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SharePoint Programming and Administration Services
Client: Office of Technology and Solutions Integration, State of California
Problem Statement
The problem centers on the need for a specialized SharePoint Programming Services to support and enhance the implementation and utilization of SharePoint Online, Nintex for Office 365 workflows, Microsoft Flow, and DocuSign within the State departments’ IT environment. Despite previous engagement with a vendor for support services, the State Department faces challenges due to the diverse and complex requirements of its divisions and project teams. The overarching issue involves the need for additional services to develop, support, and modify custom solutions and manage the integration and effective use of these technologies across the organization. The State Department needed vendor support to ensure their projects and divisions adhere to the department’s SharePoint Governance Plan while providing comprehensive support including development, customization, administration, training, and documentation to facilitate seamless workflow automation, document management, and overall project management within the department’s management framework.
Solution Overview

Radian Solutions’ proposed solution for this project included a comprehensive strategy tailored to ensure the successful implementation and support of SharePoint Online, Nintex for Office 365 workflows, Microsoft Flow, and DocuSign as enterprise tools within the State department’s framework. Our proposal outlines a detailed approach to achieve the objectives set forth in the SOW, emphasizing collaboration, customization, and knowledge transfer to ensure State Department’s projects and divisions are well-equipped and compliant with the State department’s SharePoint Governance Plan.

  1. Project Execution Strategy
  • Assist with Nintex and DocuSign Development: Offer expertise in developing and optimizing workflows and electronic signature processes to streamline operations and improve efficiency.
  • Legacy Solutions Support and Modification: Provide ongoing support and necessary modifications to existing SharePoint Online and Nintex solutions to meet evolving needs.
  • Automated Workflow Implementation: Design and implement end-to-end automated workflows that align with the State Department’s operational framework, enhancing productivity and operational efficiency.
  • SharePoint Customization: Customize SharePoint to meet the specific development needs of each division/project, ensuring a tailored approach to collaboration and information management.
  • SharePoint Administration: Apply best practices for SharePoint administration, ensuring seamless maintenance of systems and user support.
  1. Training and Support
  • Develop and deliver comprehensive training programs, including one-on-one coaching, and video tutorials, to ensure all users are proficient in using SharePoint Online, Nintex and Microsoft Flow.
  • Provide detailed documentation for all work performed, facilitating knowledge transfer and ensuring that the State staff can effectively manage and utilize these tools.
  1. Detailed Task Execution
  • Functionality Development and Integration: Lead the planning, development, and implementation of SharePoint functionalities, including content management, extranet sites, team sites, automated workflows, and more.
  • Risk, Issue, and Change Management: Develop functionalities and templates for managing risks, issues, actions, tasks, changes, peer reviews, contracts, deliverables, requirements, stakeholders, assets, and schedules.
  • Training and User Adoption: Create training materials and conduct training sessions for end-users, site owners, and system administrators to ensure widespread adoption and effective use of the implemented solutions.
  • Knowledge Transfer: Implement a comprehensive Knowledge Transfer Plan to ensure State staff are fully equipped to take over quality and schedule management responsibilities, supported by detailed documentation and information on processes and tools.
  • Document Migration: Facilitate the migration of documents from legacy systems to SharePoint Online, ensuring a smooth transition with minimal disruption to operations.
  1. Addressing Unanticipated Tasks
  • Establish a clear process for identifying, agreeing upon, and executing unanticipated tasks, ensuring flexibility and responsiveness to evolving project needs.

Radian Solutions’ approach is designed to be collaborative, flexible, and tailored to the State department’s specific requirements, ensuring that the implementation of SharePoint Online, Nintex, Microsoft Flow, and DocuSign not only meets but exceeds expectations for enhancing productivity, collaboration, and operational efficiency.

Benefits & Impact

Partnership with Radian Solutions has offered several benefits and impacts that align with State department’s strategic objectives for improving its IT infrastructure and operational efficiency.

Benefits and Impact

  • Operational Excellence: By implementing robust, automated workflows and custom solutions, the State department can expect a significant improvement in operational efficiency, with streamlined processes reducing operational costs and improving service delivery.
  • Increased Compliance and Governance: The project will ensure that the State department’s projects and divisions comply with the State department’s SharePoint Governance Plan, enhancing data security, privacy, and compliance with regulatory requirements.
  • Enhanced User Adoption and Satisfaction: Through targeted training and support, State staff will be more equipped and confident in using the new systems, leading to higher user adoption rates and satisfaction.
  • Scalability and Flexibility: The solutions and systems implemented will provide the State department with the scalability and flexibility needed to adapt to future changes and requirements, ensuring the long-term viability of its IT infrastructure.
  • Knowledge Retention and Continuity: Knowledge transfer activities will ensure that critical knowledge and skills are retained within the State department, supporting continuity and reducing vulnerability to staff turnover.
  • Strategic Alignment: The project aligns with the State department’s strategic goals of leveraging technology to improve efficiency, collaboration, and project management across its divisions and projects.

In summary, the partnership with Radian Solutions has provided the State department with a robust, efficient, and flexible IT environment that supports its operational and strategic objectives, while also ensuring that staff are well-equipped to manage and utilize the new systems effectively.

Standards & Frameworks
  • PMI’s Project Management Book of Knowledge (PMBOK)
  • California’ Project Management Framework (CA-PMF)
  • Business Process Re-engineering standards (BPMN)
  • Systems Development Life Cycle (SDLC)
Solutions offered
  • State of California’s Request for Personnel Action (RPA) – Online access to the electronic form and its associated business workflows
  • State of California agency’s Contracting Unit’s Red Folder – Online access to the electronic form and its associated business workflows
  • State of California agency’s Contract Request Approval – Online access to the electronic form and its associated business workflows
  • Intranet Overhaul – Implemented modern Intranet site with Power Automation with Power Apps, Power Automate, Power BI, Custom Webparts, Search, Taxonomy, Permissions, Document Management and Publishing page approvals.
  • Transitioned classic sites to modern sites and migrate the content using Sharegate.