Discover more: insights,
inspiration and expertise

Approval processes are one of the most common requirements in any SharePoint environment. Leave requests, purchase orders, contract reviews, content sign-offs, expense reports, policy acknowledgements — virtually every structured business process eventually needs someone to say yes or no before it moves forward. The traditional approach to...

Your Emails are Boring and Nobody Cares I know you thought you were doing the right thing, but we just don't care about those automated emails you are sending from that new SharePoint tool. I'm getting hundreds of automated emails every day and the last thing I want is another flood of email notifications. I suppose I might care about them if you...

Why Document Generation Is Still a Pain in SharePoint Many organizations rely on SharePoint to store and manage their data, but when it comes to turning that data into usable documents, the process often breaks down. You collect information in lists. You track requests, approvals, and records. But when someone needs a formal document such as a...

Most approval processes are not as simple as they look on paper. The leave request that always goes to the same manager seems straightforward. Until the employee is in a department with a different reporting structure. Or until the request spans more than two weeks and requires HR to sign off as well. The purchase request that usually only needs a...

  SharePoint lists are capable of storing a lot of data. What they are not capable of, out of the box, is doing much with that data in a way that feels intentional. The default form is a flat list of columns — no grouping, no logic, no visual hierarchy, no ability to control what different users see at different stages of a process. For simple...

A well-designed form does more than collect data. It reduces friction, guides users naturally through each step, and creates confidence that the process is clear and professional. The challenge is that many SharePoint forms are built for functionality first and visual experience second. The result is often forms that technically work, but...

Approvals are essential to nearly every organization. Purchase requests, HR forms, policy acknowledgments, contract reviews, budget approvals, project sign-offs, and compliance processes all require structured review and decision-making. The challenge is not defining the process. The challenge is implementing it without adding unnecessary...

Basic SharePoint forms only allow users to update data and save. There are no buttons to do anything else. With Infowise Ultimate Forms there are so many more possibilities. You can trigger just about anything by adding buttons to your form and configuring a related process. Adding buttons is easy. Drag a button to the canvas in Form Designer and...

Why Client Onboarding Is a Make-or-Break Moment for Financial Institutions First impressions in financial services are not made in a branch anymore. For the majority of new customers — particularly digital-native Gen-Z and millennial clients — their entire relationship with a bank, credit union, or financial services provider begins and ends on a...

Why Education Processes Break Down — and What to Do About It Educational institutions manage more operational complexity than most sectors. Enrolment, scheduling, student progress tracking, staff HR, compliance reporting, welfare management, and resource booking all run simultaneously — and in most schools, colleges, and universities, they run on...

You might not know it, but you can easily implement fully-automated email drip campaigns in SharePoint. You do not need to know how to write code, all you need is your browser. First, we need to define what an email drip campaign is. Wikipedia is always a handy research tool for these things: http://en.wikipedia.org/wiki/Drip_Marketing. In...

Most business processes today are far more complicated than they need to be. Not because the processes themselves are complex, but because of how they are implemented. Teams rely on a mix of emails, spreadsheets, and partially configured SharePoint lists, often supported by complicated workflows that are difficult to build, maintain, and...

SharePoint lists are the heart of SharePoint. Even document libraries are actually just lists of documents. Creating new SharePoint lists is one of the most common tasks for any organization that relies on SharePoint. Using the most efficient approach can streamline processes saving time and eliminating frustration. Let's take a look at the out...

In our ongoing journey to create a robust HR solution with Infowise Ultimate Forms, we’ve previously explored how to manage candidate data and implement advanced search functionality. Now, it’s time to tackle the next critical component: scheduling interviews. An effective interview scheduling system not only helps HR teams manage time efficiently...

Infowise Ultimate Forms is a complete platform to create no-code business solutions in Microsoft SharePoint. It consists of 20 components, all designed to work together. The product allows you to build sophisticated business processes in SharePoint using just your browser. You don't need SharePoint Designer (long discontinued) or Power Apps /...

One requirement in almost every SharePoint solution is to display key summary data on a single SharePoint page. It sounds like a basic requirement, but this can be difficult without the right tools. It is easy enough to define. Users want to see a summary of totals to track performance and critical issues. Another key requirement is a simple...