One place to find the latest file, and every version before it.
Centralised SharePoint Portal
Before
Hunting across drives
Now
One source of truth
The challenge
Current and archived documents were spread across locations with no shared convention, so work was duplicated and retrieval ate into delivery time.
What we built
A structured document framework in SharePoint: parent folders for regular and ad hoc work, deliverable specific subfolders, consistent naming and metadata for type, date and category, and dynamic homepage views that surface the most recent reports automatically.
How it runs
- StructureFolder hierarchy built around how work actually arrives
- TagNaming conventions and metadata applied consistently
- SurfaceHomepage views show the latest automatically
The result
- 1
- Source of truth
- 0
- Duplicate versions in circulation
- Instant
- Access to latest and archived files
Built with
- SharePoint
- Metadata
- Version control
Run this in Professional Services
The same Intelligence portals build, scoped to your sources and your reporting lines.