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Automated Version Control – Ensured all documents maintained a clear edit history, reducing duplication and preventing outdated file usage.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

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Digital transformation can feel overwhelming, but it doesn’t have to be. At Flow Digital, we simplify the process to help businesses modernize without unnecessary complexity. Here’s how we assess, plan, and execute a seamless transition.