Whether you’ve realized that you have access to SharePoint Online with your existing Microsoft subscription or you want to modernize your office by taking advantage of SharePoint’s extensive toolset, we’re here to help!  Microsoft’s M365 environment is wide-ranging and powerful, and navigating it can be a daunting experience. 

We’ll work with you and your teams to:

• Create an intuitive collaboration ecosystem that is governed by your organization’s information architecture and governance policies,

• Configure and activate tools that protect your organization’s private information,

• Identify business processes, such as accounts payable, that would benefit tremendously from automation; then we’ll use the tools in M365 (such as Power Automate) to build your workflows and train your users. Yes, this means you can have SharePoint automatically route your incoming invoices for approval, depending upon which department they’re assigned to. Automatic indexing, task management, email notications, workflow dashboards, everything!

And, of course, we’ll bring our expertise in records management to your benefit by analyzing your SharePoint structure to determine the best method of applying records management labels, including managing case files and other event-driven retention/disposition processes.