Case Studies Katpro-SharePoint, Office 365

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T E C H N O L O G I E S P V T LT D
CASE STUDIES

2. Corporate Intranet On SharePoint
Industry: Retail
Country: Saudi Arabia
Solution: Corporate Intranet on SharePoint
Technologies & Tools: Technology: C#.NET, SharePoint 2010Database: MS SQL
Server 2008 R2
Background: Our Client is one of the leading suppliers of
packaging products in the Middle East. They also have one of the
largest bookstores in the Middle East. They have their own
publishing Division, which produced more than 1000 different
titles. Currently they have over 30 Stores under operation with
average store size 3000 – 4000 Sq. Mt.
Challenges: Being a group of companies, our client had multiple
critical business processes built on different platforms. They were
looking to invest in a platform that the whole Group could utilize
in order to make processing of information more efficient; both
intercompany and across the Group. The new platform needed to
allow relevant information to be shared clearly between the large
number of staff, the companies that sit within the Group and the
separate support functions and departments.

3. Corporate Intranet On SharePoint
Solution: We started with an analysis of the key businesses
processes that our client wanted to streamline using an intranet.
Meeting with key stakeholders, the team was able to determine
the business value of each existing process as well as all proposed
and desired modifications. Once our team understood the needs
of the business, the next step was to create a project plan to reengineering these processes into a collaborative workflow of
enabled SharePoint sites that would allow users to create, share
and approve information. A phased approach was devised in
which a mix of business applications would be deployed in each
phase. Katpro team developed a master intranet page with subsites for each specific department and its related business
processes. Document libraries, lists, discussion boards and other
SharePoint features were used to create business applications on
the SharePoint platform. Custom web parts were created to
resolve specific business issues and meet requirements. Active
Directory was set as the permissions platform and was used
extensively to manage user access into specific business
application sub-sites.

4. Corporate Intranet On SharePoint
SharePoint Reporting Services were used for ad-hoc reports and
dashboard tools. MySites in collaboration with Lync was enabled
for communication. Approval workflows and alerts were
incorporated into the sites as required.
Katpro also architected an effective SharePoint extranet solution
that would enable staff and vendors to manage all aspects of the
shipping and order tracking requests. Our team created a
SharePoint extranet solution that leveraged forms based
authentication using a separate instance of Microsoft® SQL
Server instead of having vendor information in the Active
Directory. Custom SharePoint Web Parts were leveraged to
create a strong authentication process for vendors to login and
review requests. The vendors only have access to their own
requests and were able to process the requests. Once the
requests were processed, vendors are able to notify appropriate
staff members of shipment status as well as provide them with
real time tracking information.

5. Corporate Intranet On SharePoint
Result: Our Client now has a very successful and dynamic
Intranet that has been well received and adopted by their
employees. The Intranet was well received at all levels within the
group of companies.
Some additional benefits include:
• Operational and maintenance cost savings for IT
• Improved information flow throughout the organization by
providing for consistent cross-company communication.
• Centralized information allowing for single version of the truth
• Search capabilities implemented to reduce staff time spent
looking for information
• Increased employee productivity by securely providing access
to the most recent information
• Reduced turnaround time by providing a central site to access
and search for information and documents
The SharePoint Extranet solution has drastically streamlined the
entire shipping process and has been instrumental in reducing
request processing time as well and the enhanced tracking of all
requests.

6. Vendor and Contract Management
Industry: Manufacturing
Country: USA
Solution: Vendor & Contract Management on SharePoint
Technologies & Tools: Technology: C#.NET, SharePoint 2010Database: MS SQL
Server 2008 R2
Background: The customer is a North Carolina, US based
automobile manufacturing company that has clients, vendors
and other operations worldwide.
Challenges: Most of the order and purchase tracking currently
was being done through emails and spreadsheet manually. The
client wanted to have a system that enables them to view,
collaborate and manage vendors within their supply chain and
also track the progress of the orders through an integrated
system. There were difficulties in referring to policies, spend
limits and procedures before placing orders for procurement. The
users were currently monitoring the status of the orders only
through emails/ phone calls. The client also had a few other
business applications that needed a reporting solution for easy
sharing and collaboration

7. Vendor and Contract Management
Why SharePoint: SharePoint provides built-in infrastructure for
document management, versioning, workflow integration apart
from collaboration and reporting capabilities.
Solution: The SharePoint based solution that Katpro provided
allowed users from within the corporate Active Directory (AD)
and also partners and vendors from the Extranet to log in to the
system to participate in the vendor and procurement process.
Katpro helped in building the entire SharePoint based system
which included document libraries, information management
and policies, approval workflows, site topology, custom
branding, custom forms, meta data management and search.

8. Vendor and Contract Management
Katpro Advantage: Katpro with it wide area of expertise in
implementing and deploying SharePoint applications to various
corporate clients was able to methodically analyze, plan, deliver
on-time the Contract and Procurement management system to
this client. Katpro has very experienced developer and architects
who have wide and deep understanding of Microsoft
Technologies who work together in delivering cutting edge
SharePoint solutions, that are scalable, flexible and performance
oriented.

9. Vendor and Contract Management
Result: The client was able to see visible results in order approval
and traceability with the help of the solution that Katpro helped
develop. Vendors were able to view log in from their offices and
view the RFPs and also respond to them in defined timelines and
approval and feedback features to record and track approval
process. Our client was able to manage orders and procurement
requests to vendors and generate reports on the progress of the
orders and other key KPIs against each vendor and orders. With
the help of document management and sharing, users were able
to easily refer to policy documents and other guidelines before
creating procurement requests.

10. Vendor and Contract Management
Result: The client was able to see visible results in order approval
and traceability with the help of the solution that Katpro helped
develop. Vendors were able to view log in from their offices and
view the RFPs and also respond to them in defined timelines and
approval and feedback features to record and track approval
process. Our client was able to manage orders and procurement
requests to vendors and generate reports on the progress of the
orders and other key KPIs against each vendor and orders. With
the help of document management and sharing, users were able
to easily refer to policy documents and other guidelines before
creating procurement requests.

11. Medical Transcription Management
Industry: Health Care
Country: India
Solution: Medical Transcription management
Technologies & Tools: Technology: C#.NET, WPF, WCF, Microsoft
Azure Database: MS SQL Azure
Background: Our Client is a transcription industry leader in
providing medical transcription services and medical records
Challenges: Our Client needed a standard platform that will allow
all the transcription and assignment workflow engines to
communicate and streamline the day-to-day operation. Originally
they were using workflow and transcription system that were not
integrated and required significant amount of manual process to
keep track of the transcription performed by the Medical
Transcriptionist and the Quality Assurance performed by internal
processing team. Our client hired Katpro Technologies to design
and develop a hosted middleware web based application that will
tie all the core components and automate the business process
with real-time reporting and tracking component to allow our
client to account for each step of the process

12. Medical Transcription Management
Solution: Katpro Technologies designed and developed Cloudbased Medical Transcription Portal that was the primary platform
to streamline and automate our client day-to-day business
process. Katpro Technologies was successful in creating a
backend work flow process that streamlined the business process
with minimal human error and achieved cost reduction. We used
Windows Communication Foundation (WCF), Microsoft SQL
Azure Database and Microsoft C# to develop the enterprise level
cloud-based web application. The Medical Transcription Portal is
composed of the following distinct functional modules:
Task management: This module streamlines the work
assignments and completion of transcription by the Medical
Transcriptionist
Upload: This module will allow the admin to upload multiple
patient details comprised in an excel sheet along with the
patient’s details hard copy in PDF format.
Reports: Patients reports will be auto generated depending on
different parameters assigned.

13. Medical Transcription Management
Documents Archive (Client Management – Portal): The client
portal allows the client direct access to their archived medical
records. This module provides clients with basic and advance
search features to allow them to view or download their work.
This module is an online archiving portal to allow clients to access
their patient information anytime and anywhere.
Automated Task Allocation: Tasks will be auto allocated to
different transcriptionists based on their availability.
Billing: Automated invoicing and billing based on the completed
assignments in the Task Management module. This module
provides easy email based invoicing as well as flexible manual
invoicing for client with special billing cycle
Payroll: Provided complete payroll report with complete
employee line count, hourly and contribution amount.

14. Health Improvement and Management System
Industry: Health Care
Country: India
Solution: Health Improvement & Management System
Technologies & Tools: Technology: C#, ASP.NET, WCF, Microsoft
Azure Database: MS SQL Azure
Background: Our client specializes in offering wellness solutions
to individuals as their main focus is to improve the health
behavior of the individuals. Their main areas of focus are
individuals (working in the company), the enterprise and the
insurance company. They wanted to help the individual to
maintain their personal wellness, the enterprise to maintain a
record of their employees and the insurance company to reach
their consumer in a easy and transparent manner

15. Health Improvement and Management System
Challenges: When employees join an institute they need to take
medical check up and submit reports but the access to those
reports is difficult when it is required. So a platform where all the
personal data can be stored can prove to be really useful.
Also as an individual In our busy life, it is difficult to have a track
on our health status(unless very necessary). Keeping a track can
be a boon for health administrators/Doctors as it can help them
not only in diagnosing but also in explaining the cause of the
disease, hence helping them take proper decision in the
treatment. This will automatically help the individual.
As an Enterprise The main cause of worry for various enterprises
is the absence of the employees from work and the reason being
their health issue. It’s also been a challenge for them to work on
this issue. Records can help them sort the problem along with a
good plan on health premiums, which suits best.
As Insurers The challenge for an insurer always remains reaching
out to their customers and helping them in the best possible way
they can.

16. Health Improvement and Management System
As Administrator The problem is management of huge data in a
common platform, easy access and storage.
So the client seeks Katpro’s help to decide a platform where all
the health records can be saved so that the employees can access
it with their own credentials and also from other social
networking sites. A solution for the administrators can manage
the employee’s information and use it as and when needed. A
solution for HR/enterprise management where they can
overview the health status of the employees and provide access
to the doctor to send Emails and view general employee data.

17. Health Improvement and Management System
Solution: Katpro helps in development and knowledge
transfer
Katpro analyses the problem and comes with a solution that can
cater to all the categories which includes the individual
(employee), the enterprise (company) and also the insurance
company.
Innovative service oriented architecture provides a common
platform for storage and retrieval of health records.
The solution is divided in different categories as per the
requirement of the client.
1.Normal user (employee)
2.Employee
3.Administrator

18. Health Improvement and Management System
The Portal is composed of the following distinct functional
modules:• A timeline chart showing record of employee’s blood
pressure, weight and the goals and requirement to maintain
good health.
• An option to throw a challenge to another user and compare
the readings if the other user is willing to share
• An option to set goals and fulfill the targets accordingly. For
example losing weight or blood pressure
• A Medication Chart where employees can update their
medication status
• Alerts can be created by users

19. Health Improvement and Management System
Result: The employees of our client were able to monitor their
health status and lead a healthy life, adding more value to their
life and work.
Richer data is available more quickly.
Our client was able to maintain huge data of employee
information
A model for enterprises and organizations
This systemized health record system can be followed by
enterprises to develop a healthy relationship with the employees
and help them to improve health behavior along with their work
outputs.

20. Integrated Learning Management Solution
Industry: Education
Country: India
Solution: Integrated Learning Management Solution
Technologies & Tools: Technology: C#.NET, ASP.NET 4.0, AJAX Database: MS
SQL Server 2008 R2/ Microsoft SQL Azure Hosting Environment: Windows Server
2008 R2/ Windows Azure
Background: Our Client, a learning technology startup
headquartered at Bangalore, provides technology solutions to
create active learning content and integrate them in existing
learning solutions. They work with education content providers,
publishers, online learning companies, universities and
autonomous institutes to develop custom solutions for activity
based learning solutions across K-12 and higher education
domains.

21. Integrated Learning Management Solution
Challenges: Our Client wanted a scalable and fast web based
solution for colleges to conduct online programming tests to
students. The solution should be capable of handling multiple
tenants. The solution has to be a cloud based solution in order to
be accessed through multiple devices irrespective of their
location.
Solution: For implementation and development of the new
Integrated Learning Management Solution, our client conducted
an extensive search of software development companies and
chose Katpro as the most competent company in SaaS systems
sphere.
A course creation and delivery environment was delivered,
whereby a users can simply create new courses, new modules
within courses, and new topics within modules, using and editing
a tree hierarchy of courses, modules and topics.

22. Integrated Learning Management Solution
A topic may have several learning objects associated with it: for
example, the text of a lecture in PDF format, the associated
PowerPoint presentation, details of formal group work (PDF or a
Word document), a feedback form, and so on. There is a facility
to edit, move, reorganize, duplicate and delete course elements
and add learning objects through Question Bank Management
module.
A workflow was implemented that automated the process,
giving content creators freedom to upload and update their
material in a repository while also allowing course leaders and
staff at the Department of eLearning control in the assembly and
release of modules. A flexible role based permissions system was
provided giving the multiple permissions required.
Once a module is compiled and approved for release, a
publication mechanism releases the module materials to one or
more cohorts and integrates it with the appropriate discussion
forums and community groups.

23. Integrated Learning Management Solution
Each user has responsibility for particular areas, such as learning
module development or proof reading etc. Each course has a
‘Course Leader’ who can also be multiple other roles, depending
upon the area of the system they are accessing. The system
automatically provides the correct permissions and content entry
points for each user.
From a student’s perspective, they can log in to a particular
course and their progression can be monitored. The system
automatically configures content and the look and feel of the
web environment based on the students progression. Katpro
integrates all the client’s back office data and other systems to
dynamically deliver relevant information to each student.
Katpro’s tree structure makes use of ‘Content Types’, the tree
structure nodes are essentially place holders for content that will
be used in the development and delivery of content. Content
may or may not be published, or may be made securely available
to members, subscribers or visitors that login to the website. Any
associated files that should not be made available are
automatically locked from view and are inaccessible.

24. Integrated Learning Management Solution
Result: Katpro rolled out a fully functional learning management
solution with the following features:
• Browser-based interface, available over the web hosted in
Microsoft Azure
• SQL server data basing, ASP.NET programming
• Scalable and stable
• Secure data
• Faster query Processing
• Centralizes course and learner administration
• Convenient reporting and learner assessment
• Course recommendations linked to competencies and
assessment results
• Intuitive and user-friendly
• Fully developed and tested
• Built-in certification, quizzing, evaluation

25. Integrated Learning Management Solution
• Course sharing with other systems
• For the learner: E-mail confirmation, view history, selfassessment by competency
• Calendars, FAQs, mass e-mails to subgroups and customized emails
• Multiple levels of administration permit customization beyond
standard course administrator and global administrator;
cascading system of read/modify/approve rights based on
administrative level
• Asynchronous dialogue course approval process for
administrators
• Individually branded interface
• SCORM compliant

26. Thank You