Enhancing Document Management and Search with SharePoint and Power Automate for a Pile and Marine Driving Company

Expertise: Custom Web Development Web & Enterprise Portals Content & Document Management Enterprise Resource Planning (ERP)
Verticals: Industrial & Manufacturing
Technologies: Web APISharePoint AdministrationActive Directory IntegrationPower Automate (Workflows)Dynamics 365 Business Central
Home > Portfolio > Enhancing Document Management and Search with SharePoint and Power Automate for a Pile and Marine Driving Company
Client Overview
Pacific Pile and Marine, a leading marine construction enterprise, sought an advanced SharePoint solution to streamline document retrieval and collaboration across distributed teams. The client needed a high-performance, scalable SharePoint search architecture to enhance productivity and data visibility through precision-driven metadata-based search refinement.

  • Specialized in complex marine infrastructure and coastal engineering projects.
  • Operates across multiple sites with high volumes of digital documentation.
  • Required a unified SharePoint search interface for better file discoverability.
  • Needed a solution that ensured secure, efficient, and collaborative data access.
Business Needs
The client faced limitations with SharePoint’s out-of-the-box search capabilities that constrained user efficiency and document control. They required a customized plugin to implement advanced filtering, document previews, and multi-file download capabilities, integrated with Power Platform for automation and improved search accuracy across document libraries.

  • Advanced Search Filters: Improve SharePoint document library search precision.
  • Search Refinement Panel: Allow users to filter results using metadata and tags.
  • In-Document Search: Enable full-text content and SharePoint PDF search.
  • Dynamic Query Builder: Support flexible keyword-based query creation.
  • Bulk Download Capability: Facilitate single or multiple document downloads.
  • Dataverse Integration: Ensure seamless Power Automate SharePoint connectivity.
Strategy & Solution
Flexsin designed a modular, reusable SharePoint custom search plugin tailored to the client’s architecture. The solution leveraged REST APIs and Power Automate integrations to optimize search performance, metadata indexing, and dynamic UI components, offering a refined and intuitive document discovery experience.

Front-End:
A responsive SharePoint framework was built with React-based components to deliver seamless interaction and optimized search visibility. Dynamic filters, query refiners, and preview features improved usability while enhancing document accessibility across devices.

  • Developed a modern SharePoint search web part with adaptive UI.
  • Integrated SharePoint search refiners for real-time filter adjustments.
  • Implemented advanced filtering SharePoint logic using metadata mapping.
  • Added document preview SharePoint capability within result panels.

Backend:
The backend was powered by the SharePoint Search REST API and Microsoft Graph to manage queries, metadata extraction, and high-speed index retrieval. Power Automate workflows ensured efficient search updates and synchronization with Dynamics 365 data entities.

  • Configured SharePoint search optimization for faster indexing cycles.
  • Utilized SharePoint search query builder for complex parameter handling.
  • Integrated Dynamics 365 SharePoint integration for unified data visibility.
  • Connected Power Automate SharePoint integration for automated triggers.

Development Process:
Custom SharePoint plugin development ensured scalability and maintainability with a focus on performance optimization. Modular coding standards and CI/CD pipelines enabled continuous deployment and system scalability.

  • Created reusable custom SharePoint development components for flexibility.
  • Implemented SharePoint search performance enhancements via REST optimization.
  • Integrated document preview SharePoint modules and file-type filters.
  • Conducted functional, regression, and user acceptance testing for reliability.
Business Outcomes
The custom SharePoint plugin transformed document management efficiency, improving search speed, accuracy, and collaboration. The solution delivered faster metadata-driven queries, reduced manual effort, and established a foundation for scalable SharePoint modernization and future Power Platform integration.

  • Achieved 45% faster SharePoint content search performance.
  • Enabled precision filtering through SharePoint search refinement panel.
  • Delivered real-time preview and file-type filter options.
  • Supported search within documents SharePoint for enhanced context retrieval.
  • Reduced manual file lookup time by over 60%.
  • Integrated Dataverse SharePoint integration for data synchronization.
  • Simplified SharePoint bulk download documents feature for teams.
  • Increased productivity SharePoint adoption across distributed departments.
  • Delivered scalable SharePoint solution supporting future enhancements.
  • Improved SharePoint user experience and decision-making efficiency.
Client's Speak
Flexsin’s SharePoint custom search plugin has revolutionized our document accessibility. The solution enhanced speed, usability, and control, transforming how our teams locate and manage digital assets

WANT TO START A PROJECT?
Let's collaborate and discover propositions that unlock business opportunities.
  • attach_file Attach File
  • Please Validate Captcha