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


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”.


Agile Project Management.

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


  • 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


  • 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.


  • 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.


One Hub Site (Top Site)

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

Project Info

  • Category: Microsoft 365
  • Client: Discovery Tours
  • Location: India
  • Industry Travel
  • Technology Microsoft 365 Apps, SharePoint
  • Completed Date: 2023
  • Year Of Complited: Intranet, CRM, Content Mgnt

Case Study

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