PRODUCTIVITY · SHAREPOINT & FILES
Stop digging through nested folders in SharePoint. Get the plan for the file structure that replaces them, and a fixed quote to build it.
A fixed-fee assessment of your SharePoint that designs the structure to replace your folder tree: the categories every document falls into, the labels each one carries, and the plan to configure it, then a fixed quote to do the build.
The deliverable
Information Architecture & Metadata Blueprint, 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 moved to Microsoft 365, but the files still sit in the same folder tree you kept on the old 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
Information Architecture & Metadata Blueprint
The categories every document falls into and the labels each one carries, in place of the 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. The blueprint is yours either way, so you can hand it to your own team or another vendor.
Typical timeline
1-2 weeksIncluded
- SharePoint information architecture audit
- Document categories and labels designed for your own content
- Migration and adoption plan
- A fixed-fee implementation quote
Assumptions
- One SharePoint Online environment
Not included
- The configuration and migration build (a separate fixed quote from this assessment)
- Custom development or third-party tools
Scoped separately here: Fix & improve.
Required access
- Read-only access to the SharePoint sites in scope
- A sample of real documents to model the categories and labels
- A 30-minute kickoff with a content owner
Engagement complete when
The engagement is complete when the metadata blueprint, migration and adoption plan, and the fixed implementation quote are delivered and walked through.
See how the existing files move across, and the fixed price to configure SharePoint.
One fixed fee, agreed in writing before any access is granted. The timeline above is the whole engagement, and what you keep is documentation your team can act on. One senior engineer scopes and delivers it.
The fee depends on what is actually in your environment rather than your headcount. The scope-fit check tells you where you land →