SharePoint DMS Transforms Operations for a Leading Alcoholic Beverage Company

Overview

In the highly competitive beverage industry, where time is of the essence, both document management and collaboration are essential to achieving the operation’s goals. Pernod Ricard India (PRI), a subsidiary of Paris-based Pernod Ricard SA, is one of the largest and fastest-growing alcoholic beverage business enterprises. Popular for several brands such as Imperial Blue, Royal Stag, and Blenders Pride, the firm always boasts of making great social occasions for clients. 

Realizing the complexity of the need to manage documents enterprise-wide and reduce the documentation cycle, PRI joined hands with OrangeMantra to leverage the SharePoint Platform for Document Management System (DMS). Read below to see how the solution impacted and solved PRI’s case and their business issues. 

Industry

Alcoholic Beverage Manufacturing and Distribution

Services

Enterprise Document Management System (EDMS) Development

1
Project Planning

During our analysis, we discussed as a team of SharePoint professionals and business analysts with the PRI representatives to understand its operations and requirements. The emphasis was on making an engaging and easy-to-use DMS that could serve to store, search, and share documents at scale. 

2
Design & Prototype

To meet the requirements of PRI’s structure, we have created a sleek and easy-to-navigate layout. The prototype enabled PRI stakeholders to give their opinions; hence, the needs of the stakeholders were met to their satisfaction. 

3
Development

Leveraging the latest SharePoint version, we developed a cloud-based DMS with features such as: 

Centralized Document Storage: These figures are grouped according to departments for easy referencing. 

Role-Based Access Control: Specific contents made available depending on positions held and rank within an organization. 

 Streamlined Workflows: Use and implementation of automatic content approval and sharing systems. 

4
Deployment

Integration of the system occurred without much interference to PRI’s operations and was made almost invisible. Extensive training programs enabled the employees to effectively proceed with the new system from the very start. 

The Problem

Our fintech client faced major roadblocks in improving their loan application process. Due to limited customer support and cumbersome document process, it led to unhappy customers and delayed approvals.

Our Role

  • Project Planning
  • Design & Prototype
  • Development
  • Deployment

Project Challenges

1.Key challenges included

Inefficient Document Retrieval: They complained that they wasted time to find and fetch important papers from the shelves within a short time. 

2.Departmental Collaboration Issues

The challenges seen when sharing and approving content across different departments meant that the process was operationally cumbersome.

Results

SharePoint Company‘s solution revolutionized PRI’s document management capabilities. 

Better Business Operations

PRI stated that through streamlining the work process and improving document access, the company recorded an efficiency gain of 10% through the use of DMS. 

Enhanced Collaboration

CO-ordinate: Facilitating cross-departmental sharing and content approvals was made smooth, which enhanced the project, timeline, and team synchronization. 

Regulatory Compliance

This means that RBAC, combined with a proper approach to document categorization, helped the industry comply with the regulations.