Business Situation
In order to efficiently centralize the order process to manage documents, integrate various departments and manage tasks assigned to researchers, the client needed a customizable collaboration tool, complete with document management and workflow solution.

The business process begins with the orders placed via Email, Phone or CSR will fill-up orders worksheet. The order is then reviewed by operations manager and assigned to researchers in various departments.

Each client has templates for each type of order and again based on type of client which is to be shared among different researchers and departments. And the final output needs to be filed in respective client folders for later retrieval and future reference.

On order fulfillment all the research document is sent to the client. And finally automated Invoice has to be generated and sent to the client.

Solution
Dhruv Technology Solution (DTS) provided a solution using Windows SharePoint Services 3.0, as well as using Microsoft Office InfoPath 2007 to create forms that can be hosted inside of Microsoft Office system client applications. The forms could also be accessed via web (For outside customers) as well as internal users.

Solution Overview

Organization Profile
The Client offers a wide range of public record research, retrieval and filing services. From background searches to corporate filings and real property researches, covers full range of transactional support services.
In business since 1982, the Client provides experienced, professional expertise in the public records field.

Business Situation
The Client needed order processing and workflow based document management system.

Solution:

	DTS provided the Client with a hosted Windows SharePoint Services 3.0 solution to fill-up new order requests and assign to researchers. File the research documents in a central repository and finally send the final case related documents to the end customer along with automated Invoice generated from accounting system.

Technology:

	Windows Server 2003
	Windows SharePoint Services 3.0
	SQL Server 2005

Benefits:

	Integrates all the departments and systems and have rapid access to daily and archived Customer case files from a single document repository.
	Operations manager can assign tasks and keep track of tasks completed.
	Integrated customer database and Invoicing.