Vuealta – SharePoint Intranet & Training Workshop

Vuealta – SharePoint Intranet & Training Workshop

Company Introduction

Vuealta is an international company providing tailored advisory, implementation and ongoing support services for Anaplan, a leading planning platform provider. A trusted advisor in business process and transformation, they work with global organisations to take a more unified and collaborative approach to planning – connecting people, plans and data to enable faster decision making.

Client Brief

Our client already had a Microsoft Office 365 subscription for Outlook, Word and Excel. They were using Drop Box to store and share files throughout the company. They wanted a company intranet which allowed them to have the functionality of these separate programs under one roof. Other requirements for the intranet are as follows…

  • Standardisation of document storage for the entire business.
  • Secure and compliant with GDPR regulations.
  • Enables access for the entire Vuealta global team with permission groups as necessary to manage the access and provide secure areas as well as publicly accessible areas.
  • Metadata as required for various document types, enabling the tagging of all documents and files stored in SharePoint, for easier searching and filtering.
  • Enable Vuealta staff to find relevant Vuealta case studies or Vuealta Consultants in different offices to share Best Practice – Customer Reference (Pre-Sales) & Customer Success (After Sales).
  • Ability to locate information through SharePoint’s extensive search and filtering features.
  • O365 Delve integration – user pages that use AI to build meaningful profiles over time for all users on O365. Delve will also associate the profile with the documents being opened frequently, pages visited frequently, among other things.

Dolphin Networks Solution

We sat down with the client over multiple online meetings to refine the bespoke details, online meetings were more convenient for the client due to travel distances, but thanks to the tools available with Microsoft Teams it was like being in the same room!

Once agreeing on a final design for the intranet landing page our developers used HTML and JavaScript to edit the SharePoint Modern layout to the bespoke requirements of the client and their branding. Vuealta also invested into a full Office 365 licences for the hole company, this allows any user to edit and upload any document hat can be edited with the Office 365 suite, and, depending on the authority of the users Microsoft account can give users view, editing and sharing rights to documents, this feature was key for displaying the company policies.