ABOUT COMPANY
Australia based, “Acqua Blue services” was established to meet and close gaps that were identified within the health care, aged care, community and disability sector. Services were carefully designed to meet business and individual solutions. At Acqua Blue Services they provide staffing and recruitment, support services and practical education that improves organizations function as well as people’s lives.
PRE-SOLUTION STATE
- Files were stored at personal one drive.
- Lack of document life cycle management.
- Clear categorisation was lacking.
- Difficult to collaborate, access on files with internal and external users.
- Compliances were difficult to follow.
- Have MS 365 but missing the real power of it in business.
REQUIREMENTS
- Document Management System. Establish a storage, classification, access, control of office documents, pdf, media files. Create security systems around intellectual property.
- Optimize the use of 365 to support the company.
- Setup MS 365 for Document Management.
- Training to use the Document management features.
FEATURES PROVIDED
- Clear Information architecture by using SharePoint online features like: Sites, Library, List.
- Clear control on document: Who can access the document library? What user can see in the library?
- Syncing of document libraries with local computer.
- Sharing the document to internal and external users.
- Multiple categorizations of the documents with dynamic masters and folder structure.
- Co-authoring of MS Office documents
- Search for document, It’s properties, and content inside the documents.
- Check-in-Checkout.
- MS 365 Groups.
- Dynamic views for the document libraries.
- Document creation from within Document library.
- Drag and drop documents from local computer.
- Move, Copy documents within libraries and sites.
- Document Trail
- Commenting and Tagging documents
- Insights of Document Management System use at the end of the day: Summary of Documents created, modified, deleted.
- Document deletion control.
- Versioning the documents. Restore the previous version of documents.
INFORMATION ACRHITECTURE
One Hub Site (Top Site)
- 3 sites of each company
- 10 to 13 libraries in each site
- 10 to 13 document properties properties(masters)
- 12 Internal Roles
- 4 External Roles
CLIENT’S FEEDBACK
“very knowledgeable in the subject, utilized available resources, time managed the project well. Great teaching skills.”
22nd Jan 2023
Project Info
- Category: SharePoint
- Client: AQUA BLUE SERVICES
- Location: Australia
- Architect: Chetan Patadia
- Completed Date: 2023