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Company Overview

At Trane, we're all about air – cool air, warm air, clean air. As a world leader in air conditioning systems, services and solutions, we control the comfort of the air for people in homes and many of the world's largest and most famous commercial, industrial and institutional buildings. And we're applying Trane's expertise in environmental technology and energy conservation to make a difference in energy efficiency around the globe.

Business Challenge

Alto worked closely with Trane, a division of Ingersoll Rand, to architect and implement a SharePoint site for Comprehensive Solutions. The district office needed a more efficient method to access documents (including approvals, estimates, proposals, RFQs, tax determinations).

Solution Summary

Alto implemented a site hierarchy and taxonomy based on input from Trane stakeholders. One important goal was to minimize the number of clicks users have to do before finding the desired information. Alto utilized site columns, content types, web forms, metadata, and appropriate library and site structure to provide the above and to make working with and accessing these documents as efficient as possible and as secure as needed.  The goal of this project was also to focus on automating business processes, via workflows and forms.

Alto and Trane planned the department site structure based on Trane’s desired functionality, administration, security needs, department taxonomy, and best practices. The goal was to structure this information in a usable and manageable format allowing contributors to easily maintain it going forward.

Because an established taxonomy is the key to organizing and accessing documents, Alto worked with Trane to create a logical set of metadata to be available throughout the site utilizing site columns and content types.  Alto also addressed retention policies, security requirements, approval processes provided by Trane to properly structure the content to best suit Trane’s business and security needs. Alto included an end-users ‘Help’ wiki, with a search scope set up to make applicable help information easier to find.

The overall benefit to Trane was to automate and/or enhance the comparison of guarantees to minimize the labor-intensive process.  It was a huge time savings and provided much ROI to Trane.

We customized the look and feel of the site to provide corporate branding as shown below.