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Document Hub  ·  SharePoint  ·  Managed Metadata

Document & Knowledge
Management Hub

UNESCO — Washington D.C., USA

30%
Reduction in document retrieval time
5,000+
Documents migrated to the hub
15
Department libraries structured
100%
Policy versioning with audit trail
SharePoint Online Managed Metadata Service Content Types SPFx PnPjs Term Store Document Sets

5,000 Documents Across Shared Drives, Email, and Classic SharePoint

UNESCO's Washington D.C. office operated with documents scattered across three different systems: a legacy shared network drive, email attachments that had become defacto document repositories, and an outdated SharePoint classic site that departments had individually customised with no consistency.

There was no metadata taxonomy — documents were named inconsistently, filed in deeply nested folder structures that varied department to department, and had no version control. When a policy was updated, staff had no way to know whether the document they'd bookmarked was the current version. Retrieving the right document for an audit or project required significant time searching across multiple systems.

The organisation needed a single, structured knowledge hub with clear governance: every document in one place, searchable by meaningful metadata, with full version history and an automated way to notify staff when policies they relied on were updated.

Documents scattered across shared drives, email attachments, and 3 different SharePoint classic sites

No metadata or taxonomy — staff navigated deep folder trees to find documents, wasting significant time

No version control — staff could not tell if a policy document was the current version or an outdated draft

Policy updates communicated via email — no systematic way to ensure staff were reading current documents

Before: 15 Departments, 15 Different Systems

Shared Network Drive
3,200 files — no metadata, deep folders
Email Attachments
~800 docs sent as email — no indexing
SharePoint Classic (HR)
400 docs — inconsistent naming
SharePoint Classic (Legal)
350 docs — different folder structure
SharePoint Classic (Finance)
250 docs — no version history
+ 10 more departments
Each with their own disconnected system

One Hub, 15 Libraries, Full Metadata Taxonomy

Akshara Technologies designed and built a structured SharePoint document hub with a meticulously planned managed metadata taxonomy. The Term Store was configured with a three-tier taxonomy: Document Type (Policy, Procedure, Form, Report, Template), Department (15 values), and Status (Draft, Under Review, Approved, Archived).

15 department document libraries were created with consistent content types — each document carries metadata on creation, enabling cross-library search without navigating folder trees. A custom SPFx search web part with multi-filter capability replaced the basic SharePoint search, letting staff filter by department, document type, date range, and approval status simultaneously.

Policy versioning was configured with mandatory check-in comments — every change to an approved policy requires a comment explaining the change, creating an automatic audit trail. A Power Automate flow notifies all staff who have saved a policy document when a new approved version is published.

What Was Delivered

Managed metadata taxonomy: 3-tier Term Store across all 15 departments
15 structured department libraries with consistent content types and required metadata
Document Sets for grouping related policies, procedures, and forms by project
Policy versioning with mandatory check-in comments for full audit trail
Custom SPFx search web part with multi-filter: department, type, status, date range
Power Automate: policy update notifications to staff who rely on those documents
Events calendar and announcements web parts on the hub home page
Full 5,000+ document migration from 3 source systems with metadata mapping

A Single Source of Truth for Every Document

30%
Reduction in document retrieval time — metadata search vs folder navigation
100%
All 5,000+ documents now in one place — zero documents on shared drives or email
Full
Version history on every document — staff always access the current approved version
15
Department libraries with consistent metadata-driven navigation replacing folder chaos

The Document Hub in Action

Tools & Technologies Used

Platform
SharePoint Online
Hub site, document libraries, content types, and managed navigation
Taxonomy
Managed Metadata Service
3-tier Term Store for document type, department, and approval status taxonomy
Governance
Content Types
Standardised metadata fields applied consistently across all 15 department libraries
Framework
SPFx
Custom search web part with multi-filter, events calendar, and announcements
Library
PnPjs
SharePoint REST API calls for document queries, metadata reads, and term store operations
Navigation
Term Store
Managed navigation driving the hub's metadata-based document discovery experience
Organisation
Document Sets
Grouping related documents (policy + procedure + form) into managed Document Sets
Automation
Power Automate
Policy update notifications, approval workflows, and version change alerts

Start Your Project

Stop Losing Documents
in Email and Shared Drives

A well-structured SharePoint document hub with proper metadata taxonomy transforms how your organisation finds, manages, and governs its knowledge. Let's build yours.