SJHC's existing environment was based on the MOSS 2007 platform.

Given the need to automate the Capital and Operational Expense Request processes, a decision was made to develop a custom solution using MOSS 2007 and Microsoft Visual Studio to streamline the entire financial process.

This custom solution included application pages, event receivers, and branding files such as CSS and jQuery, alongside state-machine workflows tailored to each aspect of the financial process.

Considering the multi-stage nature of each financial process and the necessity for iterative feedback, a state-machine workflow was crafted. This workflow orchestrates budget approvals at every stage. Upon creation of a budget approval request, it progresses through subsequent steps based on approvals until it reaches the final approval stage. At each stage, requests can be approved or returned to a previous stage for adjustments. Therefore, distinct workflows were devised for both Capital Expense requests and Operational Expense requests.

Additionally, a dashboard was designed to provide users with insights into pending tasks and their respective stages. Furthermore, a custom progress bar was developed to visually represent the progression of workflows.

With the introduction of SharePoint 2010, SJHC aimed to migrate their existing MOSS 2007 environment to leverage the latest Microsoft SharePoint technology and its enhanced features. This migration was executed using the content database migration approach. Moreover, several upgrades were implemented in the custom solution, enhancing the functionality of the financial processes with the incorporation of SharePoint 2010's capabilities.

Following the release of Microsoft SharePoint 2013, another content database migration was executed to transition the current environment from SharePoint 2010 to SharePoint 2013, accompanied by several enhancements to the custom solution.

Leveraging the SharePoint platform, the budgeting processes for Capital and Operational expenses were automated, significantly enhancing efficiency and effectiveness.

Automating processes from endpoints enabled SJHC to save considerable time and costs associated with document management. Additionally, the implementation of a more accurate real-time reporting system for financial data allowed SJHC to streamline their entire process.

With the incorporation of dashboards, notifications, and improved search functionality, users can now navigate through requests efficiently and swiftly.

The real-time visual representation of data, including the progress bar, facilitated SJHC users in easily and swiftly identifying the stage of each request.