TrueTandem partnered with the Small Business Administration (SBA) to modernize SharePoint Online for the Office of SBIC Examinations (OSE) and the Office of Investment and Innovation (OII). By integrating SharePoint with Salesforce and AWS, automating workflows with Power Automate, and enhancing document management with VBA and Excel customizations, TrueTandem streamlined operations and improved collaboration. The solution reduced manual data entry, ensured compliance with scalable governance models, and enabled seamless data retrieval. This modernization effort enhanced efficiency, security, and interdepartmental coordination across SBA.
Success Stories
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Mission-Critical Case Management
TrueTandem developed and supports a secure, scalable case management system that streamlines workflows and enhances automation for compliance reviews. With robust data integration and online/offline functionality, the system ensures efficiency while maintaining 24/7 availability and strict federal compliance.
Data Management Modernization
TrueTandem migrated a data management system to a secure, cloud-based platform, enhancing efficiency, automation, and security while enabling seamless access and ongoing improvements.
Correspondence Management System
TrueTandem modernized a legacy correspondence system with a cloud-based, low-code platform, enhancing efficiency, automation, and scalability. The new solution streamlines tracking, workflows, and e-signatures across 23 offices, leveraging AI and real-time dashboards to improve communication, reduce costs, and ensure compliance.
Tribal Enrollment with Power Platform
We modernized an enrollment database and IT service desk using Power Platform and Dataverse, enhancing automation, security, and efficiency. The new system streamlines member management while the IT portal improves issue tracking with automated workflows and real-time notifications, delivering enhanced capabilities on time and within budget.
Case Management System
TrueTandem modernized a legacy case and correspondence system with a cloud-based, low-code platform, improving efficiency, automation, and decision-making. Leveraging Power Platform, Azure, and AI, the solution streamlines tracking, routing, and response workflows, reducing costs, enhancing transparency, and increasing agility.
Cloud Migration
This migration included pushing the system to cloud production, transferring all production data, training and knowledge transfer, and enabling independent manage and operations of the new system.
IT Services
Automate simple tasks. Improve operational processes. Design relevant performance reporting. Shift your culture to a collaborative environment thriving on continuous improvement.
Agile Project Management & Application Support
Through agile delivery, organizations accelerate outcomes leading to secure and efficient solutions.
Microsoft Consulting Services
Maximize current investments. Improve IT operations. Leverage best practices. Prepare to innovate with new solutions. Improve outcomes.