Home > Process > Sharepoint
There is a fix. SharePoint is a platform most businesses have full access via Microsoft365 licences, but few utilise it anywhere near its full capability. We know what it can do and how to develop it into something that works for your business, our process is simple but effective:
Consult – Our customer first approach means we work with your teams to identify their needs
Infrastructure – Design & build the new infrastructure that will house your business files and key information
Data Cleanse – We will sort, reorganise and migrate your data to the new SharePoint infrastructure
Train & Implement – Train your teams on the new look platform and support the transition
Information management in any construction business is key for the success delivery of a project. As a growing business, Etopia has seen changes to the product and services they offer.
The leaders of the business wanted a filing structure where documents were easily retrievable, filed consistently, and where the team could work collaboratively in a share environment.
The team needed a solution for today, tomorrow, and the future direction and growth of the business.
Therefore we had to rethink about the documents we needed, which documents had been replaced by digital records and what information was managed by the design platforms.
Etopia now have a system that supports their need for a solution for today and is future-proofed to ensure their ongoing requirements are met. The project teams are now able to collaborate in a more effective manner and duplication of information has been eliminated. The project teams now have full confidence that the correct and up to date information is available to Etopia and their wider supply chain.
We followed our 4 step process of consultation, infrastructure, data cleansing and training. This lead us to build a SharePoint system that worked for them, including a ‘Hub Site’ for everyone to navigate from. Pages for each department with useful information for all to see and a Site for just the members of said department to store their work in.
We also worked with the Etopia delivery team to redesign how they file project documentation, this included a simplified filing structure and consistent look and feel to all project sites. We also built in workflows for capturing new opportunities using Forms, List and Flow.
After identifying the data that needing cleansing with the Etopia team prior to the move from old to new, we executed this cleanse and move. The staff of Etopia were trained virtually and will have ‘how-to-videos’ as reference for the future.