Analytics and BIDigitalizationM365Quality

TORSUS Compliance-Based Document Quality Management System

The Power Platform solution streamlines document management within the company by providing guidelines, templates, and workflows for generating, reviewing, approving, publishing, and archiving documents. Automated processes ensure consistency and efficiency, while published documents are stored in SharePoint Online as read-only files to maintain their integrity.

Key summary

  • Centralized storage for documents and their metadata
  • Clear overview of document statuses and associated tasks
  • Protection against unauthorized document changes
  • Streamlined creation and lifecycle management of documents using templates

CHALLENGE

Employees often struggled to locate the latest versions of guidelines, production processes, and instructions, as updates were shared inconsistently via email. This led to confusion and inefficiency. The company needed a centralized system to manage, approve, and publish documents while ensuring accessibility to accurate and current information at all times.

SOLUTION

DOCUMENT QUALITY MANAGEMENT SYSTEM

After thorough discussions and a detailed analysis of the client’s requirements, a comprehensive system was designed to simplify the creation, review, and publication processes. The solution also provides full transparency into the lifecycle and current status of documents, ensuring compliance and audit readiness.

The system is built on three key components:

  1. SharePoint Repository: For storing templates, working documents, and configurations.
  2. Power Apps Application: For managing document creation and lifecycle processes.
  3. Power Automate Automation: For streamlining workflows and processes.

 

POWER APPS

The Power Apps application serves as the central hub for controlled document lifecycle management. It allows users to generate documents from predefined templates, edit drafts, and oversee the review and approval processes. Document owners can manage tasks related to comments and approvals, ensuring accountability. The application ensures each document has a consistent static URL, so employees can always access the latest approved version.

 

POWER AUTOMATE

Workflows for commenting, approval, publishing, and archiving are fully automated using Power Automate. This minimizes manual effort and accelerates the entire document management process.

Technologies Used

Microsoft 365

Microsoft 365

Power Apps

Power Apps

Power Automate

Power Automate

Power Platform

Power Platform

PowerBI

PowerBI

PowerFX

PowerFX

SharePoint

SharePoint

Benefits

  • Centralized Documentation Repository: Stores documents and metadata, including audit-ready lifecycle records.
  • Improved Efficiency: Streamlined creation, review, and management of company documents.
  • Lifecycle Overview: Clear tracking of document status and associated tasks.
  • Enhanced Security: Prevents unauthorized modifications to finalized documents.
  • Static URLs for Access: Ensures all employees have reliable access to the latest approved document version, regardless of updates.

 

This optimized document quality management system has significantly improved efficiency, transparency, and compliance within the company, ensuring seamless access to vital documentation for all employees.

references

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