Project management in Office 365

Guided creation of new projects and documentation management in a collaborative environment.

A solution for managing company projects and related project documentation, taking advantage of the collaboration features offered by Microsoft Office 365.
Implemented for a multinational company in the field of mechanical engineering, the application allows access to all project documentation, following the main ISO 9001 quality standards.



Enrich the collaboration features offered by Office 365 by following customer quality management directives and maintaining an easy UI for users connected from 12 different regions of the world.
Automate current manual processes, often a source of errors.
Implement a system ready to be integrated independently with third-party applications, on-prem, already in use by the customer.


The project was implemented taking full advantage of the modern SharePoint UI Online and the rest of the collaboration features that are offered by Office 365 groups. The use of Planner for managing project activities, OneNote for minutes of meeting and the shared mail for archiving the correspondence with suppliers and customers.
The application has been equipped with wizards for the new project creation, a dashboard for viewing ongoing projects and their PMs, a customized approval workflow and an automatic system for generation of approved PDF files.


Accomplished results

IT department managed to offer the intranet population a unified system for managing company projects and archiving documents, thus completing migration process from the file system to SharePoint that had been running for several months. Leveraging search capabilities, end users can now find project documentation more easily and, thanks to the Office 365 collaboration features, to share it with customers and suppliers.
These are the features that have contributed to increasing the productivity of the company's operating area:

200+ projects managed in 1 year
+ 40% time saved
100% compliance with ISO 9001