Summary:
- Designed and built a SharePoint Online DMS for multiple departments and project teams
- Custom training guides, 1-on-1 and group training sessions
- Migrated data from on-premise file server to SharePoint Online
- Investor Portal for Partners to come in and see their reports
- Property Center with Procore Integration
- Data rooms for external collaboration with 3rd party Entities
The Challenge
- Enable sharing, collaboration and version control for documents, project assets and collateral
- Migrate data to a central location where everyone can easily access it from all their devices
The Solutions
- Document Management System built on SharePoint Online
- Procore Integration
Testimonials
- “The new system has greatly improved the efficiency of our organization. The Property Center, integrated with Procore has also been a valuable addition.”- IT Director
- “I’m loving the new SharePoint Online DMS! The migration was smooth, and the training sessions were a huge help in getting everyone up to speed.”- Property Manager
Project by the numbers
- 115 users across 15 departments
- 50 sites protected with 50 security groups
- Migrated 280 GB of data with 207,770 files and 26,033 folders
- The Towbes Group has developed over 6,000 residential units and 1.8 million sq ft of commercial property
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 Towbes Group Employees
- The people and businesses who rely on The Towbes Group to manage their real estate investments, development, and properties
Systems Integrated:
- SharePoint Online
- File Servers
- Procore
- Azure Active Directory