Document management with Microsoft SharePoint
SharePoint: centralize your document management, improve collaboration, and eliminate reliance on on-premises infrastructure
Request a free personalized DEMO and discover how to modernize your document management.
THE CHALLENGE
Document management that does not keep pace with the business
Many organizations still manage documents using on-premises servers, shared folders, or unstructured tools.
This scenario often occurs when:
- There is reliance on internal file servers or a VPN
- Documents are duplicated across multiple locations
- There is no version control
- Collaboration between teams is limited
- Information is not available outside the office
In day-to-day work, this results in:
- Time wasted searching for documents
- Risk of errors due to outdated versions
- Difficulty collaborating on projects
- Dependence on on-premises infrastructure
- Security issues and uncontrolled access
Root of the problem
The problem is not document management itself, but the use of traditional models that do not adapt to today’s environment. Often:
- Storage systems are not designed for collaboration
- There is no clear information management structure
- Security relies on basic configurations
- There is no automation in document processes
Mobility and hybrid work require accessible, secure solutions from any location.
SOLUTIONS
How we structure your document management
Revertis implements SharePoint, Microsoft’s platform for document management, collaboration, and corporate intranets within the Microsoft 365 ecosystem.
It is not just about storing documents, but about structuring information and processes.
SharePoint implementation
Implementation of SharePoint environments tailored to the organization.
Document migration
Migration from on-premises servers or external systems.
Document structure
Design of document structures (departments, projects, processes).
Permissions and governance
Configuration of permissions and data governance.
Corporate intranets
Creation of corporate intranets and internal portals.
Automated workflows
Automation of document workflows with Power Automate.
OBJECTIVE
The goal is to centralize information, improve collaboration, and ensure security.
Transformation
From file servers to a cloud document platform
Before
On-premises file servers
Duplicated and disorganized documents
Lack of version control
Limited collaboration
Restricted access
After
Centralized cloud platform
Structured document management
Automatic versioning and change control
Real-time collaboration
Secure access from any device
WHAT'S INCLUDED
The service covers all key SharePoint capabilities
Document management
- Centralized storage
- Version control
- Metadata and advanced search
- Permission management
Collaboration
- Real-time co-authoring
- Integration with Microsoft Teams
- Workspaces by project or department
Intranets and portals
- Creation of corporate intranets
- Internal portals (HR, IT, communications)
- Custom design
Automation and processes
- Approval workflows
- Digital forms
- Integration with Power Automate
Integration
- Microsoft 365 (Teams, OneDrive, Outlook)
- Power BI
- Dynamics 365
Is your document management structured, or does it depend on folders and servers?
Request a free personalized DEMO and receive an assessment of your current environment.
METHODOLOGY
How we approach SharePoint implementation
01
Initial analysis
Assessment of current systems and document processes
02
Architecture design
Definition of structure, permissions, and governance
03
Implementation and migration
SharePoint deployment and content migration
04
Automation and optimization
Digitization of document processes
05
Training and adoption
User training and continuous improvement
RESULTS
Tangible results in your document management
Organizations that implement SharePoint typically achieve:
- Reduced time spent searching for information
- Improved collaboration between teams
- Elimination of document duplication
- Greater control over access and security
- Reduced dependence on on-premises infrastructure
Direct impact on:
- Operational efficiency
- IT costs
- Information control
SUPPORT
Ongoing support to evolve your document management
Operational support
Ongoing support for the environment
Document structure
Evolution of the document structure
Process optimization
Continuous process optimization
Business alignment
Adaptation to new business needs
ABOUT REVERTIS
An expert partner in document management and collaborative environments
+20 years
of Microsoft Partner experience
Focus on organization and processes
Focus on structuring information and workflows
Complex migrations
Experience in demanding document scenarios
Customization capability
Adaptation to each client’s needs
Business-oriented support
Strategic vision and continuity
