Document Management Solutions
Turn document chaos into a structured, findable system. We design SharePoint document management with metadata, retention policies, approval workflows, and search—so your team finds what they need quickly.
Metadata & taxonomy
We design metadata schemas and taxonomies that match your business—so documents are categorized consistently and search becomes powerful.
Retention & compliance
We help you implement retention policies and compliance controls aligned with your industry requirements—from legal to HR records.
Approval workflows & automation
We design approval workflows for documents, contracts, and policies. Power Automate integrates with SharePoint to route requests, send notifications, and track status—reducing manual work.
Industries we've served
Manufacturing, financial services, and professional services. We've migrated 15,000+ documents with metadata and implemented compliance-ready retention. See our document management case study.
Frequently Asked Questions
- How does SharePoint document management differ from file shares?
- SharePoint adds metadata, search, versioning, and retention policies. Files become findable and compliant. File shares are flat—no taxonomy, limited search, and manual compliance.
- What compliance standards does SharePoint support?
- SharePoint supports retention policies, legal hold, and eDiscovery. We align implementations with GDPR, industry regulations, and internal policies. Retention can be automated by document type.
- How long does a document management implementation take?
- Typically 2–4 weeks. Metadata design and migration take the most time. We start with a content audit and schema design, then migrate and train your team.
Part of our intranet solutions and migration offerings.
Related case study: Document Management & Migration for Manufacturing Company