Spanish Point Technologies

Customer Stories /

Linesight

Sector:
Construction

Size:
1001 - 5000

Main Services:
Document management system enhancing storage and collaboration

Technologies Used:
SharePoint, Teams, Power Platform

Linesight Transforms Project Management with Modern Document Management Solution (DMS)

Since 1974, Linesight has been a driving force in construction consultancy, delivering expert services and strategic support across the globe. As a highly successful, global Cost and Project Management Consultancy, they leverage industry-leading expertise to bring their customers vision to life. Their mission is clear: to empower their skilled teams for exceptional collaboration, ensuring trusted strategic advice for every project. Linesight’s unique ability to rapidly respond to market and client needs sets them apart, making them a key tenet for success in today’s dynamic construction landscape.

employee experience platform

The Challenge

Linesight’s commitment to collaboration and responsiveness has made them a key player in the dynamic construction landscape. However, their existing document management system was hindering their ability to seamlessly connect with established tools and workflows. Their existing web-client software, while functional, no longer met the demands of a modern, global consultancy. It lacked the integration and efficiency needed to seamlessly connect with their established tools and workflows. To address this challenge, Linesight sought a cutting-edge workspace platform built on Microsoft Office 365, fostering a more collaborative and streamlined work environment.

Linesight recognised the need for a transformative solution. They envisioned a platform that would not only manage project-related content but also foster seamless communication and collaboration across their vast 1,400-strong workforce.

The Solution

Linesight appointed Spanish Point to design and implement a next-generation Document Management System (DMS). A smooth user transition was paramount, so the project included migrating historical content, along with comprehensive end-user training and change management to ensure user adoption. To help users envision the new system’s capabilities, a prototyping phase was conducted upfront to capture their specific requirements.

The resulting DMS solution leverages the power of Microsoft’s cloud-based tools: SharePoint for document storage and organisation, Microsoft Teams for seamless collaboration, and elements of the Power Platform for automation and customisation. Spanish Point’s own SMART Workplace solution further enhances the platform’s functionality.

Linesight’s commitment to integration ensured the DMS seamlessly connects with their existing ecosystem, including Salesforce and Azure Active Directory (AAD).

Related Technologies

Spanish Point planned and carried out a full migration of data from systems like Workspace, keeping the data quality and consistency. We set up the Office 365 environments, such as SharePoint, Teams, and Power Automate, for the DMS.

We also automated common tasks and processes with custom workflows, making them faster and simpler For example, the creation of SharePoint sites is now fully automated through integration with Linesight’s CRM. Finally, comprehensive testing was carried out to ensure quality of the delivered solution.

Key Benefits

Accessibility and Flexibility

Employees can work remotely with ease.

Improved Search and Navigation

Documents and projects are easily accessible.

Document Approval Processes

Efficiency and accountability are enhanced.

Consistency

Project workspaces are created efficiently with the SMART Portal Provisioning Engine.

Flexibility and Scalability

Built on a highly extendable platform, the DMS allows for future growth and integration.

Offline Capabilities

Productivity isn’t hampered by internet connectivity issues.

Centralised Document Storage

Duplication is reduced, streamlining document management.

Data Protection and Compliance

Secure storage ensures data protection and compliance.

The Results

Spanish Point took a user-centric approach to design Linesight’s next-generation Document Management System (DMS). The foundation of the system was a well-defined information architecture, ensuring users could easily find the project information they needed. Intuitive navigation, robust access controls, and a two-stage approval workflow with delegation capabilities further enhanced the user experience and streamlined document management. Additionally, Spanish Point integrated group email features and project team management tools directly within the DMS, fostering seamless communication and collaboration.

Spanish Point’s commitment extended beyond technical implementation. They provided Linesight staff with comprehensive training and documentation to ensure user adoption and proficiency with the new DMS. This innovative DMS has empowered Linesight to create over 8,000 project teams, facilitating smoother collaboration, improved communication, and project manager control through robust document workflows.

The new Document Management System has revolutionised how we manage our projects and internal content. Spanish Point’s expertise and support were invaluable in ensuring a smooth transition and implementation. We now have a robust, integrated solution that enhances collaboration and efficiency across the organisation.

David Cawley

Enterprise Systems Manager, Linesight