The challenges were:

• The lack of a centralized document management solution in addition to the absence of an effective document management strategy has resulted in their client’s data becoming ineffectual.
• Staff were increasingly disturbed with the amount of time it was taking to find customer data or up to date information about ongoing client document because it wasn’t easily accessible.
• There was a growing reliance upon email for storing and sharing documents throughout the company.
• The lack of a centralized document management solution caused an increase in duplicate data throughout the organization.

The implementation of the corporate intranet portal with document management allowed the customer to reach several vital goals:

• It acts as a gateway of knowledge allowing employees to store, access and share the content and documents securely and easily with just a few clicks.
• Security and Reliability. Intranets often offer significant advantages in security and privacy over the Internet and other forms of electronic communication. 
• Provides organization the ability to protect the integrity of data from unauthorized use. This includes managing permissions to sites, lists, folders, documents.
• Act as a document management and storage system. Productivity and profitability have increased.
• The implemented SharePoint Online is the single centralized document management repository that provides all the functionality the company requires for efficient client and records management.
• Client data management has been streamlined through the introduction of SharePoint Online increasing business case efficiency and improving productivity, customer service and client relations.
• All electronic email correspondence is now saved in SharePoint with the respective files and customer information.
• The staff are now collaborating more effectively and sharing knowledge from the same through the intranet portal.
• The introduction of search capability has made it quick and easy for their staff to find up to date information.
• Document version tracking is active and access permissions have been applied at both user and group level, ensuring that all staff only have access to their respective client case details.