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A local professional services organization has a need to store all of the documents that lead up to signing a contract. The company employs several project managers who each have their own clients. Project managers cover for each other at times when some must be out of the office. Keeping track of paperwork is one of the most difficult tasks for the organization. It often takes months just to get from the point when the opportunity comes in to signing the contract. Project managers and others review and edit many document versions. The organization needs a way to manage these documents in a central location so that everyone has access to them at all times, even from a remote location.

Using Microsoft Windows SharePoint Services or Microsoft Office SharePoint Server 2007, the company can create a repository for storing all of these documents. Text search capabilities allow project managers to search for the documents they need when they are filling in for colleagues. They can perform searches by document type, name, author, and more based on how the site is defined. If the need arises to cover for a colleague, the ability to have up to date information available to work with is there.

Contact us at sales@plumblinesolutions.com to discuss the next steps in creating a SharePoint solution to solve your business needs.