The Challenge
TRUE Fitout and Construction was growing but its Microsoft environment wasn’t keeping pace. Each project manager set up their SharePoint site differently: ad hoc document libraries, inconsistent permissions, no standardised metadata. Project information was hard to find, governance was patchy, and the organisation couldn’t get a clear view across all active projects.
What Evocate Delivered
Evocate ran a discovery led engagement and delivered:
- Standardised SharePoint project site template with pre configured document libraries, metadata columns, permission models, and Power Automate workflows that launches consistently for every new project
- Permissions and governance design: role based access control aligned to TRUE’s organisational structure so project managers, site supervisors, and back office staff see only what they need
- Power Automate integration for document approvals, notification triggers, and status updates
- SharePoint intranet aligned to TRUE’s organisational needs, providing centralised access to policies, templates, and company news
Outcomes
New construction projects now launch with a consistent SharePoint environment every time: same document libraries, same metadata, same permissions model, same automation. Project managers no longer spend time configuring sites from scratch. The standardised template means information is findable across projects, governance is enforced by default, and the organisation has visibility across its entire active project portfolio. The intranet gives all staff a single source of truth for company policies, templates, and operational information.
Why This Matters
In project-driven businesses, growth usually breaks the way work is organised: every manager sets up their own SharePoint site, permissions drift, metadata is inconsistent, and leadership loses visibility across the portfolio. Evocate’s answer is standardisation by design, a single project template that launches every new job with the right libraries, permissions, and automation from day one. Governance stops being something people remember to apply and becomes the default. For any scaling construction or professional services firm, templated project workspaces are what keep information findable and control intact as the number of projects climbs.
