Content & Document Management

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Using SharePoint For Document Management

Does your organization suffer from information chaos? Without some type of document management in place, it’s challenging for employees to store information consistently. And this poorly organized content is difficult to search and maintain.

Fortunately, a good content and document management platform replaces this chaos with a centralized, streamlined system that makes it easy for people to store, share and find information. Breaking down the walls of your data silos offers many benefits in terms of productivity and efficiency, such as making it easier to automate compliance with content retention and expiration policies.

Portal Solutions has provided dozens of organizations with custom document management solutions, using the SharePoint platform. We focus on giving you just what you need rather than an unnecessarily complicated and costly solution. We start by determining the best approach based on your specific business needs, governance and regulatory requirements. Next, we match SharePoint functional capabilities to those needs, and start configuring the best solution for your organization, leveraging SharePoint’s out-of-the-box capabilities as much as possible.

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SharePoint Document Management & Governance

For effective SharePoint document management, you need a governance plan to protect your infrastructure and guide users. If everyone in your company is free to add documents, sites or perhaps even site collections with no policies or processes, that could have a negative impact on performance and efficiency. For example, people may create and then abandon sites, leaving no indication of who owns them or what purpose they served. This content sprawl is especially problematic for on-premises SharePoint solutions, but it’s also less than ideal for cloud-based solutions.

A balanced, realistic governance strategy takes some thought and work, including ongoing efforts to ensure policies are followed and updated if necessary. Creating idealized governance, or governance that is too restrictive, may prevent your company from realizing the full potential and value of its investment in SharePoint for document management.

“We’ve worked with other Microsoft SharePoint consultants in the past, but none have matched Portal Solutions’ level of technical expertise and knowledge of Microsoft’s SharePoint Platform.”

Johnson, Mirmiran & Thompson, Inc.
“An Employee Owned Company”