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Modernize Your Banking System with SharePoint Online

About

The Client

Our client is a leading financial institution commits to deliver comprehensive banking services. They sought to modernize their existing system, originally built on a PHP framework, by redeveloping it using SharePoint Online to enhance functionality, user management, and internal processes.

About

The Project

AllianceTek collaborated with renowned bank to migrate and redevelop their existing PHP-based system to SharePoint Online, aligning with Office 365's ecosystem. The project targeted streamlining user management, order processing, complaint logging, research requests, and departmental management while ensuring a seamless transition and data integrity.


Challenge

  • 01

    Complex user and role management.

    Solution

    Implemented robust user, group, and role management systems, ensuring seamless integration with Office 365 AD user groups.

  • 02

    Efficient handling of supply orders and product management.

    Solution

    Developed a user-friendly form for ATM supply orders and a comprehensive product management system, allowing easy creation, updating, and deletion of products.

  • 03

    Streamlining help desk operations and complaint logs.

    Solution

    Built a research request ticketing system and a complaint logging mechanism with automated email notifications and tracking capabilities.

  • 04

    Ensuring seamless data migration and integration.

    Solution

    Conducted thorough data migration of key tables and ensured seamless integration with Active Directory and Office 365.

Core Features

    • User, Group, and Role Management: Admin capabilities to manage users, roles, and permissions with password management features.

    • Supply Ordering System: Streamlined process for ordering ATM supplies with automated email notifications.

    • Product Management: Robust system for managing products, including search, filter, and sort functionalities.

    • Research Request System: Help desk ticketing system to track research requests along with status updates and email notifications.

    • Complaint Logging and Reporting: Extensive system to log, track, and resolve customer complaints with detailed reporting features.

    • Employee Management: Integration with AD for managing employee data and validating user credentials.

    • Calendar and Events Management: Shared exchange public calendar for creating and managing events.

    • Department Management: Customizable department templates for managing department-specific data, documents, and links.

    • Global Document Search: Advanced search functionality for retrieving documents based on keywords.

    • Notifications & Alerts: System-wide notifications and alerts for important events.

    • Data Migration: Migration of key data tables and workflows from the legacy system to SharePoint Online.

Tools and Technologies Used

    • ShareGate: For efficient data migration.

    • AvePoint: To ensure data protection and management.

    • Nintex: For workflow automation.

    • Azure AD Integration: For purpose of seamless user management and validation.

    • Office 365 Integration: For leveraging the capabilities of Office 365 ecosystem.

What value did AllianceTek provide?

AllianceTek successfully transformed legacy system into a modern, efficient platform using SharePoint Online. The redevelopment brought several key benefits:

    • Enhanced Security: Executed robust security measures to protect sensitive data and ensure compliance with banking regulations.

    • Enhanced User Management: Simplified processes for managing users, roles, and permissions.

    • Improved Operational Efficiency: Automated workflows and streamlined processes for supply ordering, help desk, and complaint management.

    • Seamless Data Migration: Ensured data integrity and seamless integration with existing systems.

    • Comprehensive Training and Support: Provided detailed documentation and training to ensure smooth adoption.

This Portfolio exemplifies AllianceTek's ability to deliver robust and efficient solutions for complex system migrations, enhancing operational efficiency and user satisfaction for clients in the financial sector.

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