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SharePoint 2010 Event Management and Workflow Training

Posted in Digital Workplace Solutions, SharePoint

Summary

DMC created an automated system to facilitate the planning of one of Zonta International's biggest events, The Governors Orientation, which takes place every two years. This was done while training their SharePoint champion on the creation of workflows.

Solution

Founded in 1919, Zonta International is a global organization of executives and professionals working together to advance the status of women worldwide through service and advocacy. With more than 31,000 members belonging to more than 1,200 Zonta Clubs in 65 countries and geographic areas, Zontians all over the world volunteer their time, talents and support to local and international service projects, as well as scholarship programs aimed at fulfilling Zonta's mission and objectives.

Zonta International had a recurring event that happened every two years but required a large amount of planning time. Multiple people were involved in the process including the corporate staff and external members of the organization. Zonta International had previously worked with DMC to create a SharePoint Foundation site for Document Management and an Internal Portal and realized that they could use SharePoint to facilitate this process. In order to streamline the process and reduce the amount of busy work, DMC worked side by side with Zonta’s SharePoint champion to create workflows that followed the procedure of planning this event.  As the workflows were created, DMC trained Zonta on how to maintain and create new workflows in the future.

Learn more about DMC's SharePoint training services.

Customer Benefits

  • Organized Lists of Attendees that automatically creates a checklist for each person.
  • Current Status of required forms and deliverables notifying internal staff when the necessary forms to complete the next task have been received.
  • Automatic notification of received forms to attendees reducing planning time.
  • Automated Expense Approval for attendees.
  • Color Coded Tasks Lists with Auto Reminders prior to determined due date.
  • Automated Time Off Workflow
  • Knowledge on how to create and maintain workflows.

Technologies

  • SharePoint Foundation 2010
  • Search Server Express 2010
  • Windows Server 2008 R2
  • SQL Server 2008 Standard Edition
  • SharePoint Designer 2010