SharePoint Customization

About the Client

The client is a regional banking franchise operating 152 branches in the southeast. The organization has grown organically and through acquisition of other banks. The client offers commercial and consumer loans and deposit products, as well as ancillary financial services.

The client grew rapidly over a short timeframe, and its bank branches were geographically scattered across a wide area. The organization was using SharePoint across the enterprise, but the software had not been updated with the necessary service packages, hot fixes, and important maintenance updates.

The outdated technology, along with a lack of adequate policies and procedures, plus inadequate staff training of SharePoint users, created operational inefficiencies. The client needed skilled IT resources with the necessary technical expertise and understanding of Federal regulations and security requirements, as well as the ability to analyze and address issues in its existing technology platform, to improve efficiency and ensure compliance.

Charter Global provided staff augmentation and technology expertise to help the client resolve its SharePoint site issues and achieve operational efficiency. The client’s SharePoint servers were redesigned to improve performance, and users were trained to use the site effectively and to follow best practices.

Automating manual processes resulted in a measureable reduction of labor hours per week. A weekly call list process, previously tracked in a manual spreadsheet, was moved to SharePoint, saving 640 labor hours per week across the organization. In addition, customer follow up by branch managers and prospect tracking by marketing managers were automated, resulting in a significant reduction in labor hours per week.

The client selected Charter Global to provide critical IT staffing and oversee the complex, multifaceted project. After analyzing user needs and determining the client’s portal governance requirements, a Charter Global consultant implemented the Enterprise SharePoint application in alignment with Federal compliance regulations. To complete the project, service packages, hot fixes, and cumulative updates were also implemented.

The Charter Global resource developed specialized utility programs and custom web parts using ASP.NET, C#, and SharePoint API to address the client’s SharePoint site issues and optimize operational efficiency. In addition, the consultant worked with the client to develop documentation, governance plans, policies, roles, information architecture, global site navigation, and search strategies. By serving as a liaison and troubleshooting between business units and IT throughout the entire process, the Charter Global resource ensured proper configuration of the client’s infrastructure.