Flight + SharePoint integration: A fully connected project workspace

19 November 2025

Professional services teams work best when every piece of project information sits together in one clear, accessible place.

For consultants, surveyors and ecologists, this often feels out of reach. Documents sit in SharePoint or shared drives, emails sit in Outlook, time entries live in spreadsheets and process steps are stored in separate tools.

Important context is lost, delivery slows down and mistakes become more likely.

Flight was created to bring order to this complexity. As a fully configurable platform, it unifies CRM, workflows, calculations, events, time, financial visibility, dashboards and client communication into a single, tailored application hosted securely in AWS.

With the introduction of SharePoint integration, Flight now brings your documents directly into that same unified environment.

Users continue uploading files into SharePoint so they benefit from version control, permissions, co-authoring and Microsoft 365 collaboration. Flight then surfaces those same files inside each project workspace, placing them directly alongside the email communication, workflows and decisions that give them context. This approach combines the strengths of both systems without extra admin or duplicated storage.

This becomes especially valuable in real project scenarios.

Surveyors: Always seeing the correct drawings and reports

Surveyors often deal with multiple site visits, revisions and technical documents.

A typical scenario might involve a surveyor uploading updated CAD drawings and site photos to SharePoint. With the integration, those files immediately appear within the Flight project, right next to the emails that triggered the revision, notes from the previous visit and time recorded for the rework.

The project manager can instantly understand which version is correct, why it changed and what impact it has on fee burn and timelines. This reduces risk, prevents rework and speeds up client communication.

Ecologists: Evidence and compliance information with full clarity

Ecology projects generate a large volume of interlinked files such as licences, GIS layers and species evidence.

When a subcontractor submits survey evidence the files appear in SharePoint with a full audit trail and then become visible in Flight within the project record. The ecologist can view evidence files alongside field notes, regulatory constraints, workflow steps and previous client discussions.

Everything needed to complete reports or respond to regulators is presented in one narrative rather than spread across multiple tools.

Consultants: A seamless journey from proposal to deliverable

A consultant may work collaboratively on a Word document stored in SharePoint where version control ensures everyone edits the correct file.

Inside Flight, that same document appears next to scope changes, decision logs, fee updates and approval workflows.

The team can see not only the current document but the full story that shaped it. This creates stronger audit trails, improves quality assurance and supports consistent client delivery.

Why this integration matters

Teams gain the benefits of SharePoint without navigating complex folder structures because Flight presents everything inside the project workspace. The combined solution provides:

• A single location for all project context
• Clear visibility of the latest file versions
• Faster handovers between team members
• Stronger quality assurance and audit trails
• Improved client transparency and professionalism
• Reduced admin and fewer system switches
• Better decision making supported by complete information

A more connected and future proof platform

Flight’s modular design, secure AWS hosting, RESTful API and no cost configuration updates make it a long term, adaptable solution for professional services teams.

Adding SharePoint into this ecosystem ensures documents are no longer isolated assets but fully connected components of the project lifecycle.

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