A rapidly growing company was undergoing a brand transformation, updating its visual identity, messaging, and positioning. However, employees across departments lacked clear guidance on how to apply the new brand consistently in their daily work.

Key issues included inconsistent use of brand assets in internal and external communications, limited understanding of brand principles among employees, lack of standardized templates for presentations, proposals, and reports, fragmented messaging across teams leading to confusion in client-facing materials, and slow adoption of new branding due to a lack of training resources.

The company needed a structured, scalable approach to ensure all employees understood the brand’s new direction and applied it consistently.

As part of anon-profit organizations digital transformation strategy, I led the migration of all documents to a SharePoint-based environment, creating a streamlined, user-friendly, and structured document management system. Key improvements included:

• Centralized Cloud Storage – Migrated all documents into SharePoint, eliminating silos and ensuring a single source of truth.

• Role-Based Access Controls – Configured SharePoint permissions to restrict access based on team roles, improving security and compliance.

• Automated Version Control – Ensured all documents maintained a clear edit history, reducing duplication and preventing outdated file usage.

• Advanced Search & Metadata Tagging – Enabled quick retrieval of files through structured tagging, filters, and intelligent search.

• Integrated Collaboration Tools – Connected SharePoint with Microsoft Teams, allowing real-time co-editing and seamless workflow automation.

• Training & Adoption Strategy – Led staff training sessions to ensure smooth adoption and best practices for document storage and management.

A resource management and construction company relied on a paper-based safety system, leading to inefficiencies, delays in incident reporting, and compliance risks. Safety tracking was manual, time-consuming, and lacked real-time visibility across job sites. The company needed a digital solution to improve efficiency, accuracy, and regulatory compliance.