Case study — Enterprise IT
Document Management System: Enterprise document management on SharePoint
A client wanted a centralised document management system on Microsoft SharePoint to streamline storage, collaboration, version control and approval workflows across departments.
Industry
Enterprise IT
Location
India
Engagement
SharePoint implementation
What we built
Delivered end-to-end SharePoint DMS implementation: requirements, solution architecture, site and library structure, and metadata and folder design.
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Built role-based access control, workflow automation, document versioning and approval processes, plus notification mechanisms and retention and permission policies.
Migrated documents from legacy repositories and delivered user training for organisation-wide adoption.
Challenges
- Migrating large volumes of unstructured legacy documents
- Defining standardised metadata, taxonomy and folder structures from scratch
- Eliminating duplicate, outdated and inconsistent documents across departments
- Maintaining compliance, auditability and traceability throughout
Technologies
- SharePoint Online
- Power Automate
- Azure AD
- Microsoft Graph API
The result
Delivered on time, on scope, on budget.
- A centralised, secure repository for all organisational documents
- Improved collaboration and real-time document sharing
- Faster retrieval through advanced search and metadata tagging
- Automated workflows cut manual effort and turnaround time, with version control ensuring access to the latest approved documents
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