SJHC had their existing environment on MOSS 2007 platform.

Now, with the requirement of automating Capital and Operational Expense Request process, it was decided to develop a custom solution, automating the whole financial process using MOSS 2007 and Microsoft Visual Studio.

This custom solution contained application pages, event receivers, branding files like css, jquery, and state-machine workflows for each of the financial process.

As each of these financial processes had several stages, and required to have back-and-forth approach, a state-machine workflow was developed. This workflow would manage their budget approvals for each stage. As soon as a request for budget approval is created, it moves to next steps on the basis of approvals until it reaches to final approval stage. On each stage, the request can either be approved or sent back to previous stage for corrections. So, the workflows were developed for Capital Expense request and Operational Expense request.

Along with this, a dashboard was created for the users to know the tasks pending and their stage of the task. Adding, there was a custom progress bar developed which would display the stage of the workflow in terms of progress.

With the release of SharePoint 2010, SJHC wanted a migration to be performed for their existing MOSS 2007 environment, in order to have the latest technology of Microsoft SharePoint 2010 along with its new features. This was performed using content database migration approach. Adding, there were few upgrades made in the custom solution, thus, enhancing the functionalities of the financial process, with the new SharePoint 2010.

Post release of Microsoft SharePoint 2013, again a content database migration was performed to migrate the current environment from SharePoint 2010 to SharePoint 2013, with the few enhancements made in the custom solution.

Using SharePoint platform, budgeting business procedures of Capital and Operational expenses was automated, making it more effective.

- Automating the processes from endpoints helped SJHC to save time and a significant cost, spent on document management. Along with this, a much more
accurate system of real-time reporting of financial data helped SJHC streamline their whole process.

- With dashboards, notifications and search, users could now navigate through requests efficiently and quickly.

- Visual representation of the data in real-time with the progress bar helped SJHC users know the request stage easily and quickly.