Understanding the power of the SharePoint platform and because HSPLS was already an active user of SharePoint, Synergy recommended leveraging their existing Web infrastructure in order to architect the solution. With that decision made, Synergy embarked on a series of requirements gathering sessions which gave us not only an understanding for the existing processes, but a look into the culture of the organization and sense of the required improvements.

The Synergy team then worked closely with the HSPLS team to define a functional specification that defined the workflow process, the lists and libraries that would be built, the required metadata columns and the views that would be required.

Once the specifications were signed off, Synergy proceeded to build out the solution by creating the Ordering site, required lists and libraries and developing the various workflows that were required.

The solution addressed both technical and cultural challenges by keeping list views for data entry primarily in datasheet views in order to provide a familiar interface for staff who were accustomed to doing tasks Excel spreadsheets.