From Scattered Drives to a Single Source of Truth
Project Overview
A real estate investment house running 20+ active projects across a distributed team had its filing logic living in people's heads, not in the structure itself. The same document could land in several defensible folders, naming was inconsistent, and finding the latest version of a file was a daily challenge. Silvercrest brought the right technology directly into the team's existing Sharepoint environment, so each document is read, classified, renamed, and filed automatically, with every step logged for a full audit trail.
Date
September 2025 - November 2025
Category
Asset Management & Document Intelligence
Client
Real estate investment house, Greece (confidential)
Key Advantages
Key Achievements
Clean ten-folder taxonomy designed around the team's real document types
Every file renamed to one consistent convention: date, counterparty, type, version
All documents scored for confidence
Technologies Implemented
OCR and document classification that reads PDFs, Word files, and scanned Greek text
Confidence scoring with automatic low-confidence alerts to the accountable person
Integration into the team's existing Sharepoint workflow with full logging to a shared sheet
Outcome
The team moves from an organic, inconsistent archive to a single, structured source of truth that runs the same way regardless of who processes a document. Remote and hybrid colleagues work from the same organized environment, every file lands in the right place automatically, and leadership gains a complete audit trail of what arrived, when, and where it was filed. The methodology built for one project carries across the full portfolio, so each new project becomes a matter of activation rather than rebuilding.
