Optimizing Project and Document Management Using Microsoft 365

An EPC firm with 200+ employees across six departments had no system connecting tasks, documents, or communication.

• Work was tracked across WhatsApp, email, and phone calls.
• Every employee had full access to all files regardless of department or role, and external sharing was uncontrolled, sometimes exposing project files to clients.

Microsoft 365 was configured to connect task management, document storage, and team communication into one system, using a live project as the blueprint before any configuration began.

• Microsoft Planner was configured with department buckets, task dependencies, working calendar settings, and tiered license assignments per department.
• Microsoft SharePoint was set up with a matching folder structure, a Core Team folder and four department subfolders per project with three access tiers applied across every project.
• Planner was connected to Teams so task conversations synced across both tools, and SharePoint was linked to Planner for document attachment.
• SOPs were delivered for creating new projects, configuring dependencies, managing permissions, and granting guest access.