A SharePoint your team can actually find things in.
Files in five places, permissions nobody understands, search that returns everything except what you need. We audit your Microsoft 365 tenant, design a clean information architecture, and hand you a governance-backed roadmap — using only the SharePoint licenses you already pay for.
Consulting that ends in a plan, not a slide deck.
Every engagement produces concrete, actionable artifacts your team can execute — with us or without us.
SharePoint environment audit
A full health check of your tenant before anything gets changed.
- Site sprawl & dead-content mapping
- Permissions & external-sharing review
- Storage, versioning & search health
- Shadow-IT discovery (shared drives, Dropbox, email attachments)
Information architecture
The structure that decides whether SharePoint works or rots.
- Hub & site hierarchy design
- Document library & folder strategy
- Metadata, content types & naming standards
- Search configuration that finds the right version first
Governance & adoption roadmap
Rules and a rollout plan that keep it clean after launch.
- Site-creation & permission policies
- Retention, archiving & lifecycle rules
- Prioritized 6–12 month roadmap
- Champion & training plan for adoption
How we turn SharePoint chaos into structure
We start with how your team actually works — not with SharePoint.
Most failed SharePoint projects start from a features list. Ours start from interviews: where documents live today, who approves what, which "temporary" shared drive became permanent five years ago, and where the hours quietly leak.
We combine that with a technical crawl of your Microsoft 365 tenant — site inventory, permission matrix, storage and version history, external sharing exposure — to produce a findings report your leadership can read in fifteen minutes.
- Stakeholder interviews across departments
- Automated tenant inventory & permissions export
- Risk register: over-shared, orphaned and stale content
- Quick-wins list you can act on in week one
Typical audit findings
Structure designed so the right document is three clicks away. Always.
Information architecture is the part of SharePoint you can't see but feel every day. We design your hub structure, site topology, library layout and metadata so navigation matches how people think — by team, by client, by process — instead of mirroring an old file server.
Then we configure SharePoint search on top of it: refiners, promoted results and content types that make "where's the latest contract template?" a two-second question.
- Hub-and-spoke site architecture mapped to your org
- Metadata & content types replacing folder mazes
- Version control that ends "final_v7_FINAL.docx"
- Search tuned with refiners & promoted results
Architecture we design
Rules light enough to follow, strong enough to last.
Every messy SharePoint was clean once. The difference is governance: who may create sites, how access is requested, what gets named how, and when content is archived. We write governance as one readable page per policy — not a 60-page binder nobody opens.
On the security side we lock down external sharing, align permissions to Microsoft 365 groups, and set sensitivity labels where regulation demands it — so audits stop being a fire drill.
- Site provisioning & naming policy
- Permission model on M365 groups, not individuals
- External sharing & guest access rules
- Retention labels & compliance alignment (ISO, HIPAA, SOC 2 contexts)
Governance deliverables
From first call to executed roadmap
Free audit call
30 minutes on your current setup, pains and goals. No obligation, no jargon.
Discovery & audit
Interviews plus a technical crawl of your tenant. 1–2 weeks for most organizations.
Findings & roadmap
A prioritized report: quick wins, structural fixes, and a 6–12 month plan with effort estimates.
Architecture design
Hubs, sites, libraries, metadata, permissions and governance — reviewed with your team before a single file moves.
Execute & adopt
We implement with you (or hand off to your IT), train champions, and check back on adoption.
Consulting engagements that paid for themselves
Four storage silos became one intranet.
Problem: Files scattered across a file server, personal OneDrives, email and an abandoned SharePoint 2013 site. New joiners spent their first week just learning where things were.
We did: Two-week audit, new hub architecture organized by team and client, metadata-driven search, and a one-page governance pack.
Compliance audit passed without the fire drill.
Problem: Patient-adjacent documents shared through anonymous links; an upcoming compliance review had leadership expecting the worst.
We did: Permission and sharing audit, killed 200+ open links, rebuilt access on Microsoft 365 groups, applied retention labels and wrote the governance policies the auditors asked to see.
Project documents found in seconds, not email threads.
Problem: Every project ran its own folder convention. Finding the current drawing set meant asking in three group chats and hoping.
We did: Standard project-site template with content types for drawings, RFIs and submittals, search refiners by project and discipline, and auto-provisioning of new project sites.
Different industries. Same findability problem.
The details change — drawings, patient policies, case files, spec sheets — but the pattern is identical: information scattered across drives, inboxes and chat. Here's how consulting lands in the sectors we work with most.
SOPs, quality documents and shift handovers in one governed home — with revision control auditors can actually follow.
Policy libraries with review dates, permission walls between clinical and admin content, and retention that satisfies compliance.
Client- and engagement-based site structures so every project team finds the latest deliverable in seconds, not email threads.
Project templates for drawings, RFIs and submittals — the same structure on every job, from bid to closeout.
Operational documents and carrier agreements organized by lane and partner, searchable from the warehouse floor.
Matter- and client-centric architecture with ethical walls, versioned records and defensible retention schedules.
The Microsoft stack we work in every day
Consulting engagements run on the same platform you already own — plus the migration and governance tooling that makes audits fast and moves safe.
SharePoint consulting questions, answered
What does a SharePoint consultant actually do?
Do we need new licenses for SharePoint consulting work?
How long does a SharePoint audit take?
Can you fix an existing messy SharePoint instead of starting over?
What is SharePoint governance and why does it matter?
What size companies do you work with?
Does SharePoint consulting cover Microsoft Teams and OneDrive too?
Where consulting usually leads next
Get the audit. Keep the roadmap either way.
Book a free 30-minute call. We'll look at your SharePoint and Microsoft 365 setup and tell you exactly where the hours are leaking — no obligation.