Business Document Management: Planning Your Microsoft 365 Solution

Research confirms that well-managed business documents lead to higher efficiency, better compliance, and improved employee experience. With the right tools and structure, Microsoft 365 can become a powerful platform for effective document management across your organization.

In this article, we explore common document management challenges, practical strategies for overcoming them, and best practices for implementing Microsoft 365 solutions for business document management.

Learn more: Dive deeper and see screenshot examples in the free guide: Mastering Controlled Document Management in Microsoft 365.

Looking for real-world inspiration? Explore our case study: Koenigsegg Revvs Up Its Digital Workplace with Omnia—a clear example of document management in SharePoint.

If you've ever struggled to locate a document in SharePoint or Teams, you're not alone. Many Microsoft 365 environments lack the structure needed to support easy discovery of documents that employees know they can trust. When important business documents—such as policies, handbooks, or instructions—are hard to find, the issue isn’t just poor search; it’s the absence of a well-governed business document management solution.

In most cases, the issue isn't the absence of documents but rather the overwhelming number of results, making it hard to identify the most reliable version. For instance, misplacing your notes from yesterday’s meeting might not be a major issue. However, failing to find a critical business document, as a work instruction or product documentation, can have serious consequences.

Poor findability is often a symptom of a larger problem: a lack of structure and governance to effectively manage documents and surface them for stakeholders.

Image 1: Document center with search and refiner options as an example of business document management solutions.

Creating a strong business document management framework starts with strategy. Whether you're using SharePoint or a broader Microsoft 365 document management solution, define how your organization handles different types of content—from work instructions to quality manuals. Your strategy should cover document types, templates, metadata, lifecycle workflows, and access rights—aligned with compliance and business needs.

Just as important as defining your business document strategy is ensuring it’s adopted across the organization. Communicate the plan clearly, provide regular training, and build support among managers and contributors to ensure your business document management solution in Microsoft 365 delivers consistent results.

Image 2: Admin view for configuring document types, properties, and templates in Microsoft 365 and Omnia.

With your strategy in place, it’s time to configure the solution. Start by defining and centrally managing document types, templates, metadata, and workflows. While Microsoft 365 offers powerful tools through SharePoint, Teams, and OneDrive, many organizations benefit from extending these capabilities using Omnia to create a more structured and scalable business document management solution.

Empower document owners with intuitive authoring and publishing tools that align with your governance model. Whether using SharePoint libraries, Teams channels, or Omnia workspaces, make sure business users can easily create, publish, and manage controlled documents across your Microsoft 365 intranet.

Image 3: View of controlled SharePoint documents tied to the Envisioning phase of product development using Omnia.

Make document access as intuitive as possible. Present business-critical documents in the right context using structured navigation and role-based search. Leverage search refiners, filters, and promoted content to guide users. Tools like Omnia help enhance the native Microsoft 365 and SharePoint document experience with version control, feedback loops, and review notifications.

Additionally, implement systems to monitor controlled documents, track review dates, and establish feedback channels. This will allow for continuous improvement of documents and the overall solution.

Business document management solutions in Microsoft 365 work best when built on strategy, governance, and user-centric design. By combining SharePoint’s foundational capabilities with Omnia’s intranet platform, you can deliver a scalable document experience that supports compliance, empowers employees, and improves daily workflows.

By following these principles and leveraging the capabilities of Microsoft 365 and Omnia, organizations can establish a robust business document management solution that enhances efficiency, ensures compliance, and promotes collaboration across the organization.

Want to learn more? Join our popular webinar: Strategies for Effective Document Management in Microsoft 365 and SharePoint—discussing real-life intranet document management challenges and strategies. 

Want to see effective document management in action? Book a personalized demo to see how Omnia compares with your requirements.