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SharePoint 2013 implementation for the local finance division of an international healthcare

Consumer Lifestyle
Knowledge Capital@IQ


SharePoint 2013 implementation for the local finance division of an international healthcare

Case background:

SharePoint 2013 implementation for the local finance division of an international healthcare, consumer lifestyle and lighting technology company (2015/16).

Key business challenges:
With finance divisions in three countries, our client needed a central platform for employees to share documents and collaborate. There was also a problem with knowledge retention, as employees would save documents on their local PCs, USBs, and a local drive.
There was a large staff turnover at this point due to company restructuring.

In order to address these issues, the Knowledge Capital team developed two SharePoint portals through
Designing a site taxonomy (metadata etc.):

  • Designing (in terms of structure and look and feel) and building the actual SharePoint platform.
  • Creating permissions groups.
  • Creating workflows to automate some of the more important manual processes.
  • Creating a calendar service to inform employees about daily tasks.
  • Dashboard reporting.
  • Content migration.
  • Training.

How we helped their business grow:

This portal became employees’ first port of call, as it contained all the artefacts required to complete their work from processes, to policies, to KPIs broken down by value chain.

Collaboration between finance teams based in different countries.

Improved information security structure based on permissions.

Our approach:

SharePoint 2013 implementation for the local finance division of an international healthcare

Designing (in terms of structure and look and feel) and building the actual SharePoint platform.


SharePoint 2013 implementation for the local finance division of an international healthcare

Creating permissions groups.


SharePoint 2013 implementation for the local finance division of an international healthcare

Creating workflows to automate some of the more important manual processes.

Benefits to client:

SharePoint 2013 implementation for the local finance division of an international healthcare

This portal became employees' first port of call, as it contained all the artefacts required to complete their work from processes, to policies, to KPIs broken down by value chain.


SharePoint 2013 implementation for the local finance division of an international healthcare

Collaboration between finance teams based in different countries.


SharePoint 2013 implementation for the local finance division of an international healthcare

Improved information security structure based on permissions.

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