SharePoint Use Cases – Boost Collaboration & Automation

29 July 2025
Sharepoint document

We’ve worked with many different companies to help them use SharePoint better. Some were big firms, some were mid-sized and small-sized, but most of them had the same issue: they had SharePoint, but they didn’t know how to make it actually work for them.

In this article, we’re sharing six real SharePoint use cases and how we built the solutions for our clients. You’ll read what they were struggling with, what we built for them step by step, and how things improved after.

1. Creating Department-Wise SharePoint Sites for a Large US Company

Sharepoint use case

The Pain Point

 This company had many departments like HR, Finance, Legal, and Marketing. Each team used its own tool to store and share documents; some used Google Drive, others saved files on their desktop, and some emailed files back and forth. This caused confusion. People were editing the wrong version of files or couldn’t find them when needed. There was no one central place for important documents or company updates.

What we did

We created a central SharePoint hub site and separate department sites. The hub was like the front page of a newspaper; it showed company announcements, events, and quick links. Each department had its own site that included:

  • A document library to store and organise files by folder
  • Permissions so that only certain users could view or edit certain files
  • Custom lists to manage internal tasks or team events
  • A common calendar and a place to post internal team news

We also trained department leads so they could manage their site content themselves.

The result

Employees now had one place to go to find anything they needed. The HR team didn’t get repeat emails about policies. The Finance team could keep their files secure and version-controlled. And the best part was that documents didn’t get lost anymore. People stopped wasting time searching for files or asking coworkers to resend things.

2. Helping EY Build a Team Collaboration Site

Ernst & Young doc

The Pain Point

A team at EY had members working from different cities. They were sending files over email, discussing work on phone calls, and storing different copies of files on laptops. When someone edited a document, it wasn’t clear which version was the latest. They also didn’t have a good way to manage team tasks or discussions in one place.

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What We Did

We built a SharePoint collaboration site where everything related to their projects lived in one place. Here’s what we added:

  • A shared document library with version history, so no one lost track of updates
  • A task tracker where the team could assign responsibilities with due dates
  • A discussion board for team questions and announcements
  • Integration with Microsoft Teams, so files could be opened and discussed in live meetings
  • Automation using Power Automate for notifications and file approvals

We also set up custom permissions so only certain members could edit sensitive data.

The Result

Now everyone works on the same file, and changes are saved live. No one emails files anymore. When someone adds a new task, the whole team gets notified. Team members feel more connected and productive, even while working remotely.

3. Building a Secure Document Portal for a Legal Firm

The Pain Point

The legal firm used emails to send case files and legal documents to clients. This was risky because it was easy to send a file to the wrong person or lose track of attachments. Clients often missed important updates. The firm wanted something more secure and professional.

What we did

We designed a SharePoint client portal where each client had access to only their own documents. Here’s what we implemented:

  • Separate document libraries for each client folder
  • Two-factor login security using Microsoft Entra (formerly Azure AD)
  • A custom dashboard showing case progress or important dates
  • Alerts that notified clients when new files were uploaded
  • A log showing when a file was opened or downloaded
  • A PDF preview window so clients didn’t need to download files to read them

We also created a branding layer to make it look like their own professional portal.

The Result

The legal firm could track every action taken by clients. Clients could access their documents anytime without waiting for emails. Lawyers saved time and avoided mistakes. It also made the firm look much more trustworthy and efficient in the eyes of their clients.

4. QR Code-Based Document Library for Construction Sites

QR code sharepoint doc

The Pain Point

Construction workers didn’t have computers at the site. They had to call the main office whenever they needed updated blueprints or manuals. Often, they were using outdated documents because the latest ones hadn’t reached them. Supervisors wasted time going back and forth just to deliver documents.

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What we did

We created a SharePoint document site where each construction project had its own folder. Then we did the following:

  • Created QR codes for each site’s document folder
  • Printed and posted the QR codes at each construction site
  • Designed the document layout to be mobile-friendly, so workers could open files on their phones
  • Built a self-registration form for contractors, so they could sign up for access on-site
  • Added auto-expiry to temporary access, so no one had long-term access unless needed

The Result

Now, when workers needed a file, they just scanned the QR code and got the most up-to-date version instantly. No printing needed. Everyone worked off the same latest documents. Contractors could sign up for themselves, and their access was removed automatically. This saved hours of phone calls and reduced costly mistakes.

5. HR Onboarding and Employee Self-Service Site

HR Onboarding Sharepoint doc

The Pain Point

The HR team of this IT company had to email offer letters, policies, and forms to each new hire one by one. They also had to keep reminding people to send back signed documents. New hires didn’t know where to find company rules or how to apply for leave. The same questions were being asked again and again.

What we did

We created a SharePoint-based HR portal that handled everything a new hire or existing employee might need. We added:

  • A checklist that guided new employees step by step
  • Electronic forms for joining, tax, and personal info collection
  • Integration with Adobe Sign for digital signatures
  • A policy library where HR could upload documents anytime
  • A leave request form that sends automatic emails to managers
  • A FAQ section and a simple HR help request form

Everything was permission-controlled, so only HR could see sensitive data.

The Result

HR no longer had to chase people for forms or signatures. New hires completed onboarding in half the time. Managers got leave requests directly. People stopped emailing HR for every small doubt, because answers were now available in one click. The whole process became smooth and paperless.

6. Managing ISO Compliance with a SharePoint Document Control System

Managing ISO Compliance

The Pain Point

 This manufacturing company had ISO 9001 certification. But their compliance documents were scattered. Some were in email, some in hard drives, and some were in old folders that no one touched. During audits, the team would panic and waste hours finding the correct version of each document.

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What we did

We built a SharePoint-based compliance document system designed to meet ISO rules. Here’s how we handled it:

  • All documents were moved to structured libraries
  • We added version control, so old versions were saved, and the latest ones were easy to identify
  • Created approval workflows so that no file could be published without a manager reviewing it
  • Set up automatic alerts when a document was due for review
  • Used permissions so only authorised roles could edit or approve documents
  • Added a change log so every action was recorded, which auditors love

We also organised everything using folders like SOPs, records, training logs, and internal audits.

How it helped

Now the quality team knew exactly where everything was. During audits, they simply opened the SharePoint site and showed the logs, approvals, and document versions. Auditors were impressed with how clean and compliant everything looked. Employees were also more confident knowing they were always working with the right file.

What We Learned from These Projects

If there’s one thing that stands out across all these projects, it’s that most companies already have SharePoint, but they’re not using it the way they could. People don’t need more tools. They need better use of the tools they already have.

SharePoint isn’t just a document library. It can become a task manager, a team hub, a knowledge base, or a secure file-sharing system if it’s built the right way.

And that’s what we focus on: understanding how a business works and building something simple that helps people do their jobs better.

Conclusion

All the above SharePoint use cases have highlighted how your businesses could run smoothly with detailed implementation. Whether you’re a law firm, an IT company, a construction business, or a global enterprise like EY, SharePoint can be shaped to fit your workflow. It’s flexible, secure, and already included in most Microsoft 365 packages.

The six examples above show how powerful it can be when you use it with purpose.

If you feel like your company is facing similar issues, lost files, disorganised teams, repeated manual work, let’s talk. We’ll help you turn SharePoint into something your whole team wants to use.

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