Sunday, December 31, 2023

Top 5 Best Practices for Using SharePoint Views

The following are five top best practices for SharePoint views:

  1. Create views: Make views public and use filter/sort/group functions to display what one wants. Views can also help manage space on a page.
  2. Plan for SharePoint Document Management: Analyze existing documents, determine document types and properties. Additionally, create a flexible and easily extendable content type structure. Also, choose where and how to store documents in SharePoint, create fields, sites, libraries and lists. Finally, plan for permissions, define and automate SharePoint document naming, SharePoint document automation, optimize views and libraries.
  3. Avoid creating too many folders inside libraries: This aspect is much better for the speed and searchability if views were created instead.
  4. Use filters and styles to organize and show information: Views enable one to utilize filters and styles to organize and show the information already available in lists and libraries.
  5. Utilize SharePoint List/Library View features and capabilities: One should know how to show/hide columns, change the sort order, create multiple views, and how to add column choices to the modern user interface filters pane.

Saturday, December 30, 2023

Top 5 Best Practices for Document Management in SharePoint

The following are five best practices for document management in SharePoint:

  1. Utilize metadata to tag documents, rather than recreating network drive folders. This allows for more efficient organization and retrieval of documents.
  2. Utilize content types for dynamic meta tagging. This allows one to set dynamic properties/meta tags depending on the document uploaded.
  3. Utilize alerts for a document library or list to be notified if files or items in the library or list have been deleted or changed by someone else.
  4. Utilize version control/check-out features. By default this functionality is not turned on by default but can be in order to help protect accidental edits of documents.
  5. Utilize the creation of views to display what is applicable and needed. Views can also be utilized to help manage space on a page.

Friday, December 29, 2023

What is SharePoint?

SharePoint is a web-based collaborative platform which integrates with Microsoft Office. It is utilized by many organizations to create websites and manage documents. 

It is both scalable, interactive, elicits collaboration as well as is a document management interface for housing and working on documents, etc.

Top 5 Ways to Sell SharePoint

The following are the top five ways to sell SharePoint.

  1. Understand the benefits: When launching a large-scale project for the entire company, one will need to be able to speak to the benefits from every angle. With SharePoint this includes cost factors and functionality such as document management, security and collaboration features.
  2. Collaboration: SharePoint provides a more collaborative content sharing location for users to have access to the right information to do their jobs more efficiently. This means quicker response time to customers and faster production from project teams.
  3. Cloud-managed solution: SharePoint Online is a cloud-managed service which means less maintenance for the in-house technical department. It also means that accessing services from anywhere be it desktop or mobile is easier.
  4. MS Teams: With MS Teams, users can have chat functionality, sites for collaboration with coworkers, and MS Teams meetings for virtual video calls.
  5. Marketing: Use the SharePoint instance to become more efficient and have sales teams spend more time selling.

Thursday, December 28, 2023

5 Aspects for SharePoint to Improve Execution in the Workplace

The following are five core aspects for using SharePoint to improve execution in the workplace:

Collaboration, Communication and Outreach: SharePoint usage will have data that is transparent and trustworthy. This allows an organization to embrace skillful communications and be fully accountable for the output.

Information Technology: SharePoint usage allows a company to use tools efficiently and effectively.

Metrics: SharePoint can be utilized to include alignment and accuracy in data reconciliation efforts, compare "apples-to-apples" and establish trust in data.

Organizational and Process Optimization: SharePoint data can help identify and analyze constraints to determine where delays occur in processes. SharePoint can then be utilized to optimize workloads and shed non-essential work, assume risk where necessary and focus on key constraint areas.

Prioritization: SharePoint allows for when resource constrained, for prioritization of efforts to achieve alignment roadmap objectives.

Top 4 SharePoint Permissions to Grant

The following are the top 4 SharePoint permissions to grant to users:

  1. Full Control: Permission which grants full control over the site, including the ability to manage permissions, create subsites, and edit pages.
  2. Design: Permission which grants view, add, update, delete, approve, as well as the ability to customize lists, libraries, and pages.
  3. Edit: Permission which grants add, edit, and delete lists. Additionally allows for the ability to view, add, update, and delete list items and documents.
  4. Contribute: Permission which grants view, add, update, as well as the ability to delete list items and documents.