Banking & Financial Services

Case Study: Medium Enterprise Financial Services Company


This case study of a medium enterprise financial services company is based on a June 2013 survey of Quick Apps for SharePoint (formerly Web Parts for SharePoint) customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

“We met specific requirements business users wanted that were not found in SharePoint out of the box.”


  • Deployed Quick Apps for SharePoint to solve for the following operational challenges:
    • User frustration with out-of-the-box limitations
    • A limitation of in-house development resources
    • The difficulty in supporting and maintaing custom code in the long-term
    • The difficulty of upgrading custom-coded apps when new SharePoint versions come out
  • Purchased Quick Apps for SharePoint for the following reasons:
    • To increase user adoption
    • To empower end users to make their own customizations & free up IT resources
    • To reduce the time and cost spent on application support and maintenance
    • To ensure upgradeability of custom applications

Use Case

  • SharePoint environment has 2 farms
  • Built the following custom solutions with Quick Apps for SharePoint:
    • Dashboard
    • BI/reporting solution
    • Form-based application


  • Purchased Quick Apps for SharePoint over the following tools:
    • SharePoint Designer
    • InfoPath
    • Visual Studio
    • Bamboo
  • Agrees the form web part is the most valuable capability of Quick Apps for SharePoint.
  • Reduced development and customization time by 21-40% with Quick Apps for SharePoint compared to previous solutions.
  • Lowered development and customization costs by 21-40% with Quick Apps for SharePoint compared to previous solutions.