Case Study: a leading Australian not-for-profit organisation achieves intuitive Microsoft 365 records management with MacroView DMS

Leading Australian Not-For-Profit Organisation - Customer Case Study

A leading Australian not-for-profit organisation required a robust records management solution to improve the retention and discovery of emails and documents, a need brought into focus by a 2017 Royal Commission. The organisation's small IT team, which was new to the platform, aimed to leverage Microsoft 365 and SharePoint Online but needed a user-friendly way to implement it. They selected MacroView DMS from vendor MacroView for its superior user experience.

The solution allowed users to work within the familiar Microsoft 365 environment while seamlessly storing items as records in SharePoint Online. MacroView DMS facilitated an intuitive tree-view interface that excelled at handling the organisation's complex site structure and volume of records, a key improvement over the standard SharePoint UI. This implementation provided the control and user experience necessary for the project's success.