Client Case Study

Sharepoint Intranet SystemThe Challenge

One of the world’s largest fi nancial institutions re-quired a solution to increase the effi ciency of a depart-mental Intranet site. The previous site, written in .NET for Wealth Management, was advanced for its time, but cumbersome to use. A new solution was required to provide stakeholders with more actionable infor-mation for informed decisions.

The Solution

As a Microsoft Gold Partner certifi ed in Mid-Market Solutions, DATA Inc, provided resources to identify and develop a solution with the same functionality as the previous intranet site. Working with Wealth Management, DATA Inc. determined that the previous .NET Intranet Site could be re-developed into a robust solution using SharePoint 2007.

Using the old site as a base, DATA Inc mapped out the functionality, layouts and new workfl ows. This allowed for quick identifi cation and match up of out-of-the-box functionalities between the two platforms.

From there, using a mix of .NET capabilities, InfoPath, SharePoint Designer 2007 and Visual Studio for custom workfl ows, DATA Inc. further customized the site to enhance the information retrieval abilities already avail-able for Wealth Management.

The Result

The solution duplicated the functionality and expanded the wealth of information available to stakeholders within Wealth Management – allowing them to make more informed business decisions through actionable intelligence, and streamlining business processes through automated forms management.

Technologies Used

• SharePoint 2007 • Visio 2007 • SharePoint Designer 2007 • .NET Framework • Microsoft InfoPath • Visual Studio 2008

www.datainc.biz | 201-802-9800

Client: A global fi nancial institution specializing in consumer and business fi nancial solutions.

Location: Jersey City, New Jersey

Type of Project: On-site at Client Location

Duration: Ongoing

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