Solutions That Work
Every solution we create is customized to your business’ unique needs. Below are examples to give you an idea of what we can do for your company.
Key Takeaways: Microsoft 365 Efficiency Solutions
- Business Automation: Replace retiring legacy tools like InfoPath and SharePoint Designer with Power Platform solutions to reduce manual labor by an average of 25%.
- Intelligent Search: Move beyond basic document libraries to metadata-driven SharePoint architecture that eliminates "document dumps" and improves retrieval speed.
- Knowledge Governance: Consolidate fragmented data into centralized hubs with automated retention schedules to reduce storage costs and improve security.
SharePoint: More than a website and document library
SharePoint is business resource that goes beyond simple website and document storage by utilizing dynamic metadata and custom content types to eliminate data silos. This modern architecture replaces disorganized folder structures with a governed ecosystem, ensuring that critical business information is instantly searchable and actionable across your entire organization.
| Problem | Solution | ||
|
Users stop using SharePoint because the information displayed is outdated or irrelevant |
Using dynamic web parts keeps information up-to-date and relevant |
||
|
User are unable to find the documents they need in libraries |
Managing content types, including metadata, and indexing columns will allow users to search or filter documents to find exactly what they need, when they need it |
||
How can Power Platform automate my business workflows?
The Microsoft Power Platform saves organizations an average of 25% in manual labor by replacing legacy forms with responsive Power Apps and automating repetitive tasks via Power Automate. We specialize in converting retiring InfoPath forms into modern, mobile-ready solutions.
| Problem | Solution | ||
|
With retirement of InfoPath, SharePoint Designer, and other legacy forms, organizations face losing tools that are critical to their business processes |
Rapidly convert old forms into responsive apps usuable on desktop and mobile devices that integrate into Microsoft Office and ensure easy access and continuity of business operations |
||
|
Hybrid work environments offer maximum flexibility and reduces office space needs, which in-turn reduces real estate costs; but lack of coordination of who is working and where can lead to employees not having a place to work |
A reservation portal for desk booking, visitor management, and room scheduling, allowing individuals and teams to coordinate office days for maximum collaboration |
||
|
Customer feedback or internal surveys are collected via Microsoft Forms, but the data just sits there in a spreadsheet rather than being actionable |
Every time a form is submitted, a Power Automate Flow parses the answers and inserts them into a database (e.g. Dataverse) or list to trigger follow-up tasks, or quantify survery results in Power BI |
||
|
A report of actities or actions is required to be compiled and sent off on a regular basis |
A Power Automate Flow at a set time, (i.e. hourly, daily, weekly, etc...), queries the data source, formats the results into an HTML table or CSV, and emails it to leadership |
||
|
Important project documents are buried in individual employee inboxes rather than being saved in a central repository |
A Power Automate Flow monitors a shared mailbox; when an email arrives with an attachment from a knownsender it automatically saves the file to the correct SharePoint folder and renames it using a standard convention (e.g. Date_Vendor_Invoice.pdf) |
||
Why can't my team find documents in SharePoint?
Knowledge management is more than knowing where a document is. By implementing a centralized repository with strong metadata, you aren't just organizing documents, you are reclaiming hundreds, thousands, or tens of thousands of dollars in productivity.
| Problem | Solution | ||
|
Institutional knowledge is fragmented across the company network, workstations, personal drives, and email |
A Knowledge Hub consolidating assets into one or more indexed respositories can provide quick and easy document searches, ensure version control, and accelerate decision-making across all departments |
||
|
Lack of consistency in file names makes it hard to determine contents |
Metadata allows tagging of files that are independent of the filename to better identify contents and group documents (e.g. Project Name, Department, Topic) |
||
|
The number of documents in storage constantly increases leading to annual increases in storage space and cost |
Records schedules identify a document's type and retention period; documents that are not required to be kept for an extended period can be disposed of after their useful period, and documents that are required will be kept only as long as they are required by your business or law |
||