Manufacturing Streamline Data Managment with M365
“StyleTech helped us understand how to better catalogue and tag our data files using digital tools we were already paying for within our Microsoft 365 platform. The solution is saving us a considerable amount of time finding the information we need, providing real, tangible benefits to our business.” — Tim Barnes, Managing Director, Witt Group UKShow more
The Project Brief
The Customer
PSB UK Ltd introduced impulse ventilation systems to the UK, installing the country’s first system at Artilleries Mansions in London. Over the years, the company has expanded rapidly, designing, building, and installing over 500 systems across the UK and Europe.
The Challenge
Like many businesses, PSB UK Ltd had relied on traditional folder-based data storage, with multiple layers of sub-folders. As the business grew, this structure became increasingly complex, leading to difficulties in locating specific files. Employees often created new folders with inconsistent naming conventions, which resulted in duplication and inefficiency. Without a clear structure, finding essential information required extensive searching, reducing productivity.
Our Solution
StyleTech worked closely with PSB UK Ltd to understand how they wanted to catalogue and tag their data files. We leveraged Microsoft 365 and SharePoint to create a more structured and efficient data management system. The new solution enables staff to access files quickly using intuitive tagging and categorisation, eliminating the need for complex folder structures.
The SharePoint-based solution included:
- A user-friendly company intranet site with clear navigation.
- Customised document libraries with version control and metadata tagging.
- Secure access permissions to ensure users only see relevant documents.
- Integration with SageCRM, allowing staff to filter and view files related to specific customers or projects.
The Results
The implementation of this solution has transformed PSB UK Ltd’s document management process, delivering key benefits such as:
- A single version of the truth – Eliminating duplicate documents across multiple storage locations.
- Reduced information overload – Users only see the documents relevant to their role.
- Improved navigation – Adherence to the “three-click principle” for quick and easy access.
- Automated compliance – Reminders for document reviews and approvals to meet regulatory requirements.
- Efficient approval processes – Streamlined workflows for document management and approvals.
- Enhanced data security – Automatic retention policies and GDPR controls for managing personal information.
By implementing these solutions, StyleTech has helped PSB UK Ltd significantly improve efficiency, reduce document management overhead, and ensure compliance with data protection regulations. This project demonstrates how the right digital tools, when applied effectively, can transform business operations and drive measurable improvements.
Then please call us on:
020 3887 4626
01482 325779 ENQUIRE HERE
Want To See More?
Who We Work With
