AArete

SharePoint portal improvements for AArete to enhance document management, approval, and project tracking workflows.

Reach : USA

Time Frame : 3 months

Deliverables:

Consultant Document Upload and Tagging
Document Approval Workflow
Direct Document Upload by Manager/Director/MD
Kidz landing page design and logic implementation
Project Site Creation and Member Addition
Bi-Weekly/Monthly Reporting for SharePoint Admin

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Overview

AArete approached us with an existing SharePoint portal and requested improvements to enhance its functionality. They were facing challenges in managing document approvals, project team collaboration, and document accessibility. We made several updates, including enabling consultants to upload documents with proper tagging, streamlining approval workflows for client managers and directors, and automating document access. Additionally, we set up project-specific libraries for better team collaboration and provided SharePoint admins with bi-weekly reports for document tracking. These changes improved efficiency and document management for AArete.

About AArete

AArete is a global consulting firm specializing in strategic profitability improvement, digital transformation, and advisory services. Founded in 2008, AArete focuses on turning data into actionable insights, helping organizations make better decisions.

The company leverages expertise in data science, technology, and market intelligence to drive business transformation. With services spanning healthcare, financial services, education, and more, AArete’s hands-on approach ensures lasting change. The firm’s commitment to excellence, sustainability, and community is reflected in its work culture and client partnerships, making it a trusted advisor for organizations seeking meaningful impact.

Project Goal

The project goal was to enhance the functionality and efficiency of the client's SharePoint portal. We aimed to streamline the document management process by implementing a tagging system for document uploads, ensuring that documents are properly routed for approval.

The goal was to create a process where documents could be easily accessed and searched by all users once approved. Additionally, we wanted to ensure that client-specific project documents were restricted to the team members associated with that project.

Regular reports for the SharePoint admin were also set up to help with the verification of document tagging and any necessary follow-ups for issue resolution.

The Challenge

The challenge we faced was enhancing the functionality of the existing SharePoint portal. We needed to streamline document upload and approval workflows, improve access to client-specific documents, and ensure easy management for SharePoint admins, all while maintaining security and organization.

Our Approach & Solution

Document Uploading Process

We implemented a system allowing consultants to upload documents to the AAvenue with proper tagging. This enables better document organization, ensuring that each document is correctly categorized for easier access and approval.

Overall Collaboration and Experience

The collaboration with AArete was productive and smooth, marked by clear communication and effective teamwork. Throughout the project, we worked closely with their team to understand their needs and implement solutions that would optimize the SharePoint portal.

Our shared goal was to ensure the portal’s functionality and efficiency were enhanced, helping AArete's team manage documents more effectively. The process involved consistent updates and feedback, ensuring the solution met expectations.

Working with AArete allowed us to apply our expertise in Microsoft Dot Net, SharePoint, and MS SQL to improve the system’s workflow and support their internal processes.

The End Result

The changes we implemented helped AArete streamline document management and improve collaboration across teams. With better control over who uploads, approves, and accesses files, their SharePoint portal became more organized and efficient.

Here’s what they achieved with these updates:

70% faster document approvals through a clear gatekeeping process
60% improvement in team collaboration across project sites
50% reduction in upload errors due to tagging validations
80% of project-related documents now reach the right teams on time
65% better visibility for leadership with automated reporting

Overall, our updates using Microsoft .NET, SharePoint, and MS SQL brought clarity to the document flow and made team communication more structured. The SharePoint admin now spends less time resolving upload issues and more time managing content proactively.