Tier 1 Insurance Company in the US

Building a Document Sharing System

THE BUSINESS CHALLENGE

  • Borrowers / Attorney / consultants have to collaborate over a potential real estate deal and initiate to share and work with deal and loan documents
  • Provide a centralized document sharing and migration hub and allow external users to access their business artefacts over web in a sate and secure manner.

TECHNOLOGY COMPONENTS

SharePoint 2010, Virto Bulk Uploader

THE APPROACH

  • Implemented a custom solution to provisioning site and provide access for external users to access the site and allows them to upload deal/loan documents.
  • Implemented Metadata Tagging , Corporate Metadata Management.
  • Implemented document management with document promotion feature.
  • Implemented Enterprise Search to fetch documents using various parameters.
  • Created a repository on SharePoint for easy document migration.
  • Custom People Picker implementation for External AD Users.

Contact Us Today

By submitting your information, you agree to our revised  Privacy Policy.

TRANSFORMATIONAL EFFECTS

  • Improve collaboration of different parties involved over a deal.
  • Easy sharing of document and archiving.
  • The solution is easy to use and support and scalable when documents over 10 MB are involved in the transaction.

TESTIMONIALS

Get in Touch

Let us help you
transform and grow


Let’s Talk

x

Status message

We're eager to assist you! Please leave a message and we'll get back to you shortly.

By submitting your information, you agree to our revised  Privacy Policy.