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​Barden/FAG is the pre-eminent leader in super precision ball bearing manufacturing in the world today.

The Challenge

In 2008 Barden Bearings contacted us to migrate their SharePoint from version 2.0 to version 3.0 (otherwise known as 2007). In addition to the upgrade, there were two areas that required business process automation system for their investment project request (IPR) process and their invoice management system (IMS).

What We Did

    • Migrate current system from SharePoint 2003 to 2007
    • IPR Goals
      • Create custom workflow ‐ initiated when new IPR request is submitted
      • Create a standard list of approvers that can be edited
      • Generate email/task for approvers in order of approval
      • Notifies requester if not approved; requester can update and restart process
      • Workflow Security
      • Links to Internal policy documents that require users check off that they have reviewed
    • IMS Goals
      • Custom document library setup for document review and approvals.
      • Features include custom views setup to allow easy search and review of invoices.
      • Custom document approval workflow will be enabled for the invoice approval process

The Result

The result was a great deal of business process automation that ensured precision of process, prevented a great deal of repetitive work, and saved time and money.

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invoice-approval-WF800.png ipr-workflow-800.png 

 

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