Summary:
- We created a SharePoint Online Document Management System with a Project Center
- This enabled Continental Properties to work, collaborate and find files more efficiently
- We also used HingePoint ProConnector to create a two-way sync between Procore and SharePoint
The Challenge
- Users were spending copious amount of time searching for project documents
- Working without proper naming conventions
- Were having to upload/download documents multiple times between Procore and SharePoint
- No navigation bar within SharePoint and were unable to work within their department
- Using file servers and SharePoint, creating duplication
The Solutions
- Implemented an enterprise-wide hub system that searches on every site within the environment
- Introduced a Project Center, where file structures are standardized so you can always find a file within two clicks
- Migrated data from File Server to a fresh SharePoint site that enables collaboration
- Configured HingePoint ProConnector to sync projects to their Procore instance
- Trained employees on workflow of documents
Testimonials
- “Using HingePoint ProConnector to sync SharePoint to Procore has streamlined our processes and allowed us to work more efficiently, ultimately saving the company time and money.”
– Executive - “With a centralized search, finding information across all sites has become much easier and efficient, allowing us to be more productive and effective.
– End User
Project by the numbers
- 40+ Sites
- 100+ Projects
- 20+ Department Workshops
- 80+ Document Libraries
- 20+ Procore Connections
- 13+ Custom Meta Tags
Ongoing Benefits
- Powerful Search
- Standardized Folder Structure
- Standard Naming Conventions
- Secure Internal and External Collaboration
- Auditable System
- Fully Encrypted Cloud Services
Who Was Helped:
- The multi-family sections of the company
- End users’ day-to-day tasks
- Procore members working with SharePoint
Systems Integrated:
- HingePoint ProConnector
- SharePoint Online
- Procore
- Power Automate
- Power BI