SharePoint in the work.

At Halliday Engineering, job files moved to the shared document record as part of the operating workflow.

The system's place

The file followed the job.

SharePoint holds the shared document copy while the operating platform holds the job. The connection moves field files to the place staff already use for controlled documents.

Selected delivery record

What changed.

This is a narrow, completed SharePoint connection. It is not presented as a full SharePoint intranet or information architecture program.

Halliday Engineering

Field documents attached to operational jobs

Recorded close

Before

Field documents and photos needed a dependable path from the job record to shared storage.

What changed

Kaizen connected the workflow so nominated job files, including safety documents and photos, push to SharePoint.

Recorded result

The file connection formed part of the Salesforce implementation closed in July 2024.

The next step

Start with the file people keep hunting for.

Tell us where the file begins, who needs it and which record should own it. We will map the movement and access rules.

Talk to Mara