Case study: Documentation automatisation
In Centar, coworking space and hub from Belgrade originally kept complete records of clients in Excel spreadsheets that were shared among employees via Dropbox.
With the implementation of the Microsoft 365 system, clients are registered in the SharePoint list, and the possibility of creating the necessary documentation “on a click” has been introduced.
The document is immediately available, filled in with customer data with variations in the language of communication and the currency of payment.
The available space for keeping documentation on SharePoint is 1 TB, and employees can access it directly as the content is automatically synchronized with the folders on their workstations.
An additional procedure has been created for the client, where, when creating a document, the expiration date is automatically entered in the calendar with a reminder five days earlier.