Turn business documents into structured, searchable, governed knowledge using SharePoint Premium document processing - classification, extraction, automation, and compliance-ready operations.
Talk through your requirements and leave with a clear next-step plan.
Service Overview
Highlights
- Implementation of SharePoint Premium document processing capabilities
- Support for both prebuilt and custom content understanding models
- Metadata-first design to improve search, reporting, and automation
- Operational focus including governance, runbooks, and lifecycle management
- Designed to scale across libraries, departments, and document types
Business Benefits
- Reduce manual effort by automating document classification and metadata extraction
- Improve findability and reporting through consistent, structured content metadata
- Speed up downstream processes by triggering workflows from extracted fields
- Increase confidence in compliance activities with clearer content visibility and audit trails
- Create a scalable document processing approach that can expand to new use cases
Typical use cases
- Processing contracts, invoices, or policies stored in SharePoint libraries
- Improving search and reporting over large document repositories
- Automating approvals and routing based on document content
- Supporting compliance and records management with structured metadata
- Replacing manual tagging and filing processes with automated extraction
Objectives & deliverables
What Success Looks Like
- Reduce time spent manually tagging, indexing, and filing documents by automating classification and metadata
- Improve search, discovery, and reporting by using consistent, high-quality metadata across libraries
- Accelerate business processes (e.g., approvals, routing, renewals) by extracting key fields from documents
- Reduce compliance risk by improving content visibility, governance, and downstream retention/records automation
- Create a repeatable pattern to onboard additional document types and departments over time
What You Get
- Document processing design pack: scope, document types, metadata model, and success measures
- Configured SharePoint libraries and metadata structure for the in-scope content
- Implemented document processing models (prebuilt and/or custom) with validation results
- Workflow pack (as scoped): automations triggered from extracted metadata (routing, approvals, notifications)
- Operational readiness pack: ownership model, runbooks, monitoring approach, and change governance
- Backlog: additional document types, model improvements, and workflow opportunities
How It Works
- Discovery - confirm document types, process outcomes, and success measures; assess content readiness.
- Design - define libraries, metadata model, and model strategy; agree governance and ownership model.
- Build - configure libraries and models; implement extraction/classification and integrate outputs with workflows.
- Validate - test models against representative documents; tune thresholds and confirm quality acceptance criteria.
- Operationalise - establish runbooks, monitoring, and a controlled approach to model updates and expansion.
- Handover - enable owners and publish a roadmap for further document types and process automation.
Engagement Options
- Pilot Delivery - implement SharePoint Premium processing for one document type or library
- Department Rollout - onboard multiple document types within a single business area
- Enterprise Pattern - define standards and governance for organisation-wide document processing
- Optimisation - review and improve existing Syntex or SharePoint Premium implementations
Common Bundles
Customers who use this service often bundle with these services
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Records Management
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