SharePoint Online

Your company's documents, processes and communication in one place.

We build corporate portals, intranets and electronic document management (EDM) environments that organize your organization's knowledge and make it clear which version of each document is current.

The document chaos every company knows

If your team lives with these problems, there is 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 version 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 access control through security groups (by area or role, according to the company directory). Each file keeps its version history (who changed it and when) and can be restored to an earlier version. We set version limits according to your audit needs.

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, the SharePoint mobile app or inside Teams, with nothing to install beyond what the company already uses.

Anyone who needs a document searches in one place and opens the current version, with controlled access and version history.

How we run a SharePoint project

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

  • One official location for each document, with co-authoring and version history
  • Group-based access control, aligned with the company's areas and roles
  • Version history and activity logs available for auditing, with retention periods defined in the project
  • Search across every document published in SharePoint, respecting each person's permissions
  • Centralized corporate communication, with acknowledgment tracked by a Power Automate flow when an announcement requires it
  • Approval workflows integrated with Power Automate
  • Access through Teams, with no need to open a separate browser
  • Document evidence organized for audits and certifications

Technologies used

  • SharePoint Online
  • Microsoft 365
  • Power Automate
  • Microsoft Entra ID
  • Power Apps
  • Microsoft Teams
  • Microsoft Purview

Application examples

Illustrative scenarios to guide the assessment, not projects delivered by Yottaflow.

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.

Corporate / HR

Corporate intranet with policies and announcements

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 acknowledgment tracked via Power Automate and a corporate calendar.

Healthcare / Hospital

Document management for hospital accreditation

Scenario

Standard operating procedures (SOPs), protocols and manuals for hospital accreditation circulated in different versions, on paper and by email. There was no way to run an audit.

Solution

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

What you become able to do

  • Supplier portal A separate site for exchanging documents with partners, with external sharing enabled only there and controlled guest access.
  • Digital onboarding New employees access policies, training and onboarding materials through the portal itself on day one.
  • Regulatory compliance Document evidence organized for LGPD, ISO, accreditations and audits.
  • Integration with Teams Documents and portals accessible directly within team channels, without switching context.

Why Yottaflow

Architecture designed to grow

Communication and team sites connected through hub sites, with group-based permissions, so new departments can be added without rebuilding the structure.

Adoption as part of the project

Along with the configuration we deliver training, documentation and role-based adoption support.

Integrated with Microsoft 365

SharePoint connected to Teams, Power Automate and Power Apps, as part of the workplace rather than a silo.

Compliance by default

We plan retention, data loss prevention (DLP) and permissions from the start, using the Microsoft Purview features included in your company's license.

What it costs: SharePoint projects start with the Assessment or go straight to Implementation. See plans and price ranges

Where is the final version of the last signed contract?

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

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