Document Management Systems: 5 Critical Mistakes to Avoid

Posted by Brooke Fleming on 11.19.21

Every company has some sort of document management system (DMS) to keep track of an ever-growing pile of documents. But that doesn’t mean you should buy an expensive DMS without checking its performance on storing content types. An inefficient DMS can throw a wrench into your business operations, which could cost you in the long run.

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Topics: SharePoint, Document Management System, Dynamics 365

Create an Amazon-like Search Page on your SharePoint Intranet

Posted by Dave Fisher on 09.02.21

Growing your company doesn't mean that you should encounter inefficient internal processes like document tracking and searching.

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Topics: Intranet, SharePoint Intranet, Document Management System

How To: Automatically Create Document Location for Records in Dataverse

Posted by Bernie Thibeault on 02.02.21

Use this simple Flow as a template to create the document location for a record in Dynamics 365 or your custom Dataverse application.

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Topics: SharePoint, Document Management System, Flow, Power Apps, Power Automate, Power Platform, Dataverse

Top 5 Secrets To Solving Healthcare Provider Problems

Posted by Dave Fisher on 11.19.18

If you're in the healthcare industry, or even if you're just a patient from time to time, the lack of efficiency in some areas of this industry may be as clear as day.  Fixing those problems is unfortunately not always as easy as identifying them.  There is a way to gain efficiency in the Healthcare Industry, however, and we'll show you how. 

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Topics: Security, cloud, Document Management System, setpoint, Microsoft Azure, Healthcare

4 Mistakes Manufacturers Make Regarding Document Management

Posted by Bernie Thibeault on 09.10.18

In the manufacturing industry, we all know production is king. Maximizing productivity is the focal point, and safety, quality, and supply chain/vendor management are all well-known components to ensure the lowest cost, and highest efficiency. Oftentimes document management is too far down the line to get much notice, and gets overlooked as an important opportunity for maximizing efficiency.

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Topics: Document Management System, document management, setpoint, enterprise content management

Creating a Document Management Solution with SharePoint

Posted by Dave Fisher on 11.01.17

Before getting into this topic, I have a challenge for you.

Pull up your laptop and think of a client your company has done business with for at least five years. Get your stopwatch ready…

Find the invoices from April 2016, February 2015, and October 2013. GO!!

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Topics: Document Management System, SharePoint Intranets

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