Challenge: The Office of SBIC Examinations (OSE) and the Office of Investment and Innovation (OII) required a modernized SharePoint Online platform to improve document management, enhance reporting, and streamline workflows.
Solution: TrueTandem developed and integrated a centralized SharePoint Online solution, connecting it with Salesforce and AWS for seamless data retrieval and collaboration. A migration strategy ensured minimal downtime, while workflow automation with Power Automate reduced manual effort. Custom VBA and Excel enhancements improved document tagging, governance, and search capabilities.
Results:
Increased Efficiency – Reduced manual data entry and reconciliation efforts.
Enhanced Collaboration – Integrated SharePoint with Salesforce and AWS-hosted databases.
Improved Governance – Established scalable security and compliance models.
Technologies Used: SharePoint Online, Power Automate, Power Apps, Salesforce, AWS SQL Database, VBA, Excel.
This modernization effort enabled SBA to optimize its document processing, improve interdepartmental coordination, and ensure a scalable, compliant SharePoint environment.
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.
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.
TrueTandem migrated a data management system to a secure, cloud-based platform, enhancing efficiency, automation, and security while enabling seamless access and ongoing improvements.
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.
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.
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.
At TrueTandem, we believe in the power of continuous learning and professional growth. Learn about the direct impact that makes to our clients and our employees.
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.
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