- Customer had their existing SharePoint based portals created and documents managed already.
- But the issue was with how the sites were organized/structured.
- Documents specific to department were spread across multiple sites, leading to duplication of documents and difficulty in finding relevant documents.
- Documents had to be shared to external users for inputs/reviews which was happening offline over email.
- This brought in a complexity of users consolidating information over the emails.
Introduction
Customer had their existing SharePoint based portals created and documents managed already.
Solution
We provided a solution to build a DMS solution over SharePoint online that included the following activities.
- Define an information architecture, restructured & migrated existing documents to map to the new information architecture.
- Defined Document templates to help with specific document automation/approval processes
- Enabled external user access to ensure they get involved in the system and all the activities happens online.
- Built power-automate flows to automate the business process and document approval process.
Key Benefits
- The new system provided a more organized system enabling easy access of documents by the departments. It also enabled external users to be part of the business process reducing the overheads & also ensuring accuracy of information resulting in better process enablement and improved productivity
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