Development and Migration of a Document Management System DMS Using SharePoint for the Finance Industry

DMS Soltution on Sharepoint

An NBFC based in Mumbai tackled document management challenges by migrating from file shares to Microsoft 365 (M365) SharePoint Online. This strategic move addressed issues related to document storage, sharing, space limitations, platform redundancy, and offline sync.

NGenious proposed a solution which entails:

  • Leveraging M365's robust Document Management System (DMS) capabilities
  • Providing collaborative tools, multi-document support, and enterprise search
  • Integrating with Outlook, OneDrive, Teams, and more
  • Meticulous planning, content assessment, permission management, and change communication
  • Dedicated teams and Active Directory Security Groups for enhanced collaboration and access control

Through this solution, the client achieved:

  • Centralized document management
  • Increased storage space
  • Improved collaboration
  • Online/offline sync capabilities

Client teams received training for optimal platform utilization, leading to enhanced document management efficiency and improved collaboration.

Want to learn more about how this NBFC transformed their document management processes? Download the full case study now!