It's hard to overestimate the importance of a well-organized document management system when running a company of any size; missing a deadline of your finance statement or any other report just because someone forgot to fill in a field can result in fines, penalties and a whole bunch or stress that inevitably goes with it. SharePoint, if treated professionally, can become an irreplaceable instrument in giving the most important documents the attention and care they require. No more missed deadlines and stressing out over the report generation! It can be turned into the most comfortable process you can ever have while dealing with official papers quicker than you'd think.
A company reached out to us with a request to help their finance department that was drowning in Excel files and missed deadlines. They encountered a lot of problems and inconveniences in their working process:
Their established process was quite a chore: finance manager was constantly in a huge stress over multiple tables that wouldn’t merge and had to be fixed manually as well as endless reminders they had to send to all departments. Their process looked like this:
As a solution, we created a SharePoint system that automated the whole process, making it much easier for everyone involved. Here is what changed:
No more manual generation of documents — now it takes no human involvement at all. With automatic reminders and auto-merging no deadlines have been missed ever since. Since these stages (generation, reminders and merging) now take no time, what report work used to be done in an hour, now takes roughly 10 minutes. The automated process looks like this:
The following business results were achieved:
This project was the quickest in our experience with SharePoint but it made a complicated process of assembling finance reports in time much more convenient than it used to be. It can serve as an example that SharePoint projects are not necessarily massive and time-consuming: they can be as short as a little over a week of development and yet yield amazing results.