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testimonialThe true value of the AgilePoint solution, which quickly met the needs and goals of the client, is the ability to create workflows without reliance on the Information Technology department. testimonial  
​Client Success Story >

Commercial Construction Firm

AgilePoint Workflow Project

Challenge >

Many of this Risetime client's workflow and business processes were growing in complexity and becoming difficult to manage in SharePoint. Additionally, business users could not create workflows without IT involvement, and IT’s heavy workload prevented them from creating the workflows in a timely manner.
 

Goal >

The client sought to reduce reliance on IT by empowering knowledge workers to create and modify critical business workflows. They recognized the need for a user-friendly, SharePoint-compatible solution in order to automate processes languishing on I.T. backlogs, and quickly identified AgilePoint as the ideal solution for them.   
 

Solution >

Risetime’s engagement was focused on assisting them to ramp-up use of the AgilePoint solution as quickly as possible. This goal was accomplished by:
 
1.
  • Implementing AgilePoint in their environment.
2.
  • Providing user training and best practices guidelines.
3.
  • Creating two workflows in the working environment:

 
 
  • •  
Vacation/Time-Off Request Workflow: This workflow was created to better manage and monitor employee time off requests and status. It automates the vacation request process and updates business unit calendars immediately. When a user creates a new vacation request, the user’s manager receives a notification, and can approve or deny the request triggering a calendar item or notification of denial.
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 • New Project/Site Collection Request Workflow: Use of their internal SharePoint portal for client and project management had been well established. They recognized the need to create workflows around client projects in order to quickly and efficiently service client needs and maintain seamless communications to effectively manage those relationships. This workflow initiates at the kick-off of a new project; creating a new site for the project, creating a user group within the site, notifying the appropriate users, and populating a list with the pertinent project information.​
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The two workflows demonstrated proof of concept, and gave the clients AgilePoint users the skills they needed to create workflows on their own for future use.

 

Value >

Creation and deployment of workflows is now under the control of line of business managers and knowledge workers, who are closely aligned with the needs of the business. Risetime’s ability to train business users and leave the client to develop the remaining workflows on their own truly reflects the usability of AgilePoint.
The true value of the AgilePoint solution, which quickly met the needs and goals of the client, is the ability to create workflows without reliance on the Information Technology department. This has empowered and educated the business users, by allowing them to control and thoroughly understand end-to-end processes.
 
To find out how Risetime can bring exceptional results like these to your business, contact us today. 


 

Project

Provide implementation, training, best practice guidelines and proof of concept workflows to allow the client to quickly ramp-up use of the new Business Process Management tool, AgilePoint.
 

Client Profile

Commercial and Heavy Construction firm with projects throughout North America. 
 

Technology
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  • Microsoft SharePoint
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  • Microsoft InfoPath
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