Microsoft 365 Application Support and Consulting for Banking / Financial Services

Client Overview

Our Client is a leading financial services organization located in Kuwait. The organization offers a wide range of services that include retail banking, private banking, corporate banking services, etc. It serves individual customers as well as business clients and helps them with their day-to-day banking activities.

The organization had existing apps within their Microsoft and SharePoint environment. Therefore, they required support to manage application issues and changing business needs. Therefore, the organization partnered with Enaviya for SharePoint / Microsoft 365 application support and consulting for banking and finance industry.

Client Requirements

The client required reliable support for its existing Microsoft 365/SharePoint applications for banking and finance industry. The main goal was to maintain the stability of the applications. At the same time, the teams needed assistance with their new business requirements. They needed timely assistance in case of any issues with the applications and to make changes as needed.

Offer ongoing support for existing applications of SharePoint and Microsoft 356.
Get familiar with the existing applications’ configurations and functionalities.
Analyze new business requirements and various change requests.
Explore and find out application issues along with the reasons why it has caused.
Determine the level of influence of any requested modifications.
Modify existing forms, fields, and configurations as needed,
Assist with functional and technical improvements.
Co-ordinate with business and IT stakeholders.
Check modifications before they are implemented.
Help with user acceptance testing.
Assist with production deployments.
Resolve problems after successful launch.
Ensure that old functionalities are retained after implementing new changes.

Project Summary

Our client was looking for constant support for applications already operating in a Microsoft and SharePoint environment. There were new business needs that required regular decision-making about applications and analysing their problems. The team was looking for an easy way to handle issues, control changes, and maintain apps.

To fulfil the requirements, Enaviya provided SharePoint / Microsoft 365 Application Support and Consulting services for banking and finance industry. The services included analysis of the application, resolution of issues, handling of Change Requests, application updates, testing, deployment, and ongoing support.

The support team started with a review of the existing applications. Each of the requests was checked prior to introducing any changes. Later, changes/modifications were tested and confirmed prior to launch. This solution allowed our client to handle their application support easily. At the same time, the new modifications were introduced while retaining the existing functions' stability.

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Challenges

The client experienced various difficulties in managing of its current Microsoft 365/SharePoint apps. App issues required timely solutions. The team also had to deal with the problems of applications and assist the users. It was not simple to manage these needs while keeping the existing application functions stable.

Existing Applications Are Complex

Existing applications already had varying forms, settings, and functions. This made them difficult to handle. Understanding how existing functionalities worked was also a challenge.

Changing business needs

Business requirements change over time. New requirements sometimes resulted in modifications of existing applications. Implementation of changes and usage of existing functions was difficult.

Applications issues

Customers reported some problems related to the applications. Some of the problems could interfere with the users' work. An important issue was to find and fix those problems promptly.

Impact of changes

Updating one part of the application could affect some of its other functions. It could create issues in the existing setup. It was a challenge to carry out the changes without affecting other application functions.

Testing Requirements

Before changes were implemented, there was a chance to ensure their proper operation. It took time to test the updated functions. Also, checking the existing functions was time-consuming.

Production Continuity

Applications were used in regular business processes. Any possible issues during or after the change could impact users. Keeping the app running without disruption was a challenging task.

Solution Implemented

As a solution, Enaviya offered SharePoint/Microsoft 365 application support and consulting services. This support includes application problems, business needs, changes, testing, and implementation. It indicates that users have a simple way to perform their application management and adapt to change according to the business needs.

Application Support

Existing Microsoft 365/SharePoint applications receive ongoing support. Users can get help when they face app issues or need support for their daily work. This ensures the applications are ready for business purposes.

Problem Resolution

The reported problems are inspected and corrected based on the issue. A support team reviews the problem and then works on the necessary fix. This saves the user time and allows proceeding with their work.

Change Request Management

The new business requirements are reviewed and handled via Change Requests. The needed changes are performed based on the approved request. This facilitates addressing new requirements in a structured way.

Application Configuration

Existing forms, fields, settings or functionality can be updated when necessary based on the business needs. This ensures that the applications are properly aligned to the current demand.

Change Impact Analysis

The support team checks which parts of the application may be affected due to the change. This helps to avoid problems in other functions.

Testing and Validation

Before going live, all updated functions undergo rigorous testing. The new functionalities are tested to ensure their desired performance. Once the upgradation/changes is complete, all the previously existing functionalities are also tested.

User Acceptance Testing

The upgraded application is made available to the users for testing and feedback. The users can verify that the functionalities have been successfully applied. Thus, it determines whether the business goal has been achieved.

Production Deployment

Once changes are approved, the same is deployed into the production environment. The updated functions become available for the end users, and the tested changes can be effectively utilized.

Post-Deployment Support

The support continues even after upgradation have been deployed. Suppose any issues found after the deployment are properly checked and resolved by support team. This helps to keep the app stable after the launch.

Core Modules Implemented

Final Result

Our SharePoint/Microsoft 365 application support and consulting services enabled the client to manage its application portfolio more efficiently. It provides ongoing support on issues related to applications as well as the business requirements. It also assisted the organization with retaining the existing functionality as well as implementing necessary changes without disruption. As a result, it has made application support much more manageable.

Improved Application Support

The organization now receives continuous support for its Microsoft and SharePoint applications. Users can get assistance from our support team whenever they face issues with applications.

Fast issue resolution

Application issues can be resolved promptly. This allows users to carry on with their work without much delay.

Better Change Management

An organization can manage new business requirements in a structured way. This allows for seamless changes in the applications without any disruption to the current business operations.

Improved application quality

Changes in applications are tested before going live. This results in higher quality in the newly introduced functions and fewer problems after implementation.

Stable Application Functions

The existing application functions can continue to assist daily operations. New Changes can be introduced while retaining the existing functions.

Enhanced Business Support

The applications can be updated as the business requirements changes. This helps the organizations to keep its applications useful and aligned with business requirements.

Tools & Technologies Used

Microsoft 365

SharePoint

Industry

Banking & Financial Services