CASE STUDY:
Document/Contract Management in SharePoint
Energy Company improves operational efficiency through SharePoint content management and search
Business Challenge
- Certain legal documents were highly sensitive and required restricted access. These included grievances, medical (HIPAA) information, and merger & acquisition (M&A) information
- Legal documents were stored on different systems (file shares, employee PCs etc.) and were often inaccessible/unsearchable
Solution
- Provided method for users to flag a document as confidential
- Documents flagged as confidential had access restrictions applied immediately
- Migrated key documents from local file shares and user PCs to targeted SharePoint sites
- Enabled robust search functionality, utilizing search forms with refiners to allow users to readily narrow their search results
Benefits & ROI
- Reduced time spent looking for business-critical documents
- Enabled user self-service for document searching, ensuring that the most recent and relevant versions were available
- Verifiably enforced security for sensitive documents
