Microsoft Teams Integrated Modern SharePoint Site
Empowering Seamless Collaboration for a Global Creative Services Agency
Overview
A well-known American creative services firm that worked with well-known companies like McDonald’s, Burger King, and others was having trouble keeping track of its internal file systems and communication processes. Their operations lacked the structure and automation required for project-specific communication and document management because they mostly relied on disjointed solutions like Dropbox, Skype, and shared network files.
By implementing a cutting-edge SharePoint-based solution that was connected with Microsoft Teams, CodeIT 365 intervened to simplify their digital workspace. The outcome was a completely automated, safe, and scalable environment that revolutionized the agency’s internal and external operations.
Industry
Retail & Creative Services
Region
United States
Business Case
The agency was relying on:
- A file system with shared folders for internal use
- Dropbox for client file sharing
- Skype for internal communication
- IT admins manually managing folder permissions
This approach lacked structure, security, and scalability. As their client base and projects grew, so did the challenges of managing scattered data and collaboration silos.
Key Challenges We Addressed
- Unorganized and scattered document storage
- Lack of project-specific task management
- No system for capturing project notes
- No email alerts or automated updates
- Manual and time-consuming permission management
- Ineffective communication with Skype
Services Provided
- SharePoint Site Design for Projects & Clients
- Power Automate Flow for Dynamic Site Creation
- Automated Microsoft Teams Creation Per Project
- Standardized Folder Structures
- Task Lists and Custom Views for Tracking
- Project Team Role Assignment & Access Management
- OneNote Integration for Project-Level Notes
- Real-Time Email Notifications
Implementation Journey
- Unorganized and scattered document storage
- Lack of project-specific task management
- No system for capturing project notes
- No email alerts or automated updates
- Manual and time-consuming permission management
- Ineffective communication with Skype
Outcome Delivered
Technologies & Tools Used
SharePoint Online
Microsoft Teams
Power Automate
OneNote
Power Automate
Webhook
Microsoft Teams
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