Case Study
USAmeribank Transitions to SharePoint 2013, Enhancing Intranet Portal with Updated Branding and Streamlined Business Process Automation.
Established in 2007 by the Steans Family, USAmeribank is an independent financial institution that serves both businesses and individuals in Florida and Alabama. With a systematic and methodical business approach, we strive to provide tailored solutions to meet the diverse needs of our clients.
With assets exceeding $3 billion, USAmeriBank offers customers customized and flexible solutions to manage their daily financial needs and achieve their objectives, embracing what we refer to as "Craft Banking.”
USAmeriBank previously had their intranet portal set up in MOSS 2007. However, this platform proved to be unstable, resulting in numerous issues for employees. Consequently, the support team was inundated with requests that couldn't be effectively addressed due to suboptimal practices during the initial configuration phase.
With the launch of SharePoint 2013, USAmeriBank sought an upgrade to the newest version. Additionally, they aimed to implement an automated project approval process—a streamlined workflow featuring a back-and-forth approach. This automation would replace their current manual process, saving time and minimizing labor-intensive tasks.
"In response to the challenge, we formulated the following objectives:
Ensure the stability of the existing architecture.
"Our objectives included:
Migrating from MOSS 2007 to SharePoint 2013.
"Additionally, our goals encompassed:
Implementing SharePoint Branding to provide a fresh look and feel for the portal.
"Furthermore, we aimed at:
Automating business processes to enhance efficiency.
"We also recognized the necessity for:
Classifying projects within the portal based on various user-selected criteria.
"Lastly, our objectives entailed:
Incorporating robust search functionality to facilitate easy project discovery on the portal."
"An extensive health-check was conducted to analyze and pinpoint issues within the current intranet portal. Identified issues were effectively addressed and resolved.
"Given the scope of migrating to SharePoint 2013, a new architecture was meticulously designed and configured to accommodate the upgrade. Content from the previous environment was seamlessly migrated to the SharePoint 2013 platform using ShareGate tool and PowerShell Scripts.
"The intranet portal underwent a comprehensive rebranding process in accordance with design guidelines, incorporating enhancements and leveraging the new features of SharePoint 2013.
"To streamline the manual project approval process, a state machine workflow was developed. This 3-stage workflow, consisting of Initiation, Mentoring, and Sharing phases, was crafted as a custom solution using Microsoft Visual Studio 2013.
"Within this workflow, users submit A3 reports for approval by their supervisors. Upon submission, the process advances to the Mentoring stage, where supervisors can either request revisions or approve the document, progressing to the next phase. In the final Sharing stage, projects approved by the CI Coach group are published, while others are returned to the user for revision.
"Additionally, a dashboard was created to provide users and supervisors with a comprehensive overview of submitted projects and their current statuses.
"Furthermore, a custom search feature was implemented, allowing users to efficiently search for projects using filters such as department, supervisor, title, or relevant keywords."
A reliable environment for their SharePoint Intranet Portal.
Enhanced user experience through redesigned branding and migration to SharePoint 2013 from MOSS 2007.
The implementation of Business Process Automation significantly reduced manual time and effort for employees.
Dashboard implemented for improved tracking of pending project statuses.
Enhanced access to information facilitated by improved search functionality utilizing SharePoint Tailored Webpart.
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