Challenge:
Client wanted their new, as well as tenured team members to collaborate and enhance their knowledge by documents, enterprise search and approvals. SharePoint Online was the preferred technology platform.
Objective:
- Create a branded Knowledge Management portal that encourages knowledge sharing
- Access to a knowledge management portal with collaboration capabilities
- User-friendly portal ensuring knowledge sharing management on web browsers and MS Teams
Our Solution:
Microsoft SharePoint is a great technology foundation for knowledge management. Veelead Solutions extends this capability by making it easier to capture and share knowledge, it enhances the search experience and importantly there is one centralized platform for knowledge. Our team helped the customer launch a modern SharePoint-based knowledge management solution that provides departmental users with an opportunity to store their knowledge, share and collaborate.
Our team developed a fully-functional knowledge management portal in SharePoint with a variety of knowledge management capabilities. We implemented fundamental knowledge management features that ensure structured knowledge storing, active sharing and pervasive search.
Our knowledge management features include
- Modern SharePoint Online site collection for centralized knowledge management
- Created document repositories for each department and process
- Configured unique roles and security for each document repository
- Customized document metadata forms using PowerApps
- Implemented metadata for the document repositories
Implemented Advanced Search
- Search verticals
- Search filters
- Custom search results
- Metadata on search results
New and edit documents approval workflow
- Multiple approvals per document
- Ability to approve from emails
- Ability to approve from MS Teams
Technologies Used:
- SharePoint Online
- Microsoft 365
- Power Automate
- Power Apps
- Microsoft Teams
- SharePoint Modern Search web parts
- SPFX framework
Project Duration:6 weeks
Project Team:3 Resources