Case Study: HVK Stevens

A solution that would remove administrative hurdles and provide the flexibility to access documents through Teams and SharePoint.

HVK Stevens

HVK Stevens specializes in advising entrepreneurs, corporations, private equity funds, charities, families, and family-run businesses. Their professionals have legal, tax, and financial knowledge and experience that suits every phase in your life, and that of your company – from startup to sales, acquisition to succession.

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An Intro

DEV-UP was approached by HVK Stevens to provide a solution for their document management needs. The company wanted a solution that would streamline the process of managing their customer’s files and folders and provide an efficient way of accessing them. HVK Stevens was in search of a solution that would remove administrative hurdles and provide the flexibility to access their documents through Teams and SharePoint.

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DEV-UP leveraged the power of AFAS API and Power Automate to link SharePoint to AFAS and provide a solution that met HVK Stevens’ needs. The solution enabled the creation of a complete folder structure for customers through Teams or SharePoint, and all files and folders added to the folder were automatically synced to AFAS. Any files added by the customers were also automatically synced back to SharePoint, ensuring that all documents were accessible and up-to-date.

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The result was a link that helped the customer with the use of AFAS and strengthened the use of AFAS. The customer now had document management for their customers via SharePoint & Teams, which were automatically synced to AFAS and synced back, making their work much easier and efficient.

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Objective

The main challenge in this assignment was to achieve the right speed and to go through all the files as smartly as possible and see what should be uploaded and what

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Challenge

The objective of this assignment was to provide a seamless document management solution for HVK Stevens using AFAS API and Power Automate. The solution was aimed at removing administrative hurdles and providing flexibility to access documents through Teams and SharePoint.

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Solution

DEV-UP linked SharePoint to AFAS using AFAS API and Power Automate. The solution enabled the creation of a complete folder structure for customers through Teams or SharePoint. All files and folders added to the folder were automatically synced to AFAS. Any files added by the customers were also automatically synced back to SharePoint. The result was a link that helped the customer with the use of AFAS and strengthened the use of AFAS. The customer now had document management for their customers via SharePoint & Teams, which were automatically synced to AFAS and synced back. The emphasis on the use of AFAS API and linking SharePoint and Teams made this solution a success.

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DEV-UP successfully provided a solution for HVK Stevens’ document management needs. The integration of SharePoint, Teams, and AFAS through the use of AFAS API and Power Automate transformed the company’s document management process and removed administrative hurdles. The solution provided flexibility to access documents through Teams and SharePoint, making the work of HVK Stevens much easier and more efficient. The emphasis on the use of AFAS API and linking SharePoint and Teams made this solution a success.