SharePoint Document Solutions

Optimizing Document Processes:

• We utilize SharePoint’s out-of-the-box features to create interactive workflows for authoring, reviewing, approving, and archiving documents.
• Our Document Lifecycle Process (DLP) solutions manage document status and versioning, routing documents to the appropriate parties based on predefined criteria, ensuring a seamless flow from inception to archival.

Getting Started:

• Engage with our consultants to tailor a DLP strategy that aligns with your business objectives and enhances your operational efficiencies.

Structured Document Organization:

• We facilitate hands-on sessions to develop a comprehensive file plan, categorizing documents by project, client, or date, and defining access permissions and relationships between documents.
• This strategic organization aids in later stages such as migration, making the management system robust and sustainable for long-term service.

Enhancing Searchability and Compliance:

• Utilize SharePoint’s powerful metadata features to assign detailed attributes to documents, improving searchability and compliance with retention policies.
• Balance complexity and usability in metadata to ensure user adoption and practical utility.

Smooth Transition to New Systems:

• Implement time-tested change management practices to ensure user buy-in and smooth transition to the new document management system.
• Offer tailored training and phased deployment to integrate users gradually into the new system, minimizing disruption and maximizing adoption.