Build Smart SharePoint workflows for approval & Compliance

1

• Build Smart SharePoint workflows for approval
  Compliance ( with case study )

2
SharePoint ( Case Study Pharmaceutical Company
)

• Documentation is a critical component for
  pharmaceutical company. It facilitates audit and
  compliance for the pharma company, hence cannot
  be taken for granted. It requires a careful
  scrutiny and approval from multiple authorities
  before finalisation and acted upon.
• With production related tasks going on round the
  clock, documents are maintained for everything.
  The quantum of documentation produced everyday to
  execute and record details are exceptionally high
  in pharma Industry. It needs an efficient
  documentation workflow to maintain and organizing
  the quantum produced every day.

3
Beginning of project

• The client is a Life Sciences research based,
  pharmaceutical company operating in the domestic
  and international markets in the Branded
  Formulations, Global Generics, Synthetic and
  Fermentation APIs space. It produces a wide range
  of quality, affordable medicines.
• The client approached Leo Technosoft with a
  documentation workflow automation requirement.
  Leo Technosoft Mapped, Reengineered the processes
  and proposed  online Sharepoint as development
  platform for document workflow management
  application.
• Sharepoint is a powerful document management
  platform, offers a comprehensive solution to all
  workflow related challenges. Especially designed
  for Enterprise Content Management, it facilitates
  enterprise search and BI features.

4
Challenges

• The purpose of new SharePoint application was to
  speed up the pharmaceutical production along with
  eliminating following challenges.
• Absence of SOP Absence of SOP was nightmarish.
  However the customisable documentation approval
  workflow was needed to accommodate the absence of
  authority and exceptions.
• Version control Document version was essential
  because of revision, update and track the
  changes, if required for auditing.
• Audit Facilitating inspections and audits
  required clarity on approval authorities and the
  suggestions made, to modify the document. It was
  essential to requirement to identifying the
  decision maker.

5
Challenges

• Organisation of Document Library and
  Repositories  The system required to organise,
  store, track, and manage documents.
• Document Search  The Search functionality in an
  application can take time to deliver relevant
  results, if the data stored in application or
  server is huge and vast. And upgrades are needed
  to make the search functionalitys filters
  smarter.
• Timely approval  A charter implementation was
  required to ensure the timely approval or
  rejection. With documents being prepared for
  every sale, purchase, logistics, etc., approval
  had to be sought from authorities. This was
  cumbersome because of the span of the
  organisation
• Storage  With documents being made to approve,
  storing them for the purpose of keeping records
  was a tough task.

6
SOLUTION

• Leveraging SharePoint, resulted in reducing the
  time and cost for development. The platform
  offers a customisable document management,
  version control, enterprise search and workflow
  management to speed up development.
• SharePoint development company enabled the Meta
  framework to enable smart search. By
  reengineering the approval process Leo Technosoft
  built a customised user defined approval workflow
  with exception handling feature. It enabled the
  user to define the approval levels after document
  upload.
• In case of rejection, if the employee modifies
  the document and uploads it again for approval,
  the application will save all earlier versions of
  document for future reference

7
CONCLUSION

• Automation saved time, effort and cost. As many
  companies operate using digital tools like email,
  document management and systems like SharePoint,
  such automation is not too difficult to achieve.
  Often it is more of a case of stitching together
  existing tools.
• Now website customization could be done even by
  non-programmers, by using SharePoint Designer.
• Easy content migration and implementation was
  made possible by SharePoint. With more security
  options, SharePoint facilitated a shared
  workspace environment among all employees and
  managers holding the responsibility to approve
  the documents.
• SharePoint was also helpful in enforcing
  compliance. With automated workflows, the
  relevant tasks could be completed on time to a
  high standard when they needed to be.

8
Up Coming Online Webinar

• Build Smart SharePoint workflows for approval
  Compliance
• Register _at_ http//blog.leosys.net/up-coming-webina
  r
• Date 23 Nov 2018 Time
  900 930AM (CST)
• Topics to cover How to achieve business
  process automation using SharePoint How to set
  up document approval process to overcome the
  business challenges. Example of workflow
  automation Kiazen Model Highlights of the
  webinar, live demonstration on Kaizen Module 

9
Leo TechnoSoft Snapshot

• Overview
• Global partner product development provider with
  delivery centers in Los Angeles, Chicago and
  India (Offshore).
• Specializes in Cloud, SaaS and Enterprise Product
  Engineering for Startups, Entrepreneurs,
  ISV(SME).

Value offering
Industries

• Technology
• Healthcare/Life Sciences
• Finance
• Retail
• Manufacturing
• Real Estate

• Partnered Product Development
• Technical, Operation and Sales Management
• Expertise SaaS Cloud solutions
• Customer Relationship Management
• Sales and Marketing
• VC Connections and relationships

11
10
OUR PRESENCE

• Adequate infrastructure to scale up at the drop
  of a hat
• Backend Data Center / Infrastructure set up
• Global Offices to support 24x7 Client Operations
• For more information email us at
  enquiry_at_leosys.net.

www.leotechnosoft.net
11
THANK YOU
13