SharePoint

Intranets and document management that are organised, secure and easy to use — with clear permissions, retention and governance from day one.

Intranet & hubs Doc management Permissions Retention Search

From messy file shares → governed libraries

Before

Nesting 10-deep folders, dupes and conflicts.
No version history or naming standards.
Hard to share; links break easily.

After

Libraries with light folders + metadata.
Versioning, check-in/out and co-authoring.
Share links with expiry and tracking.

Outcome: faster findability, fewer conflicts, cleaner audit.

From ad-hoc access → role-based permissions

Before

Individual item breaks and one-off shares.
Orphaned access when people leave.
No control over guest users.

After

Group-based access (M365/security groups).
Clear owner/member/visitor roles per site.
Governed guest lifecycle, reviews and expiry.

Outcome: least-privilege by default, easier management.

From “search is rubbish” → designed IA & search

Before

Inconsistent names and no metadata.
Users search tenant-wide and drown in results.
No promoted results or audience targeting.

After

Information architecture with content types.
Curated views/filters and scoped search.
Promoted results, news and navigation.

Outcome: relevant results, fewer clicks, happier users.

Example SharePoint we ship fast

Department sites

HR/Finance/Operations

Project workspaces

Docs, tasks, guests

Records centre

Labels & retention

Teams-connected

Files + channels

How we build (fast)

Discover

sites • owners • risks

Baseline current sites, content and risks, and agree what “done” looks like.

Site inventoryOwners & rolesRisks & gapsSuccess criteria

Output: findings + quick wins.

Design

IA • labels • sharing

Define information architecture, retention/sensitivity labels and sharing model.

Content typesViews & filtersRetentionSharing

Output: rollout rings + test plan.

Build

libraries • DLP

Create libraries, views and compliance policies; pilot and tune with owners.

Libraries & viewsPoliciesAutomationTelemetry

Output: pilot sign‑off + docs.

Ship

migrate & handover

Migrate content, publish day‑one guides and hand over with owners and review dates.

CutoverDay‑one guidesRunbooksOwner training

Output: go‑live checklist + next steps.

SharePoint — FAQ

SharePoint vs OneDrive — when to use which?

OneDrive is for personal work-in-progress; SharePoint is for team, project and department content with shared ownership and governance.

Folders or metadata?

Both. Use shallow folders for broad categories, and metadata for filtering, views and retention — the goal is fast findability.

How do you set permissions?

Group-based access (M365/security groups), clear site roles, minimal item-level breaks, and governed guest access with expiry and reviews.

Can we keep legacy file shares?

You can, but we usually migrate for versioning, sharing, search and retention. We map old paths, train users and run a clean cutover.

Do you build intranet homepages?

Yes — hub sites with audience-targeted news, navigation and quick links. Clean, fast and easy to maintain.

How do you handle retention and compliance?

Retention labels/policies by content type, sensitivity labels for protection, audit and eDiscovery — aligned to your regulatory needs.

Search feels poor — can you improve it?

We standardise names/metadata, build scoped views, add promoted results and train on search scopes (site/hub/tenant) and filters.

Can we sync to File Explorer?

Yes via OneDrive sync. We standardise libraries and naming to reduce conflicts, long paths and accidental offline sprawl.

What about external sharing?

Policies for who/what/where, expiry and guest lifecycle. Prefer sharing at site or library level with clear ownership.

Migrate from Google Drive/Dropbox/NAS?

Yes — design IA first, then migrate with SPMT/Move/third-party tools. We dry-run, validate, and communicate change.

❤️

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