Expense Submission and Approval Workflow
Created an expense system to allow for submission and multiple-level approvals. Captured the underlying data in a central SQL Server database for Business Intelligence, using InfoPath and workflows. Leveraged ActiveDirectory for approval notifications, and custom form behavior.
Audit Document Generation and Capture
Configured a cloud based client segregated SharePoint environment to allow audit clients to upload documentation relating to audits. Documents are automatically routed based on metadata. Separately automated reporting of both SharePoint security and ActiveDirectory configuration for automated extraction and snapshot reporting both to a database and to SharePoint libraries for compliance, auditing and reporting.
Custom Blogging System
Customized blogging system for hedge fund traders, designed for speed and to maximize use of screen real estate. Developed using SharePoint Designer and XSLT.
Customized Document Compliance Reporting
A reporting solution with ability of highlighting documents that were either not filed or out-of-date, based on the rules, documents and the folder metadata information. Reports are emailed automatically with a formatted table, as well as a CSV filed in SharePoint, and a link to the CSV is also included in the email with proper guidance for correcting the compliance issue.
Developed a Farm report generation system that creates a detailed farm report in XML including all Content Databases, web application configuration, IIS configuration, and all service application configuration including User Profile Service and ActiveDirectory replication. Created a solution to regenerate and configure the farm in a DR environment, allowing for overrides as desired for server names and account names. This forms the foundation for automated replication, failover and failback to a disaster recovery site in the event of a disaster.
Dynamically Configured Document Security
Developed Event Receivers to customize document level security based on metadata defaults. Dynamically assign security based on metadata.