Technology Consultants
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SharePoint Executive Portal for Private Management Firm

Need

Publishing and business intelligence portal for executive and investment team with easy access to relevant organizational information, reports and financial data.

Solution

C/D/H gathered the necessary business requirements, envisioned, architected, and implemented a corporate intranet site using Microsoft SharePoint.

Benefits

  • Quicker, more reliable access to critical portfolio information with personalized views for executive team
  • Centralized access and portal views that integrate existing business systems and data, like Great Plains and eDocs
  • Enhanced operational efficiencies with SharePoint calendars, intregrated with Office 2007, and available alert and RSS feeds
  • Better decision making with business intelligence and key performance indicators

Technology

Microsoft SharePoint
SQL Reporting Services
Microsoft Office 2007
Excel Services
Active Directory
Great Plains
eDocs OpenText