A global pharmaceutical company was looking for a Document Management System (DMS) which could accommodate end-to-end document management for their operational and training documents. Prior to i2e’s implementation, the document approval and reviews were done manually, which was time-consuming and did not provide a streamlined process for compliance audit. 

The client was looking for a custom DMS system which could handle end-to-end document management along with the capabilities to accommodate multiple reviews and reconciliations and a hassle-free workflow for voting approvals from their Subject Matter Experts (SMEs). 

Our SharePoint experts understood the client’s requirements and analyzed their current workflows to design a solution that fit in perfectly with their requirements. Team i2e built a custom DMS that could handle end-to-end document management, from creating pre-defined templates to accommodating multiple reviews and reconciliations to sharing the final documents with stakeholders. It also provided other essential capabilities such as version control, and archival retention. 

We also leveraged Microsoft Power Automate to automate pushing the document into archives once the newer version of the document was approved. The team used the audit feature of O365 which gave the solution the ability to provide document logs for compliance and security audits. 

The client had specific requirements which were possible only with a custom build. 

Our expert knowledge of the Microsoft O365 ecosystem helped us deliver a solution that fulfilled all the client’s requirements.