Travel Portal

MS 365, SharePoint For Process Automation, Productivity, Information Management

ABOUT COMPANY

Discovery tours has been a go to for thousands of travel enthusiasts since 2006. They are the only company in Gujarat, India with visa acceptance rate of over 97.8 %. They are specialized in the art of itinerary making and have a 100 percent satisfaction from their clients. They are an IATA approved company.

They have a proficiency in touring of the Majestic European, Scandanavian countries, Ice Land, Alasca, Canada, Australia & NewZealand. Their motto from the start, has been, “Travel without conditions”.

PROJECT METHODOLOGY

Agile Project Management.

Requirement discussion, solution building, training, roll out went hand in hand in workshop with client.

PRE SOLUTION STAGE

• They have been using Accounting and Booking App since long.
• Challenges were:
  • Realtime information access.
  • Employee productivity
  • In absence of real time payable, receivables impact the business cash flow.
  • Lead to business conversion process was not standardised, created the business lose.
  • Struggling with employee work management, productivity

REQUIREMENT

• Realtime “Payables” & “Receivables” for each booking.
• Profitability in each booking, season, month.
• Service wise profit contribution in each booking.
• Sales executive profit sharing in each booking.
• Document Management, Content Management for
  • Client documents
  • Clients’ travel memories.
  • Itineraries
  • Travel guides
• Optimize the use of 365 to support the company.
• Setup MS 365
• Training
• Email migration.

FEATURE PROVIDED

• Intranet
• CRM
• DMS
  • Clear Information architecture by using SharePoint online features like: Sites, Library, List.
  • Clear control on document: Who can access the document library? What user can see in the library?
  • Syncing of document libraries with local computer.
  • Sharing the document to internal and external users.
  • Multiple categorizations of the documents with dynamic masters and folder structure.
  • Co-authoring of MS Office documents
  • Search for document, It’s properties, and content inside the documents.
  • Check-in-Checkout.
  • MS 365 Groups.
  • Dynamic views for the document libraries.
  • Document creation from within Document library.
  • Drag and drop documents from local computer.
  • Move, Copy documents within libraries and sites.
  • Document Trail
  • Commenting and Tagging documents
  • Insights of Document Management System use at the end of the day: Summary of Documents created, modified, deleted.
  • Document deletion control.
  • Versioning the documents. Restore the previous version of documents.

INFORMATION ARCHITECTURE

One Hub Site (Top Site)

• 3 sites
  • Intranet
  • CRM
  • DMS
• 6 Internal Roles