Goals For Your SharePoint Project

Jaydeep Patel

January 30, 2023

All Post

There are many reasons to fully migrate to Office 365. Before undertaking any project, it’s important to define the major goals. That allows both the executive presentation of objectives, and also declaring success on project completion. This is even more important given many competing priorities and user demands and a nearly endless set of features and services within Office 365 SharePoint.

1. Intranet:

   Create an intranet that’s the centerpiece for corporate information, news, updates, and surfaces the values and culture of the organization.

2. Document Organization and Structure Searchability:

   Structure sites, libraries and folders.

3. Metadata Management:

   Centrally define the metadata for your organization. Enable tagging and even automated tagging of metadata.

4. Searchability:

   Refine the search experience to enable search focused on the needs of each department, and surface refiners to allow metadata-based drill downs to quickly find documents.

5. Centralize Storage within Redundancy:

   Provide a single version of the truth for all your organization’s documents, reducing the risk of version inconsistencies and issues.

6. Enhanced Collaboration and Communication:

   Enable our teams to work together on documents in real-time, so that they can improve productivity and streamline processes.

7. Delegated Permissions and Access Control:

   Enable your users to manage their permissions, by exposing groups and owners to manage the permissions.  Separately put in place the right level of granular control over who can access and edit specific documents, ensuring sensitive information stays secure and users get quick access by working within their departments and without burdening IT with tickets/requests.

8. Recycle Bin

   : enable user self-service, by exposing the recycle bin for user self-management of restoring documents.

9. Mobile Access:

   Enable user access on any device and from anywhere, smoothly and securely, as we move to hybrid and remote work environments.

10. Enabling Versioning of Documents:

    Automatically track document versions, making it easy to revert to a previous version if necessary. Enable document version comparison within MS-Office.

11. Co-authoring:

    Enable multiple users to work on a single document concurrently and see edits of others in real-time.  This is the heart of user collaboration in a literal sense.

12. Customizable document libraries:

    Ability to create custom document libraries, with views, groupings, and exposing document metadata to meet the needs of your projects, teams, departments and organization.

13. Workflows:

    Enable document approvals, and streamline automating within the organization. View consolidated dashboards of workflows in process, escalations, notifications, and speed multi-stage processes.

14. Enable Chat Services:

    Deploy teams to allow users to communicate in real time with document management of SharePoint fully integrated.

15. Compliance and Security:

    Provide extensive reporting, document lifecycle management, document disposition, security management and compliance capabilities including digital rights management and access controls, to keep your organization’s sensitive information safe, secure and provably so.

This is just a sampling of what might be some organizational project goals, and within easy grasp for any Office 365 project. What might be your goals?  How might you structure such a project?

Reach out to Reality Tech for a discussion on how Office 365 can be the centerpiece of your organization’s collaboration, document management and communication strategy.