Project Overview

Enhancing HR and Intranet Systems for a Mortgage and Investment Consulting Firm This case demonstrates how automating HR workflows and upgrading intranet systems can transform corporate culture and improve employee experiences. By leveraging SharePoint, the project introduced self-service tools and enhanced intranet features to streamline processes, boost efficiency, and elevate employee satisfaction.

Automation of HR Workflows The project automated key HR processes such as recruitment, performance management, and compliance tracking. These automations improved process efficiency, reduced administrative burdens, and ensured alignment with company policies.

Upgraded SharePoint-Based Intranet The firm’s SharePoint-based intranet was upgraded to provide a more robust and user-friendly platform. Enhanced features allowed for seamless integration with HR systems and facilitated better internal communication and collaboration.

Focus on Employee Engagement By integrating self-service tools and streamlining workflows, the solution improved employee satisfaction and engagement. The enhancements fostered a positive corporate culture and empowered employees with more accessible resources.

The Problem

The Client faced several critical challenges that were hindering overall growth and operational efficiency. These issues included outdated systems, inefficiencies in workflows, and a lack of integration between various functions. As a result, the business struggled to keep up with customer expectations and internal demands, leading to delays, errors, and missed opportunities.

Manual HR Processes

Processes such as recruitment, onboarding, and performance management were time-consuming and error-prone because of the lack of automation.

Limited Intranet Features

The intranet lacked self-service tools, workflows, and an updated user profile. This meant that employee engagement and utilization were limited.

Policy Compliance Issues

It was hard to set up and verify employee knowledge of company policies. Unintegrated HR and Intranet The systems were not seamlessly integrated. This led to inefficiencies in data sharing and workflow performance.

The Solution

To resolve these challenges, a comprehensive solution was implemented that focused on modernizing systems, automating processes, and improving communication across teams. This approach streamlined operations, reduced inefficiencies, and enhanced the ability to meet customer needs. The solution empowered the business to improve performance, ensure smoother workflows, and stay adaptable to future demands, driving long-term success.

Employee Performance Management

A self-service system helped employees set their quarterly performance objectives and track them. The managers reviewed the performance regarding the performance bonuses.

Issue Reporting and Tracking

Form-based system on Microsoft allowed categorized issues to be reported through the system that were forwarded automatically to the responsible person for resolution.

Recruitment Management

Automated workflows for internal and external candidate management, such as requesting openings, entering data, and e-signing the job offer using DocuSign, and archiving the candidate.

Policy Management

Workflows were automated to ensure that employees acknowledged new policies and completed quizzes to show they understood it, thus making compliance stronger.

HR System Development

The following functional modules are developed by using the customization feature of SharePoint:

The Result

The automation of HR workflows reduced manual effort, increased accuracy, and streamlined processes like recruitment and performance management. Employees became more engaged, with improved communication, teamwork, and participation in corporate culture. High adherence to corporate policies was ensured through automated acceptance workflows and quizzes, keeping employees updated on company regulations. The integration of HR features into the intranet enhanced data accuracy and automation. Self-service tools and interactive intranet features empowered employees, contributing to overall satisfaction and productivity.

A streamlined HR system integrated with an upgraded intranet to automate processes and foster corporate culture.

Enhanced HR Efficiency and Employee Engagement Through a SharePoint-Driven Solution

About The Project