Archive for the ‘SharePoint 2013’ Category

IT Consulting Case Studies: Microsoft SharePoint Server for CMS

Friday, February 14th, 2014

Gyver Networks recently designed and deployed a Microsoft SharePoint Server infrastructure for a financial consulting firm servicing banks and depository institutions with assets in excess of $200 billion.

Challenge:  A company specializing in regulatory compliance audits for financial institutions found themselves inundated by documents submitted via inconsistent workflow processes, raising concerns regarding security and content management as they continued to expand.

http://officeimg.vo.msecnd.net/en-us/files/819/194/ZA103888538.pngWith many such projects running concurrently, keeping up with the back-and-forth flow of multiple versions of the same documents became increasingly difficult.  Further complicating matters, the submission process consisted of clients sending email attachments or uploading files to a company FTP server, then emailing to let staff know something was sent.  Other areas of concern included:

  • Security of submitted financial data in transit and at rest, as defined in SSAE 16 and 201 CMR 17.00, among other standards and regulations
  • Secure, customized, compartmentalized client access
  • Advanced user management
  • Internal and external collaboration (multiple users working on the same documents simultaneously)
  • Change and version tracking
  • Comprehensive search capabilities
  • Client alerts, access to project updates and timelines, and feedback

Resolution: Gyver Networks proposed a Microsoft SharePoint Server environment as the ideal enterprise content management system (CMS) to replace their existing processes.  Once deployed, existing archives and client profiles were migrated into the SharePoint infrastructure designed for each respective client and, seamlessly, the company was fully operational and ready to go live.

Now, instead of an insecure and confusing combination of emails, FTP submissions, and cloud-hosted, third-party management software, they are able to host their own secure, all-in-one CMS on premises, including:

  • 256-bit encryption of data in transit and at rest
  • Distinct SharePoint sites and logins for each client, with customizable access permissions and retention policies for subsites and libraries
  • Advanced collaboration features, with document checkout, change review and approval, and workflows
  • Metadata options so users can find what they’re searching for instantly
  • Client-customized email alerts, views, reporting, timelines, and the ability to submit requests and feedback directly through the SharePoint portal

The end result?  Clients of this company are thrilled to have a comprehensive content management system that not only saves them time and provides secure submission and archiving, but also offers enhanced project oversight and advanced-metric reporting capabilities.

The consulting firm itself experienced an immediate increase in productivity, efficiency, and client retention rates; they are in full compliance with all regulations and standards governing security and privacy; and they are now prepared for future expansion with a scalable enterprise CMS solution that can grow as they do.

Contact Gyver Networks today to learn more about what Microsoft SharePoint Server can do for your organization.  Whether you require a simple standalone installation or a more complex hybrid SharePoint Server farm, we can assist you in planning, deploying, administration, and troubleshooting to ensure you get the most out of your investment.