Facebook Pixel

Streamlining Workflow Efficiency &
Management Using SharePoint and React

About Client

 

Industry

Automotive

 

Business Type

Enterprise / Large-Scale Manufacturer

About Project

IConflux partnered on a project that required a secure, scalable, and structured workflow management solution. The objective was to develop a customized platform that could support dynamic form processes, hierarchical approvals, and recurring updates across teams and departments. 

By leveraging Microsoft SharePoint and React, IConflux delivered a robust, user-centric system that enhanced data management, ensured smoother communication, and streamlined operations.

The Problem

The client was using Microsoft SharePoint for internal workflows, but growing operational needs highlighted
several challenges:

Rigid System Restrictions:

SharePoint's default role and permission system made it difficult to meet complex user requirements within a single workflow.

Limited Workflow Flexibility:

Approval paths were hard-coded and couldn’t adapt easily to new hierarchies or evolving form structures.

User Experience Gaps:

The default SharePoint UI wasn’t intuitive, especially for non-technical users, resulting in slower task completion.

Lack of Email Triggers:

Users weren’t promptly notified via email when they needed to take action, such as initiating, reviewing, or approving forms.

The client needed a solution that could overcome these constraints and support a more
agile, user-friendly workflow system.

Project Goal

The goal was to build a custom platform integrated with SharePoint and enhanced with a React-based interface to:

Enable multi-level, adaptable approval workflows

Support frequent form revisions without workflow disruption

Send timely, trigger-based email notifications to users

Deliver an intuitive user experience for all levels of users

Maintain data alignment across user roles and organizational hierarchy

Solutions Offered

IConflux took a modular and scalable approach to development, customizing SharePoint and integrating
modern technologies:

Custom Role and Permission Layer:

Developed a tailored system to define and manage user access independently from SharePoint's default setup.

Dynamic Workflow Engine:

Enabled admins to restructure workflows on the go, based on changing form logic or hierarchy—without backend rewrites.

React-Based Frontend:

Delivered a modern, responsive user interface that minimized friction and improved engagement for end users.

Integrated Email Notifications:

Implemented trigger-based email alerts for actions like form initiation, submission, approval, or rejection to enhance accountability and reduce delays.

People Picker Integration:

Integrated a dynamic People Picker that pulls supervisor data directly from the SharePoint directory, allowing users to easily assign and select relevant personnel.

Discussion & Audit Trail:

Within the Request Listing module, added a “Discussion” section that captures all interactions (approvals, rejections, comments), enabling complete transparency.

Team Member Visibility:

Introduced a feature allowing supervisors to add team members with view-only access to ongoing requests, ensuring transparency and alignment.

Key Features

Multi-Step Approval Workflow:

Adaptable flow logic that accommodates different approval paths per form type.

Dynamic Role Assignment:

Roles based on department or responsibility could be adjusted as needed without system downtime.

Modern UI Layer:

Form changes could be pushed live without disrupting workflows already in progress.

Form Update Flexibility:

Form changes could be pushed live without disrupting workflows already in progress.

Email Triggers:

Users received notification emails at each stage—form creation, submission, and approval—to keep processes moving.

Real-Time Audit Trail:

The “Discussion” feature tracked and displayed all actions related to each request for all authorized users.

Tech Stack

We’ve successfully applied this technologies and presenting this kind of case study.

Measurable Outcomes

The deployment of the customized SharePoint-React solution led to several measurable outcomes:

50% Reduction in Workflow Delays:

Introduced a feature allowing supervisors to add team members with view-only access to ongoing requests, ensuring transparency and alignment.

30% Increase in Administrative Efficiency:

Staff could complete form-based tasks with less dependency on IT teams, thanks to self-service features and dynamic settings.

Seamless Form Management:

With the ability to update forms without disrupting the system, the client was able to stay compliant with evolving protocols.

Higher User Satisfaction:

End-users reported greater ease of use and fewer errors during form completion and approvals.

Improved Team Coordination

View-only access and transparent communication features helped teams stay aligned without information silos.

By transforming SharePoint’s rigid infrastructure into a flexible, user-first workflow solution, IConflux delivered a system that adapts to evolving operational needs. With a dynamic React interface, email-triggered alerts, and simplified user management, the platform empowers users while ensuring data integrity and streamlined operations.

Here's What Our Client Has Got To Say

IConflux understood exactly what it takes to build a native music app. Smooth process, timely updates, and solid tech support. Couldn’t find a better partner. Highly recommended!

profile
Willem Zevenbergen

President @ Tracx System Ltd

IConflux delivered a powerful, user-friendly solution that transformed our operations. Their expertise, quick response, and dedication to quality truly stand out. Absolutely recommend them for reliable development.

profile
John Ragsdale

CEO @ TAP Innovations

I’ve worked with IConflux since 2019 — their expertise, communication, and human approach stand out. Users love the app’s design and ease of use. A truly dependable team.

profile
Oliver Elirani

Co-founder, Ollen Group

Managing India’s largest event inventory wasn’t easy, until this platform came in. The IConflux team nailed our needs and made operations feel effortless.

profile
Bhavik Sheth

COO, Lalluji & Sons

They didn’t just build our logistics software. They solved real, everyday problems. The team’s grasp on solution design and support made a lasting impact on our operations.

profile
Charles E. SARKIS

CEO, Motion Supply Chain

From HR to internal ops, they streamlined everything. What started as a platform idea turned into a full digital transformation. Big boost in efficiency, thanks to the IConflux team.

profile
Gurdeep Singh

IT Head, SKH Group

More Case Studies