I have been a user of SharePoint for quite some time, and I can see the positive effect it has on businesses. This is providing that the governance of the system is enough to uphold the operation of SharePoint and the system does not get cluttered with useless information.
That being said, it is a great product to put some of your day to day business on there. I had this challenge to reduce the amount of paper in the office and generate forms for Car Hire, Food Ordering, Stationary Ordering etc. So I decided to get to work with a few lists and workflows.
I have never done this before, but I decided to give it a go and it was relatively straight forward to follow within SharePoint designer. I created a list with all of the financial costing information in there, a list for the actual ordering and booking system and then a task list associated with each booking list.
When someone wants to order something, they fill out a SharePoint form which fires a custom workflow to the manager of the user to say an order has been requested. The manager then approves or rejects this and this then sends an email to the finance team to action the booking. They open the form, check the settings, make changes if needed and continue with the booking. They tell the person who has raised it that it has been ordered and everything is done.
This will reduce paperwork in the office, and also provides a fast way to reconcile invoices at the end of the month.
I will be doing some more of these over the course of the next few weeks and will be expanding to work on an internal project site with managed documents too. SharePoint Server has really helped in this aspect.
That being said, it is a great product to put some of your day to day business on there. I had this challenge to reduce the amount of paper in the office and generate forms for Car Hire, Food Ordering, Stationary Ordering etc. So I decided to get to work with a few lists and workflows.
I have never done this before, but I decided to give it a go and it was relatively straight forward to follow within SharePoint designer. I created a list with all of the financial costing information in there, a list for the actual ordering and booking system and then a task list associated with each booking list.
When someone wants to order something, they fill out a SharePoint form which fires a custom workflow to the manager of the user to say an order has been requested. The manager then approves or rejects this and this then sends an email to the finance team to action the booking. They open the form, check the settings, make changes if needed and continue with the booking. They tell the person who has raised it that it has been ordered and everything is done.
This will reduce paperwork in the office, and also provides a fast way to reconcile invoices at the end of the month.
I will be doing some more of these over the course of the next few weeks and will be expanding to work on an internal project site with managed documents too. SharePoint Server has really helped in this aspect.
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