Home → mtm-sharepoint-consulting
- 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