Yes, This Is SharePoint: One Front Door for Simultaneous ERP and HCM Programs
A front door to the client's enterprise knowledge and workstreams, built for the departments that run on them and the programs changing them. Both go-lives landed on their planned dates.
Client
Services
Program Delivery Office
The Challenge
Program | Our Role | Platform |
|---|---|---|
ERP and HCM rollouts | Change management | SharePoint Online |
Two Go-Lives, Five Workstreams, Six Places to Look
The client was taking an ERP release and an HCM rollout live 18 days apart. Program teams had no shared place for schedules, calendars and project files, so each kept its own folders, as did the systems integrator.
The departments around them had no agreed home for how work gets done, from the RFP and vendor security scorecard to the process about to change. Shared drives, personal OneDrive folders, the systems integrator's site, the project plan, chat and email, and the company intranet all held a version. Nobody could say which one was current.
Our Approach
A Front Door to Enterprise Knowledge and Workstreams
The ask had two halves. A knowledge store for business processes, so any department can find how a thing is done and whether it is still current. And a place to run enterprise initiatives across departments, with a clear path from draft to final.
Both come down to three questions, so we designed the site around them. Where is the latest version, is it final, and what happens next?
What People See, and What Makes It Work
Nobody needs to know where a file is filed. People come in through search, shortcuts, ready-made views or the Resource Hub. Underneath sit three layers a shared drive doesn't have.
Page Logic: Keeps It Current | Structure and Access: Keeps It in Order | Microsoft 365: No New Vendor |
|---|---|---|
Dates Drive Pages | Status on Files | Security Built In |
Steps by Audience | Live Destination | Nothing New to Host |
One Template | Access by Audience | Ready for Agentic AI |
Standard SharePoint Online, with a script editor web part and shared scripts stored in the site. The layers below the surface keep what people see accurate.
Four Ways In. No Folders to Browse.
Search
One box covers every page and library.
Shortcuts
Request, job aids, checklist and dashboards.
Ready-Made Views
Final work only, recently updated, recently added.
The Outcome
What Changes When an Enterprise Has a Front Door
Both go-lives landed on their planned dates. The site is built so the questions that come up every day don't depend on reaching the right person.
Moment | Without a Front Door | With One |
|---|---|---|
Finding the latest version | Message someone and wait for a reply | Search once, or open a view of final work only |
Knowing if it's final | Guess from the file name | Files carry a status, with version history behind it |
Knowing what's next | Ask in a meeting, or dig out last week's deck | Countdowns and milestones that move with the calendar |
Documenting a process | Guides go stale in inboxes and shared drives | One current, owned version of each process |
Adding a workstream | New folders and new naming rules | A new workstream got its page and library from templates |
Who sees what | Separate sites and shared drives per team | Team-only libraries, and search that respects them |
Ready for Agentic AI
Business knowledge, processes and workstream information now sit in one place, with status, ownership and access by audience. That is what an agent needs to answer questions, chase past-due deliverables and flag a process nobody has reviewed in years.
Let's Build What's Next
Bring us the opportunity or change ahead.