SharePoint Online - Initial Planning and Setup | IT Partner

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SharePoint Online - Initial Planning and Setup

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  • Duration: 1 week;
  • Price: $1200;

Helping to build strong Information Architecture in SharePoint Online with site design and permissions.

  1. Our responsibilities
  2. Client responsibilities
  3. Out of the scope of this project (additional cost items)
  4. Plan
  5. Results

SharePoint Online is a cloud-based service that helps organizations share and collaborate with colleagues, partners, and customers. With SharePoint Online, you can access internal sites, documents, and other information from anywhere — at the office, at home, or from a mobile device.

Before you dive into building and configuring your organization’s SharePoint Online environment, there are a few things you should think about. For example, how will your organization manage sites and users? Do you plan to make special customizations or build any solutions?

We’ve divided the planning process into five manageable steps. With each step, we will help you guide your decisions and get you better acquainted with SharePoint Online.

  1. Set up your SharePoint Online environment
  2. Plan sites and manage users
  3. Organize site content and plan content features
  4. Customize sites with solutions & apps

Our objective is to help you plan sites and organize content in your SharePoint Online environment. This project will be considered successful when we develop a document covering all four topics mentioned above.

Our responsibilities

We will start asking these useful questions:

  • What types of documents do you want to store?
  • What information about those documents (e.g. published date, author) should be stored?
  • Do you need images or video?
  • Who will be accessing the different types of content?
  • Do you have more structured information, such as lists of suppliers or key marketing contacts?

Now that we understand the nature of our content and the building blocks available to us, we can start to create elements of the Information Architecture. It helps to organize and manage content and to design a solid plan for SharePoint Online. We make your information architecture logical, extensible and user-friendly.

Client responsibilities

Designate a specialist who will provide useful information about content design and structure, someone who understands all business processes inside your company

Out of the scope of this project (additional cost items)

  • document migration
  • user folder migration
  • mail server migration
  • consulting and development for SharePoint

Our experience and practices allow us to provide the best migration experience on every project. We can migrate documents and collaboration files from any source to SharePoint Online.


May vary depending on your needs.

  1. Kickoff meeting
  2. Q&A Session
  3. Draft discussion
  4. Final document review


You will have a document which includes a plan for site structure and permissions for your future SharePoint Online environment