and security: Ensuring the security of sensitive marine data was critical. We implemented Row-Level Security (RLS) to maintain confidentiality and integrity.

Solution To address these challenges, we have developed a customized Power Bi dashboard to help marine industry to manage and analyse their data. This dashboard features customize visualizations, and interactive elements providing clear insights and streamlined data exploration for marine professionals.

  • wallem
    Enhanced user interface: The dashboard is designed to be easy to use and understand. With a clear and simple layout, users can quickly find and interpret the data they need.
  • wallem
    Data modelling: We build a strong data model that connects different tables of information. This ensure that all data is accurate and consistent, making it easier to analyse and make informed decisions.
  • wallem
    Multiple slicers: We added multiple slicers to the dashboard, allowing users to filter and drill down into specific information. This makes it easy to explore detailed insights based on selected criteria.
  • eternis
    Reset filter button: We included a reset filter button, allowing users to quickly clear all applied filters. This makes it easy to explore different data views and insights by resetting and selecting new filters with a single click.
  • wallem
    Data conversion: Using Power Query editor, we automated data extraction and transformation process.
  • wallem
    Calculated measures: We developed custom calculations to provide insights that are most relevant to users. These calculated measures helps in deriving meaningful and actionable data points.

Integration.
Equipped with a variety of data source.

We expanded the capabilities of our Power BI dashboard by integrating with various data sources to enhance functionality and compatibility of out report, allowing us to seamlessly interact with other tools and applications.

  • SQL
  • Excel
  • SharePoint
wallem

Enhancement.
By adding useful features.

We have enhanced the dashboard with features that make data exploration and visualization more interactive and engaging, providing a more insightful experience.

Condition Formatting

Dynamic modifications such as changing the background colors of rows based on specific conditions.

wallem

Tooltips

Tooltips provide extra details and keep the right filters in place, helping users to get deeper insights.

wallem

Buttons

Users can easily switch between different location reports by clicking buttons, making it simple to view specific data.

wallem

Synchronizing slicers

Slicers are synced across all pages, so filters stay the same as users move through different tabs, keeping everything consistent.

wallem

Slicers

Different slicers let user pick specific categories, instantly showing the related data in the KPIs for easy exploration.

wallem

Bookmarking

The bookmarking feature allows users to switch between different visuals for various information while staying on the same dashboard tab, making it easy to compare data without navigating away.

wallem

Refresh button

Users can easily clear all the filters by clicking the refresh icon, allowing them to rest the dashboard and start a new analysis.

wallem

Explore more.
Additional features.

wallem

Implementing scheduled data refreshes.
This report’s implementation of schedule data refresh ensures that the shipping information is regularly updated, maintaining its relevance and accuracy over time.

scheduled

Improving the user experience with customized UI. To enhance accessibility and functionality for the shipping industry, it was necessary to refine the visual layout, incorporating intuitive navigation components and optimizing interactive features for smoother user engagement.

wallem

Key Performance Indicators. Incorporated a diverse array of Key Performance Indicators (KPIs) tailored to systematically assess and boost the efficiency, effectiveness, and overall performance of shipping operations.

wallem

Export preferred charts/KPIs. With the export feature, users can easily clean up their data and save it.There are several methods to export a BI report. Here’s a list of common export methods. PDF, PowerPoint, Excel, CSV, Web, Service API

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]]> MobilePay https://www.imensosoftware.com/work/send-bulk-sms-to-recover-payment-from-patients/ Mon, 18 Sep 2023 04:20:57 +0000 http://localhost/imenso_new/?post_type=work&p=31 Creating better payment experiences for healthcare

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]]> PRC https://www.imensosoftware.com/work/patient-resource-center-and-payment-solution/ Mon, 23 Oct 2023 08:04:01 +0000 https://www.imensosoftware.com/?post_type=work&p=7664 The post PRC appeared first on Imenso Software.

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]]> Multitenancy order management application https://www.imensosoftware.com/work/multitenancy-order-management-application/ Tue, 14 May 2024 13:30:19 +0000 https://www.imensosoftware.com/?post_type=work&p=8096 Case study Multitenancy order management application. Industry: Healthcare Country: United States The goal in developing the Order Management System (OMS) is to enhance the efficiency, accuracy, and overall performance of order processing. The primary objectives include minimizing errors in order entry and fulfillment through the implementation of automated and validated processes. The core challenges Multitenancy: […]

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Multitenancy order management application.

  • Industry: Healthcare
  • Country: United States
ccg-main

The goal in developing the Order Management System (OMS) is to enhance the efficiency, accuracy, and overall performance of order processing. The primary objectives include minimizing errors in order entry and fulfillment through the implementation of automated and validated processes.

The core challenges

  • Multitenancy: Architect and create a customized admin panel, along with establishing a dedicated database tailored to the unique requirements of individual clients.
  • Integration complexity: Incorporate the Order Management System (OMS) with existing systems and integrate third-party APIs to efficiently handle global addresses and provide real-time order status updates.
  • Products management: Manage real-time product inventory and empower administrators to configure specific information to be displayed to users on a product-by-product basis.

SolutionThis application specializes in order management, which involves overseeing and coordinating various aspects of the order lifecycle. This includes inventory management, order creation, processing and tracking. The application is equipped with features that streamline these processes, ensuring that orders are managed efficiently from initiation to completion.

Not just order management.

  • ccg-white-label
    White label: Clients get their personlized admin panel.
  • ccg-database
    Multitenancy database: Each client has its own dedicated database.
  • ccg-configuration
    Centralized configuration: All configuration settings are stored, controlled, and updated from a central file.
  • ccg-address
    Manage addresses: For the quick order process user can save the address or fetch from global database.
  • ccg-api
    API Integrations: To enhance the functionality the application has been enriched by integrating numerous third-party APIs.
    • NPI: National Provider Identifier (NPI) integrated to get the verified addresses.
    • Shipping provider: To track the run time status of orders we have integrated PMI/Stanley Spectrum and Fedex shipping providers API’s.
    • Vendor products: Configured API’s to get the product list from third party application.
    • Google: Integrated Google API to get the global address of users.
    • Message: Instance message conversation between users.
    • Email: Enabled with email notification for every important action performed.

Order Process.
Manage products.

Oversee your product portfolio with a spectrum of actions and decisions at your fingertips. This includes the seamless addition of new products and the ability to modify existing ones, all depends upon permissions granted by the administrator.

ccg-custom
Generate SKU’s

To effectively handle the uniqueness of products, we’ve implemented a logic that generates distinctive SKU numbers. Also configured parent child mechanism to manage the SKU’s.

Set expiration

Manage the availability of specific products by configuring expiration dates; once the designated date has elapsed, the product automatically becomes unavailable for order placement.

Restricted view

During the product addition process the administrator has the capability to establish restricted views for specific product information. This restricted info will not be visible to users.

Browse products.

Explore the product catalog with the intuitively designed user interface, enabling seamless navigation through the list of offerings. Tailor your exploration by efficiently applying filters to refine the products based on your specific preferences and requirements.

ccg
Event or Standard products

In response to client requirements, products are systematically categorized to align with distinct needs. The administrator configures permissions to grant clients access to specific product categories based on their individual preferences.

ccg
Tradeshow products

We have crafted distinct order process specifically for Tradeshow category products. User can manage the orders from single place, such as placing orders, order history, track orders, initiating returns, and more.

ccg
Out of stock notifications

If desired product is unavailable, users have the option to submit a request to the inventory administrator. The administrator will then assess the stock status and respond the users with the details regarding the product’s availability.

Place order.

Finalize your purchase through streamlined checkout process. To fulfill approved orders, efficiently transmits records to other applications through integrated API and manage status of orders.

Add items to cart

Choose your desired product, specify the quantity, and add it to cart. Furthermore users have the flexibility to personalize their order list directly on the cart page or can proceed to place the order by selecting preferred shipping provider.

ccg-custom
Addresses configuration

During the checkout process the system is configured with Google API and NPI Number to get the verified address of the users. The administrator has the capability to customize permissions, dictating which specific options are accessible to clients for obtaining addresses.

ccg-custom

Manage order.

After placing an order, users gain the convenience of centralized order management. Leveraging advanced filtering capabilities, users can effortlessly sift through specific order details, efficiently reviewing actions taken and streamlining their overall order management experience.

 
ccg-custom
Approve Order

The administrator carefully evaluates the placed order, takes essential actions before it proceeds to the next steps of processing.

Track order

This feature empowers users to track the real-time status of their orders. We’ve integrated shipping provider APIs to dynamically manage and display the current order status.

Return order

In case of customer dissatisfaction they can initiate the return process by submitting a return request.

Additional features.

report

Extensive reports. The system automatically generates a multitude of reports derived from the collected data, these reports help organizations facilitate informed decision-making processes.

ringing

Quick notifications. This option is designed to provide users with rapid alerts or updates about important information relevant to their interactions with the system.

message

Quick message. To streamline the communication process, the system is equipped with a rapid SMS option, facilitating swift messaging between users.

lock

Roles and permissions. The administrator can customize the application’s functionalities according to the requirements of each client by configuring roles and permissions.

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]]> Optimizing financial operations and insights https://www.imensosoftware.com/work/optimizing-financial-operations-and-insights/ Mon, 09 Sep 2024 16:22:38 +0000 https://www.imensosoftware.com/?post_type=work&p=9828 Case study Optimizing financial operations and insights. Industry: FinTech Country: USA The objective was to develop a Financial Central SharePoint site to enhance collaboration and management within the financial team and HR resources. This private team site maintains the confidentiality and security of financial and HR information while facilitating streamlined workflows. The core challenges Data […]

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Optimizing financial operations and insights.

  • Industry: FinTech
  • Country: USA
image

The objective was to develop a Financial Central SharePoint site to enhance collaboration and management within the financial team and HR resources. This private team site maintains the confidentiality and security of financial and HR information while facilitating streamlined workflows.

The core challenges

  • Data Security: Protecting sensitive financial and HR data was paramount. Ensuring that only authorized personnel could access specific information required robust permission management.
  • User Adoption: Encouraging finance team members to adopt and utilize the platform effectively was crucial to achieving the site’s goals.
  • Document Management: Managing a large volume of documents, including maintaining version control and preventing information loss, was a challenge. Organizing documents efficiently and tracking changes accurately without losing critical data proved difficult.
  • Integration: Integrating the SharePoint site with other tools like Microsoft Teams and Outlook was essential for maintaining seamless communication and collaboration between team members.

Solution The implemented solutions enhanced the value and user experience of the Financial Central SharePoint site by simplifying document management, streamlining workflows, and improving collaboration. These measures directly addressed core challenges such as data security, user adoption, Document Management and Integration, ensuring a robust and user-friendly platform.

  • icon
    Simplified document management: Created a well-organized document library with clear folder structures and naming conventions. Established a system to manage document revisions and ensure data integrity.
  • icon
    Effective permissions management: Set up and managed user roles and permissions in SharePoint to ensure appropriate access levels while protecting sensitive financial and HR information.
  • icon
    Integration with Microsoft Tools: Integrated the SharePoint site with Microsoft Teams and Outlook to improve collaboration and communication. This allowed team members to work seamlessly across platforms.

Integration.
Equipped with a variety of
data sources.

SharePoint’s power and versatility are enhanced by its ability to integrate with a wide range of apps and tools. We’ve included some of these integrations in this report.

  • Excel Services
  • Microsoft Teams
  • Outlook
found

Customization.

To align the Financial Central SharePoint site with specific financial and HR requirements, several customizations were implemented.

image
Custom document libraries

Created specific lists and document libraries tailored to manage financial records, Some Templates, HR documents, and other critical resources.

image
Customized events

We created a custom events feature to track meetings, deadlines, and activities. This helps teams stay organized and keep up with upcoming events easily.

image
Customized timer

We introduced a custom timer feature to efficiently track project schedules, tasks, and milestones. This tool enhances time management and enables teams to effortlessly monitor their progress and deadlines. It also provides real-time updates to keep everyone aligned and on track.

Enhancement.
By adding useful features.

We’ve added a number of features that enable users to interact with site and data in a seamless manner in order to improve the application and user experience.

News web part

Added a News Web Part to share the latest updates and announcements with the team. It shows current news and important information all in one place, making it easy for everyone to stay informed. Plus, it keeps everyone up-to-date with relevant details and helps improve communication.

image

Quick links

Added Quick Links for effortless navigation to frequently accessed departmental sections and learning resources. These links provide direct access to key pages, enhancing efficiency and saving users time.

found

Explore more.
Additional features.

icon

YouTube web parts. Added a YouTube Web Part to display important videos directly on the site. This makes it easy for the team to watch and access key video content in one place, improving communication and engagement. Plus, it keeps everyone up-to-date with visual updates and tutorials.

icon

Dynamic navigation design. The navigation is designed to be responsive, ensuring a smooth experience across all devices. This allows team members to easily access the Departmental Information Portal. The streamlined design enhances usability and accessibility for everyone.

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]]> Thor https://www.imensosoftware.com/work/assessment-creation-tool-for-elearning/ Mon, 09 Oct 2023 07:48:45 +0000 https://www.imensosoftware.com/?post_type=work&p=7667 The post Thor appeared first on Imenso Software.

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