Replacing manually updated spreadsheets with Power BI driven reports
Microsoft first introduced Excel spreadsheets in 1985, almost 37 years ago.
Depending on how you interpret the dates, Intranets have been around for at least 30 years, with the term ‘Intranet’ first being coined in 1994, but internal electronic communications can be dated back to the ’60s and 70’s via email, back then it was set for use by the government and military. Collaboration and internal communications have been a priority for businesses for a long time, but businesses are still struggling to get it right.
Intranets started out as a small number of pages or in a lot of cases as a single page, with the sole purpose of conveying information to employees (one-way communications). In the early days, communications didn’t rely on the internet and provided no encouragement for employees to engage with them, it started to change in 1996.
Intranets have of course come along way since, but financial services firms still seem to be struggling with staff interaction and knowledge sharing. This brings us on nicely to a recent project that our Senior Software Developer, Joe Harvey has been working on.
Joe: I have been working on a project to replace an old, outdated unused on-premise SharePoint intranet for a new interactive internal social network.
Joe: Financial Services, fund, corporate and private client services
Joe: They wanted to modernise their existing SharePoint-based Intranet and create an engaging communication platform for their staff to keep up to date with all internal news and events.
“They wanted to create a system for their staff which they would enjoy using and want to engage with in a social way, like an internal social network”.
Their key goals before starting this project were:
Joe: I put together the initial proposal and pitched for the project and have led all aspects of the delivery since. Including the build itself, the infrastructure configuration, and the day-to-day project management. Since the successful launch in Q4 2021, I have provided ongoing system support and continue to work with the client to develop additional features.
Joe: We have built a bespoke Extranet built on the C#/ASP>NET based on Open Source framework Umbraco, hosted in Azure and secured via SSO against Azure Active Directory (Including multiple access levels based on AD Group assignment and the ability to enforce MFA during login for any access to the extranet from outside the client’s network.
Joe: As well as providing all the usual ‘read-only’ regulatory information/assets, the solution also includes: