Microsoft 365

Policy Management System Leads to Better Tracking and Insights

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A major Canadian university was using an outdated policy management system that wasn’t flexible and couldn’t fit their growing business needs. They wanted to be able to keep track of correspondences within the system. They also wanted the ability to add fields (metadata for the documents that are stored for policies) and take away fields as became necessary. The old system was not user friendly and didn’t allow them to manage the policies as they would have liked. They needed a policy management system.  For example, when an email is sent out containing a document, they want to know who responded and how they responded.   The New Policy Management System … Read more

New Application Development Projects Enhance Resource Management 

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A telecommunications organization contacted Imaginet for assistance on 2 new application development projects. The first was a portfolio tracker, and the second was an office furniture ordering application.    Portfolio Tracker    The portfolio tracker we built for our client tracks and manages the various budgets they have across different departments. Our client has several districts and district managers, and they needed a way to track budgets across these districts and departments. Another aspect of the portfolio tracker is managing tech deployments within the organization. For example, if a boardroom needs a new projector (or other tech) they’ll go through a process to request the needed technology. Our tool allows for the … Read more

Microsoft Purview Records Management Improves Business Record Storage 

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A major Canadian university contacted Imaginet because they desired a solution for managing their business records in SharePoint. Their Access and Privacy office is tasked with records management for the university and is currently managing their business records primarily in file shares. They are approaching 100 TB of business records that needed specific classifications – an extremely large volume. We determined Microsoft Purview Records Management would be an appropriate solution for our client.   Managing records in file shares presents usability and administration problems. A typical problem with file shares is that business records are often duplicated. Additionally, custom permissions on nested folder structures create tickets for internal IT teams, which … Read more

Custom Application Streamlines Production and Reduces Costs

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A well-known consumer packaged goods (CPG) company specializing in pet food contacted Imaginet to complete and polish a custom application started by a few interns. The application was not as far along as they initially thought, and they needed support.   The App:  In summer 2023, the interns visited all the facilities to understand how they handle the production of their “meat mix” pet food. The facilities where the product is made are separate from the supplier locations. At this time, they were tracking products via a spreadsheet – a method prone to error. Per year, 10,000 tankers haul the meat mix product to and from the supplier locations, and this … Read more

Data Migration to SharePoint Online Improves Data Manageability

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A government financial services organization had a significant amount of data on Windows File Share and wanted to move it to SharePoint Online. While transferring the data would be a simple data migration, they also wanted to make changes to some of their internal file structure.   Migrating from Windows to SharePoint would allow them to have improved document management, as well as to take advantage of the numerous benefits of SharePoint. Before contacting Imaginet, they lacked document tracking or versioning, and permissions were difficult to manage. They also don’t own the servers – other people control them, so there was a communication gap between our client and the team managing … Read more

Power Automate Solution Automates Processes and Reduces Errors

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A North American capital management organization contacted Imaginet to create separate libraries for each of their fund types – direct and indirect. They did not have a solution in place to separate data and were relying on manual work. This led to errors, lost information, and wasted employee resources. We determined a Power Automate solution could solve the issues our client was experiencing.   We used Power Automate to create folder structures in document libraries that were based on data from a list provided by the client. When a new fund was created by someone in the organization a flow would automatically allocate it to the correct library (direct or indirect). … Read more

Updated Data Reporting Leads to Data Accuracy and Consistency

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A secondary school specializing in massage therapy contacted Imaginet because they wanted to make better use of an existing SharePoint site. All school files were either contained on a shared drive or personal drives, and the departments using SharePoint had been set up as communication sites as opposed to team sites. Distinguishing between and choosing a Communication Site or Team Site is important. To help decide which you should use, read our Communication vs. Team Site blog.   They required an updated data reporting solution that would better suit their needs. The solution needed to provide more efficient data access, while simultaneously utilizing the existing SharePoint site.   The Problem:  They had … Read more

Updated Applications Optimize Video and Calendar Functions 

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A leading Canadian retail logistics provider contacted Imaginet for assistance with two of their existing applications – their calendars and video players. They wanted updated applications that could perform additional functions previously unavailable.   What We Did:  The Calendar:  The existing calendar was not optimized for mobile viewing. We created an application that provided them with an agenda view – similar to the agenda view in Microsoft Teams. The application also gives them the option to select multiple dates when they create new events. This option is unavailable in SharePoint, so we accomplished this by building a custom web part using SPFx React. We created an SPFx React Framework which generated … Read more

Power Apps and Power Automate Makes Accessing and Reporting Relevant Data Simpler

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A major global logistics organization reached out to Imaginet to centralize the information contained in their compliance database used to track employee infractions. While this is a global organization, we worked specifically with the Canadian division. Each office has its own set of data, and our client wanted to consolidate that data into one system, yet wanted to keep it logically separate so it did not display every employee’s information. We had worked with this client previously and built a system to track employee injuries. They wanted to replicate that system to track employee infractions. Our Business Productivity Team determined Power Apps and Power Automate would be best suited for what … Read more

Enhanced Site Structure and Document Libraries Improve Team Productivity 

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One of the largest trailer leasing and rental companies in the United States needed assistance building an intranet hub site and department sites for their organization with the goal of enhancing team productivity. While they already had a couple of SharePoint sites built, they weren’t being used and needed direction and guidance to make the most of their products. Phase two of the project involved assisting with the setup of document libraries for specific departments and two different department sites (Marketing and HR) within the hub site (where their internal team had already started to build out other sites and document libraries).  The Imaginet Business Productivity team configured the Marketing … Read more