Case Study: Managing Community Health Initiatives with SharePoint

How Bamboo SPX Services helped create transparency and streamlined reporting for a major State Government Health and Wellness program

The Challenge

A Bamboo SPX Services customer who manages community health initiatives came to us requesting help with a key transparency and streamlining initiative. The customer has two community-based health and wellness programs which we call Program 1 and Program 2. Program 1 has a set number of strategies, while the number of strategies for Program 2 can vary by community. The customer wanted to replace their Excel reporting spreadsheets with a SharePoint-based solution. The aim was to increase transparency and to streamline the reporting process by providing community-specific reporting views. The customer also wanted to have increased control over which fields could be edited by users over the life-cycle of the programs. In the existing Excel workbooks, columns had to be manually locked, hidden, or shown during program reporting periods. Report files for the communities are referred to as ‘WorkPlans’ that could include Narratives, Milestones, and Activities.

The customer had some additional requirements which included a solution for Excel and PDF exporting that packaged community information residing in different SharePoint lists into the requested format. The customer also wanted a dynamic map view to visually represent where different initiates were in effect across the region.

The client had an old on-premises installation of SharePoint that was costing them money to host at an offsite facility.

The Solution

Bamboo SPX Services was engaged to migrate their on-premises solution to Office365 and to build a custom SharePoint solution to meet their needs. This solution included the following features:

  • Custom lists to store the relevant Milestone, Narrative, and Activity items.  Each list contained lookup columns for the Community ID, Program type (Program 1 or 2), and the applicable strategy being deployed.
  • Custom code to auto-populate and/or hides fields, including the strategy name, community name, and ID lookup fields.
  • Where appropriate, the custom forms associated with the lists include a Google map address lookup and a handy preview pane.

In addition, we utilized JavaScript called Leaflets to display the locations of the various program initiatives on a map. Each marker is color-coded by the type of initiative, and users can dynamically display the radius (or reach) of each initiative.

We also leveraged JavaScript to enhance the solution with the following features:

  • We used Bootstrap tabs to create a navigational hierarchy that allows the user to start at a root tab and see only the identified strategies that a particular community is participating in.
  • Under each strategy, users can now drill into the various WorkPlans, Narratives, Milestones, or Activities for any strategy.


Today the information is shared internally within the state as well as with the community stakeholders through Office365 using SharePoint’s built-in security features. For the same cost as the yearly hosting services for the old on-premises SharePoint implementation, the customer now has a modern application on Office 365. This enhanced experience shows the impact of their community health initiatives helping them support the budget they need to make these programs world-class.

All SharePoint Versions

The web parts are functional components that extend your SharePoint environment whether it’s hosted, on-premises, or part of Microsoft® Office 365.

SharePoint 2013, 2016, 2019, Online (Office 365)

On-Premises Only

These web parts extend SharePoint beyond its out-of-the-box capabilities by tailoring it to your requirements with Bamboo Solution’s growing portfolio of SharePoint Web Parts.

SharePoint 2013, 2016, 2019


Product Suites

Experience greater power and savings by bundling our SharePoint apps and web parts.

Essentials Suite

Essentials Plus Suite

Bamboo Premier Suite

Project Management Suite

Knowledge Management Suite

External User Manager


For more information on our product suites, contact us.

Featured Services

SharePoint Health Check

A SharePoint Health Check will identify the causes of issues and risks associated with your specific environment, and is custom tailored to provide you with the best recommendations to optimize your SharePoint environment.

SQL Health Check

Document recommendations relating to performance, stability, availability, or a specific focus you request of your SQL Server database instances.

My SharePointXperts

The truth is that each SharePoint skill may not be a full time job for many organizations, and it is nearly impossible for one person to do everything you need – so augment your team with SharePointXperts; providing the skill sets you need when you need them!