Microsoft Cloud-Based Document Management

Migrate to a modern document management solution that eliminates chaos, enhances collaboration, and ensures compliance.

The Cost of Poor Document Management

Standalone file shares and outdated document management systems—whether digital or paper-based—lead to chaos, frustration, and wasted resources.

31 percent time wasted daily searching for documents

of a knowledge worker’s day is spent searching for the information they need to do their job (DWG)

97 percent orgs using paper processes harm productivity

of organizations mainly using paper-based processes say a lack of digital tools hurts productivity (Forrester)

64 percent employees recreate docs because versioning issues

of employees have had to recreate a document because they couldn’t find the original (Adobe)

47 percent employees say inefficient digital organization system

of employees say their company’s digital organization system is ineffective and cumbersome (Adobe)

Migrate to Cloud-Based Document Management in SharePoint and Teams

Take back control of your documents with Microsoft 365’s modern document management solutions. Secure. Centralized. Streamlined.

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Document Management Strategy

We assess your existing document management system to develop a custom, comprehensive document management strategy that will guide successful implementation.

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Document Cloud Migration

We carefully migrate necessary documents that aren’t redundant, outdated, and trivial (ROT) to ensure a more efficient document management system in SharePoint Online and Teams.

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Integrations & Customizations

We integrate SharePoint and Teams with Microsoft 365 and other third-party apps as requested while customizing libraries, metadata, and templates to streamline workflows.

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Security & Governance

We configure Microsoft Purview to manage your retention policies, apply sensitivity labels, control user access, and more, ensuring your documents remain secure and compliant.

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Training & Ongoing Support

We train users to increase adoption and provide continuous monitoring to optimize your modern document management system as your organization grows and its needs evolve.

Take Back Control of Your Documents

Whether you’re building an enterprise document management strategy or looking for the right document management system, C5 Insight can help you create a solution that supports your business goals.