Document Management, Case Study, Digital Transformation Lori L. Lynch Document Management, Case Study, Digital Transformation Lori L. Lynch

CASE STUDY: Enhancing Internal Collaboration with Cloud-Based Document Management

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Automated Version Control – Ensured all documents maintained a clear edit history, reducing duplication and preventing outdated file usage.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