Set up your EDM with SharePoint in 6 steps, we show you.
Electronic document management services are increasingly sought after by businesses. The vast majority of organizational knowledge is often implicit, making its proper management essential. In the current hybrid work environment, where informal exchanges are diminishing, efficient document management is even more crucial.
Many companies don't realize they can implement robust and high-performing electronic document management with SharePoint. This article explores how SharePoint, particularly via SharePoint Online integrated into Microsoft 365, can become a central pillar for your EDM strategy.
SharePoint EDM: A Complete Solution for Document Management
In a constantly evolving digital world, Electronic Document Management (EDM) has become a major asset for businesses looking to optimize their operations. SharePoint, an integral part of Microsoft 365, offers an ideal platform for effective EDM. It facilitates the entire document lifecycle, from creation to archiving, while ensuring enhanced document security through advanced access controls.
By integrating it into your SharePoint intranet, your SharePoint site transforms into a true knowledge management hub, improving collaboration within your team sites and document libraries (or SharePoint libraries). With the Office 365 ecosystem, deploying SharePoint EDM becomes a natural step towards improved productivity.
What is Electronic Document Management (EDM)?
Electronic Document Management (EDM) is a process that frames the document lifecycle within an organization: from creation to storage, including modification, deletion, or archiving.
With the increasing dematerialization of information, businesses are managing an ever-growing volume of electronic documents. Hence the importance of implementing a document management process that is both flexible and efficient.
The benefits of EDM are numerous:
- Quick and simplified access: Finding the right version of a document becomes intuitive, while resolving physical storage problems.
- Increased security: Document security is ensured through restricted data sharing, guaranteeing that only authorized individuals have access.
- Harmonization of practices: It allows for the standardization of work methods and the establishment of clear validation workflows.
- Process optimization: EDM improves quality processes and leads to optimized document governance.
Note: Before deploying an EDM system, the dematerialization of all company documents (scanning and digitization) is a necessary preliminary step.
Why Choose an EDM Software?
EDM software enables companies to manage all their documents in a fully dematerialized way. By adopting these solutions, organizations save time and boost productivity, while fostering collaborative work and information sharing.
The key advantages of this software include:
- Operational efficiency: They simplify processes, especially validation workflows, reducing error risks and improving document traceability.
- Data security: An essential feature is document security. These solutions offer quick and secure access to all your documents, wherever you are, thanks to rigorous access control.
- Cost reduction: They help reduce expenses related to printing and physical storage.
- Centralization and consistency: The risks of information loss are significantly reduced since all documents are centralized and updated in real-time.
- Task automation: EDM offers the possibility to automate certain actions on documents, configurable to your needs.
SharePoint: The Ideal Tool for Your EDM
SharePoint, a service hosted by Microsoft and integrated into the Microsoft 365 / Office 365 ecosystem, is designed for organizations of all sizes. It allows for the creation of SharePoint sites dedicated to sharing documents and information among collaborators, as well as securely storing files.
The advantages of SharePoint as an EDM tool are numerous:
- Fluid collaboration: No more email back-and-forths leading to data loss. SharePoint allows access to files for multiple recipients, including external users. To work on the same document, simply share a link rather than a copy.
- Natural integration: Using SharePoint integrates seamlessly with your Microsoft 365 environment, especially with Microsoft Teams, avoiding the need to add new applications and ensuring better document security and increased efficiency.
- Customization and automation: You can extend SharePoint's native functionalities through automations, adapting the solution to your specific needs.
- Intuitive organization: The creation of team sites and document libraries (or SharePoint libraries) facilitates clear and efficient content organization.
If you want to delve deeper into SharePoint, check out our article "How to Create a Sexy Intranet on SharePoint."
Implementing Your EDM in SharePoint
Do you want to create your EDM system in SharePoint? Here are the key steps to follow:
- Define roles: Identify each person's responsibilities in document management to form the best team.
- Analyze usage: Determine the types of documents your teams will work with and how they will be used.
- Plan organization: Structure your documents into SharePoint sites and document libraries. SharePoint offers many options for organizing content into folders and subfolders.
- Anticipate movements: Foresee the need for documents to move at each stage of their lifecycle.
- Standardize content types: Organize information related to documents, such as metadata or workflows, for consistent organization.
- Optimize workflows: Control and track the journey of documents as each team member contributes. SharePoint includes workflows for common tasks like review and validation.
💡 Tip: For a customized and perfectly optimized EDM system, working with a specialized integrator can be a major asset.
EDM with Mozzaik365: Extending SharePoint Capabilities
Mozzaik365 enhances your Microsoft 365 environment by adding advanced functionalities to SharePoint, transforming your electronic document management into an intuitive and powerful experience.
By centralizing all your documentation, Mozzaik365 facilitates quick and easy access to relevant information.
With Mozzaik365, you can:
- Create a centralized knowledge base: Manage all your documents throughout their lifecycle within your Microsoft environment.
- Enrich content: Each collaborator can contribute and enrich content with their own knowledge, thus fostering knowledge management.
- Simplify metadata management: Simplified tag (metadata) management and advanced search make knowledge accessible to all members of the organization.
Client Case: The City of Westmount and Intelligent Search
The City of Westmount perfectly illustrates the added value of Mozzaik365. Their goal was to create a documentation center that was both easy and intuitive for their teams to use. The main challenge was to implement an effective multi-criteria search, allowing them to find documents or information even without knowing their exact name.
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Thanks to Mozzaik365, City of Westmount users can now refine their searches with precise criteria such as creation date, document format, or even tags indicating the document's category or the department that drafted it. These intelligent filters significantly narrow down the search scope, allowing users to quickly find a document, regardless of its name or specific location within a SharePoint site or document library.
This approach ensures optimized document management and enhanced document security, while maximizing the efficiency of knowledge management within the municipal administration.
By connecting to your Digital Workplace, Mozzaik365 allows you to centralize and organize your team's knowledge, making it accessible to all employees, without compromising the security of your documents.
If you would like to learn more, you can book a 30-minute slot with Martin, our Intranet expert:
Key Takeaways : How to turn SharePoint into a true EDM?
- Implementing an optimal EDM policy is essential for modern businesses.
- SharePoint, integrated with Microsoft 365 and Office 365, is ideal for creating secure SharePoint sites and document libraries, facilitating information storage and sharing.
- This powerful tool helps optimize your company's document management, strengthen document security, and boost knowledge management.
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