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SharePoint Custom Workflow & Infopath Solutions
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Prabhaat’s Collaboration team helps clients with automation of approval processes and eventually improving business efficiency with SharePoint based workflow solutions. Our collaboration team has vast experience of handling workflow based projects ranging from simple sequential workflows to complex and customized workflows.
Sample Projects
1. Designed custom workflow and infopath form solution for leave tracking and approval process and role-based dashboard view for employees and managers for a client in services industry.
2. Developed and implemented custom workflow and infopath form solution to automate vendor approval process for a client in services industry.
3. Developed custom workflow and project management solution to automate purchase order request approval process and inventory and production management to streamline business processes for a client in manufacturing industry.
4. Implemented project management and tracking solution for software projects management for a client in software solutions industry.
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Leave Tracking Process- Microsoft SharePoint 2010 based Custom Workflow Solutions
Development of Business Intelligence Solutions involved consolidation of data from organization wide systems in Central Database.
Features of Solution:
We designed Custom Workflow Solution to automate leave tracking and approval process with following features:1. Management of employee data through employee lists.
2. Leave Tracking Workflow to achieve following:
a. Access of Vacation request form to employees.
b. Vacation requests to be routed to Managers daily until action is taken, through email.
c. Notification of review to users in finance department on approval by manager.
d. Notification of approval or denial to the employee.
e. Automated updates on shared calendars and other leave records.
f. Automated Notifications and email alerts at different steps of workflow.3. Role based Dashboards and Reporting
a. Employee Dashboard: View of leave request and balances
b. Manager Dashboard: Consolidated view of employees, all leaves on single calendar and for single employee.
c. HR/Finance Dashboard: Leave tracking report in exportable xls format to report all transactions for report period.Development Steps:
Development of Custom Workflow based Leave Tracking and Approval process involved following steps:1. Development of lists which allowed users to manage employee data. It involved development of application for employee list management which allowed users in finance department to:
a. Manage employee data.
b. Update balances at the beginning of a fiscal year.
c. Add/import new employees.
d. Version any manual edit and save old version in historical records.2. Design of Workflow and Infopath form which involved following steps:
4. Design and development of Employee and Manager Dashboards which involved:
a. Creating Custom lists required to implement workflow steps.
b. Designing Infopath form to implement employee vacation form request.
c. Developing Business Logic to implement:
- Access of Vacation request form to employees.
- Vacation requests to be routed to Managers daily until action is taken, through email.
- Notification of review to users in finance department on approval by manager.
- Notification of approval or denial to the employee.
- Automated updates on shared calendars and other leave records.
- Automated Notifications and email alerts at different steps of workflow.
d. Developing Workflow steps based on business logic.
3. Development and Implementation of Workflow Actions which involved following steps:
a. Designing conditions and actions based on business logic to achieve following actions:
-Vacation requests to be routed to Managers daily until action is taken, through email.
- Notification of review to users in finance department on approval by manager.
- Notification of approval or denial to the employee.
- Automated updates on shared calendars and other leave records.
- Automated Notifications and email alerts at different steps of workflow.
b. Linking designed workflow steps to custom lists to implement the above actions.a. Developing applications for implementing role based views and dashboards:
b. Employee Dashboard: View of leave request and balance.
c. Manager Dashboard: Consolidated view of employees, all leaves on single calendar and for single employee.
d. HR/Finance Dashboard: Leave tracking report in exportable xls format to report all transactions for report period.
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