SharePoint Online

A single source of truth for documents, processes and communication.

We build corporate portals, intranets and document management environments that organize your organization’s knowledge and eliminate the chaos of lost versions and folders.

The document chaos every company knows

If your team lives with these problems, they have a solution.

Documents scattered across personal drives, emails and network folders with no standard at all.

Contract or procedure versions with no control: “which one is the final draft again?”

Sensitive documents without proper access control — any employee can open any file.

Announcements and policies published by email — with no read confirmation and no history.

Document searches that take minutes — or find nothing because the file is on someone’s desktop.

Compliance and auditing impossible when there is no traceability of approvals and versions.

How SharePoint solves it in practice

We structure document libraries with metadata, automatic versioning and granular access control by group and role. Each file has a history of who changed it, when and what changed — native traceability with no extra setup.

We build departmental portals and intranets with announcements, calendars, quick links and KPI panels integrated with Power BI. The organization gains a central point accessible through the browser or Teams — with nothing to install on devices.

When someone needs a document, they find it in seconds — with the right version, controlled access and complete history. This is not a luxury, it is the standard.

Our implementation methodology

From assessment to a production portal with structured adoption.

  1. Step 01

    Information assessment

    We map where documents live today, which processes need workflows and which access structure makes sense.

  2. Step 02

    Information architecture

    We define the taxonomy of sites, sections, libraries, metadata and security groups.

  3. Step 03

    Build and configuration

    Modern sites, configured libraries, applied permissions and executed content migrations.

  4. Step 04

    Integration and automation

    Power Automate for approval workflows, expiry notifications and integrations with Power Apps.

  5. Step 05

    Go-live and adoption

    Role-based training, usage documentation and follow-up during the first weeks of operation.

What your organization gains

  • A single, correct version of each document — no duplicates and no conflicts
  • Access control by department, role and content sensitivity
  • Complete change history available for auditing
  • Smart search across the entire organization’s document base
  • Centralized corporate communication with read confirmation
  • Approval workflows integrated with Power Automate
  • Access through Teams — no need to open a separate browser
  • Document compliance for audits and certifications

Technologies used

  • SharePoint Online
  • Microsoft 365
  • Power Automate
  • Microsoft Syntex
  • Azure Active Directory
  • Power Apps
  • Microsoft Teams
  • Microsoft Purview

Result cases

Projects inspired by real market implementations.

Legal / Contracts

Contract hub with expiry alerts

Scenario

Contracts scattered across email and local folders. Expiry dates discovered late, renewals missed and no version history.

Solution

A contract library with metadata (value, party, expiry date), an integrated approval workflow and automatic alerts 60 and 30 days before expiry.

100% traceable contracts Zero missed expirations -80% search time
Corporate / HR

Corporate intranet for 600 employees

Scenario

Announcements by email with no traceability; outdated policies on the file server; new employees with no clear reference of what to use.

Solution

A modern intranet with a welcome portal, a policy library with the current version, announcements with read confirmation and a corporate calendar.

+55% policy usage -100% outdated policies Adoption NPS: 8.4
Healthcare / Hospital

Document management for hospital accreditation

Scenario

SOP documents, protocols and manuals for hospital accreditation in different versions spread across paper and email — impossible to audit.

Solution

A central library with version control, an approval workflow by technical lead, controlled publishing and a compliance report by department.

Compliance for accreditation 100% documents versioned Complete audit trail

What you become able to do

  • Supplier portal A restricted area to exchange documents with external partners without exposing the internal environment.
  • Digital onboarding New employees access policies, training and onboarding materials through the portal itself on day one.
  • Regulatory compliance LGPD, ISO, accreditations and audits with complete document traceability.
  • Integration with Teams Documents and portals accessible directly within team channels — without switching context.

Why Yottaflow

Architecture designed to grow

A site and permission structure that does not turn into chaos when new departments and documents are added.

Adoption as part of the project

We do not just deliver technical configuration. We deliver with training, documentation and role-based adoption support.

Full integration with M365

SharePoint connected to Teams, Power Automate and Power Apps — not a silo, but part of the workplace.

Compliance by default

We configure retention policies, DLP and governance from the start — not as an extra cost at the end of the project.

Ready to organize your company’s knowledge?

Book a free assessment. In 30 minutes we map your biggest document chaos points and what can be solved in weeks.

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