• Paid Time Off

    Organize your staff with an automated Paid Time Off (PTO) Out of Office Calendar to track staff and their holiday, sick, and vacation time against their allocated time off. Enable managers to approve time off requests, and enable auto-approving where appropriate.

  • ERM

    Enterprise Risk Management is an ongoing, strategic process to understand, monitor, manage and optimize risk. Utilize ERM to take the broader enterprise perspective to satisfy risk management needs driven from the Board and from Auditors. more…

  • Compliance

    • CSV based automatically generated library of metadata defaulted folders
    • Changes to CSV automatically propagate to rename folders and tags
    • Automated reporting of folders missing documents based on fiscal year
    • Security automated to prevent users from deploying anywhere but leaf folders
    • Real-time tagging of Fiscal Year based on current date
    • Automatic generation of links stored in other folders based on metadata matching
  • Financial Reporting

    • Custom hierarchy driven from a CSV
    • Automated process to detect FTP arrival of reports, unzip, and file into the correct location, based on a user managed CSV set of 130 file matching rules
  • Integrated Calendaring

    SharePoint calendaring solution that integrates fully with Exchange, to replace public folder calendaring in Exchange. Users are able to confirm conference room and staff availability, with events scheduled in Exchange with enhanced capabilities for Calendar Administrators.

  • Integration

    Let our experts architect, design and develop a seamless enterprise-class solution for consolidating your existing legacy applications into SharePoint. We use a broad range of technologies to consolidate the presentation of your CRM, ERP, HR, search, financial, workflow, and forms solutions.

  • Migration from Documentum

    Migrated an insurance company from Documentum to SharePoint, saving $1M every year going forward. Designed a fully integrated set of SharePoint functionality for integrating with legacy Insurance Claims and Policy Management systems, along with a site hierarchy in support of 1.25M documents utilizing 1.5TB of storage. Leveraged Remote Blob Storage (RBS) to optimize performance and storage costs. Designed a metadata driven security model to accommodate access by dozens of disparate user groups. This included integrated scanning, barcode generation and detection, document routing, and automated setting of default metadata.

  • MS Project Server

    Reality Tech can install, and and configure Project Server, and design the metadata to match enterprise needs, and extend and customize the reporting database to allow rate management, and integrated accrual reporting dynamically, available from end-user desktops via dashboards, Excel ODC connections to custom dynamic SQL Views.

    We can deploy a rapid prototype using Project Server 2013 and SharePoint 2013 for enterprise portfolio management including integrated sites, resource management, issues, risks and program views using custom project and resource metadata.

    Manage your projects using enterprise-class Business Intelligence set of Dashboards leveraging Excel Services, PowerPivot, PerformancePoint and PowerView, integrating Project Server data with custom enterprise data.

Department Focused Solutions

  • Accounting

    • Custom and consistent hierarchy of annual and monthly libraries, each with custom folders, metadata and security, all driven from a centrally secured CSV.
    • Special logic to block creation of folders, except by authorized personnel
  • Internal Audit

    • Automated document routing system to allow bulk upload of documents, with logic to route documents to the correct audit library and site, with end user confirmation.
  • Legal

    • Created custom ribbon actions to create metadata tagged folders for projects
    • Custom libraries, folders, metadata and content types all centrally managed
    • Matter management
    • Optimized search
  • Underwriting / Claims

    • Automated document routing based on user selection from a managed metadata based Client / Claim.
    • Storage of 1.25M+ documents consuming 1.5TB of data
    • Implementation of Remote Blob Storage for file storage optimization

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