Monday, April 8, 2024

SharePoint Online Best Practices and Considerations

The following are some key SharePoint Online best practices and considerations: 

  1. Requirements Gathering:
    • User Journeys and Use Cases: Document how the organization currently collaborates. Understand where people store files, how they share information, and existing collaboration processes. Map these tasks to SharePoint and OneDrive capabilities.
    • Migration Needs: Account for content migration while keeping productivity working. Plan how to move existing files and content to Microsoft 365.
    • Legal and Compliance Involvement: Engage legal and compliance groups to ensure compliance during the transition.
    • Stakeholder Agreement: Secure buy-in from proper stakeholders, including business-focused leaders and IT leadership.
  2. Core SharePoint and OneDrive Use Cases:
    • Content Management: Utilize SharePoint to store, organize, share, and access information securely.
    • Document Libraries: Create document libraries to manage files, with version control and metadata.
    • Lists: Utilize lists for tracking data, such as tasks, issues, or inventory.
    • Communication Sites: Build intranet portals, news sites, and team sites as needed for the intended collaboration.
    • Search and Discovery: Utilize search capabilities to find information quickly.
    • Security and Permissions: Account for and plan access controls and permissions for users and groups.
    • Integration with Microsoft 365 Apps: Leverage integration with other Microsoft 365 services such as Teams, Outlook, and Power Platform.
  3. Hardware and Software Requirements:
    • SharePoint Online users,should have the recommended hardware specifications which include:
      • Processor: 1.6 GHz or faster, 2-core (2.0 GHz or greater recommended).
      • RAM: At least 4 GB.
      • Disk Space: 4 GB free.
      • Screen Resolution: 1280 x 768

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