Streamlining Client Collaboration with a Custom SharePoint Solution
The Challenge
Our Real Estate client faced challenges in efficiently collaborating with their clients, managing documents, and ensuring a seamless project pitch process. They needed a centralised platform that could streamline client interactions, simplify document approval workflows, and facilitate the creation of tailored SharePoint sites for their clientele.
Our Solutions
To address these challenges, our team at KeaPoint collaborated closely with an international real-estate client to develop a bespoke SharePoint-based Client Portal.
The solution incorporated several key features to meet their specific needs:
Custom SharePoint Site Templates:
We designed and implemented a set of tailored SharePoint site templates that could be quickly deployed for different client projects. This ensured consistency and efficiency while setting up project-specific collaboration spaces.
Auto-Provisioning of SharePoint Sites:
To expedite the project pitch process, we automated the creation of SharePoint sites for end clients. This automated provisioning process reduced manual efforts and accelerated project kick-off times.
Document Approval Process:
To enhance collaboration between our International client and their own clients, we established a seamless document approval workflow within SharePoint. This enabled stakeholders to review, comment, and approve documents securely and efficiently.
The Results & Benefits
The implementation of the custom SharePoint solution delivered significant benefits to the International real-estate company:
Conclusion
Through our collaboration with, we successfully designed and deployed a tailor-made SharePoint-based Client Portal for our international real-estate client. The solution significantly improved client collaboration, accelerated project initiation, and facilitated a seamless document approval process. With this customised SharePoint solution in place, our client is now equipped to deliver even more efficient and productive services to their clients, reinforcing their position as a leader in the real estate services industry.
Enhanced Client Collaboration:
The SharePoint-based Client Portal provided a user-friendly interface for clients, fostering better communication and collaboration throughout the project lifecycle.
Streamlined Site Creation:
The automated site provisioning process significantly reduced the time and effort required to set up client-specific collaboration spaces, allowing teams to focus on delivering exceptional service.
Efficient Document Approval:
The document approval workflow streamlined the review process, enabling faster decision-making and smoother interactions between our international client and their clients.
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