About the Client

The client is an independent broker-dealer organization specializing in financial services and securities. They provide financial advisors analysis and research on less-explored products such as mutual funds, third-party money managers, and variable annuities. They also perform extensive due diligence on certain registered alternative investments including equipment leasing and oil and gas programs.

Since its foundation in 1999, the client has grown to over $131 million in gross revenue and has been featured on the Inc. 500/5000 list of fastest growing private companies in America five times.

Business Challenge

Prior to engaging Silicus, the client lacked a structured, central repository where they could share documents with their field reps. Email was the primary medium for sending and receiving documents, resulting in issues with collaboration and tracking document versions. They also faced problems with overall content management and website usability. The client was looking for a solution that would allow them to automate their website with the following capabilities:

  • A well-managed, user-friendly website with a SharePoint document library to locate the latest versions of updated documents and facilitate collaboration around documents and files
  • Request capability for representatives to log service requests and view service offerings for their clients

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Silicus Solution

Silicus implemented SharePoint in their environment with the following features:

Sharepoint Document Library
  • Central repository of all documents in editable and non-editable formats
  • Links to pages with important information to other sub-systems without re-logging (via single sign-on capability)
  • Availability of user guides and videos for training and reference purposes
  • Ability to bookmark favorite documents for future sessions
  • Capability to view and sort information either by ascending or descending order
Service Request
  • Technical support to submit tickets for issues
  • Customer service to submit requests for advisory support
Intuitive UI Design/Bread-Crumb And Left-Navigation Features
  • Allows users to keep track of their locations within the website or individual pages
  • Top and left-navigation to enable users to quickly access pages within the website
User Profile And Details
  • “My Profile” dropdown menu lists forms, documents, and external links
  • “My Details” link includes representative’s profile information
New Search Functionality
  • Search functionality is now implemented across the entire website; representatives can search for relevant information quickly and easily
  • Search is localized to document libraries
  • Representatives can additionally search for content in Adobe PDF files
Change Password And Security Settings
  • Representatives can change their passwords and security questions using self-serve methods

Technologies Used

Language ASP.NET MVC4
Language

C#

Database
Database

SQL Server 2008 R2

Framework
Framework

.NET 3.5

Platform
Platforms

.NET / SharePoint

Web Technologies
Web technologies

ASP.NET / SharePoint 2010

DEVELOPMENT ENVIRONMENT
Development Enviornment

.NET 3.5 Framework, SQL Server 2008 R2, SharePoint 2010

3rd Party Integrations QuickBooks Online (For Invoice & Payments)
3rd Party Integrations

System Center Service Manager, MS Dynamics CRM

Reporting
Reporting

SQL Server Reporting Services (SSRS)

Client Benefits

User Friendly And Extensive Features For Improved Service

The SharePoint implementation provided a cost-effective way for the client’s representatives to manage content and improve collaboration. Automating their document libraries helped them store and access accurate, up-to-date information on reports and pertinent documents.

Quick Response Time

Optimized reports allowed for quicker display of data, enabling representatives to view and share information more efficiently. The search capability also enabled representatives to quickly search for information and provide prompt updates.

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