Revolutionize Document Management: Your Custom Document Traceability and Upload Solution

Client Overview

The client is an established infrastructure company based in Ahmedabad, Gujarat with gross revenue over INR 7 billion (~USD 90 million). It executes turnkey drainage, sewerage, and irrigation and water supply projects for urban development authorities and municipalities.

Revolutionize Document Management: Your Custom Document Traceability and Upload Solution
Client Overview
The client is an established infrastructure company based in Ahmedabad, Gujarat with gross revenue over INR 7 billion (~USD 90 million). It executes turnkey drainage, sewerage, and irrigation and water supply projects for urban development authorities and municipalities.

Challenges Faced

The client’s head office routinely received a substantial volume of documents from 2000+ different locations. These documents were shared via email, WhatsApp, and Google Drive, leading to a chaotic and unmanageable system for storing, organizing, and accessing critical project-related documents. The challenges included:

Volume Overload:

Managing a vast volume of documents from diverse sources was overwhelming for the client's team, leading to inefficiencies and document loss.

Inconsistent Naming Conventions:

Documents arrived with inconsistent file names, making it challenging to quickly identify and retrieve specific files.

Lack of Document Traceability:

The absence of a structured system made it difficult to track the progress and status of documents throughout their lifecycle.

Our Approach & Solutions

Our team conducted a thorough evaluation of the client’s document management process and devised an efficient solution. First, we analyzed the existing workflow, pinpointing areas of concern. Building on this analysis, we designed a streamlined document management process encompassing document intake, categorization, naming conventions, and approval workflows. We implemented SharePoint to provide a secure and controlled environment for document storage, version control, and access. Additionally, we developed a mobile-responsive Power App, allowing users across 2000+ locations to directly upload documents to the SharePoint library. The app featured dropdown fields for easy categorization, approval workflows tailored to document types, and a built-in document viewer for quick retrieval and viewing, enhancing overall document traceability. Following the successful implementation of our solutions, the client experienced several significant benefits:

Efficiency Gains:

The streamlined document management process reduced manual effort, resulting in substantial time savings

Lack of Lifecycle Information:

With the new system, any document could be located and tracked in less than a minute, improving overall document traceability.

Improved Compliance:

Approval workflows ensured that documents followed the correct channels for review and approval, enhancing compliance with internal policies.

Reduced Error Rate:

Consistent naming conventions and standardized metadata reduced errors and improved document organization.

Scalability:

The solution was designed to accommodate future growth in document volume and locations, ensuring its long-term relevance.

In conclusion, our tailored approach to document management using SharePoint and a user-friendly Power App transformed the client’s chaotic and inefficient system into a streamlined, efficient, and highly organized document management process. This resulted in improved productivity, better document traceability, and enhanced compliance for the infrastructure company, enabling them to continue delivering high-quality EPC services across Gujarat.