Infowise Ultimate Forms and SharePoint creates a powerful, yet easy-to-use, solution for banks and financial institutes.
Amir Shingray
Amir Shingray
October 18, 2022 | Finance

Finance is an essential aspect of business, and success in this domain hinges on efficiency and accuracy. In order to minimize waste and missteps, financial institutions must demonstrate the same level of diligence when managing resources and administering their business activities. This can be accomplished by using the right tools and approaches in all aspects of the enterprise. Whether dealing with financial matters or other business activities, successful organizations recognize the importance of diligence and focus in order to achieve their goals.

In today's competitive business environment, businesses need to find every advantage they can to stay ahead. Not only can they benefit from improving their offerings to customers, but they can also reap the benefits of improving efficiency within their organization. Many business processes, such as resource management and collaboration, can be greatly enhanced through the use of specialized tools and technologies. Whether it is a digital tool or simply a more optimized approach, businesses that utilize effective tools and techniques to manage their operations will be better positioned for success.

Sharepoint For Business Processes

Microsoft’s Sharepoint is one such tool, allowing its users to share documents over a customizable intranet structure.  Sharepoint is a powerful and incredibly useful tool out of the box, allowing for a degree of collaboration that until recently was impossible.  That being said, its interface is geared primarily toward sharing files and not meaningful process interaction.  Conversely, there are a variety of enterprise tools that are built from the ground up to fit the niche, but they lack deep integration with the rest of the Microsoft environment and don’t use the same excellent infrastructure that SharePoint does. 

Enterprise tools and Sharepoint

Whether connecting teams over an intranet or streamlining business processes specific to your particular institution, Ultimateforms has the flexibility and robust infrastructure necessary to handle your business’s needs.  It introduces dynamic data forms to the Sharepoint environment that can hold and transmit data across the network, interacting with other forms and processing data seamlessly. The result is that businesses can use this expanded Sharepoint network to handle just about any business process task conceivable.

Prebuilt Sharepoint Business Process Tools

The toolset comes equipped with various premade forms ready to tackle all of the most common business processes straight out of the box.  With tools like Project Management, HR Recruitment, Sales Quote Generation, Help Desk, SOP Read and Sign, Expense Reimbursement, Leave Request, Lead Management, and much more, your financial institution may need to do little to no customization to fulfill its requirements.  But if you need bespoke and specialized forms for other processes, Ultimateforms is made for that too.

Highly Customizable Enterprise Solutions

Ultimateforms is fully customizable and modular, meaning that no matter what the process, the software can be modified and designed to serve your exact needs. Run a lean enterprise admin software package devoid of the unnecessary bloat typical of other software in the field; Ultimateforms was designed modularity such that only what is useful needs remain.  Individual forms can be customized, added, or removed at your convenience. The back-end development and customization process are code-free, meaning that professionals with no experience in IT can quickly learn and administer completely customized networks and pipelines of processes from complex onboarding to simple leave request systems. 

Intuitive Sharepoint User Experience

The User experience in Ultimateforms is highly intuitive and requires little to no additional training on the end user's part. The software was built to emulate the user interaction of the Microsoft software we are all already familiar with, meaning that it is abundantly approachable and exceptionally easy to learn. Employees with no experience in enterprise software can be brought up to speed in mere minutes in the Sharepoint environment, and those with any experience at all will require little to no training; it’s that easy to navigate,

GSA Certification

Infowise is a recognized GSA IT Schedule 70 vendor and has been vetted to ensure that our products are secure and comply with industry standards.  Your financial institution likely has unique compliance and security considerations that are handled internally, but for the purposes of document management, resourcing, project management, and other general enterprise administration processes, Ultimateforms is trusted by institutions ranging from universities to banks across North America and the world.  

Perfect your institution's business processes, elevating accuracy,  efficiency, and structural integrity, with Ultimateforms.  Whether your financial institution requires extremely unique and niche tools or general-purpose business process management software, Ultimateforms is made for the task.  Apply our prebuilt solutions out of the box, or customize our software in a code-free environment. Produce entire networks of connected forms, automating complex business processes with ease, all from the familiar environment of the Microsoft 365 workspace.  We welcome you to demo our software or speak to our team of Sharepoint experts.  Explore our archive of extensive documentation, case studies, webinar demos, and much more here at infowisesolutions.com!

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