Construction
SharePoint Portal

Hastie ServicesSelf-Service Portal

Transforming customer service through a comprehensive SharePoint portal that integrates multiple backend systems and provides 24/7 self-service capabilities.

24/7
Self-Service
1000s
Documents
3
System Integration
Reduced
Support Calls

The Challenge

Customer service was overwhelmed with requests as staff needed to manually gather information from multiple disconnected systems for each client inquiry.

The Solution

Custom SharePoint portal with ASP.NET integration connecting to Hastie's backend ERP system Pronto, providing unified self-service access.

The Outcome

Dramatically reduced customer support requests as clients gained direct access to all information through the comprehensive self-service portal.

About Hastie Services

Hastie Services is the air conditioning and foodservices division of the Hastie Group, with a team of specialists and highly-qualified field technicians servicing air conditioning systems throughout Australia.

They provide 24/7 emergency support services and required a solution to reduce the increasing customer service workload generated by clients requesting information about their sites and equipment.

Project Goals

Document Access
Make quotes, service dockets, risk assessments, and checklists available to customers
Self-Service Calls
Allow customers to log service calls without CS representative assistance
Quote Management
Enable customers to review, approve, or reject service quotes independently
Service History
Provide detailed history information for all supported sites

Technical Architecture

A custom ASP.NET 3.5 application leveraging SharePoint's document storage, indexing, search, and security features

Document Uploader

Maintains and updates document libraries constantly, uploading and cataloguing new documents in TIFF, PDF, or DOC format to SharePoint.

SSIS Integration

SSIS packages that update to obtain the latest customer, site, equipment, and service call information from PRONTO ERP.

Web Service API

Updates service call workflow by writing service call updates and new call information directly into the PRONTO ERP.

Quote Integration

Integrates with Hastie Services' maintenance quoting application, allowing customers to request, approve, or reject quotes.

Security Schema

Complex access and security schema that helps customers locate their information while keeping other customer data secured.

Reporting System

Filterable drill-down reports built with Telerik Reports, featuring PDF export capability for comprehensive data analysis.

Key Benefits Delivered

Transforming customer service through self-service capabilities and enterprise-grade security

Reduced Support Calls

Self-service application provides more convenience for Hastie Services' clients, resulting in significantly fewer customer service calls and reduced operational overhead.

Enhanced Transparency

Customers are satisfied by the increased transparency provided by permanent access to all of their documents online, improving client relationships.

Instant Document Access

SharePoint document libraries and search functionality allows locating documents in seconds within a collection of millions of files.

Enterprise Security

SharePoint provides enterprise-class security and availability, ensuring data protection and system reliability for critical business operations.

Technology Stack

Built on proven Microsoft technologies for enterprise reliability and scalability

SharePoint 2007

Document management and collaboration platform

ASP.NET 3.5

Custom web application development

PRONTO ERP

Backend system integration

Telerik Reports

Advanced reporting and analytics

Why CoSource Delivered Success

The foundation of our consistent success in enterprise portal development

SharePoint Expertise

Deep expertise in SharePoint development and Microsoft technologies

System Integration

Proven ability to integrate multiple backend systems seamlessly

Enterprise Security

Complex security schemas and enterprise-grade implementations

Partnership Approach

Collaborative development with Data#3 and end-customer satisfaction

Need a self-service portal for your business?

Let's build a solution that reduces support overhead and empowers your customers with 24/7 access to their information.