SharePoint Document Management Consulting
Enterprise Content Management for Hundreds of Millions of Documents
Document Management That Scales to Enterprise Demands
Managing enterprise content is more than just storing files. It requires thoughtful information architecture, consistent metadata, intelligent search, robust security, and compliant retention policies. EPC Group has designed and implemented SharePoint document management solutions for organizations managing hundreds of millions of documents across global operations.
We do not just migrate your files—we transform how your organization manages, finds, and governs content. Our clients own their systems completely, with full training and documentation so your team can manage and evolve the solution independently.
Document Management Capabilities
Leverage the full power of SharePoint Online for enterprise content management.
Information Architecture Design
We design intuitive, scalable information architectures that make it easy for users to find and organize content across your entire organization.
- Site collection hierarchy design
- Hub site strategy
- Navigation taxonomy
- Content findability optimization
Metadata & Content Types
Implement enterprise-wide content types and metadata schemas that enable powerful filtering, search, and automation across all document libraries.
- Content type hub configuration
- Managed metadata services
- Term store design
- Column inheritance strategies
Enterprise Search Optimization
Configure SharePoint search to surface the right content at the right time with custom result sources, refiners, and search-driven pages.
- Search schema customization
- Result sources configuration
- Search refiners
- PnP Modern Search
Retention & Compliance
Design and implement retention policies, sensitivity labels, and compliance features to meet regulatory requirements and reduce legal risk.
- Retention labels and policies
- Records management
- Legal holds
- Disposition reviews
Security & Permissions
Implement least-privilege access models, sensitivity labels, and DLP policies to protect sensitive documents while enabling collaboration.
- Permission inheritance design
- Sensitivity labels
- Data loss prevention (DLP)
- Conditional access policies
Workflow Automation
Automate document-centric processes with Power Automate flows, approval workflows, and automated metadata tagging.
- Approval workflows
- Document routing
- Automated classification
- Lifecycle automation
We Migrate Content From Anywhere
Whether your content lives on file shares, in legacy ECM systems, or scattered across cloud storage platforms, we consolidate everything into a unified SharePoint document management solution.
On-Premises File Shares
Migrate content from Windows file servers, NAS devices, and network shares to SharePoint Online with metadata preservation.
- Windows File Servers
- Network Attached Storage (NAS)
- DFS shares
- Mapped network drives
Cloud Storage Platforms
Consolidate content from multiple cloud storage providers into a unified SharePoint document management platform.
- Google Drive / Workspace
- Box
- Dropbox Business
- Amazon S3
Legacy ECM Systems
Migrate from legacy enterprise content management systems while preserving metadata, versions, and permissions.
- OpenText / Documentum
- IBM FileNet
- Hyland OnBase
- Laserfiche
Line of Business Systems
Extract and migrate documents from ERP, CRM, and other business applications to centralized SharePoint libraries.
- SAP documents
- Oracle attachments
- Salesforce files
- Custom database BLOBs
Discovery & Implementation Process
Every successful document management implementation starts with thorough discovery. We analyze your content, understand your business processes, and design solutions that actually work for your users.
Content Discovery & Analysis
We inventory existing content sources, analyze file types, identify sensitive data, and assess migration complexity.
Stakeholder Interviews
We interview content owners, business units, and compliance teams to understand requirements and pain points.
Information Architecture Design
We design the optimal site structure, metadata schema, and navigation taxonomy for your organization.
Retention Policy Mapping
We map document types to retention schedules and design policies that meet regulatory requirements.
Migration Planning
We create detailed migration waves, cutover plans, and validation procedures for each content source.
Training & Adoption
We develop role-based training programs to ensure users embrace and properly use the new system.
Compliance-First Document Management
We design document management solutions that meet the strictest regulatory requirements across healthcare, financial services, and government sectors.
GDPR Compliance
For US companies with EU operations, we implement GDPR-compliant document management including data subject access requests, right to erasure, and cross-border data transfer controls.
HIPAA Compliance
Healthcare organizations trust us to implement document management solutions that meet HIPAA requirements for PHI protection, audit trails, and access controls.
SEC/FINRA Compliance
Financial services firms rely on our expertise in implementing retention policies and supervision controls required by securities regulations.
FedRAMP/GCC High
Government contractors and agencies benefit from our experience with SharePoint in GCC High environments meeting FedRAMP authorization requirements.
You Will Own the System
We do not create dependency. Our comprehensive training program ensures your team fully understands and can independently manage your document management solution.
Executive Stakeholder Training
Business leaders understand governance policies, compliance requirements, and strategic benefits of the new document management system.
Site Owner & Admin Training
Site administrators learn to manage permissions, configure libraries, create views, and maintain content types within their areas.
End User Training
All users receive hands-on training on document upload, metadata tagging, search, sharing, and version management.
Power User Certification
Designated power users receive advanced training to become internal champions and first-line support for their teams.
What You Get:
Ready to Transform Your Document Management?
Schedule a discovery call to discuss your content management challenges. We will analyze your current state and recommend the optimal SharePoint document management solution.