Customization of SharePoint workflows for better collaborationTHE CUSTOMER A global leader in the science of heart valves and hemodynamic monitoring, with more than five decades of experience in developing life savings innovations and selling medical technologies in nearly 100 countries with sales touching $1 billion.
THEIR NEED Enable better collaboration within and between various departments (marketing, sales, clinical, and education), by using SharePoint to upload and share documents across the departments. The documents also had to go through an approval process once they were uploaded. Each department had its own approval process (4 levels in marketing and sales, 3 in clinical and 3 in Education) and the system was required to send an automatic mail notification to the concerned person for approval when a document was uploaded.
OUR DEED Aspire created a document library and custom approval workflow by using out of the box functionality of Sharepoint. Three content types were created based on each department (Sales & Marketing, Clinical and Education), as each department would have its own workflow.
The workflow was created for “N” approval levels, which could be configured at any time. Custom email notifications, reminders and the flexibility to reassign tasks were some of the other unique features built. View the full story (PDF)  |
