Case Study: Chris Lynch IT Consulting streamlines SharePoint document management with Connecting Software’s Document Extractor

Document Extractor Enables Better Document Management for Uk’s Governmental Organization

Chris Lynch IT Consulting was facing a challenge for its client, a UK governmental organization, which needed to automatically sync documents between Salesforce and SharePoint Online. The organization required documents to be accessible in Salesforce while being stored and managed in SharePoint. The initial solution they tried, Salesforce Files Connect, was not fit for purpose as it could not upload documents to SharePoint, only link to existing ones.

Connecting Software provided its Document Extractor product, which delivered a seamless Salesforce to SharePoint integration. After a successful proof of concept, the solution was deployed with just basic configuration and worked immediately, requiring no custom development. The implementation was a success for the core of 150 users, with potential to grow, and Connecting Software's team was noted for being very attentive throughout the process.

Chris Lynch IT Consulting

Chris Lynch

Director