Enterprise Solutions

Staff can suffer through the barriers presented by your disparate legacy systems. We are a leading enterprise solutions provider in the USA. Reality Tech can integrate and automate the linkages and data flows between your systems so they function smoothly, seamlessly, and without duplication and redundant data.

Let us automate by creating integrations and workflows so the systems work for your staff. Where appropriate, we can design custom apps that live within your Office 365 environment to deliver the ultimate in seamless functionality.

Enterprise IT Solution by Reality Tech

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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.

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Migration from Documentum

With enterprise solutions, Reality Tech was successful in:

  • Migrating an insurance company from Documentum to SharePoint Online, saving $1M every year going forward.
  • Designed a fully integrated set of SharePoint Online 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.

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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 by the Board and from Auditors.

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Reality Tech can install and configure MS Project Web Access (PWA). We can also design the metadata to match enterprise needs and extend and customize the reporting database, allowing rate management and integrated accrual reporting dynamically.

This would be available from end-user desktops via dashboards, Excel ODC connections to custom dynamic SQL Views.

We can deploy a rapid prototype using Project Web Access (PWA) and SharePoint Online for enterprise portfolio management, including integrated sites, resource management, issues, risks, and program views using custom project and resource metadata.

Manage your projects using an enterprise-class Business Intelligence set of Dashboards, leveraging Excel Services, PowerPivot, and PowerBI, as well as integrating Project Web Access (PWA) data with custom enterprise data.

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  • 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 the current date
  • Automatic generation of links stored in other folders based on metadata matching

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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

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Integrated Calendaring

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

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Integration

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

Department Focused Enterprise Solutions

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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

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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.

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Legal

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

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Underwriting / Claims

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

SharePoint Online Solutions

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Reality Tech has developed a novel Financial Compliance workflow enterprise solution, which automatically generates tasks and includes an interactive dashboard.

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Enterprise-Class Document Compliance Reporting Automation: Reporting solutions highlighting documents that were not filed or out-of-date based on rules, documents, and folder metadata.

A customized report is emailed automatically with a formatted table, as well as a report (CSV) filed in SharePoint Online. A link to the report is also included in the email, with guidance on correcting compliance issues.

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Dynamically configure document security based on context. Automatically set security based on document metadata or location. Apply security automatically based on a spreadsheet definition stored within SharePoint Online.

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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 Paid Time Off requests and enable auto-approving, where appropriate.

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Define how documents can be discovered and put in place a mechanism for setting up a chain of control. Define how and when documents become records and enable consolidated records management across the eEnterprise.

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A robust and dynamic system that replicates SharePoint Online lists into SQL tables in real-time. Great for audit purposes and for reporting from a wide range of lists across the Tenant; without placing a load on SharePoint Online itself.

Unlike Search, which is typically working from a search index that is not real-time, this solution is fully real-time. Leverage SSRS and other SQL-based reporting capabilities.

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Enterprise Risk Management (ERM) 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.

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Comprehensive reporting of the security of every site, library, and document across the entire SharePoint Online Tenant. Available within a spreadsheet extract or a periodic load into SQL Server for enterprise analytics.

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Comprehensive reporting of the security of every site, library, and document across the entire SharePoint Online Tenant. Available within a spreadsheet extract or a periodic load into SQL Server for enterprise analytics.