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Tech Expo Gujarat - 2024

Seamless Request Management: How SharePoint Simplified Business Operations

Seamless Request Management: How SharePoint Simplified Business Operations
Help Desk Screen - Report

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
  • Industry: Manufacturing

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  • Outdated User Interface:The legacy system was not user-friendly, making it difficult for staff to navigate efficiently, leading to delays and inconsistent usage across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

Main Dashboard Screen
Help Desk Screen - Pending Incidents

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address these challenges, we developed and implemented a centralized SharePoint-based solution, replacing the client’s outdated PHP system.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

Expense Request Management

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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