Case Studies

A case study is a research method to gain a better understanding of a subject or process. Case studies involve in-depth research into a given subject, in order to understand its functionality and successe

Optical Character Recognition (OCR)

Objective:

To add OCR functionality on client’s SharePoint site that could read and extract text from a scanned document. This has to be done on a scale that could support various document formats.

Challenges:

  • The functionality must support different document formats.
  • The extracted text should be identified by the SharePoint search system.

Solutions Delivered:

Dotsquares provided a complete Optical Character Recognition (OCR) functionality on the client’s SharePoint site:

  • ince the company dealt with activities on a large scale, the documents provided were in various formats that included jpg images, PDF files, handwritten files, and typed documents.
  • The documents provided were extracted and converted into text using OCR technology.
  • This text could be identified by the SharePoint site when searched.
  • The text extracted could be used for metadata searching.

Technologies Used:

SharePoint Online, .Net, C#, JavaScript, jQuery, Visual Studio, SharePoint Designer

SalesForce to SharePoint connection

Objective:

To create Document Extractor on the Salesforce platform that checks Salesforce for new documents, stubs them to SharePoint, and creates unique URLs for those documents in Salesforce.

Challenges:

  • To create a solution that could scan various file formats
  • Creating new URLs and updating them on the platform
  • Building a synced environment between SharePoint and Salesforce
  • Automated stubbing process

Solutions Delivered:

Dotsquares offered a complete solution through SaaS connectivity:

  • We built a Document Extractor for Salesforce Platform that can be bought on www.connecting-software.com
  • The Document Extractor helps in document stubbing which creates a synced environment between Salesforce and SharePoint
  • The Extractor facilitates the process of copying documents from Salesforce to SharePoint
  • Once the copying process is complete, the original document in Salesforce is replaced with a unique URL created by the Extractor
  • This unique URL directs the user to the document in SharePoint
  • The synced environment keeps the Extractor active so that it keeps checking for new documents in Salesforce and performs the stubbing process without any manual interference

Technologies Used:

Document Extractor Built for Salesforce Platform