Client Goal
A leading global FMCG enterprise sought to modernize its workplace environment to improve collaboration, streamline document management, and enable process automation. The client’s vision was to establish a scalable, future-ready Modern Workplace foundation using SharePoint, Microsoft 365, and Power Platform solutions.
Challenges Faced
The organization struggled with an unstructured digital environment that lacked consistency and efficiency. Different departments operated in silos, with no standardized document management or approval workflows. Retrieving important content was often slow due to the absence of metadata-driven search. Additionally, business teams needed automation and customized applications but had no clear roadmap to implement them.
Our Approach / Contribution
Our team adopted a consultative and structured methodology to address both immediate and long-term needs. We worked closely with stakeholders across multiple departments to implement SharePoint best practices, streamline collaboration, and introduce automation. By focusing on departmental adoption, metadata design, and process digitization, we ensured a smooth transition into a modern workplace ecosystem.
Solutions Delivered
- Designed and implemented SharePoint best practices for five major global departments.
- Set up department-specific collaboration sites with improved governance.
- Configured document management systems with metadata tagging to enhance searchability.
- Built approval workflows tailored to departmental needs using OOTB features.
- Deployed custom Power Apps for surveys and audits, digitizing manual processes.
- Integrated Power Automate workflows to reduce repetitive tasks and improve efficiency.
Business Outcomes / Results
- Established a standardized workplace environment across departments.
- Improved search and content discoverability through structured metadata.
- Achieved seamless cross-department collaboration across global locations.
- Increased operational efficiency with automated workflows and digitized processes.
- Reduced manual effort and improved compliance through custom survey and audit apps.
- Created a scalable foundation for future digital initiatives, enabling ongoing modernization.
Conclusion / Impact
The project successfully transformed the client’s fragmented digital environment into a unified, efficient, and future-ready Modern Workplace. By adopting best practices and enabling automation, the client now benefits from improved collaboration, faster processes, and a scalable foundation that supports long-term digital transformation.
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