After Envisioning, we’ll have a clear idea of what you want out of your SharePoint solution and a basic outline of how we’re going to get you there. In the Planning phase, we get down to the foundations of your solution: the infrastructure, architecture, and layout; as well as mapping out requirements for content, functionality, and anticipating requirements for training.


To make implementation as quick and efficient as possible, it’s important for us to understand the ins and outs of your current environment. This step means taking into consideration networks, user base, and servers, and anticipating what infrastructure you’re going to need for a successful SharePoint solution.


Defining how your content is going to be fit into a suitable navigation model is a critical step for effective usability. A successful layout means developing an information architecture that is clear; easily navigable; and that works with how you do business, not necessarily with how you’re organized.


For SharePoint to work to your advantage, we’ll need to get down to the nuts and bolts of what you want it to do for you. A major part of this is determining the functional requirements of the solution; this includes, among other things, automation and workflow.


What do you want to communicate on your site? To tailor site navigation and architecture to your needs, we need to consider the content you’re ultimately going to be publishing to your new SharePoint site, in addition to any old content you plan on moving from your existing system.

Training Requirements

Anticipating training requirements prior to deployment is the best way to make your project as fruitful as possible. Eventually, your user base will want the resources and know-how to leverage the opportunities available to you through SharePoint. Figuring out who needs to be educated and to what degree is the practical first step.

Solution Design & Implementation Plan

The Planning phase, appropriately, ends with a plan. The Solution Design & Implementation Plan is just that: we take the information gathered during this step and put it together, giving you a crystal-clear outline of where you’re headed with your SharePoint project.