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Bringing Documentation Under Control with SharePoint Document Repository

The Challenge

A brokerage firm with offices located in major financial centers around the world had a need to get its documentation under control. Different areas of the IT department were storing documentation in a variety of folders across the local and wide area networks — making IT documents increasingly hard to find. Adding to the problem were multiple copies of some documents strewn across the network. Knowing which copy of any given document was the most recent was becoming a challenge.

Gaining control of their documentation was clearly becoming a productivity issue. Having extensive documentation readily available regarding their policies, systems and processes was essential for audit compliance, risk mitigation, and efficient daily operation.

The Solution

An observant Netrix consultant noticed this trend and suggested that the client consider Microsoft SharePoint to help organize and gain control over their documentation. Netrix helped the client leverage SharePoint’s integrated portfolio of collaboration and communication services to connect people, information, processes and systems both within and beyond the organizational firewall. SharePoint also offered search, document versioning and check in/check-out services to directly address pressing document management issues. SharePoint portal sites were created for each of the departments to access the documents, diagrams and other files that were vital to auditing and many other daily business functions. Better organization and search services allowed the client staff to find the documents they needed in a more efficient and scalable manner.

Experience The Impact

No matter what challenge you’re facing today, our team of technical experts can get you started on a path to a better solution. We’ll partner with you to: 

  • Understand your current technology environment
  • Interview key stakeholders to understand the root of the business issue(s)
  • Propose a solution with projected timelines, budget, and dependencies