Author Archives

I am a software engineer, business and systems analyst, program manager, and technical architect with a passion for delivering business strategy and technology. Over the past 15 years I have partnered with dozens of employers and clients to achieve goals across the corporate landscape.

• Office 365 and SharePoint – Human Resources (HR) – Performance Reviews using Document Sets and Content Organizer with Send to Connections

  By Christopher Brotsos on September 7, 2018 • ( 0 )

  

  Let’s give Human Resources (HR) a chance to shine as they tackle business management in Office 365 and SharePoint by implementing Westmorr’s Annual Performance Review process using Document Sets and the Content Organizer with Send to Connections. As is done throughout… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Microsoft Excel Slicers and Conditional Formatting Reports

  By Christopher Brotsos on September 6, 2018 • ( 2 )

  

  We already saw how Excel, Office 365, and SharePoint empowers your team to deliver reports online in this post. The report example in that post used a pivot table to report on the status of Sales Contract Lifecycle Tasks as… Read More ›

• Office 365 and SharePoint – Calendars with Search Web Parts and Calculated Event Date Filters

  By Christopher Brotsos on September 5, 2018 • ( 0 )

  

  We’ll step back from Contract Lifecycle Management (CLM) specifically, though it’s still relevant, and focus on a more generic business management scenario in Office 365 and SharePoint using Calendars rendered with Search web parts and calculated event date filters. Calendars are Just a… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Search Refiner Date Managed Properties and Display Templates

  By Christopher Brotsos on September 3, 2018 • ( 2 )

  

  We’ve already agreed that Search is going to be a key part to your business management system in Office 365 and SharePoint. In this post, we mapped our crawled Expires Date property to the Managed Property named RefinableDate00. We then… Read More ›

• SharePoint Managed CSOM – Field Relationships RelationshipDeleteBehavior

  By Christopher Brotsos on September 2, 2018 • ( 0 )

  

  I am trying to stay focused only on writing my Business Management in Office 365 and SharePoint posts, but ran into an old problem in a new scenario today and wanted to share within this post. That is, how to programmatically… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Reporting with Microsoft Excel

  By Christopher Brotsos on September 2, 2018 • ( 2 )

  

  There are many ways to generate reports in SharePoint and Office 365, and of course, those reports will be a key factor in determining the success of the Contract Lifecycle Management (CLM) system. Microsoft Excel has always been a first-class… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Search Refiners

  By Christopher Brotsos on September 1, 2018 • ( 4 )

  

  As noted right in the beginning of the previous post, “Search is an essential component of any well constructed business management system and/or LOB application in SharePoint [and Office 365]”. We’ll follow the Sales team along a few SharePoint Search… Read More ›