About Client
Product Database Application
Australia
Insurance
Challenges
- Client needed to centralize document storage to facilitate group wide collaboration.
- The same need applied within some countries they operate in, where disparate legacy platforms were being used for document storage.
- The main purpose of the Offering Portal is to centralize product related document storage.
- Documents stored in the portal can be aimed at an internal and/or external audience.
- Target group of users for this application are Sales, Marketing and Operations.
- Key document types stored are Sales presentations, product sheets, Product descriptions, Price lists, Launch material, Technical and content documentation, etc.
Technical Objective
- Design and develop an Native iOS Application as per the requirements of the client.
- Fetching all the data from the first time from the documents uploaded and storing it locally in a database.
Solution
- SharePoint based enterprise grade application on Office 365
- Configurable product categorizations, products
- User friendly configuration option to link product documents with products
- Centralized product documentation
- Each document is tagged with products it belongs to, and other categories like country, region, document type and so on.
- SharePoint search customized to leverage document metadata and filters
- Configurable product categorization for group and company
- Breadcrumb navigation to easily traverse through different pages
- Feature to display configurable shortcut links and related content / links for each page
- Role based permissions such that designated persons manage configuration, designated persons manage documents, rest all can read and refer content and documents
Technology Stack
