Case study

Project Central: a document warehouse for a deals team

SharePoint connected to an app, converting it into a document warehouse for a large transaction: every document a deals team needs - requested, received, reviewed and traceable.

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Client: a global dual-listed groupSector: Mergers and acquisitions

The build

What the problem was, and what we did about it.

The problem

Due diligence runs on a document-request list, and the list is usually a spreadsheet that three people are editing at once.

What we built

A SharePoint site rebuilt as a document warehouse for the transaction: every request issued and tracked, every document received against its request, reviewed or returned with a query, and an audit trail that says who did what and when. Accountability and traceability for a deals team that used to run on a shared spreadsheet.

Illustration: Project Central's home screen, its menu beside its picture

Illustration, close up: a transaction's document requests, each with its owner, dates, documents received, reviewer and status — A closer look
An illustration of the system, drawn for this page with demo data. Nothing shown is a client's own.

Built with

Power Apps
SharePoint
Power Automate

What it does now

10
people
Appventure, Summary of Capabilities (July 2026)
200+
requests a year
Appventure, Summary of Capabilities (July 2026)

Every figure says where it comes from.

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