- Success Stories
- SharePoint Online
Confidential Document Declaration and Submission-SharePoint Online
Industry
Banking
Banking & Finance
Microsoft SharePoint Online using Microsoft Flow
Customer
Client has provided banking and financial services to millions of customers and businesses since 1967.
Client has provided banking and financial services to millions of customers and businesses since 1967. One of UAE's leading financial institutions with a growing retail presence in the region including Egypt, Qatar, Kuwait and Bahrain. Focus on providing our customers access to a wide range of innovative products and services. It is invariably among the highest performing banks in the Region. Its financial performance reflects on its commitment to continue leading the UAE banking industry.
Challenge
Some of the confidential documents from the management level need to send to the employees to understand the policies and procedures of the bank. These documents need attention from those who received the documents. It is mandatory that each receiver should go through those confidential documents. Whenever the management will send a document, employees will sometimes go through the document or neglect those documents. The employees are totally unaware of the documents what the document is all about.
Solution
So the customer decided to implement a confidential document declaration and submission system using SharePoint online with the help of Technomax. The system will send the confidential documents to the respective employees. Microsoft FLOW enabled approval system helped the management to easily track the number and the details of the employees who had visited the article page and who rejected it.
Benefits
The main features of the portal were:
- Management can track who had read the document.
- How many times a user had visited the documents.
- Able to ensure that all the confidential documents are read by the employees.
Contact us
United Arab Emirates Office
Building No. A5, Office No. 415,
Dubai World Central,
Dubai South, UAE
+971 4 238 5511
United States Office
RemoSystems, 11 Apex Drive,
Suite 300A PMB 1015,
Marlborough, MA 01752
+1 508-355-3337
India Office
Plot No. 1 To X-A, Rajas Garden,
Phase 1, Noombal, Tiruvallur,
Chennai – 600072
+91 9952971925