Project Overview
We worked with our customer’s compliance team to develop a SharePoint-based repository for controlled policy and procedure documentation, accessible by all employees and meeting ISO 9001 quality management system requirements.
Microsoft 365 Services
Requirement
Creating a centralised and compliant document management system
Our customer required a central repository for controlled policy and procedure documentation to support the document review and updating process, while also meeting ISO 9001 quality management system requirements.
- Establish a central repository for controlled documents
- Streamline the document review and update process
- Ensure compliance with ISO 9001 quality management standards
Solution
Implementing a robust SharePoint-based solution
A SharePoint solution was developed utilising advanced metadata, search schema and versioning to manage documents effectively. A publishing workflow was created, combining SharePoint’s capabilities with Power Automate, and a custom search was built using PnP capabilities.
- Developed a SharePoint solution with advanced metadata and versioning
- Created a publishing workflow with SharePoint and Power Automate
- Built a custom search feature using SharePoint PnP
Outcome
Delivering a secure and user-friendly system
The solution has been live since 2019, providing a robust and secure platform for over 2,500 users. It has enhanced the process and user experience for document owners and approvers, requiring minimal maintenance.
- Launched a secure solution accessible by over 2,500 users.
- Improved the experience for document owners and approvers.
- Achieved a low-maintenance solution since its inception in 2019.