Our customer, India’s leading asset management company, was extremely unhappy with the limited capabilities of their legacy purchase order processing system built on SharePoint on-prem.

For smooth execution of their day-to-day operations, our customer needed a streamlined purchase order processing. However, solely relying on the out-of-the-box features of the legacy solution and the lack of flexibility to add new capabilities hampered their processes. Adding more complex workflows to the hardcoded solution was extremely challenging.

With the on-prem solution, PO requests could only move in one direction. In case of mistakes or errors in the requests, they had to reinitiate the process with fresh requests. This was a cumbersome, time-consuming process that killed employee productivity.

Our customer wanted to know what they were purchasing and where they were spending. However, the PO processing solution wouldn’t keep a record of orders for more than 60 days. As a result, accountability and transparency challenges were severely concerning our customer.

The company wanted to modernize the solution to streamline their operations. However, it didn’t have a trusted technology partner until it found us.

There was no proper documentation on the solution available for us to assess their existing system. But that didn’t stop us from helping our customer transform PO processing.

Blending our rich experience in delivering SharePoint Online-based solutions and the added advantage of a Microsoft Solutions Partner, we helped our customer confidently move to the cloud and modernize their legacy system.

In this case study, you will find a detailed account of the challenges with a legacy purchase order processing solution and how a cloud-native, modern solution can create a significant impact on procurement operations in the case of the leading asset management company.

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