The Future of Document Management: SharePoint & AI

Discover how SharePoint & AI are transforming document management through automation, compliance, and smarter workflows.

About this event

Join us in-person, in Wrexham, to explore the future of document management with SharePoint and AI. Learn how to modernise file storage, automate compliance, and unlock smarter workflows with live demos and expert insight from Valto’s Microsoft specialists.

Where will this event be located?

This event will be held in-person, located at:

Moneypenny UK,

Western Gateway,

Wrexham,

LL13 7ZB

Agenda

09:45 – 10:10 Arrival & Networking - Enjoy complimentary tea, coffee, and pastries

10:10 – 11:00 Building an AI Powered Intranet with SharePoint
Speaker: Dougie Wood (Microsoft MVP)

• Who are Valto?
• Challenges with information accuracy and access
• AI-powered SharePoint intranet (news, people directory, onboarding automation)
• Microsoft’s AI Options: Cost Effective (Copilot for M365 vs Copilot Studio)
• Building a centralised SharePoint Knowledge Base
• Live demo: SharePoint Knowledge Chatbot (Polices, FAQs, Tenders)
• Implementation roadmap and Q&A

11:00 – 11:10 – Break (10 mins)

11:10 – 11:50 Modern SharePoint Governance & Compliance
Speaker: Robert Thomas (Head of MS365)

• Why document governance is essential in the age of AI
• Benefits: efficiency, findability, security, audit readiness
• Live demo: Controlled Documents with Purview
  (version control, approvals, retention, sensitivity labels, audit trails)
• Real-world case study
• Implementation roadmap and Q&A
  

11:50 – 12:00 – Break (10 mins)

12:00 – 12:20 AI in Action at MoneyPenny
Speaker: Pete Hanlon, CTO at MoneyPenny
How MoneyPenny leverages AI to streamline processes and enhance their call centre experience.

12:20 – 12:40 Tour of the MoneyPenny Offices
Gain exclusive, behind-closed-doors access to MoneyPenny’s state-of-the-art office and see how their operations and technology run in the real world.

12:40 – 13:00 Networking and Closeout