RUME Property Management


  • Created a Document Management System for the Enterprise
  • Cloud to Cloud migration within the client tenant
  • Custom Power Automate flows for Microsoft form submission data, Access Requests, and Property Site Templates
  • Audience Targeting Enabled on Hub and Site Navigation

The Challenge

  • Subsites being used in tenant causing issues with managing security.
  • Granting access and onboarding difficult due to lack of security governance.
  • No clear way to share data with external partners.
  • Only show navigation elements to users who have access.

The Solutions

  • Document Management System built in SharePoint Online
  • Custom training guides, 1-on-1, and group training sessions
  • Lock down DMS sites with security groups to manage user and guest access
  • Flatten Department and Property site folder structures
  • Custom Power Automate Flows created to automate business processes


  • “With Power Automate Flows and SharePoint Online, we have achieved significant improvements in our business processes.
    – Manager
  • “The DMS and training sessions have made finding documents a lot easier. With this, I am more productive on a day-to-day basis.”
    – User

Project by the numbers

  • 37 total sites in the DMS (14 Property, 18 Department, and 5 External Partner sites)
  • 100+ users
  • 4 centers in DMS (Employee, Property, Department, and External)
  • 50 security groups used to manage user and guest access

Ongoing Benefits

  • Powerful Search
  • Standardized Folder Structure
  • Standard Naming Conventions
  • Secure Internal and External Collaboration
  • Auditable System

Who Was Helped:

  • RUME Executive Team
  • Management Team Members

Systems Integrated:

  • SharePoint Online
  • Power Automate