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Case study 09 · Enterprise

Documents, approvals and records together.

A SharePoint document management system that organises legal records and replaces manual approval steps with a trackable workflow.

A person signing a printed document held on a clipboardPEPSICO / Project overview
What changed

Legal teams can find the current document, follow its approval status and keep a clearer record of completed decisions.

1,000+

legal documents under control

Stored with access rules, search and approval status.

4 → 1

document controls in one system

Storage, access, search and approval status.

1

current version of every document

Teams work from the controlled record instead of separate copies.

01Delivery scope

What the work covered.

A SharePoint-based legal document system covering structured storage, access, search, status tracking and approval workflows.

02Engineering context

The parts that had to work together.

The central challenge was document control: teams needed to know which version was current, who could access it and whether the required review had been completed.

How the parts connect3 parts · one system
  1. 01

    Legal team

    Create, find and review documents

  2. 02

    Controlled workflow

    Access, status and approvals

  3. 03

    Document record

    Current files and decision history

Functional overview of document control and approvals. This diagram summarises the project scope; it is not a production architecture diagram.
03 · The challenge

Legal documents were difficult to track when storage, review and approval relied on separate files and manual communication. Teams needed a reliable record of where each document stood.

04 · What we built

The build.

  1. 01Structured document storage built on SharePoint.
  2. 02Role-based access rules for legal records.
  3. 03Review and approval workflows with status tracking.
  4. 04A web interface for day-to-day review and management.
05 · Included in the project

The features.

  • Structured document storage
  • Review and approval workflows
  • Role-based document access
  • Search and status tracking
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