Our SharePoint experts understood the client’s requirements and analyzed their current workflows to design a solution that fit in perfectly with their requirements. Team i2e built a custom DMS that could handle end-to-end document management, from creating pre-defined templates to accommodating multiple reviews and reconciliations to sharing the final documents with stakeholders. It also provided other essential capabilities such as version control, and archival retention.
We also leveraged Microsoft Power Automate to automate pushing the document into archives once the newer version of the document was approved. The team used the audit feature of O365 which gave the solution the ability to provide document logs for compliance and security audits.
The client had specific requirements which were possible only with a custom build.
- They wanted to allow multiple reviews and reconciliations for each document and track each cycle of review or reconciliation for audit purposes.
- A hassle-free voting mechanism where the Subject Matter Experts (SMEs) could vote for the document’s approval.
Our expert knowledge of the Microsoft O365 ecosystem helped us deliver a solution that fulfilled all the client’s requirements.
- The multiple reviews created additional data which could hinder the performance of the DMS system. Our experts solved this problem with a custom build using SharePoint lists.
- We integrated the custom DMS solution with Outlook as a result the SMEs were able to vote for the document approvals straight from their inboxes. This information was then captured in the DMS.
