What’s more challenging than managing real estate and construction transactions? Keeping track of all the documents and attachments! Until we streamline the process. How? Let’s dive in.
About the Client
The client is a leading construction and real estate company specializing in sustainable building materials and infrastructure development across multiple regions. The company operates across multiple locations and deals with a high volume of documents, making efficient management a key priority.
Business Challenges
The client’s challenges included:
- Attachment Storage in SAP: Managing large volumes of documents within SAP was time-consuming and complex, creating inefficiencies in day-to-day operations.
- Integration with External Systems: The company needed a streamlined way to move attachments from SAP to an external storage system without disrupting workflows.
- Accessing Attachments: Users required a seamless way to access and view attachments without switching between systems or facing delays.
Our Solution
We implemented Microsoft Power Automate and SharePoint to automate the attachment management process, providing the client with a more efficient and scalable document storage solution.
- Attachment Migration: We automated the transfer of attachments from SAP to SharePoint, simplifying the document storage process and making it easier for users to access files.
- User Access Integration: We set up seamless integration, enabling users to access and view documents stored in SharePoint directly within the SAP system, improving workflow continuity.
- Scalability: Using SharePoint as the external storage system provided a flexible solution that could scale to accommodate the growing volume of documents as the company expanded.
Results
The solution provided several benefits:
- Simplified Document Management: Attachments were successfully moved from SAP to SharePoint, making it easier to store and access documents.
- Improved Efficiency: The manual handling of documents was reduced, leading to faster workflows.
- Easy Access: Users could access attachments within SAP without disruptions.
- Scalability: The solution was flexible and could scale as the company’s needs grew.
Conclusion
By leveraging Power Automate and SharePoint, the company was able to streamline its document management processes, increase operational efficiency, and create a flexible system that could scale with business growth. This solution empowered the client to manage their real estate and construction operations more effectively, resulting in improved productivity and a smoother workflow.