Enterprise Metadata Transformation

Transform your organization's metadata across Office 365, by centralizing, consolidating and simplifying metadata management. We can further automate the propagation of metadata values from external master data reference systems to eliminate manual efforts to keep systems and their metadata synchronized.

We can correct for the natural organic growth that occurs as SharePoint Online gets adopted within the enterprise, by gaining control over the metadata structure, allowing for centralized management. Let Reality Tech simplify and consolidate your SharePoint Online structure for consistency and manageability. We have developed a broad set of PowerShell scripts to transform content by auto-tagging, based on rules and change Content Types to consolidate into a centrally managed set. We can programmatically tune library metadata defaults, views and versioning to wrestle diverse Site Collections into a consistent and manageable structure.  Using Power Platform, we can automate the propagation of metadata from source systems that act as a master data reference, so a new client, deal, lead, contact, or other metadata automatically appear as metadata values, or even automatically create sites, libraries, folders and document sets in real-time.

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Deploy Content Types

Deploy centrally defined Content Types across multiple site collections into each library, utilizing the Content Syndication Hub. Central control is key to managing SharePoint Online in the enterprise.

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Reassign Content Types

Reassign Content Types to each document in each library in an automated and rules-based fashion. At this point the metadata for each document can be centrally controlled and managed.

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Standardized Views

Deploy standardized views into each library. This allows for visual consistency, including the look, feel, number of documents per page, fields displayed, sort sequence and interactivity.

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Content Type Syndication Hub

Configure a Content Type Syndication Hub to allow for publishing Content Types to all sites in the SharePoint Online Tenant, and even to remote Tenants.

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Retagging

Retag documents based on rules, to allow enterprise search to return optimal results.

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Alerts

Automated alerts for non-compliant changes made to the environment, such as non-standard site and library creation. This allows for proactive action to address non-compliance.

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Automation

Replicate metadata values from source systems into SharePoint Online in real-time. Automatically add values, such as Deals, Issuers, Contacts, and other metadata into SharePoint as metadata, or even automatically create sites, libraries, folders and Document Sets reflecting updates in source systems, such as SalesForce, in real-time.