Document management and workflow implementation
Services focused exclusively on document management and approval automation - with or without ShareDoc. Projects led by the team that builds the platform.
Document management rollout
Full archive structuring: document type discovery, library architecture, metadata, content types and per-team views.
-
Document type discovery and validation -
Library architecture by lifecycle and permission -
Term Store and corporate vocabulary -
Training and adoption plan
Approval flow design
Mapping the current process and building the flows - thresholds, deadlines, escalation and audit trail - in ShareDoc or Power Automate.
-
Process mapping and threshold rules -
Flow construction with deadlines and escalation -
Exception handling and delegation -
SLA dashboard and monitoring
Document migration
Moving off a file server or legacy system with clean-up, deduplication and conversion of folder hierarchy into metadata.
-
Inventory and diagnosis of the current archive -
Clean-up, deduplication and assisted purging -
Folder-to-metadata mapping -
Pilot wave and legacy cut-off
Governance and compliance
Retention schedules, retention labels, confidentiality classification and preparation for audit and certification.
-
Retention schedule per document type -
Defensible retention and disposal -
Archive permission audit -
Evidence for ISO 9001 and data protection
See ShareDoc applied to your process
Book a demo run against a real case from your operation - an approval flow or a document type that currently causes friction.