SharePoint – how to take it easy

SharePoint – how to take it easy

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Jamie Ford (L) of Easy St PT gets a quick lesson from Jake Artingstall (R) of Smarter TechnologiesEasy St Personal Training Ltd (Easy St PT), set up by Jamie Ford, is a new fitness gym and nutritional advice facility in Edenfield Road in Rochdale. Based in a spacious ex-car showroom, the gym needed a complete re-fit which included the network infrastructure and IT equipment providing, in addition to the software and installation.

As we normally do, we started by holding a meeting with our client to talk about their plans, and to work out what would be the best solution for the business. By learning about the company, looking at what type of service they wished to supply, what their budget was and how they wanted to work, we could find the perfect solution for Easy St PT. Creating an integrated system for them was very high on their wish list, as it would enable their staff to offer the very best service to their clients and improve their efficiency.

Our solution included a Microsoft Office 365 Business Premium annual subscription – Easy St PT wished to be able to record their client records through either a desktop PC or via handheld tablets, during a training session, so we recommended a central booking calendar on SharePoint and a customised SharePoint application to manage the appropriate documents and forms for each client. Creating the individual Excel forms in the document library took 2 days to complete with the assistance of the client to be sure that the library was perfect. One of the owners of the gym, Jamie, had already used SharePoint, which meant that he understood the benefits to his business, and he was more than happy with the customised templates for the staff which would enable them to record:

  • An initial health and lifestyle questionnaire
  • Session logs
  • Body weight and measurements with graphs
  • Progress photographs

Easy St PT had completed the refurbishment of their reception area and the broadband was connected, so we were able to install their new desktop PC with no issues caused by working around other contractor’s activities. We also refurbished their old Epson printer for them back at our workshop, giving it a new lease of life and reducing any other costs. To allow their personal trainers and physios to record treatment and training notes at the time of consultation with their clients, we supplied 2 Android tablets which, along with the desktop PC, were connected wirelessly to the new Easy St PT network.

With the assistance of Easy St PT’s web developer, we connected the SharePoint application to the domain which has now given their clients the ability to book their appointments online and to have all their progress reports in one easy, accessible place. Finally, we gave Easy St PT’s staff a 30-minute training session to prepare them to use their new system and rounded the day off with an additional 30-minutes administrator training for director, Jamie Ford.

After the initial installation Easy St PT wanted an additional area on the templates for further information to be recorded during training sessions. This was completed remotely by logging into Easy St PT’s SharePoint site and was completed within an hour, meaning that our client was ready to go almost immediately.

Jamie Ford added,

“Working with Smarter Technologies just made something that was out of my comfort zone, and well away from my area of expertise, a lot easier to manage. They produced the software I wanted by me just describing my idea to them in a brief meeting. Excellent and efficient service, the guys were friendly and helpful throughout the process.”

Smarter Technologies Ltd, Unit 1 Broadfield Industrial Estate, Seymour Street, Heywood, OL10 3AJ | Company No.: 07172781 | VAT No.: 794 7491 68