Case Study on SharePoint Portal & Integration

Company Overview

As a leading manufacturer of pumps and pumping solutions, our client prioritises responsible water use globally. They are committed to preventing waste, inefficiency, scarcity, discomfort, and inaccessibility. They continuously innovate in water systems and energy optimisation to ensure a sustainable water supply for the present and future.

The Challenges

Our client, referred to as a global water solutions provider, aimed to enhance the efficiency of its intricate rebate management system. This case study delves into the successful implementation of an anonymous intranet portal designed to empower users in managing and calculating rebates across all product categories. The portal seamlessly integrates with various systems, including SAP CRM, SAP ERP, and Power BI, ensuring smooth data flow and precise calculations. This solution significantly simplified the rebate calculation process, providing real-time information and improved data visibility for partners.

The Solution

1. Intranet Portal: A comprehensive intranet portal was developed to facilitate rebate management, allowing users to create and upload claims online, receive approvals or rejections based on rebate percentages, and calculate final rebates and prices.
2. Secure Portal Access: User access is controlled based on SharePoint groups, ensuring content visibility only to intended users and enhancing data security and confidentiality.
3. SAP CRM and SharePoint Integration: Synchronising CRM quote details through SAP CRM and SharePoint integration eliminated redundant data entry, ensuring accurate and up-to-date data.
4. SAP ERP and SharePoint Integration: Integration facilitated the final posting of credit notes to SAP ERP, streamlining rebate calculations and reducing manual effort and errors.
5. Power BI Reports: Generated reports offer finance users a high-level overview of the organisation’s profits, providing insights into rebate calculations for informed decision-making.
6. Customised Business Process: Automated creation, review, and approval or rejection of claims reduced manual intervention and accelerated the overall rebate management workflow.
7. Rebate Calculation and Price Adjustment: Automated calculation of rebates and price adjustments upon claim approval ensured accuracy and eliminated potential errors.
8. Email Notifications: System-generated notifications inform users about claim status, approvals, rejections, and other relevant updates.
9. Rebate Summary Exports: Users can export rebate summaries in Excel and PDF formats for analysis and reporting. Customised Dashboard for Finance Users: A dashboard offers finance users an overview of rebate calculations, facilitating verification and informed decision-making.

The Benefits

1. Simplified Rebate Calculation: Automating and customising business processes simplified the complex rebate calculation, improving efficiency and reducing errors.
2. Real-Time Information and Tracking: With real-time information, partners gained visibility into their claims, enhancing their understanding and decision-making.
3. 24/7 Availability: Built on the Office 365 cloud (SharePoint Online), the system ensures 24/7 availability for users, promoting convenience and flexibility.
4. Minimal User Intervention: Full automation reduced user intervention, allowing users to focus on value-added activities. Integration and Data Accuracy: Integrating SAP ERP and SharePoint eliminated redundant data entry, ensuring data consistency and minimising errors.
5. Enhanced Security and Permissions: Relevant groups and permissions within the intranet portal enhanced data security and confidentiality, protecting sensitive information.

Implementing the intranet portal for rebate management streamlined processes, improved data visibility, and enhanced efficiency. By leveraging various technologies, our client achieved streamlined rebate calculations, real-time information availability, and improved data accuracy, ultimately strengthening relationships with partners and optimising overall operational effectiveness.