Recently, a private investment firm presented us with a basic request – Lightly customize an out-of-the-box (OOTB) List form and power it with a workflow that will route special pricing requests to the appropriate teams via email. After turning around a quick prototype that showcased the capabilities of what minimal customization looks like using SharePoint Designer customizations, the customer verified that the requested functionality was achieved, however was unhappy with the presentation. Probing deeper Protiviti discovered that the client was intending to present this solution to their customers and use it much like an interactive survey.
The Protiviti on Demand Services (PODS) team went back to the drawing board and designed an interactive survey with step-wise, animated transitions and paged navigation, complete with dynamic field validation and custom attachment upload features. The new survey is visually appealing and simplifies the information gathering experience considerably.
The client was delighted to have a professional look and feel for their solution, and even rolled up their sleeves to learn a little SP Designer workflow to put their personal stamp on the system-generated email messages.
For more information on how relatively small design changes can have a BIG impact on your SharePoint work sites, please contact us at ECM@protiviti.com.