Written by: Ameir Abouelela
SharePoint provides a plethora of applications that simplify workplace productivity. Among the most utilized of these applications are the software’s search forms. Search capabilities in SharePoint are very much advanced in that they provide analytics for the documents that staff members access, which is extremely helpful when SharePoint is used to store necessary employee paperwork and other relevant information.
Search forms can cover many moving parts in an organization, across all departments. However, we will focus on 10 major forms for SharePoint that businesses frequently use.
You can store marketing collateral like branding, logos, messaging and possibly go-to-market roadmaps in easily-searchable forms on SharePoint. You can also potentially find statistics, including product growth cycles, metrics and possible forecasts for future marketing initiatives. Depending on how you store the information, you can allow staff members to update the forms as they implement marketing campaigns.
2. Human Resources
By easily searching and accessing forms in SharePoint, staff could update contact information, billing information, and work contracts. SharePoint can also be used to store forms for requesting vacation or other time off, to minimize the amount of time HR staff has to send these forms to each individual employee.
Organizations need to hear ideas and/or suggestions from all workers within the establishment to provide more insight into workplace initiatives. Storing feedback forms on SharePoint so they are easily searchable and accessible allows the process of obtaining feedback from your employees easy!
4. Expense Forms
Depending on your business’ process, you can use SharePoint to store expense forms and requests for reimbursement for easy employee access, and if this form is frequently used you can have a direct link on your SharePoint homepage to it for ease of use.
If your business is retail-oriented, a useful piece of information to store in the easily-searchable SharePoint could be a comprehensive list of products and services, with accompanying price ranges. For example, a dish detergent company will have a list of all of the styles and scents they have for their dish washing liquids.
You can create a form containing all accounting and finance records, and allow access to individuals in the finance and other relevant departments so they can update the information and track financial information.
7. Design & Development
Developers or IT staff can store coding information as they craft it so that their team members can work using this information and create more effective and timely backend solutions.
Though this often coincides with marketing forms, a sales form may contain other important information. These can include for example, selling methods, quotes, pricing, NDA agreements, etc.
9. Customer Engagement
This form is used for design concepts to efficiently target consumers, handle trial requests and also consists of demos.
You can organize potential or new partner information in an easily-found form on SharePoint. It can include such information as the client’s branding information, marketing strategies, schedules, and specifics on the partner agreement.
So as you can see, search forms equip businesses with an abundance of useful and well-organized information that is also easily accessible in SharePoint. This can make routine processes for staff members much simpler, and much more effective!