Case Study · Document Management
Modernising an intranet for a hybrid workforce
A SharePoint and Viva Connections rollout that unified policies, news, and team tools across desktop, mobile, and Teams.
Improved document control and versioning
Improved document control and versioning
Streamlined approval workflows
Increased visibility across processes
CHEC is a UK community healthcare provider working in partnership with the NHS. Founded in 2012, it runs more than 35 community hospitals across the country.
Services used:
SharePoint Services
Powe Platform Services
Workflow Automation
Document Management
The challenge
We started by reviewing the existing processes and identifying where inefficiencies and inconsistencies were occurring. This allowed us to define a clear structure for how documents and workflows should be managed.
The solution was designed around SharePoint and Power Platform, ensuring it aligned with the organisation’s existing Microsoft 365 environment.
The focus was on creating a structured system that would be easy to use, scalable, and aligned with how teams already worked.
The approach
We started by reviewing the existing processes and identifying where inefficiencies and inconsistencies were occurring. This allowed us to define a clear structure for how documents and workflows should be managed.
The solution was designed around SharePoint and Power Platform, ensuring it aligned with the organisation’s existing Microsoft 365 environment.
The focus was on creating a structured system that would be easy to use, scalable, and aligned with how teams already worked.
The solution
A structured SharePoint and Power Platform solution was implemented to improve document management and automate workflows.
Structured document management system
A SharePoint-based document management system with clear folder structures, permissions, and version control to ensure documents were easy to find and manage.
Workflow
automation
Power Automate workflows were introduced to handle approvals, notifications, and document routing, reducing reliance on email.
Improved
visibility
Dashboards and tracking mechanisms were implemented to provide better visibility into document status and approval progress.
Standardised
processes
Processes were standardised across the organisation, ensuring consistency and reducing errors.
The outcome
The new system significantly improved how documents and workflows were managed across the organisation.
Manual effort was reduced, processes became more consistent, and teams gained better visibility into their work.
Key results
Reduced manual handling of documents
Faster approval processes
Improved document accuracy and control
Increased efficiency across teams
Better visibility into workflows and status
Inteknix Ltd provided a great service whilst and completed quality work. Would highly recommend.
R Greenley Asda
Selected Work
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