SharePoint asset management with a web shop for SharePoint Online and Plumsail Forms

advantegy GmbH is a business and IT consulting company specializing in solving complex business challenges with SharePoint and Microsoft 365. They share their experience with a web shop for SharePoint Online in Microsoft 365 integrated with our SharePoint Forms - Plumsail

In modern businesses, seamless internal processes are critical to maximizing efficiency and ensuring employee satisfaction. A common challenge organizations face is the management of resources and assets - ranging from IT equipment and office supplies to company vehicles. Enter an innovative solution: a Web Shop for SharePoint M365, integrated with Plumsail Forms, specifically designed for asset management within an M365 intranet environment.

Further in the article:

• What is the SharePoint web shop with Plumsail Forms?
• How do the web shop and SharePoint asset management work?
• Benefits of a web shop for asset management in organizations
• Why use Plumsail Forms to manage assets in SharePoint Online?
• Use cases: IT, office supplies, company vehicles and event management
• Conclusion: what you can do to setup a web shop and asset management in SharePoint

What is the SharePoint web shop with Plumsail Forms?

Our Web Shop for SharePoint M365 is a user-friendly, fully integrated solution that enables your employees to request and manage company resources through a familiar intranet interface.

By leveraging Plumsail Forms, a powerful tool for form creation and automation, you can streamline your asset management processes and maintain full visibility over your organizational resources.

How do the web shop and SharePoint asset management work?

1. Asset Catalog: The SharePoint-based web shop displays a comprehensive catalog of all available assets within the organization. This includes items such as laptops, smartphones, vehicles, conference room equipment, and office supplies.

Browse the asset catalog and select the items you need.

2. Request Process: Employees can easily request assets by selecting the desired items from the catalog (pre-categorized list tile view), adding them to the shopping cart and submitting the request after review and completing the data for approval and delivery. Additional details, such as the intended usage period or special requirements, can also be included.

Add the items to the shopping cart and submit the request.

3. Automated Workflows: Once a request is submitted, it is proceeded to a ticket and triggers workflow for approval. Depending on company policies, the request is either automatically approved or routed to the appropriate personnel for further review. Plumsail Forms enables complete customization of these workflows independent of and within helpdesk, ensuring seamless integration.

Complete the data for approval and delivery.

4. Management and Tracking: The system provides a complete overview of all active and completed requests. This enables administrators to monitor the status of each request and ensure that assets are efficiently managed and allocated.

View the list of all orders in process.

5. Returns and Maintenance: The web shop also includes features for asset returns and maintenance scheduling. Employees can easily initiate the return of an asset, while the system automatically tracks maintenance cycles and notifies relevant personnel.

View the ticket inside the helpdesk and monitor its status.

Benefits of a web shop for asset management in organizations

Integrating a web shop for asset management into your intranet offers numerous advantages:

• Centralized Management: All company resources are managed within a single system, significantly improving oversight and control.
• Time Savings: Automated workflows and streamlined request processes save valuable time for both employees and IT teams.
• Scalability: The solution is flexible and scalable, allowing it to adapt to the needs of growing organizations.
• Optimal Resource Utilization: Efficient asset management ensures that company resources are used effectively, reducing unnecessary purchases.
• Transparency: All requests and allocations are documented, enhancing transparency in resource management.

Why use Plumsail Forms to manage assets in SharePoint Online?

SharePoint forms created with Plumsail tools provide an intuitive interface for creating custom forms and workflows that integrate seamlessly with SharePoint Microsoft 365. This flexibility allows you to tailor forms and processes to your organization’s specific requirements without the need for extensive programming knowledge.

With its drag-and-drop functionality and extensive customization options, Plumsail Forms for SharePoint is an ideal tool for digitizing and automating business processes.

The Plumsail Web shop and Asset Manager provide an easy-to-use interface for our end-users and IT professionals. It's a very flexible system and the changes needed can be implemented within minutes.

Use cases: IT, office supplies, company vehicles and event management

A web shop for SharePoint M365 with Plumsail Forms is ideal for various organizational scenarios:

• IT Asset Management: Efficiently manage laptops, mobile devices, and other IT equipment while maintaining visibility over inventory and device locations.
• Office Supply Requests: Enable employees to easily order office supplies through the web shop, eliminating the need for time-consuming email communication.
• Vehicle Management: Schedule the use of company vehicles and monitor maintenance cycles and usage periods.
• Conference and Event Management: Manage the booking of conference equipment and ensure all required resources are available on time.

Conclusion: what you can do to setup a web shop and asset management in SharePoint

The web shop for SharePoint M365 offers an innovative and efficient solution for asset management in organizations. It not only simplifies the request process for employees but also ensures optimal management and utilization of company resources. With Plumsail Forms for SharePoint, you can create customized workflows and forms tailored to your internal processes. Embrace this modern solution to optimize your internal operations and manage resources effectively.

Ready to revolutionize your asset management? Explore the possibilities of the web shop for SharePoint with Plumsail Forms and take the next step toward greater efficiency in your organization.

If you'd like to try the product for yourself, get started with 30 days free trial of Plumsail Forms for SharePoint Online by following the installation instruction in our documentation, which includes a full video walkthrough.

And if you're looking for a solution which will work out of the box, simply contact advantegy GmbH and ask to get started with a web shop of your own.