Making Some Tweaks on a SharePoint Portal

Client Requirement:

The client approached us with his existing SharePoint portal and wanted us to make some changes on it in terms of helping it work better.

Our Endeavor:

• Now consultant can upload documents onto the AAvenue with appropriate tagging.
• The documents then go to his client Manager/Director (Client Gatekeeper) for approval and to the MD for information (option to disapprove).
• If Manager/Director (Client Gatekeeper) approves the documents, it becomes available on the all documents library – anyone can find this document through browse/search.
• Any documents uploaded by Manager/Director/MD directly has been made available on the all documents libraries (don’t need further approval)

• To initiate a project, the SharePoint admin can create a project site and can add members onto the site.
• The team consists of consultants, manager, director and Mds. They can upload document on the AAvenue with appropriate tagging.
• The uploaded documents become available only to the team members belonging to that particular project.
• If a new member joins the team, Client Gatekeeper intimate the SharePoint Admin, and he/she can add that member to that particular project.
• At any time, a client document can be added to the queue for uploading to the all documents libraries.

• Bi-weekly/monthly reports have been available to SharePoint admin with list of documents uploaded (to all documents libraries).
• He/she can verify the tagging and appropriateness and reach out to the respective client gatekeepers in case of any issue that needs to be resolved.
• In case any particular Client Gatekeeper is on vacation or unavailable, SharePoint admin has been made able to approve documents for upload to the all documents libraries.