Document Intelligence

SharePoint Metadata Automation

Stop wasting time manually tagging documents. Our AI-powered metadata solutions automatically classify, tag, and organize your SharePoint content for improved findability, compliance, and productivity.

Metadata Automation Capabilities

Comprehensive solutions for intelligent document classification and metadata management.

AI-Powered Classification

Automatically classify documents using machine learning models trained on your content types and taxonomy.

Automated Tagging

Extract and apply metadata tags based on document content, reducing manual tagging effort by 90%.

Taxonomy Management

Design and implement managed metadata services with term stores, content types, and site columns.

Enhanced Findability

Improve search relevance and discovery through consistent, comprehensive metadata application.

Compliance & Retention

Automatically apply retention labels and sensitivity labels based on document classification.

Metadata Analytics

Monitor metadata quality, coverage, and usage patterns to continuously improve your information architecture.

The Cost of Poor Metadata

Knowledge workers spend an average of 2.5 hours per day searching for information. Poor document organization leads to duplicated effort, compliance failures, and frustrated employees.

  • 1
    Lost Productivity

    Employees recreate documents they cannot find, wasting time and creating version conflicts.

  • 2
    Compliance Risk

    Sensitive documents without proper classification may be exposed or retained incorrectly.

  • 3
    Knowledge Loss

    Critical institutional knowledge becomes buried and inaccessible as employees leave.

Technologies We Use

Microsoft SyntexSharePoint Content TypesManaged Metadata ServicePower AutomateAzure AI Document IntelligenceMicrosoft Purview

Key Benefits

  • 90% reduction in manual tagging effort
  • 50% improvement in document findability
  • Automated compliance and retention
  • Consistent metadata across all content

Common Use Cases

See how organizations are using metadata automation to transform their document management.

Contract Management

Automatically extract contract type, parties, dates, and key terms from legal documents.

  • Faster contract retrieval
  • Automated expiration alerts
  • Compliance tracking

Invoice Processing

Extract vendor, amount, dates, and line items from invoices for automated processing.

  • 90% reduction in manual entry
  • Faster approvals
  • Audit trail

HR Document Management

Classify employee documents, extract key data, and enforce retention policies.

  • Organized employee files
  • Compliance automation
  • Self-service access

Project Documentation

Tag documents by project, phase, deliverable type, and stakeholders for easy retrieval.

  • Project-based views
  • Cross-project search
  • Knowledge retention

Our Process

A structured approach to implementing metadata automation in your organization.

1

Taxonomy Design

We work with your team to design a metadata schema that reflects your business structure and information needs.

2

Content Analysis

Analyze existing document repositories to understand content patterns and classification requirements.

3

Model Training

Train AI models on your document types using Microsoft Syntex or custom classification models.

4

Implementation

Deploy the solution with automated processing pipelines and user-friendly tagging interfaces.

5

Optimization

Monitor accuracy, refine models, and expand coverage based on real-world performance.

Frequently Asked Questions

Ready to Automate Your Metadata?

Schedule a consultation to discuss how AI-powered metadata automation can transform your SharePoint document management.