This case study outlines how DATA Inc. provided resources to a global financial client who analyzed and re-developed a solution from an old .NET Intranet based site into a robust platform using Microsoft SharePoint that catered to users in Wealth Management.

1. Client Case Study
Sharepoint Intranet System
The Challenge
One of the world’s largest financial institutions re- Client: A global financial
quired a solution to increase the efficiency of a depart- institution specializing in
mental Intranet site. The previous site, written in .NET consumer and business
for Wealth Management, was advanced for its time, financial solutions.
but cumbersome to use. A new solution was required
to provide stakeholders with more actionable infor- Location: Jersey City, New Jersey
mation for informed decisions.
Type of Project: On-site at Client Location
The Solution
Duration: Ongoing
As a Microsoft Gold Partner certified in Mid-Market
Solutions, DATA Inc, provided resources to identify and
develop a solution with the same functionality as the
previous intranet site. Working with Wealth Management, DATA Inc. determined that the previous .NET
Intranet Site could be re-developed into a robust solution using SharePoint 2007.
Using the old site as a base, DATA Inc mapped out the functionality, layouts and new workflows. This allowed
for quick identification and match up of out-of-the-box functionalities between the two platforms.
From there, using a mix of .NET capabilities, InfoPath, SharePoint Designer 2007 and Visual Studio for custom
workflows, DATA Inc. further customized the site to enhance the information retrieval abilities already avail-
able for Wealth Management.
The Result
The solution duplicated the functionality and expanded the wealth of information available to stakeholders
within Wealth Management – allowing them to make more informed business decisions through actionable
intelligence, and streamlining business processes through automated forms management.
Technologies Used
• SharePoint 2007 • Visio 2007 • SharePoint Designer 2007
• .NET Framework • Microsoft InfoPath • Visual Studio 2008
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or visit our website at www.datainc.biz
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