Intelligent Document Classification and Search
Client: Real Estate Investment Firm
The Challenge
A real estate investment firm had its most important documents scattered across SharePoint. Without a consistent structure, tagging, or permissions model, search did not reliably surface the right files, employees spent time hunting for current versions, and new content landed wherever people happened to save it. The firm also wanted to put AI tools like Copilot to work on company knowledge, which first required content that was organized, secured, and labeled well enough for an assistant to answer questions accurately.
What We Built
Canviz started with the 20 document types that carried the most business value across PDF, Word, and PowerPoint. The team designed a new SharePoint structure of sites, libraries, content types, and search properties, secured it with Microsoft Entra ID (Azure Active Directory) groups mapped to user roles, and migrated the priority documents into it. Canviz then configured Microsoft Syntex to classify and extract data from the remaining content at scale, and built Power Automate flows that tag and file new uploads automatically so the structure holds over time. Finally, Canviz evaluated Microsoft 365 Copilot (Copilot for Microsoft 365) against the organized content, with a custom Copilot plugin or retrieval-augmented chatbot as the fallback.
The Outcome
The firm now has a single, well-organized SharePoint environment where its key documents are tagged, secured by role, and easy to find through search. Automated classification keeps new content in the right place without manual filing, and the clean structure gives employees a foundation for asking questions of company documents through an AI assistant. The team also has architecture plans, a permissions matrix, and migration documentation to manage the environment going forward.
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