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SA Home Care

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SharePoint Portal for SA Home Care

Create a custom corporate intranet using the Microsoft Office 365 suite

saCase

StartUp Business

The Customer selected EPKSS as an expert in SharePoint to create a custom corporate intranet using the Microsoft Office 365 suite. The Customer planned to use their intranet as a central hub of their corporate life, a platform supporting users’ everyday working activities and as a learning portal to carry out dedicated trainings, to follow employees’ personal development and to assess the staff’s performance and competencies.

  • Case Study - SharePoint
  • SA Home Care
  • 24/11/2017
  • https://sa-homecare.co.za
CUSTOMER

Headquartered in South Africa, SA Home Care is a company that enthusiastically cares for people with terminal illnesses. It provides customers with a variety of social services, including supportive living, home care, residential care and fixed services for those in need. , To provide them with comfortable service. Daily help due to physical health problems, mental health conditions or learning disabilities.

CHALLENGE

The Customer selected EPKSS as an expert in SharePoint to create a custom corporate intranet using the Microsoft Office 365 suite. The Customer planned to use their intranet as a central hub of their corporate life, a platform supporting users’ everyday working activities and as a learning portal to carry out dedicated trainings, to follow employees’ personal development and to assess the staff’s performance and competencies.

SOLUTION

Helping their customers leverage their SharePoint deployments for more than 9 years, EPKSS’s SharePoint consultants gained a deep expertise in tailoring SharePoint solutions both on-premises and in the cloud. As the Customer preferred to develop their intranet in the cloud, EPKSS turned to Microsoft Office 365, particularly to SharePoint Online, to create a solution according to the Customer’s requirements. The solution was designed according to the Customer’s corporate style.

Since the Customer prioritized specifically learning capabilities of the future portal, EPKSS put their efforts into creating the following features:

Training center

Employees can enter the training center to learn the materials needed to successfully complete their daily work and get professional help from their mentors. This part of the intranet includes documents and videos, covering all aspects of employee activities. Each group of training represents a separate sub-site and provides knowledge about:

  • Particular diseases or conditions (autism, diabetes, epilepsy, sensory impairment, etc.);
  • General medical knowledge (basic life support, first aid, food hygiene, stress management and wellbeing, etc.);
  • Specific care services (diet and menu planning, enablement  etc.);
  • Human resource management (supervising skills, recruitment, employee retention, training methods, etc.), etc.
Personal development center

To enable personal development features, the SharePoint team used Office 365 Planner. By entering their personal development site, employees can see their advance throughout the learning program, including all the accomplished trainings, courses to be learnt, as well as those in progress. Relying on the personal results, managers and supervisors can assess their employees’ progress and decide on activities to be fulfilled by a particular employee.

Spot checks

Available for supervisors and managers, this function enables checking and controlling employees’ performance. Using spot check forms, a manager can submit the information on how well specialists fulfill their duties and how properly documentation is managed, assess their staff’s engagement, mark out mistakes or incorrect behavior, as well as note if patients are satisfied with the provided services.

Policies

Separately define company policies for service standards and internal processes so that employees can concentrate on studying them. In addition, the EPKSS team has developed a custom function that allows managers and supervisors to control the time each employee spends on researching policies in order to understand whether employees are responsibly studying the information provided.

To support employees’ everyday activities and needs, the SharePoint developers also delivered such features as:

  • Corporate news and memos to share valuable achievements and spread important news among all the community members.
  • Events to announce upcoming events and allow the employees to register for a particular meeting, workshop or contest instantly.
  • Corporate calendar to keep employees informed about all the events and meetings so that they could schedule their timetables accordingly.
  • Corporate blog to publish expert opinions, industry overviews and success stories.
  • Pay slips to enable employees to send automated requests to the accounting department and get their pay slips, thus controlling their personal budget.
  • Vacations to provide the staff with the possibility to send automatic notifications to the HR department about their vacations, as well as see the number of available vacation days on the intranet’s home page.
  • Lateness and sickness to provide employees with custom forms to fill in when they are late in the office or sick, so that their managers can get timely notifications and plan employees’ schedules accordingly.
  • User profiles in Office Delve to provide employees with a personalized working space, connect and collaborate with colleagues, access personal blogs.
Mobile portal

To enable employees to use the portal on their mobile devices, the SharePoint team collaborated with the designers’ team and developed a mobile and a tablet version of the learning portal. Both versions provide a full set of features available on the desktop.

RESULTS

EPKSS delivered a tailored SharePoint-based corporate intranet that provides the Customer’s staff with the whole range of features facilitating the learning process and assisting employees in solving their day-to-day challenges. The intranet also enables line managers and supervisors to better control their employees’ personal development, follow their working process and assess their performance objectively, hence the possibility to timely improve the working process.

TECHNOLOGIES AND TOOLS

Microsoft Office 365 (SharePoint Online, Planner), SharePoint Workflows, JavaScript, REST queries, SharePoint Designer, Bootstrap 3.

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