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Seamless Request Management: How SharePoint Simplified Business Operations
A leading U.S based company, renowned for its electronic cutting machines and design tools, empowers a thriving community of crafters, DIY enthusiasts, and small businesses. As the company expanded, so did the complexity of its internal operations. Managing business requests across multiple departments became increasingly challenging, leading to inefficiencies and delays.
The existing system was built on PHP and MySQL, struggled to keep up with the company’s evolving needs. It lacked a modern interface, required extensive manual work, and was missing critical features such as approval tracking, file attachments, and built-in reporting. Without a centralized solution, teams faced recurring issues like request duplication, slow processing times, and limited visibility into request statuses. These challenges underscored the urgent need for a streamlined, scalable solution to enhance operational efficiency.
- Technology: SharePoint
- Country : USA
Challenges
- Outdated User Interface:The legacy system was not user-friendly, making it difficult for staff to navigate efficiently, leading to delays and inconsistent usage across departments.
- Manual Request Handling:Expense approvals to IT help desk requests everything was done through manual email messages or disconnected forms which resulted in delayed approvals along with other tracking issues.
- Scattered Systems:The legacy system lacked a unified platform for handling requests. Instead, different processes were used across departments, leading to confusion, inefficiencies, and difficulties in tracking progress.
- Lack of Reporting:Without a proper reporting system, tracking request statuses, analyzing trends, and measuring turnaround times was challenging, making it harder for teams to improve efficiency and sales.
- Limited Attachment Support:Users struggled to attach documents to their requests, making it difficult to track related files or provide necessary supporting documentation.
Solutions
To address these challenges, we developed and implemented a centralized SharePoint-based solution, replacing the client’s outdated PHP system. Our solution was built with security, scalability, and user-friendliness in mind—streamlining internal workflows, enhancing visibility, and enabling more informed decision-making across departments.
The new system introduced a modern, intuitive interface that consolidated all major internal request forms into a single, easy-to-access platform. Each form was customized to align with specific business requirements, including Expense Requests, Travel Requests, Credit Memos, Payment Requests, Purchase Orders, Bill & Hold Requests, and Help Desk submissions.
With a unified dashboard, employees can now submit requests online, attach necessary files, and track approval statuses in real time. Additionally, built-in reporting capabilities provide teams with actionable insights, improving oversight, optimizing processes, and allowing smarter business planning.
Result
Our SharePoint-based solution transformed the way the client managed internal requests, eliminating delays and enhancing overall productivity. By centralizing request management, we streamlined workflows, reduced processing times, and minimized manual errors. Employees now have real-time visibility into approvals and status tracking, ensuring smoother operations and faster decision-making.
With built-in reporting and structured workflows, teams can easily access the data they need to make informed decisions, improving accountability and efficiency. The solution not only optimized internal processes but also fostered better collaboration across departments, creating a more organized and seamless request management system.
Key Features of Request Management App
Centralized Request Management
All internal requests are tracked in one place, ensuring real-time visibility into statuses and eliminating scattered workflows
User-Friendly Interface
A modern and intuitive platform simplifies request submission, tracking, and management, reducing complexity and ensuring employees can navigate the system easily.
Automated Approval Workflow
Requests move through predefined approval stages automatically, minimizing manual interventions, reducing delays, and ensuring a structured, transparent approval process
Secure & Scalable
The system ensures strong data security while being flexible enough to scale with business growth, supporting evolving requirements without compromising performance or integrity.
Built-in Reporting
Data analytics and trends allow teams to make informed decisions while optimizing workflows and fostering overall operational efficiency.
Attachment & Documentation Support
Displays detailed purchase expenses along with approval history tracking, ensuring transparency and easy access to supporting documents.
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We utilize a range of Microsoft technologies, including Azure for cloud computing, .NET for application development, Microsoft SQL Server for database management, and Power Platform tools like Power Apps, Power Automate, and Power BI for creating custom business solutions and data analytics.
Leveraging Microsoft technologies can lead to increased efficiency, improved collaboration, and better data management. Solutions built on these technologies offer scalability, security, and integration with existing systems, ensuring that your software solutions are both effective and adaptable to future needs.
To get started, contact us for a consultation. We will discuss your specific needs, assess how Microsoft technologies can address your requirements, and provide a tailored solution that aligns with your business goals.
Codevision Technologies distinguishes itself through its ability to develop bespoke software solutions that address each client’s specific needs. Our deep understanding of unique business challenges, paired with a dedication to innovation and quality, ensures we provide solutions that drive business growth and success.
We have been in business for over 7 years. During this time, we have gained substantial experience and expertise in our industry, allowing us to continually enhance our services and adapt to the evolving needs of our clients. Our longevity in the market reflects our commitment to delivering high-quality solutions and maintaining strong relationships with our partners and customers.
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