SharePoint Governance Review and Strategy

Get the most from your implementation with a SharePoint governance review.

SharePoint governance is the set of policies and processes that oversee how individuals and teams within your organization cooperate through SharePoint. Every business has different needs, and your governance strategy will depend on the size of your organization and its goals. Generally, large organizations will require a longer and more detailed governance plan.

A good governance plan ensures that your system is secure and compliant, upgrades are rolled out efficiently, and that you’re getting the most from your technology investments.

The governance strategy documents the vital components of your SharePoint solution and how it should be maintained in the future, covering technical and non-technical recommendations.

RSM’s consultants have worked with SharePoint since Microsoft first introduced it. Our team has unparalleled practical experience, years of training and certifications. RSM’s experienced SharePoint team will help your business develop and fine-tune your governance strategies with solutions including:

  • Up-front road-mapping to lay out a SharePoint strategy
  • One-time review of an existing SharePoint deployment to help triage your situation and re-connect SharePoint to the business value it was intended to drive
  • Ongoing, periodic reviews to ensure SharePoint usage stays aligned with your strategic goals

Your overall governance plan will develop over time, but it needs review throughout the SharePoint solution’s life cycle and should be managed and monitored by a SharePoint Steering Committee. 

Governance plan components should include:

  • Project team Comprised of individuals from across the organization who’ve been identified as integral to the successful implementation, development, deployment and ongoing support of the organization’s SharePoint implementation.
  • SharePoint usage and environmental boundaries – Internal and external usage should be evaluated based on implementation requirements. The authentication methods, device standards and exposure configurations need to be agreed upon and supported appropriately to ensure a satisfactory user experience for internal and external users.
  • Metadata and taxonomy standards – Standards should be established to ensure data accuracy, automate content tagging, improve business processes and improve the reliability of analytics and enforcement of security policies.
  • Change management –The end-user experience should be consistent and reliable, with certain modifications made only by the Steering Committee. Policies and processes should be established for introducing or modifying capabilities or content areas.
  • Communication plan – The communication plan typically explains SharePoint, including its high-level features, how SharePoint fits into the organization and how it replaces or enhances existing technologies. In addition to defining SharePoint’s impact on employees, an overview of governance, taxonomy standards and growth initiatives are also included.
  • Security – SharePoint can be tightly integrated into the Active Directory (AD) structure. SharePoint groups can contain AD users or groups as a member. If additional users are required or the number of users doesn’t constitute an AD group, those will be added directly within SharePoint. Permission levels, authentication methods, adds/edits/deletes and administration will be determined.

Your SharePoint implementation isn’t complete without thoughtful governance. Call RSM for the insights you need.

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