• 09 3154 6677
  • info@soludigital.fi
  • 09 3154 6677
  • info@soludigital.fi

Most powerful knowledge management solutions

Solu Digital provides knowledge management and analysis models for today’s complex businesses.

Contact us

Document templates automatically

Centralized management of document templates using the document template management application unifies document management practices and facilitates the distribution of templates to Teams groups or SharePoint sites

Document management based on document templates and the use of metadata makes working with documents such as contracts, offers, and project documents more efficient. The centralized management and distribution of document templates to Teams groups or SharePoint workgroup sites can be a challenge on the Microsoft 365 platform.

These challenges can be solved and the distribution of document templates to teams and sites is successful with the help of the application for centralized management of document templates.

Document templates, which can be, for example, a ready-made document template as a Word, Excel, or PowerPoint file, can contain elements in line with the corporate look, such as uniform header and footer areas, tags, and other graphic elements, as well as typography. In addition, they can contain metadata stored in SharePoint columns.

Book a demo

Metadata can be, for example:

  • Document types, such as a contract, offer, project plan, or a meeting memo
  • Project name and/or number
  • Process or process step
  • The name of a person, such as a project manager
  • The customer’s name or identification information
  • Cost center, business unit, and so on.

Improve your organization’s productivity cost-effectively:

  • Use the right information at the right time.
  • Metadata helps to find the information you are looking for easily and quickly.
  • Improve work efficiency and save time by reducing manual work.
  • A light automation solution speeds up work when using Microsoft Teams or SharePoint.
  • Improve data quality reduce errors caused by manual work.
  • Metadata defined based on the organization’s information practices ensure that all the necessary information can be found in every document that utilizes document models.

Implementation of document automation flexibly according to your needs

We implement the document automation solution that meets the needs of your organization in accordance with different stages:

  • Identifying the needs of managing document templates and defining practices
  • Identification of document templates and support for their preparation
  • Possible definition of automatic completion of document content control objects and its implementation using Power Automate workflow
  • Support for trial use of the solution
  • Commissioning
  • Trainings or workshops for effective use of the tool

The implementation of the tool can be done quickly and smoothly with the support of Solu Digital’s experts. We have long experience and know-how in document management.

Book a demo

Automate project document management with the Solu 365® tool

The Solu 365® automation tool offers a comprehensive solution for managing projects and project documents. The solution concentrates all the information, tools, and colleagues needed for project work to Microsoft Teams project work groups.

With the help of the Solu 365 tool, the project creation process becomes significantly simpler, faster, and more efficient, while improving data security.

Solu 365 offers a form for creating projects and related work groups and a portfolio view for all Teams groups in the organization.

With the help of project and workgroup automation and the groups’ portfolio view:

  • Project work becomes easier and faster when project management, project communication, reporting, and information and document management are centralized into one application
  • A simple and clear process for creating projects improves the findability of information and documents and increases their manageability and transparency
  • The management of projects and project documents is harmonized according to the uniform practices of the organization
  • Data security is improved as the access of external users is limited to certain Teams groups and folders.

The Solu 365® automation tool helps you create workgroups suitable for different purposes, such as internal projects and projects with external partners.

Resources are defined for projects, such as:

  • Planner Premium project resources for managing individual projects and project portfolios
  • The structure of Teams channels and, for example, a private channel for the steering group
  • folder structure of documents
  • ready-made document templates such as Word, Excel, and PowerPoint files, for instance, for reports or minutes of meetings, which ensures a uniform way of working throughout the organization
  • project-specific time recording items for the electronic worktime recording application
  • resourcing application for planning, allocating, and reporting the use of the working time of project team members

Automate project document management with the Solu 365® tool

Every project created with the tool and its resources get their own metadata, which is automatically displayed in all documents. When document automation uses the project’s ready-made document templates, the metadata of the document templates is also stored in the new document.

The automatically controlled project, workgroup, and document management process ensures project operation in accordance with the organization’s uniform practices and compliance with naming and recording practices.

The teams in Microsoft Teams formed for projects are displayed up-to-date in the Solu 365 Portfolio. It makes it easier to navigate to Teams groups and other Microsoft 365 services and to manage the project teams you own.

Snapshot of projects in Solu 365 Portfolio

With the Solu 365® solution, you guarantee consistent management of projects and project documents for your entire organization in a transparent and secure way.

Read more: Automate project management with the Solu 365® tool

Read more about our training services

Our customers' experiences

Juha Nevalainen

Scania Suomi • Sales Director, Scania Services

4.0

It has been easy, pleasant and simple to do business with Solu Digital’s people. Their professionals involved in our projects have extensive experience and expertise, the customer only needs to explain their needs and Solu Digital produces the implementation. Each meeting is structured for Solu Digital and all agreed tasks have always been completed. We have not received a no as an answer to any of our wishes, which I greatly appreciate as a buyer of the service. In addition, all people at Solu Digital are pleasant and polite to all things and people. All agreed things and schedules have been kept. I am very pleased with Solu Digital’s service.

Esa-Ville Vanhatupa

IT services of the city of Turku • Project manager

5.0

The best thing about cooperating with Solu Digital is that it is easy to cooperate with them and everything goes smoothly, quickly and without problems.
 

Juha Sarsama

Panostaja • CEO

Solu Digital’s references and their understanding of our needs impressed us, and consequently, also broader Office 365 solutions became part of the picture. The decision to collaborate with Solu Digital was quick to make.

Kristian Hartikainen

Business Finland • Senior Advisor

5.0

The best part of this cooperation has probably been the flexibility. Solu Digital has been surprisingly flexible with the fact that we are busy and have a lot of tenders all the time, but at the same time we have been able to develop the procurement portfolio.

Mikko Tätilä

Forendo Pharma • Information Technology Manager

Positive, customer-centered and easy-going experience on cooperation with Solu.
 

Seppo Perkiö

HSL - Helsinki Region Transport • IT Manager

Solu Digital became the chosen supplier due to its good reputation in deploying nimble portfolio management systems.

Peter Krause

Transmeri • Development Director, ICT & Digital Services

Solu Digital’s experts’ understanding of their clients is top-notch! We never have to spell out what we want in words of one syllable, as they immediately have an understanding of our world, what we need, and what will support our business.

Tarja Ihalainen

Teknologiateollisuus ry • Jäsenpalvelupäällikkö

Transparency has helped us monitor progress and ensure that all employees are aware of common goals.
 

Inessa Taneli

Sako Oy • Project manager

I think the level of communication, responsiveness, and helpful and supportive attitude of the people in Solu have played a huge role in our cooperation.
 

Lauri Eskola

SSAB • Application Manager

I could recommend Solu Digital because the cooperation works. It’s important when you can trust that the other party will do their job and their part.

Inessa Taneli

Sako Oy • Project manager

I think the level of communication, responsiveness, and helpful and supportive attitude of the people in Solu have played a huge role in our cooperation.
 

Jere Penttinen

Boliden Kokkola • Investment manager

The best thing is the response time and the service we have received. When we have made some change proposals or requests, they have been implemented quickly.
 

Lasse Palminen

Keskisuomalainen • IT director

Solu is a strategic partner for us. At the moment, the operating model is that we first ask you and then we’ll see how we proceed. Solu has good people, and you can talk openly with them, and that’s a really important thing.
 

Marko Salmi

Boliden Kokkola • Digitalization manager

Many times, a ticket is created somewhere, the recipient completely misunderstands it, and something other than expected is done. We have not experienced such challenges in this cooperation because communication directly with the software developer has worked effectively.
 
 

See all recommendations

Check out our customer stories

All customer stories

Read more articles by our experts

Boost contract management with Microsoft 365

Microsoft SharePoint provides versatile tools for processing, storing, and tracking contract information regardless of time, location, or device.

Worktime recording smoothly with a Microsoft solution

Worktime recording, monitoring, and reporting in project work can be done smoothly with an application based on Microsoft tools.

Manage projects with the OKR model and Viva Goals

Project management is made easier with the OKR model and Viva Goals, bringing transparency and clarity to the organization's project work and operating methods.
Show more
All articles by Solu Digital experts

Leading developer of digital teamwork

Contact us