BSR

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BSR, a leading player in corporate sustainability, chose NIFTIT to optimize their SharePoint Online and SalesForce systems. Seeking to enhance integration capabilities, design a seamless SharePoint interface, and streamline client file management, BSR turned to NIFTIT's unmatched expertise to elevate their digital infrastructure to elite industry standards.

Objectives

The initial setup posed challenges, as BSR lacked a robust architectural foundation where permissions were misaligned, leading to administrative complexities. Addressing these concerns was paramount to alleviate operational bottlenecks and enhance system efficiency. BSR also aimed to align their practices with Microsoft's best-in-class standards, a challenge that required strategic guidance.

NIFTIT was entrusted with the monumental task of orchestrating a seamless fusion between SharePoint and SalesForce, fostering a superior data interchange platform. Our mandate encompassed the centralization of document lifecycle management, ensuring unparalleled access and control. Moreover, we strategically leveraged SharePoint's Term Store metadata capabilities to revolutionize content categorization and discovery processes, thereby further elevating the user experience.

Bullet Icon Integrate SharePoint and SalesForce

Improve integration between SharePoint and SalesForce for seamless data exchange.

Bullet Icon Enhance document lifecycle

for streamlined access and version control. Implement Term Store metadata to facilitate efficient content categorization and discovery.

Bullet Icon Revamp SharePoint interface

to ensure an intuitive and visually appealing user experience.

Bullet Icon Develop custom SPFX components

to enable data extraction from SalesForce for better cross-platform connectivity.

Bullet Icon Establish automation mechanisms

for project and document lifecycle management to boost operational efficiency.

Solution

We kicked off BSR's transformation journey by completely redesigning their SharePoint site. Our focus was on creating a visually appealing and user-friendly interface. To enhance connectivity across platforms, we developed custom SharePoint Framework (SPFX) components that seamlessly integrated with SalesForce. Additionally, we implemented automation processes to streamline project and document management, boosting overall productivity.

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NIFTIT meticulously crafted a tailored Term Store metadata framework, enabling precise document tagging for BSR. This was coupled with a meticulously scripted process to ensure consistent and accurate metadata application. Addressing the critical issue of document archival, NIFTIT offered strategic guidance and hands-on assistance.

Our commitment to ongoing support became integral to the solution, ensuring that BSR's evolving requirements were met with agility and efficacy. Through this collaborative effort, we achieved comprehensive system optimization, empowering BSR to seamlessly and efficiently pursue their sustainability mission.

With strategic architecture, customized automation, and meticulous metadata management, NIFTIT delivered a transformative solution for BSR. Our approach showcased the power of efficient integration and expert SharePoint development, streamlining processes to exceed expectations.