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 Solutions orchestrated a seamless transition, leveraging M365's robust Document Management System (DMS) capabilities. The solution provided collaborative tools, multi-document support, enterprise search, and integration with Outlook, OneDrive, Teams, and more. Through meticulous planning, content assessment, permission management, and change communication, the migration was executed successfully. Dedicated teams and Active Directory Security Groups enhanced collaboration and access control. The implementation resulted in centralized document management, increased storage space, improved collaboration, and online/offline sync capabilities. Client teams received training for optimal platform utilization, leading to enhanced document management efficiency and improved collaboration.