Case Study
SharePoint Enterprise Sales Workflow
Quad Plus originally set out with the goal to implement a Time Entry Application to integrate with Microsoft Dynamics AX. The solution provided by DMC using SharePoint not only accomplished their original goal but also revealed other areas where SharePoint could help them enhance their business as well. The areas where they felt they had to greatest room for improvement was their quote process, document management, and internal communication. Quad Plus needed a tool to allow their Sales Department to enhance organization of quotes, give Management the ability to view the current status of quotes that were in the pipeline, and forecast engineering hours for upcoming projects. A solution was created utilizing SharePoint Work ows and a custom list with attributes that pertained to the proj