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  • Identify shortfalls in the current intranet
  • Make immediate changes that will provide the biggest improvements
  • Review and make changes to security and permissions management to encourage good governance
  • Create a process to clean up SharePoint sprawl and make overall environment more manageable
  • Consult management and key stakeholders on path forward
  • Consult management and key stakeholders on the scope of the project
  • Plan information architecture (hierarchy, managed metadata, site columns, and content types)
  • Set up document management (metadata, workflows, information management policies)
  • Create search experience that utilizes metadata refiners
  • Establish and encourage best practices through configuration and custom training
  • Identify and prototype Excel PowerPivot, Power Query, Power View, and Power Map reports
  • Create SharePoint pages and dashboards to deliver reports
  • Involve key stakeholders (CFO, controller, VP of Sales) in report design and review
  • Setup system for on-premise deployment or use Office 365 Power BI
    • Connections to external data sources
    • PowerPivot on SQL Server
    • Excel Services, PowerPivot, Reporting Services, and Secure Store service applications
  • Conduct power user and system administrator training
  • Utilize InfoPath to create list or form library forms
  • Use custom methods to create forms
  • Use SharePoint Designer to create workflows to process form submissions
  • Setup permissions to manage form data access
  • Use custom views and Excel business intelligence features for reporting
  • Create SharePoint, Office 365, and mobile apps that integrate with current systems
  • Secure your data
    • Design and review app security
    • Encrypt sensitive data and setup key management
    • Setup secure developer workflow
  • Utilize the right technologies
    • Use JavaScript, REST, and Client APIs
    • Utilize Angular and JQuery on the client side
    • Use ASP.NET MVC and entity framework
  • Deploy internally or to Windows Azure web apps, SQL, no SQL, and blob storage
  • Upgrade from a previous version of SharePoint to SharePoint 2013
  • Migrate from current SharePoint to Office 365 SharePoint
  • Improve information architecture, management, and governance during the process


901 S Highland St Room 314
Arlington, Virginia 22204
Phone: (240) 547-6851

About MTM

MTM Training and Consulting is started by a group of highly qualified and motivated Information Technology Professionals to help you boost your IT career, and your company's productivity
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