PRODUCTIVITY · SHAREPOINT & FILES
Stop digging through ten years of nested folders. Get a metadata-driven SharePoint blueprint, then a fixed quote to build it.
A fixed-fee assessment that audits your SharePoint and designs a flat, metadata-driven information architecture, content types, taxonomy, and a configuration plan, then a scoped fixed quote to implement it.
The deliverable
This is what lands on your desk.
A representative deliverable. Yours is built on your own environment, with names and figures redacted here.
This is for you if
Built for the Owner, IT Director, or Operations Lead.
You migrated to Microsoft 365 but still treat SharePoint like a legacy file server. Nobody can find the final version of a contract, and files are duplicated everywhere. Ten years of messy, nested folders make search useless.
What you receive
Named deliverables you keep.
Information Architecture & Metadata Blueprint
The content types, metadata columns, and taxonomy that replace your folder tree.
Migration and adoption plan
How existing content moves in and how the team adopts metadata over folders.
A fixed implementation quote
The scoped, fixed price to configure SharePoint to the blueprint.
Typical timeline
1-2 weeksIncluded
- SharePoint information architecture audit
- Content types and metadata taxonomy design
- Migration and adoption plan
- A fixed-fee implementation quote
Assumptions
- One SharePoint Online environment
- A representative content sample for the taxonomy
- Read access to the target sites
Not included
- The configuration and migration build (a separate fixed quote from this assessment)
- Custom development or third-party tools
Those live in: Microsoft 365 Workflow Automation Assessment.
Required access
- SharePoint admin or site owner access
- A sample of real documents to model the taxonomy
- A 30-minute kickoff with a content owner
Done when
The engagement is complete when the metadata blueprint, migration and adoption plan, and the fixed implementation quote are delivered and walked through.
The ADAPTO
process
Make the final version always one search away.
A fixed price you see before you commit, delivered in days, ending in evidence you can hand to a board or an auditor.
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