The organization is a youth-focused charity that delivers community programs, workshops, and outreach initiatives across the United Kingdom. Supported by volunteers, educators, and professionals, it collaborates with schools, statutory bodies, and local authorities to provide young people with opportunities for personal growth and development.

As its programs expanded, the charity faced increasing operational challenges with communication, resource tracking, and project management, making it difficult to maintain efficiency and transparency.

Technology: SharePoint, React
Country: United Kingdom
Industry: Education

Challenges Faced

The organization managed operations primarily through Excel spreadsheets. While functional, this approach created multiple challenges:

Inefficient manual processes: Timesheets, budgets, and project data were managed separately, leading to duplication of work and errors.
Limited visibility: Lack of real-time data made it difficult to track project progress, staff performance, and fund spending.
Communication gaps: Heavy reliance on emails slowed down collaboration and led to missed updates.
Scalability issues: Existing Excel-based data couldn’t keep pace with organizational growth.

Data accuracy risks: Multiple spreadsheets increased the chance of inconsistencies and incorrect reporting.
Volunteer management challenges: Tracking volunteer availability, hours, and assignments was time-consuming.
Delayed reporting: Preparing reports for stakeholders required significant manual effort, reducing productivity.
Financial oversight problems: Without real-time budget control, overspending risks were high.
Project delays: Lack of structured task allocation and milestone tracking caused delivery slowdowns.

Solution

To address these operational challenges, we worked closely with the client to design and implement a fully integrated management system tailored to their needs. Our goal was not only to digitize processes but also to create a scalable solution that support long-term growth.

We built the new system on Microsoft SharePoint, leveraging it as the backbone for intranet, document management, and collaboration. By integrating all critical functions—communication, timesheets, project spending, and project management—into one unified platform, we eliminated silos, improved visibility, and reduced reliance on manual spreadsheets.

We also focused on user-friendliness, ensuring that staff, volunteers, and administrators could adopt the system with minimal training while benefiting from enterprise-level security and scalability.

Key Deliverables:

1. Intranet Platform: A central hub for communication, document sharing, and organizational updates, ensuring everyone stays informed and connected.
2. Timesheet Management System: Automated logging of staff and volunteer hours, reducing administrative burden and integrating directly with payroll and resource planning.

3. Project Spending Tracker: Real-time budget monitoring with dashboards to help management maintain financial accountability and prevent overspending.
4. Project Management Tool: Structured task allocation, milestone tracking, and progress monitoring to ensure projects are delivered on time and within scope.

Result

Through our SharePoint-based solution, we significantly improved the organization’s day-to-day operations and long-term planning. Together with the client, we achieved:

Day-to-day admin work dropped because staff no longer had to juggle multiple spreadsheets for timesheets, payroll, and volunteer hours.
Budgets stayed on track with real-time financial visibility, giving leadership stronger accountability to donors and stakeholders.
Project delivery times improved by 35%, since tasks and milestones were clearly organized and tracked in one system.

Internal communication became smoother with the SharePoint intranet replacing scattered emails and making updates and documents easy to find.
Reporting time was cut by nearly 60%, with automated reports providing ready-to-use insights for managers and partners.
Volunteer coordination got easier, from tracking availability to assigning roles and recognizing contributions.

The new system gave them a stronger foundation to grow its programs without being slowed down by outdated manual processes.

Key Features

SharePoint Intranet Hub

Centralized space for communication, file sharing, and organizational updates, reducing reliance on scattered emails.

Timesheet & Volunteer Tracking

Easy logging of staff and volunteer hours with integration into payroll and resource planning.

Budget Monitoring Dashboards

Real-time visibility into project spending, receipts, and fund allocation to prevent overspending.

Project Management System

Task distribution, tracking, and progress monitoring to keep projects on schedule.

Automated Reporting

Ready-to-use reports that save time and provide clear insights for managers and stakeholders.

Improved Collaboration Tools

Secure document sharing and version control for seamless teamwork.

Role-Based Access Control

Restricted access by role to protect sensitive data and maintain compliance.

Scalable Architecture

Built to grow with the organization’s expanding programs and user base.

User-Friendly Design

Intuitive interface that requires minimal training for staff, volunteers, and administrators.

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What does Codevision Technologies specialize in?

We specialize in custom software development, Microsoft Power Platform solutions, business intelligence (BI), automation, and digital transformation services. Our expertise spans Power BI, Power Apps, SharePoint, Azure, and .NET technologies, helping businesses streamline processes, improve insights, and enhance productivity.

How long has Codevision Technologies been providing IT solutions?

We have been delivering innovative software and IT solutions for over 7 years, serving startups, SMEs, and large enterprises across the USA, UK, Middle East. Our track record includes 100+ successfully completed projects.

Where is Codevision Technologies located, and do you serve international clients?

Our headquarters is in India & USA, with global delivery capabilities. We provide remote project management, international collaboration, and agile delivery for clients across multiple industries worldwide.

Why should I choose Codevision Technologies for software development?

Our team includes professionals with 7+ years of experience, along with innovative young talent.
Our CEO has hands-on development experience working with US-based companies.
We maintain 100% client satisfaction, with consistently high ratings and positive feedback across platforms like Clutch, GoodFirms, and Google Reviews.

Can I see examples of your previous work?

Yes! We have delivered solutions across custom software, SharePoint portals, Power Platform apps, and enterprise systems. You can view our case studies and project details

Do you sign NDAs and ensure data confidentiality?

Absolutely. Client confidentiality is our top priority. We sign Non-Disclosure Agreements (NDA) before starting any project and follow industry best practices for secure coding, encrypted communication, and access control.

What types of clients do you typically work with?

We work with startups, SMEs, and large enterprises in sectors such as finance, healthcare, manufacturing, retail, and government. Our solutions are scalable and tailored to each client’s unique business requirements.

Do you handle international projects and remote collaboration?

Yes. Our team is experienced in managing remote teams and delivering global projects using Microsoft Teams, Jira, and agile methodologies to ensure seamless communication and timely delivery.

What engagement models do you offer?

We provide flexible engagement models including:

Fixed-price projects
Time & material contracts
Dedicated development teams
This ensures a perfect fit for varying project scopes and budgets.

Do you offer post-launch support and maintenance?

Yes. We provide continuous support, bug fixes, performance monitoring, and feature enhancements to ensure your software remains reliable, secure, and optimized.

What additional services do you offer beyond software development?

We offer a comprehensive range of IT solutions designed to streamline operations, improve efficiency, and drive digital growth:

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Robotic Process Automation (RPA) Solutions
Cloud Migration & System Integration
Digital Transformation Strategy & Advisory

Streamlining Operations with SharePoint-Powered Intranet & Project Management System