One of the beverage companies had problems in managing its documents. Their files were archived in haphazard network drives and inboxes. This created confusion and ineffective audits.
A unified and safe system was what they required to organize their information mess. We intervened and made a centralized Document and Records Management system. This was a new solution that brought on board automated version control, structured meta data and rigid compliance protocols.
It was the only source of truth as all teams could get the right information whenever they wanted it.
Our team followed a structured process to solve the issues our clients faced.
We conducted workshops to map all document types and their lifecycles. The next step was to design a logical site architecture and metadata model.
We built a dedicated SharePoint environment by configuring libraries and automated workflows for review and approval.
We migrated their existing documents from legacy systems. We had to ensure the metadata was correctly applied and the version history was preserved.
We created training materials and conducted sessions to guide employees through the new processes.
Our team followed a structured process to solve the issues our clients faced.
Manually finding the relevant documents was a tedious task. People spent hours finding them and wasted precious time.
Conducting a compliance audit was challenging. Records were all over the place and were irrelevant.
Within a few months our client saw substantial results. Our services reduced human errors drastically, and they were able to retrieve their important documents faster.
Our client could retrieve documents 50% faster. Their time was saved, and they could finish their tasks faster.
Making manual changes in the documents lead to human errors. Our services could reduce that by 75%.
Compliance audits became faster by 40%. Our client found vulnerabilities faster and could fix them early.
