A Work Order System On SharePoint 2013 Helped A Real Estate Leader Automate Its Workflows

Expertise: Real Estate Management
Verticals: Real Estate
Technologies: ASP.NETC#Visual Web PartsEvent RecieversWorkflowsMS SQL Server
Home > Portfolio > A Work Order System On SharePoint 2013 Helped A Real Estate Leader Automate Its Workflows
Client Overview
A strategic public affairs consulting firm in the US wanted to free up its resource time by automating workflows. Since 1993, the client has been helping customers of the private sector with securing public sector procurements. As a technology partner for the client, we developed a work order system using SharePoint 2013. We even inserted the SharePoint list data in SQL server 2012 tables to manage data. Once we deployed the SharePoint intranet, the client automated its workflows - sending email reminders, managing orders, invoicing, measuring KPIs, etc.
Business Needs
The client wanted the application to Identify, analyse and document business and functional requirements for their real estate workflow management to improve efficiency and productivity of their workforce. The application needed to have a user friendly interface and single access point for workflow management within their organization. The client wanted below functionalities in the application:

  • Assigning tasks
  • Send email notification
  • Update field information
  • Automated actions
  • Automated task tracking
  • Team member management
Strategy & Solution
A dedicated team was set up to provide timely reporting by an account manager, project manager, senior designer, HTML developer, senior developer, and a testing analyst. This project was developed using SharePoint 2013, Dot Net 4.5, and SQL server 2012. The development team was provided detailed overview of the client's needs and expectations, and our highly experienced people were put to task for best-in-class outcome for our client.

Front-end The application needed to streamline the workflow for the client so that maximum output and efficiency can be ensured. We provided the application a smooth interface with ease of navigation so that the needed information could be accessed with ease and in a systematic way. The application had below key functionalities and features:

  • Improved workflow communication
  • Project task and milestone management
  • Pre assigned roles
  • Controllable project access

Backend The project execution had to be smooth and flawless. For this, we worked on the backed features for efficient running of the project. We worked on the latest technology stack and provided tools to the application that made it a versatile application with innovative features for real estate industry. Our backend tasks included:

  • Approval/Decline flow
  • Realtor management tools
  • Client configurable workflow
  • Technology stack

Development Process The project was created using Dot Net that we integrated in SharePoint 2013. We connected the SharePoint list with Dot Net, and also created event receiver for inserted data in SQL server table for backup and send email by using window service. Our development process involved:

  • Superior project execution
  • Integrated document management
  • Enterprise security with data encryption
  • Effective controls and procedure

The application was developed keeping in mind business objective of the client for streamlined workflow management, and our developers were able to meet the client's needs in this regard.
Business Outcomes
We constantly tweaked our development process to fit the needs of the client and equipped the application with necessary features for best outcomes. The application development was completed in a phased manner and it was delivered to the client on time. The outcome of our endeavor was that we were able to equip the client's application with innovative features that are very helpful for real estate business workflow. We provided below features to the application for the client that helped in streamlining various workflow issues:

  • Innovative and customized real estate workflow automation solution
  • Performance indicators, measuring and reporting on KPIs
  • Simplified process to allocate resources for saving time, money and efforts
  • Integration with other services of smoothest workflow
  • Verification of invoices, performing book keeping and reconciliation
  • A central place for all teams and projects to plan tasks in hassle free manner
Client's Speak
Very professional team to work with!
Cynthia Brown Colovos
Co-Owner - The Prairie Group, Chicago, USA
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