SharePoint Online and Microsoft 365 Development
Where we bring our records management expertise to the M365 suite of applications, especially SharePoint and Power Automate.
Whether you’ve realized that you have access to SharePoint Online with your existing Microsoft subscription or you want to modernize your office by taking advantage of SharePoint’s extensive toolset, we’re here to help! Microsoft’s M365 environment is wide-ranging and powerful, and navigating it can be a daunting experience.
We’ll work with you and your teams to:
Create an intuitive collaboration ecosystem that is governed by your organization’s information architecture and governance policies,
Configure and activate tools that protect your organization’s private information,
Identify business processes, such as accounts payable or asset-purchase approval workflows, that would benefit tremendously from automation; then we’ll use the tools in M365 (such as Power Automate) to build your workflows and train your users. Yes, this means you can have SharePoint automatically route your incoming invoices for approval, depending upon which department they’re assigned to. Automatic indexing, task management, email notications, workflow dashboards, everything!
And, of course, we’ll bring our expertise in records management to your benefit by analyzing your SharePoint structure to determine the best method of applying records management labels, including managing case files and other event-driven retention/disposition processes.
Do you still need to track and manage a lot of physical files but you don’t feel the need to purchase a standalone enterprise-wide application for tens of thousands of dollars because you’re gradually phasing physical files out?
We’ve been building applications for managing physical files for decades, we speak the language of records management, and we know exactly what you’re trying to accomplish.
Our turn-key application built in your SharePoint Online environment using Microsoft Lists, a handful of Power Automate, and some Power Apps will meet all your needs without breaking the budget and without committing IT to supporting yet another application.
We’ll build the application, migrate your data from your existing application (even if it’s just Excel spreadsheets), configure the automation to calculate offsite dates and disposition dates, and build the disposition workflows to spec.
Contact us for a free demonstration!