Goodwill Industries Microsoft SharePoint Financial Document Management Case Study

Goodwill Industries Uses KnowledgeLake to Streamline Financial Document Management

The Goodwill Industries organization serving Central Virginia and Hampton Roads needed a better way to manage thousands of finance-related documents. It deployed a KnowledgeLake Enterprise Content Management solution on top of Microsoft SharePoint, resulting in fast, easy document access and greater security and availability of important data.


Goodwill Industries serving Central Virginia and Hampton Roads is a part of Goodwill’s large North American network of 165 community-based, autonomous member organizations. They serve people who have obstacles to employment through education, training, and job placement services. The non-profit Goodwill Industries helps people become independent, tax-paying members of their communities by giving them opportunities to work, earn income, and enjoy a sense of pride and self-esteem.

The Central Virginia Goodwill runs 27 retail stores, a production center, five community employment centers, 13 attended donation centers, and an auction center. In 2012, it served more than 16,000 individuals through career development, training, and support services.

The organization had problems dealing with a large and growing number of paper documents related to finance and accounting activities, particularly accounts payable and human resource documents.


The regional Goodwill decided to implement a KnowledgeLake enterprise content management (ECM) solution. It deployed the full suite of KnowledgeLake products.

The solution was initially deployed in the organization’s finance department, which uses the KnowledgeLake ECM solution to scan and store a variety of documents, including invoices, vendor statements and communications, employee expense reports, contracts, and W9 forms.

As part of the deployment, Goodwill integrated KnowledgeLake with its Sage 100 Fund Accounting software to assign vendor data in the metadata information used for organizing and accessing within SharePoint. A Vendor ID or Vendor Name field is linked from the metadata field to the vendor database in the Goodwill accounting system, allowing users to select from a vendor instead of being required to manually enter the vendor name.

"We needed a solution for digital file management of our accounting and payroll records and documents. It had to be affordable, and it had to work with our Microsoft SharePoint system.”

-Helen Dow, Controller, Goodwill Industries


Goodwill of Central Virginia and Hampton Roads employs about 1,300 people who help run a network of donation centers and other facilities designed to provide jobs through businesses that collect and sell donated clothing, household items, computers, and automobiles. It has two central offices in Virginia—one in Richmond and one in Hampton Roads.

Virginia, United States


Shop at Goodwill

“The beauty of KnowledgeLake is the fact that it is simple to use, yet provides all of the functionality we were looking for in a document management solution.”

-Helen Dow, Controller, Goodwill Industries


Improved Security

Securing the information in documents, particularly financial information, is important for any organization. Dow says the new ECM solution enhances the security of sensitive information.

Easily Accessible Documents

The documents that Goodwill employees use are now much more accessible than in the past thanks to data-driven search features.

Fast Searches

Searching for documents is easy using the KnowledgeLake and SharePoint system.

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The KnowledgeLake platform helps automate other processes such as:

Intelligent Financial Services

Manage financial documents in the cloud to reduce costs and drive new revenue.

Employee Onboarding

Spend more time managing your employees, not their paperwork.

Explore the Technology

Learn how the KnowledgeLake services create an extensible cloud platform.

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