Case Study

Making Beautiful Workflows for SharePoint

The Challenge

An AgilePoint workflow engine is an excellent Business Process Management (BPM) solution to extend SharePoint. Workflows are directly tied to the optimal performance of any team. It is not always easy, however, to change the way people work. Back-channel communication tools such as email and pre-era systems such as in-trays are hard to make redundant unless there is a truly functional alternative toolset to replace them.

Inspired Beauty Brands wanted a more agile, adaptable, and mobile-friendly workflow to support the various departments’ involvement in their ongoing promotion cycles. New York-based Inspired Beauty Brands develops and markets personal care products to retail and distributor partners around the world.

Inspired Beauty Brands required a paperless system to suit its workflow. The priority process SoHo was asked to optimize was the workflow decision process. This generates inventory for a product. Often this involved hundreds of items, typically requiring manual and paper-based processes. The Enterprise Content Management System (ECM), SharePoint, had been implemented to good effect. However, SharePoint’s workflow engine was not sophisticated enough to accommodate the client’s needs. As a result, the team was buried in emails and draft documents.

The Solution

AgilePoint Workflow Engine

SoHo applied AgilePoint’s Low-Code DPA (Digital Process Automation) approach. This changed the way Inspired Beauty looked at innovation management. When a task is routed to a product manager, AgilePoint’s workflow engine provides more context regarding the idea, which helps inform them to guide the decisions they make against the product change.

The Outcome

The client’s workflow is far simpler and much less time-consuming. With routing and approvals, assigning appropriate priority levels, decision-makers can ensure the most critical decisions are addressed first. All approval step documentation is now in one content-management system removing versioning issues.

An excellent ROI, thanks to AgilePoint’s Workflow Engine

Thanks to AgilePoint’s unique low-code approach, the ongoing maintenance overheads are minimal. The AgilePoint-based solution, architecture, and the SharePoint technologies used make workflow process changes controllable without drowning the team in administrative tasks.

Inspired Beauty is now positioned to quickly and securely implement a large number of form-driven internal business processes with robust information flow through internal systems.

Sector

Consumer Goods

Practice

Development

Technology

O365

Our Role

  • Business process build out
  • Real time dashboards

Project Success

  • Fast deployment that is scalable
  • No code solution
  • Client ownership of the application

Additional Information

To give you some idea of what’s possible, I’m attaching a link to a presentation to Forrester. AgilePoint delivered a build-from-scratch presentation to Forrester based on complex requirements provided by them. We were given 1-hour to complete the project in front of them. It was recorded. Here’s a link to a 25 minute condensed version of that presentation. The demo recording is based on a benchmarking ‘custom order management’ use case scenario defined by Forrester. The use case involved integration and orchestration across multiple cloud services including Salesforce,  SharePoint/Office 365, PayPal, Salesforce Chatter and Microsoft Yammer, etc., and also leveraging AI as a service, e.g. machine learning and cognitive services. All this with no code.

Your requirements may not be as complex. But if AgilePoint v7 can do this, imagine what it can do for you.

Here’s the link: https://www.youtube.com/watch?v=Mu4_JaFXZeQ&feature=youtu.be

Agilepoint pricing

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