About the Client

Client is one of the oldest public accounting firms in Houston, providing financial services, such as, fraud prevention, audit and financial consultation, tax planning and estate dealing to both companies and individuals across Texas.

Business Challenge

Client was dissatisfied with its existing SharePoint infrastructure for client management applications and workflow management. Client wanted solutions on advanced and structured ways of running its business.

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Silicus Solution

Silicus reinvented client’s entire line of business making its operation more convenient and efficient, without disturbing the existing work-models:

  • Synchronizing with client’s existing in-house software to pull data from and also add new data
  • Upgrading older version of SharePoint to SharePoint 2010
  • Enhancing existing features (applications and forms)
  • Enhancing user experience (UX) using customized screen layouts and forms
  • Adding new business tools as per client’s present-day requirements

Silicus offered the following SharePoint solutions:

    • SharePoint 2010 farm setup: data migration and deployment and configuration of features as-is from existing SharePoint version to SharePoint 2010 farm
    • Outlook integration: as soon as client has a new customer, his/her details get integrated in client’s outlook and other SharePoint applications
    • Web-enabled InfoPath Forms: existing InfoPath forms were all desktop-based, backed by code. This blocked users’ access to them once they switched machines. Silicus migrated all the forms to browser-based forms which needed no coding and provided their access to authorized users from anywhere, anytime

Innovative solutions offered by Silicus, and not part SharePoint’s Out-Of-The-Box features included:

  • Personalized Dashboard: Silicus created a dashboard as a common platform for bulk project and task updates
  • Dropdown in Search bar: search scope in SharePoint’s OOTB is generic to the entire portal. Silicus made this search narrow down to specific categories as dropdown navigations, enhancing user experience and enabling faster and more relevant searches
  • Easy-to-use Document Viewer: Silicus created a tool part as ‘tree-view of documents’ for quicker and direct access to documents. Also, documents can be read without downloading
  • Ribbon customization: new tool parts like ‘’Move To Planning’’ were added to the ribbon for prompt access to a function

Technologies Used

Language ASP.NET MVC4
Language

C#, HTML5

Language ASP.NET MVC4
Platform

SharePoint 2010, Microsoft.NET

Database SQL Server 2012
Database

SQL Server 2008

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

JQuery, JavaScript, CSS, InfoPath

Client Benefits

Saved Time and Effort

Web-enabled InfoPath forms, tree-view for documents, and more such shortcuts directly impacted work-speed and response-time to customers, enabling quicker turnaround of deliverables

Organized Bulk Data and Functions

With multiple services and customers, client had massive data and functions to deal with. Customized dashboard, dropdowns in search, and enhancements in client’s business tools turned-around this situation

2700 Post Oak Blvd, Suite 1625 | Houston, TX 77056 | www.silicus.com | (866) 912-8855 | info@silicus.com

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