Empowered compliance and SOP governance for a leading energy transmission enterprise
An SOP portal was implemented to streamline document management, enhance searchability, enforce version control, and automate certification tracking ensuring compliance and improved user engagement.
Context
The client requires an SOP portal for effective document management.
The solution must align with the organization’s content management policies.
Key functionalities include document access, search, security, version control, user engagement and notifications.
Challenges
Employees struggled to find relevant SOPs due to lack of document repository.
Multiple versions of the same SOP existed across different locations, leading to confusion, outdated information usage, and compliance risks.
There was no mechanism to track SOP readership.
SOP expiration and updates were not effectively.
Approach
Use OOTB capabilities to manage SOP storage, versioning, and tracking views while enabling alerts.
Define SharePoint security groups, metadata, and taxonomy for structured content organization and access control.
Use Power apps & automate for notifications like SOP expiration required SOP updates, and pending exams.
Engagement coverage and highlights
User authentication
Role Based Access Control
Home page
Search & Filter
SOP details
My SOPs
My Team’s SOP
SOP Management
Schedule SOP exam
SOP certifications
Testimonial
“The SharePoint-based SOP portal has transformed our document management, making SOP access, compliance tracking, and certification seamless and efficient”
