endorsedOngoing

SharePoint Migration and Ticketing System Support for Payment Provider

Services Covered:

Custom Software Development • Software Maintenance and Support

Industry

Financial Services

50 months

Budget

50K - 199K

Start Date

1 February 2015

Team Size

1-5

Engagement Model

Offshore

Project Capability Score (PCS)

79/100

Good

Project Capability Score (PCS) estimates how capable AllianceTek Inc. is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Philadelphia, United States of America

Project Summary

AllianceTek migrated an older SharePoint instance to a newer SharePoint platform and resolved issues in a custom ticketing system using Nintex workflows. The vendor also set up integrations between SharePoint and the client's Microsoft CRM and maintains the platform. The migration went smoothly, the in-house team is satisfied, and AllianceTek has been responsive and knowledgeable throughout an ongoing engagement that began in February 2015.

Key Challenges

The client was running an older version of SharePoint and needed a migration to a newer platform
The client's internal custom ticketing system had unresolved issues requiring vendor support
The client was dissatisfied with a previous third-party provider and sought a more reliable vendor

Project Deliverables

SharePoint platform migration
Custom SharePoint-based ticketing system support and maintenance
Integration between SharePoint and Microsoft CRM (contacts synchronization)
DMZ web service integration for 'Contact Us' form
Nintex workflow configuration and support

Project Solution

AllianceTek migrated the client's SharePoint platform to a newer version and has provided ongoing support for the SharePoint environment and a custom ticketing system. They maintained integration between the SharePoint "Contact Us" form (via a DMZ web service) and the SharePoint environment, and ensured the ticketing system synchronizes clients and contacts with the client's internal Microsoft CRM. They continue to support Nintex workflow issues and provide platform maintenance while awaiting post-acquisition decisions about further customizations and performance documentation.

Project Outcome

They addressed quickly and effectively all the issues the client was having with the ticketing system
The team was accessible and responsive during the client's working hours
The vendor demonstrated deep knowledge of SharePoint and Nintex workflows and answered questions within a day or two
The client reported a positive ongoing relationship and satisfaction with the migration

Platforms

Tech Stack

Microsoft Dynamics

Client Endorsement

Overall Review Rating

4.75

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The migration went seamlessly, and the in-house team is happy with the outcome. AllianceTek met all needs, while their expertise, responsiveness, and commitment made them a reliable partner.”
Anonymous
VP
Date: 04/02/2019