This website uses cookies to ensure you get the best experience on our website.
Accept
Privacy Policy
Get ready for AIKA 365. Your AI Knowledge Assistant for instant answers, empowering your team. Learn More

Africa’s leading staffing company leverages SharePoint Document management system to organize its key company information and improve employee’s productivity

Case Study
harePoint Document management system

Africa’s leading staffing company leverages SharePoint Document management system to organize its key company information and improve employee’s productivity

Download the Case Study
Industry : Consulting Services

Client Business description

Our Client is a leading staffing and recruiting service provider in Central/Eastern Africa which excels in providing the most innovative and valuable human resources solutions for their clients.

Challenges

The client had issues because of inadequate document storage and sharing process. Their offices were spread out in multiple locations and departments.

The staffing firm wanted to store and share crucial company documents across offices in different locations, but this was not possible due to a lack of the common document repository. They were not able to take timely decisions due to an unstructured document storage system. Other challenges included:

  • Lack of shared document repository
  • Difficulty locating updated versions of a document
  • Delayed document approval or rejection process
  • Difficult to manage user permissions
  • Documents could not be shared to multiple locations and departments
  • Employees wasting productive hours searching for the required information
  • Employees performing low-value tasks like updating manual paper files
  • The huge cost of paper files as well as occupying physical space in each office

How we helped

We helped the client develop a web-based Document Management System to manage the life cycle of their crucial company documents. The application was built using SharePoint so the client could leverage their Microsoft 365 license.

Digitizing workflow

Digitizing workflow

By working together, we helped the client implement a system that digitized their manual document managing process.

Categorization of documents

Categorization of documents

We created different Document libraries for each location and department so when a document was assigned to a library, it was automatically available for employees in that department and location to access the information per their user permissions.

Assigning user permissions for restricted access

Assigning user permissions for restricted access

To restrict access, we created different user groups like the uploader, approver, and view-only groups. Different level of access permissions was also managed using SharePoint user permission settings.

Keyword searchable document

Keyword searchable documents

Using SharePoint made it possible to tag documents with specific keywords, to make them easily searchable.

Multi-Functional for different purposes

Multi-Functional for different purposes

We created different sections for each user role. Let’s check out the purpose of each of these functionalities.

  • 1. Upload document function

    This function helps users upload a document(s), with the option to choose a common category, keyword or metatags for the selected document(s). The name of the user uploading the document(s) and upload date-time was captured along with the option to enter additional information. The uploaded documents are added to a folder based on the selected category. An email is then sent to the Reviewer (Category admin) to review.

  • 2. Approve and reject the document function

    This module allows the Reviewer/Approver to review unapproved document(s). The reviewer can approve/reject/archive document(s). Once approved the document(s) are available to other users forview. In case of rejection, an email is sent to the uploader of that document(s) with the rejection reason.

  • 3. Search or browse document function

    Users can now search and download approved document(s) based on their current needs. The user can narrow the result(s) using multiple filter options and keyword searches using the in-document search. Multiple documents can be selected and downloaded at once. The username, date time and the reason for download are captured for record-keeping purposes. Users can also share a link to the files with another employee using the share option.

  • 4. Archive document function

    This module allows the content to be archived manually or automatically by certain dates.

Supporting documents of all formats

Supporting documents of all formats

Users can add documents in multiple formats (word, excel, ppt, images, etc.)

Document version management

Document version management

Different versions of the same document were managed properly. The approver can control if only the latest, approved version is visible to all.

Results

The SharePoint based Document Management became the central repository for the client’s business, stakeholders and all the employees as well. They used it to save documents, share quick information and save time. It helped the company improve collaboration to a great extent.

  • The client now has a centralized, digitalized document repository.
  • They saved time, money and efforts managing their data.
  • The process of document submission, approval and visibility were streamlined.
  • Team collaboration was enhanced because email notifications kept team members of their responsibilities and deadlines.
  • Searching for the required information was easy than before. It helped employees to save 35% of their productive time.
  • The client made better use of their Microsoft 365 license thus making it a cost-effective solution.

Document Management System Screenshots

SharePoint Document management system
SharePoint Document management system

Check out our Microsoft 365 Custom development portfolio.

Our Resources

True SharePoint Experts!

We have worked with Beyond key on the development of our company intranet which is hosted in [...]

- Leon Allard
Our Resources

Excellent Tool and Customer Support

This tool is excellent, it is simple to use and configure and meets our business need.[...]

- Andy French
Our Resources

Amazing APP & support. Don't change.

We are using this as a people finder for our college. We did look at a few options[...]

- Darren Evans
Our Resources

Outstanding Support

App worked out of the box, I had a few questions on configuration so I email[...]

- Matt Williams

How to Enhance New Employee Onboarding Experiences?

Getting your new employee up to speed can be a difficult task for even the most established companies. It’s a careful balancing act...

September 25, 2019

The Ideal Employee Onboarding Checklist for Increased Efficiency...

Emails get lost in the inbox, physical documents get misplaced and that’s when management starts to notice the communication…

September 25, 2019

9 Best practices for flawless Employee Offboarding

No company likes employees leaving the organization when they become assets to the whole system. Inevitably…

November 18, 2018

Use the News web part on a SharePoint page

Web parts are the main characteristic of your page in the site. One such dynamic web part is the news web part…

December 24, 2018

How to get Custom Theme for your Modern SharePoint site

A couple of months ago, Microsoft introduced new branding and theming capabilities for the Modern SharePoint sites in Microsoft 365

November 14, 2018

Let’s Discuss Your Project