OTIUM designs and implements a SharePoint document structure to centralize support, owners, deadlines and evidence within Microsoft 365, with logic adapted to your company's real processes.
When documents, support and open items live in emails, WhatsApp, personal computers, loose folders or different clouds, rebuilding a process becomes slow and dependent on specific people.
Information spread across people, teams, emails, folders and paper files with no common structure.
It's not always clear who should upload, review, update or maintain a document or open item.
Contracts, obligations, tasks or documents depend on informal reminders and personal follow-up.
An employee leaving, being absent or changing roles can affect access to or rebuilding of critical information.
The structure is designed after reviewing areas, documents, users, owners and control points. That way SharePoint fits the operation, not the other way around.
We review how information is organized today, what sources exist and where the main problems are.
We define libraries, folders, lists, views, rules and organization criteria according to the real process.
We configure basic access and views by user, area, process or document type.
We structure controls for clients, staff, obligations, contracts, assets, open items, tasks or deadlines.
We leave a guide, usage procedures and training so the system can be sustained in daily work.
We validate the implementation with the client, fine-tune details and support initial adoption.
This is the core of the service: understanding where information comes from, how it should be organized and what controls it needs to be found, tracked and rebuilt.
These aren't automatic packages. They're real examples of document solutions that can be part of a project according to the defined scope.
Documents organized by year, month, process or defined criteria to ease review and backup.
Returns, forms, payments, requests, obligations, key dates and documentary evidence.
Contracts, personal documents, payrolls, vacations, leave, severance and related support.
Contracts, minutes, powers of attorney, registrations, corporate documents and dates that need follow-up.
Structure to ease evidence requests, internal reviews and external audit processes.
Report libraries and control lists for owners, open items, assets, clients or recurring tasks.
Once information is well structured, additional flows can be added. OTIUM assesses and quotes them according to process, volume and complexity.
If the project requires it, SharePoint lists and statuses can serve as the base for tracking reports or visualizations in Power BI.
Final deliverables depend on the scope, information volume and project complexity. The base service focuses on leaving a usable model, not just a technical configuration.
OTIUM designs and implements the structure. The client brings knowledge of its operations, defines authorizations and validates that the model reflects how it works.
We don't promise all manual work will disappear. We aim for information with a clear structure and open items that are more visible and reconstructible.
The base implementation doesn't automatically include activities that require more volume, technical specialization or services other than OTIUM's.
We carry out an initial document diagnosis to review sources, processes, users, owners and control needs. On that basis we define the scope and the right structure to implement SharePoint.
