DMS · ECMS · PLM · delivered with a partner agency

Document management and product lifecycle on SharePoint for a global appliance manufacturer

Enterprise document management with workflow automation, paperless-office processes and product lifecycle management, replacing manual, paper-based operations across a global manufacturing business.

9 monthstimeline
8 engineersteam
Fixed priceengagement
SharePoint · Power Automate · Azure · .NETplatforms
Illustration of the document library with versioning, retention and an approval workflow

The situation

A global manufacturer of electrical appliances ran product documentation, approvals and engineering change on paper and shared drives. Versions diverged between plants, approvals took weeks, and audits meant days of searching.

What we built

Working as the delivery team for an established agency partner, we implemented an enterprise document management system on SharePoint with version control, metadata and retention; an enterprise content management layer for controlled documents; and product lifecycle management covering engineering change requests and approvals.

Workflow automation on Power Automate replaced paper routing with audited digital approvals, and paperless-office processes were rolled out plant by plant. An eight-engineer team delivered the programme in nine months on a fixed-price model.

The outcome

One governed, searchable source of truth for product documentation across the business, with approvals that complete in days rather than weeks and an audit trail that is produced on demand. What the client runs on today:

  • A single document library of record, with version control, metadata and retention policies instead of diverging copies on plant drives
  • Controlled documents managed through approval states, so the released version is the only one in circulation
  • Engineering change requests raised, reviewed and approved in one tracked flow from first draft to release
  • Paper routing replaced by audited Power Automate approvals, with every decision and date recorded
  • Paperless processes rolled out plant by plant, with the client's own administrators trained to extend them

Delivered with a partner agency; the end client is not named. Wording is what the partner has approved for publication.

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