Category: Office 365 and SharePoint

18 Jul 2020
Case Study-Healthcare-PowerBI Assessment and Roadmap

Case Study: Health Center Company Develops Analytics & Power BI Roadmap & Implementation Plan

Download Full Case Study Challenge/Opportunity The client maintains and manages its clinical and patient data in various business applications, including a cloud-based EMR system and on-premises dental and financial applications. Most of these systems are not integrated and the business and patient data is not seamlessly flowing and transitioning between the applications, resulting in data […]

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27 May 2020
School-Process-Automation-with-Power-App-and-Flow-Office-365

Case Study: Charter School Automates Summer School Process Utilizing Microsoft Power Platform and Office 365

Download Full Case Study Challenge/Opportunity Having access to Power Platform in Microsoft Office 365, the charter school wanted to convert their existing summer school 3rd party application and workflows to a more automated and integrated solution using Office 365, Power Apps, and Power Automate (Flow).     Optimum’s Involvement Optimum’s team assessed the migration needs […]

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12 Feb 2020
Emergency Response Workflow Automation Power BI Optimum Consulting

Case Study: Emergency Response Company Increases Productivity and Enhances Reporting Using SharePoint Online and Power BI

Download Full Case Study Challenge/Opportunity The client used manual processes and disparate spreadsheets to track and manage their proposals and contracts. The internal teams created KPI reports manually and using Excel, requiring extensive time and data manipulation. These reports had to be customized for different users on a monthly, weekly, and daily basis and the […]

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12 Feb 2020
Office 365 SharePoint Intranet Development Optimum Consulting

Case Study: Energy Company Increases Employee Engagement and Company-wide Communication Through Office 365-based Intranet

Download Full Case Study Challenge/Opportunity The legacy Intranet was an in-house and dated web application, maintained by the IT staff. Updating the content on the Intranet was only possible by the IT admins, documents were stored in local shared drives, and company information was not easily accessible or searchable by employees. Emails and bulletin boards […]

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30 May 2019
TJJD Office 365 and Nintex Optimum

Case Study: State agency engages Optimum to develop their Office 365 and SharePoint Governance Plan and Framework

Download Full Case Study   Migrating an entire organization’s SharePoint environment to the cloud is no small task! Security, user permissions, information architecture and document library structure, departmental content clean-up as well as existing forms and workflows migrations need to be considered and designed into the destination environment. Most migrations to Office 365 usually cover […]

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21 May 2019
Charter School Process Workflow Automaion Nintex Office 365 Optimum

Case Study: Charter School automates the Summer School selection process

Download Full Case Study Classical Charter Schools prepares K-8th grade scholars in the South Bronx to excel in college preparatory high schools. Through a classical curriculum and highly structured setting, students become liberated scholars and citizens of impeccable character who achieve proficiency in and advanced mastery of New York State Performance Standards. The school offers […]

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18 Oct 2018
SharePoint Intranet Beezy Optimum

Case Study: An Engineering firm enhances employee engagement and collaboration through an intelligent Intranet

Download Full Case Study Business Need/Problem: An Engineering firm engaged Optimum to design and implement a SharePoint-based, intelligent Digital Workspace (Intranet) to bring modern collaboration, communication, knowledge management, and process automation to the company.  This solution also consolidates information and tasks from various systems (HR, Project Management, etc.) and surface them through employees’ newsfeed, for […]

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02 Sep 2018
Business Process Automation and Forms for Real Estate Optimum Nintex

Case Study: SOHO realty improves its agent and client experience with process automation

Download Full Case Study Executive Summary: SOHO Realty engaged Optimum to design and develop a custom Marketing & Sales Process Automation solution that allows for robust automation of SOHO’s back-office processes as well as the integration of SOHO’s current CRM, eSignature, and Financial systems.  SOHO Realty needed an innovative and customized Marketing and Sales Automation solution […]

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