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Document Management

Effective document management can be a challenge. Often, our clients want to know:

  • Can we have a simple way to Search and Find documents, either by department, office or function?
  • Can we eliminate multiple copies of a policy / contract / agreement and how can we know which is the latest one?
  • How can I have an approval process on a document and be alerted when it has been finalised?
  • How can we address the issue of documents attached to email and public folders which cannot be easily shared or searched?
  • Can we have one centralised repository that inherits our security and permissions and is accessible via a browser?
  • What should we do with the historical data that resides in shared folders?

How can you address these challenges?

  1. Look at how your organisation creates and stores documents
  2. Review the shared folder directory structure and permissions
  3. Identify common search requirements
  4. Create security and permissions at site, page, library or item level
  5. Install and configure SharePoint components (Web Parts)
  6. Set organisational disciplines
  7. Schedule staff education sessions

We can help

We work with you from the initial business requirements gathering and planning workshops, through to the implementation of a solution. After implementation we ensure that your team is comfortable and familiar with the improvements.