Case Studies

SharePoint 2010 Enterprise Document Management System

SharePoint Enterprise Document Management
Posted in Digital Workplace Solutions, SharePoint

Summary

DMC's SharePoint consultants delivered an Enterprise Document Management System and Collaboration Portal solution for Zonta International to address their enterprise document management, search, and collaboration needs.

Solution

Founded in 1919, Zonta International is a global organization of executives and professionals working together to advance the status of women worldwide through service and advocacy. With more than 31,000 members belonging to more than 1,200 Zonta Clubs in 65 countries and geographic areas, Zontians all over the world volunteer their time, talents and support to local and international service projects, as well as scholarship programs aimed at fulfilling Zonta's mission and objectives.

Zonta International asked DMC's SharePoint Consultants to help them address their need for a secure Enterprise Document Management system.  The solution would need to reduce reliance on email and the network drive, while simultaneously providing an efficient way for departments to communicate and collaborate more effectively.

In the first phase of this multi-phase initiative, DMC implemented SharePoint's Document Management Features (check-in/check-out, versioning, and metadata tagging), Search, and Team Sites (Collaboration, Project / Task Management, Alerts / Notifications, and Centralized Calendars).  The most critical project activity was the definition of the a SharePoint site structure and governance strategy that focuses on establishing user groups with appropriate access levels for all areas of their site taxonomy. 

The solution also took advantage of Office 2010's built-in SharePoint integration features, which allow users to save and retrieve SharePoint documents from  within Word, Excel, and PowerPoint.  Implementing Microsoft SharePoint has been a cost efficient way to address the document management gap in the organization.

Phase two of this project will include applying a business process workflow customized to automate the flow of activities associated with specific recurring events.

Learn more about DMC's SharePoint document management services.

Customer Benefits

The staff at Zonta's headquarters are enjoying significant benefits from their SharePoint 2010 Enterprise Document Management System:

  • Find documents quickly using a well-organized site taxonomy
  • Avoids costly mistakes through document versioning and audit trails
  • Secure sharing of information
  • Obtain instant search results via the search service that indexes every word inside every document
  • Facilitates re-use of existing content
  • Improved team collaboration and communication
  • Simplified project management
  • More effective policy change management

Technologies

  • Microsoft SharePoint 2010 Foundation
  • Microsoft SQL Server 2008 R2
  • Microsoft Search Server Express 2008
  • Microsoft Windows Server 2008 R2
  • Microsoft Office 2010
  • Microsoft Exchange 2010