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Professional services firm · 60 people

Teams and SharePoint stopped fighting over the same files.

Every client engagement at this professional services firm had both a Team and a SharePoint site — with different copies of the same deliverables in each. Nobody knew which version had gone to the client, and two proposals went out with outdated pricing before the firm decided the guessing had to stop.

2→1copies of every deliverable
90dead Teams archived
0wrong-version incidents since
The problem

Every file had two homes — and no single truth.

Every client engagement got two workspaces: a Team for the day-to-day conversation and a SharePoint site for the documents. In theory the split was tidy. In practice, deliverables landed in both — a consultant drafting inside a Teams channel saved there, while a colleague polishing the same document opened the copy sitting on the SharePoint site. Each copy kept its own version history, so neither one could tell the whole story.

The cost surfaced at the worst possible moment: the send. Before anything went to a client, someone had to ask around about which copy was current, and the answer was usually a guess dressed up as a recollection. Two proposals went out with outdated pricing — the kind of error that keeps costing credibility long after the numbers are corrected.

Behind the live engagements sat the sprawl. Teams from engagements that had long since wrapped were never closed, each still holding files and still surfacing stale copies in search next to the current ones. Nobody wanted to delete anything, so nothing was ever archived — and the noise kept growing.

What we did

One store per engagement — and Teams pointed straight at it.

The fix wasn't a new platform. Teams and SharePoint are designed to work as one system — we rebuilt the connection between them so every engagement had exactly one place where its files live.

1
Rebuilt the single store

The SharePoint site behind each Team became the one store for that engagement's files, with duplicates consolidated in — one library and one version history per deliverable.

2
Mapped folders to phases

Channel folders were mapped to engagement phases, so the structure inside every engagement reads the way the work actually runs — from proposal through delivery.

3
Surfaced libraries as tabs

SharePoint libraries were surfaced as tabs inside Teams, so consultants open the current file right where they already work — no app-switching, no "which copy?" question.

4
Archived the dead weight

90 dead Teams from finished engagements were archived. Their content stays retrievable, but stale copies stopped appearing in search next to live ones.

Results

What changed.

No new platforms were added — just Teams and SharePoint, connected the way they were designed to be. Three results tell the story.

2→1copies of every deliverable
90dead Teams archived
0wrong-version incidents since
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