Microsoft Teams Integrated Modern SharePoint Site

Time invested in developing a comprehensive plan helps Businesses to predict needs for every facet of the Project Startup

United States
Retail
Retail
Retail

Business Case

One of our customers is a renowned “ creative services agency” abroad. They work on big brands like MCD, Burger King, BrAT, Lindsey, and many more.

They approached Prakash Software Solutions Pvt. Ltd. with their intention. They used to work with a file system having shared folders with the internal team. Dropbox was preferred to share files with customers and Skype to communicate internally.

The customer had a team of IT admins to handle file and folder permissions were taken to ensure that there is no unauthorized access to any file folder.
 

Key Challenges

  • Unorganized document management
  • Had to use Dropbox to share files with customers
  • Absence of task management
  • Were unable to manage project-specific notes management feature
  • No email notifications
  • Messed-up data

What we Did

  • Created site design for projects and customers
  • Designed a power automate flow that triggers when an entry is added to projects/customer list
  • When a correct site design was chosen a team site is created
  • Predefined folder structure was applied
  • Tasks list and different views were created. Navigation was updated.
  • Adding project team members to the site
  • Teams were created for each team site and it is used to coordinate further
  • Email notifications were added as and when needed
  • Project level notes were managed at the project-site in One note

Resulting Benefits

  • Moving the customer to Office 365 was a huge success as it simplified a very complex procedure.
  • All the files and folders were replaced with SharePoint Team sites. Hence admin had to just make an entry in a SharePoint list and an automated solution would create a team site with specified members. Each team site had a Microsoft Team created, this replaced Skype.
  • Thus permission management became easy.
  • The customer now had access to respective folders to share files and teams to communicate.
  • PSSPL Office365 Admin team did end to end environment set-up starting from specifying the domain, team’s setup, SharePoint, AD, and so on.
  • All the critical as well as complicated tasks were seamlessly fulfilled.

Note

The client is very happy and satisfied with the PSSPL solution and has been successfully using the same since then.