Document and Request Management System

The document and request management system is developed by a leading software development service provider in India. It is created based on a request from the company’s client based in the United Arab Emirates that has a chain of restaurants facing difficulties in its day-to-day coordination since most of the tasks were manually handled and information distributed in many different branches.

THE CHALLENGE

The challenge for the client is that the quality of their service was at stake. Moreover, it was also hard to manage discrete resources. They needed a software app that could handle their internal complex workflow, despite isolated departments and branches. Additionally, the solution must fill up the gap into existing workflow, enhance and smoothen it.

THE MAJOR CHALLENGES

The major challenges of the UAE-based client are the following:

1. Make a BDC Model for Oracle connectivity
2. Integrate external list content from Oracle with document template
3. Incorporate SSRS with SharePoint

THE SOLUTION

The leading software company in India developed the Document and Request Management system, which is an intranet web app that’s based on the SharePoint Server. The system handles the HR workflow, document library and handle the request and event or appointment management. In every workflow, certain users have permission to carry out a certain task. To ensure that every user could successfully carry out their task, as per user’s job responsibility, two to five access levels were defined in the workflow. The key processed carried out in every workflow are explained here:

DOCUMENT MANAGEMENT

A document library is configured to have five libraries, such as the Employees, Admin, Managers, Branches and Public Section. Every library has predefined permission that could be customized as per the requirement of the user. An authenticated user could make, upload and search documents in the libraries. Moreover, it also facilitates custom templates for various business processes. For instance, the template for Notice Contract. Users could also upload pictures or documents in ‘My Site’ and share them.

BUDGET MATRIX

It shows availability of employees with regards to the actual employees required for every job position at each region and branch.

PENALTY

Show area and the branch wise paid penalties with information

ADMIN

It has the settings required for site management. For instance, site permission, SP user group, regional settings define as well as customize site configure parameters and set up timer job app.

THE RESULT

The system eradicates manual work, fill the gap and enhance existing workflow. Due to the defined permission level, only intended users would get the intended information and could execute the task intended. Every day, a user is loaded with various requests and tasks. The Document and Request Management system would help them prioritize their task and accomplish them successfully and on time.

The system also makes it easy to keep tabs of statuses of any task or work. It also enables identifying the bottleneck at any stage and thus proper solution or decision could be taken at the right time. The information sharing among various users or group is now easy and possible.

TECHNOLOGY USED

Framework: Microsoft.NET 4.0

Development Tool: Microsoft SharePoint Server 2010 Standard Edition

Database: Microsoft SQL Server 2008

THE MISSION OF THE SOFTWARE DEVELOPMENT COMPANY IN INDIA

The mission of the service provider in India is to achieve its goal of providing distinguished software services in the global markets through constant technology innovation, illuminating the surroundings via sharing knowledge and adopting an Integral approach towards work and so creating a nurturing and congenial environment that enables boosting revenues consequently, increasing assets for all stakeholders.

It also aims to partner with different clients that help in bring fresh ideas into the organization, ensuring youth in innovation and so boosting quality standards, along with business productivity growth. Another goal is to be a fair and trustworthy business partner. It wants to maintain and upgrade the quality of work and motivating people to deliver work to the satisfaction of the clientele constantly.

THE VALUES

The service provider aims to deliver best industry practices, along with the emerging dependable and practical technological solutions. The team is specialized in each and every facet of software development. The company nurtures and cherishes values and interactions with all clients and employees. They have high regards for individual value that builds a transparent atmosphere, making certain outstanding rapport and teamwork, built within the company. The values are reflected in:

• Confidentiality with regards to work
• Developing lasting beneficial relationships with clients
• Integrity expressed
• Reliable and independent business objectives
• Learning and growing atmosphere

The document and request management system developed by the leading software company in India definitely meets the specific requirements of the client.

Dhrumit Shukla is Business Development Manager with TatvaSoft - a custom software development company. He writes about Technology Trends, experience working with B2B and B2C clients.