Hughes Ellard are a full service commercial real estate advisor.
Hughes Ellard were currently making use of CRM to manage their Jobs, Companies, Contacts, Opportunities and Lease Events, thus, also having these created as folders within the relevant SharePoint 2013 Document Library. Each category required sets of folders to be created which were currently manual, therefore, an automated workflow solution was requested.
Our consultant completed an onsite scoping day to assist in turning the client’s ideas and proposals into reality via The Hub.
We produced 3 different graphic design concepts to be reviewed within the organisation, ensuring that key personnel were involved in the process.
Following design selection, the AMT Hub was installed and configured as per requirements. In addition to core Hub modules, we put a number of additional features in place via additional consultancy days.
The team at Hughes Ellard confirmed that this approach was able to save time, it also assisted in SharePoint adoption as it directed users to the SharePoint User Interface versus making use of only synchronised files, therefore, they were able to appreciate other functionality provided by the SharePoint Platform.