Overview
CryoCord Malaysia is building an intelligent SOP management system to centralize and govern procedures, improve accessibility, and automate review processes using Microsoft 365, SharePoint Online, Power Automate, Copilot Studio, and Azure services.
Responsibilities
- Phase 1 – Foundation : set up core SharePoint structure with proper security
- Build SharePoint Site : / sites / SOP-Home
- Create libraries : HR, Lab, Operations, QA, Finance
- Add metadata columns : Owner (Person), EffectiveDate (Date), NextReviewDate (Date), Status (Draft|Approved), VersionText (Text), ProcessArea (Choice), Confidentiality (Internal|Restricted), Keywords (Text)
- Configure library permissions using Entra groups; enable major versioning
- Security lockdown : remove "Everyone" sharing links; consider Restricted SharePoint Search
- Acceptance : Users can only see SOPs they have permission to access
Phase 2 – Automation
Goal : Automate SOP approval and review processes
Flow 1 : SOP-Intake-To-ApprovalTrigger : File created with Status=DraftNormalize filename to SOP-(Dept)-(###) v(X.Y).docxStart approval to library OwnerOn approve : Status=Approved, move to proper folderOn reject : Keep in drafts; notify submitterFlow 2 : SOP-Review-Reminder-WeeklyActions : Find SOPs with NextReviewDate within 7 days; send Teams notification; log to SharePoint listAcceptance : Draft SOPs automatically route for approval; owners receive review reminders
Phase 3 – AI Assistant – Copilot Studio
Goal : Deploy Teams-native SOP chat assistant
Create “SOP Assistant” bot in Copilot StudioConnect data source : SharePoint SOP-Home (Approved status only)Publish to Teams and auto-pin for pilot group; add web embed to SharePoint SOP-HomeNotes : Answer briefly (max 5-8 bullet points) using exact SOP content; include ‘Source : (SOP link)’; if unsure, say “I don’t know—please check these related SOPs” and list up to 3 related SOPs. Never answer from Draft documents.
Licensing : Copilot Studio credits or pay-as-you-go; Acceptance : fast responses with source links
Phase 4 – Backup & Safety
Goal : Enable backup and test recovery procedures
Enable Microsoft 365 Backup for SOP-Home sitePerform test restore of a library to validate processDocument restore procedures with RTO / RPO expectationsAcceptance : Successful test restore documented
Phase 5 – Advanced AI Chat (Optional)
Goal : Deploy Azure-based chat for advanced scenarios
Azure OpenAI + AI Search; index from blob storageAzure AI Search for semantic searchAI Studio : Deploy “Chat with your data” web appEmbed web app URL in SharePoint and TeamsCost Control : Budget alerts; index only approved SOPs
Acceptance : Fast response times with cited SharePoint sources
Phase 6 – AI-Assisted Curation (Optional)
Goal : Use AI to curate and organize uploaded SOPs
Trigger : File uploaded to DraftsGet file content via SharePoint or AI SearchCall Azure OpenAI to extract : title, department, process area, keywords, summary, effective dateDetect potential duplicates using vector searchPresent as approval card to content manager; on approval, write metadata, rename file, move to approvedDeveloper Setup Requirements
Admin Access : SharePoint Site Collection Admin, Teams AdminLicenses : Microsoft 365 E3 / E5, Power Automate PremiumSkills : SharePoint Online, Power Automate, basic Azure (for optional features)Power Platform environment with DataverseCopilot Studio access (included with M365)Azure subscription (for advanced AI features)Configuration & Testing
Key configuration files : Flow Definitions (Power Automate YAML), individual flows, SharePoint permissions, Copilot Studio responsesIntegration Testing : permission boundaries and access controlsUser Acceptance Testing : pilot group, success criteria, performance, usage, system metricsOperational Runbooks
Add new department (permissions, metadata, approvals)Update Copilot Studio bot and Teams deploymentProcess AI curator batch approvalsRestore SOPs from backup quicklyMonitor and optimize Azure costs; ensure licensing requirementsNote : This description preserves the core project content while removing unrelated platform boilerplate and user-interface text.
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