Machinery. SharePoint Enterprise Portal. HRM. Trainings
Customer
The Customer is a company that trades goods and services of parent holding company (which includes more than 40 metal, steel and machinery producers across the world) in Kazakhstan.
As part of the Company’s corporate SharePoint portal evolution and introduction of HRM-functionality the decision was made to develop specialized training management system.
Company has extensive training program that includes various activities. Decision to move training management into corporate portal was a natural way of growth for services that Company provides to its employees.
Service development goal was to gather information on all Company training activities in one place and to automate management of these activities.
System allows management of training schedules, registration for coming training activities and (for trainers, defined as separate role in the system) assessing results of trainings completed by employees.
Service specifics included the following requirements:
- Management of training activities schedule.
- Registration for coming activities.
- Employee manager approvals for training participation.
- Training results assessment (trainer gives marks for trainees).
- Personal employee training data card with information on completed, active and future trainings.
Project development and implementation included the following:
- System architecture, functional and graphical design works. Deliverables – functional UML diagrams and UI mockups;
- Training form development (InfoPath Forms);
- Training catalog import from external database;
- Access rights configuration – only administrators and trainers can make changes;
- Employee training data card development (asp.net, JavaScript and web services). Corresponding form uses ajax and doesn’t require reloading;
- Training schedule development using standard SharePoint functionality;
- Training approval process development using SharePoint Workflow;
- Training results assessment feature development. Trainer assesses trainees by giving them marks after training completion. These marks are stored in personal employee training data card;
- Development of user and administrator documentation;
- Customer key users training;
- Full system testing, go live and putting system into full production mode.
System was deployed into corporate portal in autumn 2013.
It allowed convenient and consistent training management for more than 700 employees. System provides line managers and HR team with convenient tool for training management and monitoring. Now system includes more than 100 various training courses. Employees successfully completed more than 2500 man-courses, and training time exceeded 30000 man-hours.
Машиностроение. Корпоративный SharePoint портал. HRM. Тренинги
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Empoyees included in the training schedule
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Various training courses
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Successfully completed man-courses
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Man-hours - training time
Machinery. SharePoint Enterprise Portal. HRM Reports
Customer
The Customer is a trading unit of the parent holding company (which includes more than 40 metal, steel and machinery producers across the world) in Kazakhstan.
As part of the Company’s corporate SharePoint portal evolution and introduction of HRM-functionality the decision was made to develop reporting system with the ability to download detailed employee data.
Service development goal was to provide users with the ability to generate reports using various filters and data views.
Module specifics:
- A large number of reports;
- Inability to implement required data aggregation using standard SharePoint tools;
- Calculated fields in reports depending on certain rules and conditions.
The following reports were implemented within project scope:
- Labor book log
- Employees on probation
- Sick leaves
- Employee’ documents
- Salary changes
- Work trips
- Health insurance
- Job locations
- Vacations
- Trainings passed
- Employment contracts
- Employee’ marital status
- General monthly report
- Schedule of positions and salaries
- Leave balance
Development specifics:
- Module is based on SQL Server Reporting Services Platform;
- A special web service performing server-based searches was developed to fill reports with data. Upon report opening Reporting Services platform calls certain web service methods passing report parameters to them. Methods collect and aggregate the data and return it using xml;
- Client part of the system uses this data to create reports for end users.
More than 20 reports of varying complexity were created. Now it is possible to aggregate information and obtain reports on more than 700 Company employees.
Машиностроение. Корпоративный SharePoint портал. HRM-Отчёты
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Reports of varying complexity
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Company employees whose data was included in the reports
Banking&Finance.SharePoint-Corporate-Surveys
Customer
The Customer is a state-owned Russian bank with large branch network over all the country.
Bank has more than 20 thousand employees. As a part of corporate portal development, there was a need to implement survey service for employees who use this portal.
Service development goal was to obtain flexible and customizable tool for survey creation and execution as well as survey results reporting.
Standard SharePoint platform functionality was not enough for that task because of the lack of needed customization capabilities.
Specifics of this project included the following requirements:
- IE8+ browser support;
- Capability to customize look and feel of each separate survey: page and column splitting, question sequence setup;
- Ability to create answer validation rules;
- Creation of several question types not existing in SharePoint;
- Ability to add pictures into survey;
- Percent of completion indication;
- Report creation
Project development and implementation included the following:
- System architecture, functional and graphical design works. Deliverables – functional UML diagrams and UI mockups;
- System is based on standard SharePoint survey functionality but survey content was enhanced to load survey visual settings during survey loading;
- Standard survey template is transformed using JavaScript and web services;
- Visual representation of each survey can be set up using newly developed administration page. Then this representation is saved into a file;
- It is possible to customize visuals for each separate question like showing answer options in a row or in a column and setting indentation;
- Answer validation rules are applied using JavaScript;
- DevExpress was used to develop reports on user survey passing with per-department analytics. This required integration with other portal module which stores organizational structure information;
- Development of user and administrator documentation;
- Customer key users training;
- Full system testing, go live and putting system into full production mode.
System was deployed into corporate portal in autumn 2015.
This development significantly extends existing SharePoint survey functionality and makes it lot easier to create new surveys and analyze their results.
Банковское дело и финансы. Модуль опросов
Banking&Finance.SharePoint-Branches-Search-and-Map
Customer
The Customer is a state-owned Russian bank with large branch network over all the country.
Bank has more than 1000 branches across Russian Federation. Branches are different in functions they perform: servicing companies or individuals, working with deposits, types of ATMs etc.
One of the goals of corporate SharePoint portal development was to give bank employees access to this information.
Service development goals – to consolidate all information on bank branches and ATMs, to provide users with convenient access to this information, to implement flexible search with the ability to show results on the map, to manage information amendment rights.
Specifics of this project included the following requirements:
- IE8+ browser support;
- Each bank branch can be either point of service or point of sales;
- Branch information change approval process shall start only when certain fields are changed;
- Only employees responsible for the region of the amended branch can approve changes;
- Some information about branches is stored in external system and uses BCS for its retrieval;
- System should include interactive map of Russian Federation with split to federal districts for searches within federal district and region;
- Search results shall be shown on this interactive map;
- System shall support full-text branch search by region, city, address, name and properties;
- Each branch shall have its data card with information and photos.
Project development and implementation included the following:
- System architecture, functional and graphical design works. Deliverables – functional UML diagrams and UI mockups;
- Branch data import;
- Interactive map of federal districts development using svg-format. When user clicks on federal district, system selects regions belonging to that district. When user selects a region, system shows the list of bank branches. This solution was also adopted for work in old IE8;
- System supports full-text search for all branches in Russian Federation using SharePoint search function;
- User can further filter search results by parameters, also quick search by text is available;
- Search results include shortcuts to services provided by corresponding branch;
- Search results are shown on Yandex map;
- When user clicks on branch the system opens its data card with information and photos;
- Administrators get associated with regions via lists with simultaneous user addition into corresponding SharePoint groups for rights assignment;
- System has fully interactive interface and all user interactions are done without page reloads, using JavaScript libraries: SharePoint CSOM, jQuery, knockoutjs and web services;
- Development of user and administrator documentation;
- Customer key users training;
- Full system testing, go live and putting system into full production mode.
System was deployed into corporate portal in autumn 2015. Information on about 1500 branches and 3000 ATMs was imported.
System response time for any search options is within 2 seconds because there are very few requests to data source – most of the time information goes from SharePoint index.
System has easy-to-use interface and can be quickly deployed.
Банковское дело и финансы. Справочник отделений и банкоматов банка
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Branches connected to the System
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ATMs in System
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Response time within
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