Strengthening compliance and SOP governance in energy firms
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.
Testimonial
“The SharePoint-based SOP portal has transformed our document management, making SOP access, compliance tracking, and certification seamless and efficient”
–Department Head
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Multiple versions of the same SOP existed across different locations, leading to confusion, outdated information usage, and compliance risks.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.
