Enhancing Client Engagement with a User Friendly Extranet Portal

Enhancing Client Engagement with a User-Friendly Extranet Portal

Industry:
Finance

Technology Used:

  • MOSS 2007
  • C# .NET
  • .NET 2.0
  • Visual Studio 2008

Client:

A Chicago-based financial services company

Requirement:

    Refine and stabilize an existing SharePoint portal for account payable processes, custom workflows, and event handlers.

Solution Delivered:

TechWize led a comprehensive stabilization project to address existing issues within the SharePoint portal. Extensive bug fixing and performance enhancements were implemented in custom workflows, including Accounts Payable Invoice and Invoice Batches. Custom event handlers were optimized for efficient processing. The portal was then updated and deployed on both staging and production servers.

Results:

The client was able to get the following results –

The project resulted in

  • Improved Client Engagement:Enhanced portal functionality and stability fostered greater client satisfaction and trust.
  • Streamlined Document Access:Optimized document management systems facilitated easier access to crucial information for clients.
  • Enhanced Account Management:Improved account payable processes and workflow efficiency streamlined financial operations.

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