File Management System

Open
Your Sweet Spot Life
Saint John, New Brunswick, Canada
Marguerite Apotre
Founder
(21)
5
Project
Academic experience
60 hours of work total
Learner
Canada
Intermediate level

Project scope

Categories
Data analysis Project management Organizational structure Information technology
Skills
file explorer ibm system p electronic documents organizational structure document management systems design data management
Details

Your Sweet Spot Life is seeking a streamlined solution to manage and organize its digital documents. The project aims to develop a sustainable organizational system using a CRM-type structure that can be easily maintained and adapted as the company grows. This system will enable efficient tracking of document access, tasks, and team interactions, and will function fully offline to accommodate users in rural settings where reliable internet access may be limited. This project provides an opportunity for learners to apply their knowledge of digital organization, data management, system design, and CRM systems to create a practical solution for a real-world problem

Deliverables
  • Analyze the current document storage system.
  • Develop a new organizational structure for digital documents using CRM principles to track document access, interactions, and tasks.
  • Propose a CRM-based system design that will streamline document management, support team collaboration, and function without an internet connection.
  • Recommend best practices for ongoing document management, including security measures and adaptability to future growth.
  • Provide a report detailing the system design, user interface recommendations, and security protocols for the new system.
Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Industry, innovation and infrastructure

About the company

Company
Saint John, New Brunswick, Canada
2 - 10 employees
Media & production, Travel & tourism, Agriculture, Business & management, Education
Representation
Minority-Owned Women-Owned BIPOC-Owned Small Business Sustainable/green
+ 4

About us
We are capturing what it means to be Canadian—one resource, one product, one story, one experience at a time. Our process begins with local natural resources, crafted by passionate creators who turn raw materials into meaningful works. Each creation tells a story—of learning, making, and transforming—connecting us to our culture and community. Through these efforts, we showcase how creation inspires, empowers, and leaves a lasting impact on those who experience it.

Motivation and Ideology
We are driven by a commitment to reshaping the way resources are sourced, products are made, and communities are supported. Our goal is to create sustainable, high-quality goods that reflect Canadian culture and values, challenging traditional models of production and consumption.

Resource Development
We work tirelessly to find truly Canadian resources, overcoming the challenges posed by global outsourcing. Partnering with universities and local groups, we aim to discover, develop, and utilize local materials for a sustainable, ethical product line.

Creation and Innovation
Through collaboration with creators, we develop innovative products that highlight Canadian craftsmanship and creativity. Our focus is on providing the tools, resources, and support to help creators build products that are both sustainable and meaningful.

Community Engagement
We believe in the power of collaboration and are actively working with local businesses, schools, and community groups to foster long-term, sustainable growth. By building strong partnerships, we support the development of local industries and create a more resilient economy.

Market and Sales
Our marketplace serves as a platform to sell not only our own products but also those created by other local artisans and businesses. By offering sustainable, high-quality products, we aim to make ethical consumption the easy and logical choice for consumers.

The Vision
Our vision is to build a self-sustaining ecosystem where Canadian resources are prioritized, and businesses are empowered to thrive. We are working towards creating resource hubs and a CRM system that will streamline the development of local products and services, creating a lasting impact on communities and industries.