Cenversa Reduces Manual Document Management by 40% with SharePoint Online

A SharePoint-powered intranet portal brought secure, fast document access to Cenversa and its sister companies.

Cenversa
Industry
Professional Services
Services
Applications, Automation, Custom Development & Integration
Technology
SharePoint Online, Microsoft Power Automate, Office 365
Location
Australia

Project Overview

Cenversa and its eight sister companies manage thousands of customers, each with a substantial amount of information to track. The business needed to associate every customer's unique ID with their documents, give staff secure access on the move, and remove unauthorised access risk.

Exigo Tech, a Microsoft Solutions Partner, integrated Cenversa's traditional ERP system with SharePoint Online, designing an intranet portal that let staff locate customer files quickly and edit documents with near real-time visibility of changes.

40%
Reduction in manual document management effort
8
Sister companies unified on one platform
Zero
Human error in team site and library creation
Outstanding Results

The Challenge

Cenversa needed to replace manual, fragmented document handling with a fast, secure and automated system.

1

Manual Document Handling

Thousands of customer documents were tracked without an automated, unified system.

2

Limited Mobile Access

Staff needed to securely access customer documents while on the move.

3

Security Risk

Confidential company information needed stronger protection from unauthorised access.

4

Repetitive Manual Setup

Creating new sites and document libraries for each customer or supplier was a manual, repetitive task.

Our Solution

Exigo Tech built a SharePoint Online intranet portal integrated with Cenversa's ERP and automated with Power Automate.

SharePoint Intranet Portal

A SharePoint-based portal gave staff fast, seamless access to customer files and information.

Automated Site Creation

Power Automate was used to automatically create team sites and document libraries for new customers and suppliers.

Secure Access Controls

Office 365 and SharePoint groups defined viewing and editing permissions without managing individual access.

Tailored Search

A custom search panel let staff find documents instantly by entering just a few keywords.

“
Cenversa has been working with Exigo Tech to move our file server and intranet to the cloud. During the initial discussions we identified a customer and supplier centric architecture that would be scalable for many years to come and ensure our information is stored securely and in a structured format. Exigo Tech went above and beyond by leveraging Power Automate, PowerShell scripting and Azure functions to automate the complete process of creating sites, document libraries and folders as well as applying the relevant permissions.
Cenversa
Leadership Team

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