One rule for every document
Document type, location, naming, version, retention and accountable owner become unambiguous.
We organise company documents, permissions and ownership, then connect Outlook, SharePoint, CRM and ERP.
20 minutes · free · existing environment first
In the same Destatis dataset, 44% cite the availability or quality of the required data. Another tool rarely solves the problem. Filing structures, identities, permissions, data owners and handovers must first be clear enough for people and automation to trust them.
Source: German Federal Statistical Office, reasons against using AI, 2025. Multiple responses were possible; the base comprises businesses that considered AI but do not yet use it.
We do more than add new folders. We establish which information is authoritative, who maintains it, who may access it and which downstream process needs it.
Document type, location, naming, version, retention and accountable owner become unambiguous.
Groups, sharing and external access become traceable instead of depending on individuals.
Information is transferred, checked and written back without your team entering it again.
We take one specific data path—such as an enquiry, quote or project document—and build a controlled flow through your existing environment.
Map the source, copies, processing, permissions and target system.
Define which system and which person are responsible.
Build the interface, Microsoft Graph connection, export or secure handover point.
Test permissions, failure cases, logging and recovery.
Document and monitor the system, then adapt it safely when things change.
A connected system is only better when everyday work becomes easier and operations become more transparent.
Targets are set after the initial assessment. Technical feasibility, licences and third-party interfaces are reviewed before we provide a quote.
A registered application receives only the permissions it needs. We then build and test the specific read or write operations, approvals, logs and error paths. Scope and approval depend on the use case.
Depending on the CRM, contacts, emails, appointments or records can be linked through a standard integration, an API or controlled automation. First, it is important to establish which system holds the master record.
With a structure based on document types, metadata, owners, versioning, permissions and retention rules. The folder view is only the surface; the organisational logic behind it is what matters.
Yes. We assess the tenant, users, licences, groups, sharing, applications and critical data paths, then agree on a one-off clean-up, integration or ongoing support.
Not necessarily. Many initial use cases can access existing systems. A new platform only makes sense when security, quality, volume or operations genuinely require one.
In the free fit check, we follow one data path from entry to destination and tell you whether organisation, a standard integration or a custom connection is the right next step.
Discuss your systems and integration →