One of our clients recently transitioned to a new project management software and migrated their entire storage system to Microsoft SharePoint. They reached out to us seeking guidance on optimising their workflow through various automations. Their goal was to create a system that is time-efficient, cost-effective, and user-friendly, ensuring accessibility and ease of use for all team members. By leveraging the APIs of their CRM and project management software, along with Microsoft’s Graph API, we developed the following solutions:
Seamless integration with CRM and Project management software.
Our client’s organisation required the implementation of two distinct systems: a CRM tailored for managing sales and customer records, and a dedicated project management platform for tracking project progress. The issue was, how to keep these two systems in sync. We developed a comprehensive software solution to manage dozens of automations between the two platforms, including:
• Automatically populating customer data
• Synchronizing and updating project statuses
• Tracking and marking payment completions
Sharepoint storage automation
Our client manages thousands of projects every year and needed a way to keep all their project files and storage consistent, and easy to manage. To do this, we created several virtual folder templates. When a new project is created, our software automatically searches for the customer in the CRM and generates the appropriate project folders in SharePoint, tailored to their specific attributes. By programmatically generating folders, we were able to implement folder-specific permissions—a process that would have taken thousands of hours to complete manually.
Microsoft Outlook Integration
One of the biggest issues with any kind of storage system and project management software in general is accessibility, especially on mobile. Many of our client’s employees were on site and needed to be able to quickly store information to SharePoint. Our solution involved integrating Microsoft Outlook using the Microsoft Graph API to create a simple and efficient input method. Users could take a photo, attach it to an email, and include the job name in the subject line. Our software would then automatically process the email, download the attachments, upload them to the corresponding project folder in SharePoint, and notify the user upon completion.
Building with Agility & Flexibility
This project marked a significant transformation for our client, requiring a system that could anticipate and adapt to evolving processes. From the outset, the software was designed with strict adherence to SOLID principles and best practices. Every component of the system was built with modularity in mind, ensuring that when changes arose, they could be implemented seamlessly without requiring a complete rewrite of features. Adjustments, such as swapping out folder structures or CRM fields, were handled effortlessly. This meant that updates could be made and deployed in hours, not days.
At Simple Pixels, we don’t just build software—we craft scalable, adaptable solutions tailored to your unique needs. Whether you’re integrating platforms, automating workflows, or enhancing user accessibility, our team is here to help you stay ahead. Ready to transform your processes and save time? Let’s build something exceptional together.
