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Don’t wait any longer. Get started today!

Let's Get Started!

We're excited to help you create a SharePoint site that acts as a true "command center" — a place where employees can easily find the resources, updates, and tools they need.

Please complete the questions below to guide the setup process.

We're here if you need anything along the way!

 

  • Your Name
  • Your Email *
  • 1. General Information

  • What is the primary purpose of the SharePoint site?
  • What is the preferred name of the site?
  • Who will be the site owner/admin?
  • How often will the content need to be updated?
  • How will the site be rolled out to employees?
  • Will any data on the site require compliance considerations?
  • 2. Audience

  • Who needs access to this site?
  • Will external users (non-company) need access?
  • Any specific groups or departments involved?
  • 3. Design & Branding

  • Do you have branding preferences?
  • 4. Content

  • We want to make your SharePoint a useful and welcoming place for your team! Please let us know what you'd like to feature:

     

  • Welcome Message or Tagline
  • Select additional content you want to include:
  • Forms
  • Other:
  • Any existing content to migrate?
  • 5. Navigation

  • What key sections should be in the top menu?
  • 6. Permissions & Access

  • Who should have:

     

  • Full control?
  • Edit access?
  • Read-only access?
  • Any sensitive content needing restricted access?
  • 7. Other Features

  • Do you need any of the following?

     

  • Workflows
  • Integrations
  • Version Control
  • Document Retention Policies